(April 17, 2026 Industry News)Driven by the gradual recovery of demand in downstream tires, rubber products, silicone rubber and coatings, the overall market atmosphere has improved significantly, the industry operating rate and shipments have increased simultaneously, and the market has entered a benign operation stage.
With the continuous recovery of automobile production and sales and the increase in the starting load of tire enterprises, the purchase volume of silica for rubber has increased significantly, changing the previous on-demand small order procurement model, and the batch order has increased. The inventory pressure of production enterprises has gradually eased, the inventory of some manufacturers has dropped to a low level, and the market quotation has tended to be strong. At the same time, driven by new energy, consumer electronics and other fields, the demand for special silica in the silicone rubber and adhesive industries has grown steadily, further supporting the overall market situation.
The trend of raw materials is relatively stable, creating a relatively stable production environment for silica production enterprises. Different from the previous sharp fluctuations, the recent price fluctuations of major raw materials have narrowed, the cost pressure of enterprises has eased, the quotation has become more rational, the upstream and downstream bargaining has tended to be moderate, and the overall mentality of the market has improved significantly.
The foreign trade market also remained stable. The demand for replenishment from overseas customers has increased, and China's silica export orders have continued to follow up, especially the recognition of high-dispersion and high-purity products in the international market has been continuously improved, and the export volume has continued to grow, becoming an important supporting force for the industry.
Industry insiders said that the current silica market is in the stage of gradual recovery of demand, and the continuous improvement of downstream construction will continue to drive raw material procurement. It is expected that the market will maintain a steady and upward trend in the short term, and the price will be mainly running smoothly, and with the gradual approach of the traditional peak season, the industry as a whole is expected to continue to pick up.