(May 2, 2026) Entering the second quarter of 2026, the domestic silica industry ushered in the dual high pressure of strict environmental protection and energy consumption control, and the pace of industry reshuffle was significantly accelerated.
In recent years, domestic ecological and environmental protection supervision has continued to increase, and the control standards for wastewater discharge, solid waste treatment, and waste gas treatment in the production process of silica by precipitation have been comprehensively upgraded. The traditional old production line technology is backward, the cost of pollution control and transformation is high, and most small and medium-sized manufacturers cannot afford to invest in technical transformation, so they can only choose to withdraw from the market. In contrast, the industry's leading enterprises have laid out green production processes in advance, adopted closed-loop water circulation, waste heat recovery, and clean acidification technology, successfully passed environmental protection acceptance, and the capacity utilization rate continued to remain high.
Under the reconstruction of the production capacity pattern, the market share of the silica industry has rapidly gathered to leading enterprises, and large-scale, green and intelligent production has become the standard for industry access. low-end general-grade silica due to the withdrawal of small factories, market supply and demand tend to be balanced, and the price stopped falling and stabilized; The mid-to-high-end models with reinforcement, thickening, and hydrophobic modification functions continue to strengthen the quotation due to their scarcity.
From the perspective of downstream transmission, the traditional demand for tires, shoe materials, and ordinary rubber and plastics remained stable, while the procurement demand for low-impurity, high-dispersion special silica in the fields of high-end coatings, silicone products, daily chemical beauty, and new energy supporting equipment has steadily increased. The market gap vacated by the exit of small and medium-sized enterprises is being quickly filled by high-end customized products of leading enterprises.
According to the analysis of industry insiders, the follow-up environmental protection supervision will not be relaxed, and the low-end clearance, high-end expansion, and leading monopoly of the silica industry will become a long-term trend.
