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The demand for lithium batteries and silicone rubber has exploded, and the cross-border emerging track of silica has opened up new space for growth

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(April 17, 2026 Industry News)In the traditional cognition, silica is mainly used in tires and rubber products, but since the beginning of this year, this traditional chemical raw material is rapidly entering emerging tracks such as new energy, electronics, and high-end materials, and the application scenarios have been greatly expanded, becoming a new growth engine in the industry.

In the field of lithium batteries, silica, as a separator coating and electrolyte additive, can significantly improve battery safety, high temperature resistance and cycle life, with the continuous expansion of power battery production capacity, the demand for special lithium battery grade silica has increased significantly year-on-year, and a number of chemical companies have begun to specialize in the layout of related product lines.

The silicone rubber, high-temperature glue, and liquid rubber industries also led to a stronger demand for silica. In the fields of new energy seals, electronic components, smart home accessories, etc., the use of high-performance silicone rubber continues to increase, and the demand for reinforced and hydrophobic silica is strong, and some special models even have a phased supply shortage.

In addition, the purity and stability requirements for silica in the fields of food additives, high-end coatings, toothpaste and daily chemicals have been continuously improved, and the market for food-grade and cosmetic grade silica has been steadily expanding, and the price and profit margin are better than traditional rubber-grade products.

Unlike relying on a single rubber market in the past, the silica industry is now moving towards a multi-field, high value-added, and customized development model. The diversification of downstream applications has effectively hedged the risks caused by fluctuations in a single industry, and also significantly improved the risk resistance and profit structure of the entire industry.

Industry insiders said that with the continuous iteration of new material technology, the application boundaries of silica are still expanding, and enterprises with technology research and development capabilities and can quickly adapt to the needs of emerging industries will occupy a greater advantage in market competition in the future.


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