April 20, 2026 Recently, the annual industry conference of domestic rubber additives and carbon black and carbon black industry has come to a successful conclusion, combined with the latest market data, China's silica industry is in a critical transition period of capacity integration, technological upgrading, and two-way expansion of domestic and foreign markets, and the blueprint for high-quality development of the whole industry is gradually clear.

The meeting focused on green innovation, industrial chain coordination, and production capacity structure optimization. At present, the production capacity of China's silica industry ranks first in the world, but there have long been problems such as low-end overcapacity, high-end products dependent on imports, and fierce homogeneous competition. With the tightening of domestic environmental protection policies and the implementation of new regulations on chemical industry restructuring, ordinary backward devices below 15,000 tons/year have been gradually eliminated, non-green process production lines have been restricted, and the supply-side reshuffle of the industry has continued to accelerate.

At the market level, the latest data in April shows that domestic silica prices remain high supported by raw material costs, and mainstream spot prices are running stably; In addition to the traditional tire and rubber field, the demand for silicone rubber, food and medicine, new energy materials, coating additives and other emerging fields has grown rapidly, becoming the core driving force for the industry's new growth. At the same time, foreign trade exports performed well, overseas orders for high-end special silica continued to increase, domestic products gradually opened up the global high-end market, and the export structure continued to be optimized.

Industry experts said that in the future, domestic silica enterprises will take technological innovation as the core, strengthen industry-university-research collaborative research, make up for the technical shortcomings of high-performance products, accelerate the transformation of green and energy-saving production lines, and deepen the linkage cooperation between upstream and downstream industrial chains. Driven by the dual drive of domestic demand upgrading and overseas market expansion, the industry will gradually get rid of low-end competition and move towards a new stage of high-end, green and intelligent development in an all-round way.