(April 16, 2026 Comprehensive News)Entering April 2026, the domestic silica market as a whole maintained a steady and upward trend, changing the logic of the previous general rise and showing obvious structural differentiation of products. Due to the weak demand in the traditional rubber field, the price and operating rate of ordinary precipitation silica remained at a moderate level. The special silica used in the fields of new energy, high-end silicone rubber, and food and medicine continues to be in short supply and has become the main growth force of the industry.
In terms of raw materials, the price of sulfuric acid, which rose sharply in the early stage, gradually stabilized, the pressure on the cost side of enterprises has eased, there is no new round of centralized price adjustment plan, and the market has entered the wait-and-see stage. Some leading enterprises have further controlled energy consumption and emissions through circular production and process optimization, and maintained stable operation under the background of normalization of environmental protection verification.
The downstream demand side highlights are prominent. With the continuous increase in demand for lithium batteries, photovoltaic adhesives, and high-performance sealing materials, orders for high-purity, low-impurity, and high-dispersion silica have increased significantly month-on-month, and some specifications have even been in short supply in short terms. In terms of exports, orders in Southeast Asia and the Middle East have steadily recovered, and the advantages of domestic silica in terms of cost performance and supply stability have continued to appear, and foreign trade shipments have maintained a good momentum.
Industry analysts believe that this year, the silica industry will no longer rely on a single price drive, and technological upgrading, high-end products, and green and low-carbon will become core competitiveness. With the continuous withdrawal of backward small production capacity, the market share of leading enterprises is further concentrated, and the industry as a whole is developing steadily in the direction of refinement and specialization.
