On April 16, 2026, the reporter learned from the domestic silica industry association that with the gradual release of domestic high-end production capacity and the demand in downstream emerging fields, the current supply and demand pattern of the silica industry continues to be optimized, and the industry as a whole is moving towards high-quality development, and greening and high-end have become the core development main line.

In terms of market price, as of today, the domestic precipitation silica market quotation has risen steadily, with the mainstream quotation range of 6100-6300 yuan/ton, a slight increase of 0.5%-1% from last week; The quotation of high-end products of fumed phase silica was strong, and the quotation of semiconductor-grade and lithium battery special silica exceeded 35,000 yuan/ton, an increase of 5% from the previous month, mainly due to the rigid demand support of the downstream new energy and electronic information industries.

In terms of production capacity layout, a number of high-end silica projects in China have been intensively promoted recently. A chemical enterprise in Jiangxi invested 850 million yuan in a nanoscale silica production line on April 15, with a planned annual output of 50,000 tons of high-end fumed phase products, which can be widely used in lithium battery separators, high-end rubber products and other fields, and will further alleviate the tight supply of domestic high-end products after it is put into operation. In addition, many enterprises in Zhejiang, Jiangsu and other places have increased their green process transformation, using technologies such as carbon dioxide recycling and zero wastewater discharge to promote the low-carbon transformation of the industry.

On the demand side, in addition to the stable demand in the fields of traditional tires and rubber products, emerging fields such as new energy vehicles, photovoltaics, and biomedicine have become new highlights of demand growth. According to the data, in the first quarter, the domestic demand for silica for lithium battery separators increased by 38% year-on-year, the demand for silica for photovoltaic adhesives increased by 29% year-on-year, and the proportion of demand in emerging fields has increased to 27%, an increase of 8 percentage points over the same period last year.

The relevant person in charge of the industry association said that the current silica industry is in a critical period of structural adjustment, and the normalization of environmental protection control and the upgrading of high-end demand have accelerated the reshuffle of the industry, and the leading enterprises with technical advantages and green production capacity will continue to seize market share. It is expected that in the second quarter, with the landing of more high-end production capacity and the continuous recovery of foreign trade orders, the silica market will maintain a stable and positive trend.