(May 7, 2026) In the second quarter of 2026, the deep integration of the entire domestic silicon chemical industry chain will be accelerated, and silica, as an indispensable reinforcement, thickening, and functional supporting powder for silicone oil, raw rubber, silicone rubber, and silicone products, has been completely reconstructed from the value logic of the industry, shifting from single product sales to collaborative supporting of the silicone industry chain, becoming a key basic raw material to support the quality and upgrading of the entire silicon-based industry.
In the context of the continuous expansion of silicone downstream production capacity, silicone rubber, liquid silicone rubber, sealant, defoaming silicone oil, release agent, coating silicone additives and other products continue to increase, directly driving the explosion of demand for special silica. Different from the general silica for traditional tires and ordinary coatings, the silica suitable for the silicon chemical system has strict requirements for surface area, dispersion, hydrophobicity, and particle size uniformity, and requires precise customized formula processes.
At present, the silicone industry is transforming into high-end products, fine chemicals, and foreign trade export-grade products, and high-end room temperature vulcanized silicone rubber, electronic potting silicone, cosmetic grade silicone oil, industrial leveling silicone additives and other categories continue to be popular, forcing upstream silica enterprises to upgrade their processes and target research and development of special grades. Highly dispersed vapor phase silica and hydrophobic modified precipitation silica have become the core fillers in silicon chemical production with excellent reinforcement and enhancement, thixotropic anti-sagging, anti-settlement, matte smoothness and other properties.
The synergy effect of the industrial chain has become more and more prominent, and the leading silicone product companies have begun to integrate in groups, establish long-term strategic cooperation with silica manufacturers, customize exclusive specification products, and realize the integration of raw materials, intermediates, and silicone finished products, which not only reduces supply chain costs, but also ensures product stability and formula confidentiality. Small and medium-sized silicon product companies have gradually abandoned the random purchase of general powders and turned to fixed-point procurement of special modified silica, so as to improve product quality and market competitiveness.
From the perspective of market performance, since 2026, orders for special silica suitable for the silicon chemical industry chain will continue to be in short supply, the production scheduling time will be lengthened, and it will have stable gross profit and strong market resistance to fluctuations; On the other hand, low-end general-grade silica, affected by market saturation and low-price involution, sales and profits are under pressure, and industry differentiation has been further intensified.
Industry analysis pointed out that in the future, silicone new materials will still be the core track for growth in the chemical field, and related industrial-grade, cosmetic-grade and electronic grade special silica will usher in long-term rigid demand. Only by integrating into the silicon chemical industry chain, deeply cultivating supporting customization, and optimizing modification technology can silica enterprises get rid of low-end price competition and achieve sustainable and stable development relying on the dividends of the silicone industry.
