(May 10, 2026) In mid-May, the domestic silica market as a whole operated steadily, spot prices continued to stabilize at a high level, the mainstream quotation remained at about 6,000 yuan/ton, the center of gravity of negotiations in the precipitation rubber-grade silica market was stable, and the fumed silica still maintained a strong trend, and the supply and demand ends basically reached a balanced state.
From the perspective of the spot market, the recent fluctuation of the ex-factory price of domestic silica is very small, the average market price in three months remains at 5980 yuan / ton, the market high quotation touches 6067 yuan / ton, feed grade, rubber grade, coating grade the quotation is not much differentiated, Shandong, East China and other main production areas are sufficient supply, enterprise inventory is reasonable turnover, downstream procurement is mostly based on on-demand replenishment, and there is no large-scale stocking market for the time being.
On the demand side, the downstream application scenarios of silica continue to expand, of which green tires for new energy vehicles have become the core growth engine. Compared with traditional fuel vehicle tires, new energy vehicles have significantly improved the proportion and performance requirements of silica due to their larger dead weight and higher instantaneous torque, and the proportion of silica in new energy vehicle tires can reach 25%-35%, which is much higher than the 15%-25% ratio of traditional tires. With the implementation of domestic green tire regulations and the increase in the production and sales of new energy vehicles, the market demand for high-end high-specific surface area silica continues to increase, and the industry penetration rate has steadily increased.
In addition to the tire field, the rigid demand for silica in industrial coatings, silicone rubber, daily cosmetics, electronic seals, leather modification and other fields is released simultaneously. Since the second quarter, the development logic of the industry has shifted from simple capacity expansion to customization, functionalization, and high-end upgrading, and downstream customers have paid more and more attention to core indicators such as product specific surface area, particle size distribution, and purity stability, forcing leading enterprises in the industry to increase technology research and development, eliminate low-end backward production capacity, and further concentrate the market pattern to the leader.
At the channel level, the marketing model of the silica industry has ushered in a change, the growth of traditional offline distribution channels has slowed down, and the online precise customer acquisition model relying on short video new media has risen rapidly.
Industry institutions analyze and predict that the short-term domestic silica market will continue the pattern of stable prices and flat supply and demand, with limited fluctuations in raw material prices and normal levels of enterprise start-ups; In the medium and long term, with the multiple blessings of the dual carbon policy, the popularization of green tires, and the expansion of the new energy industry, the demand for high-end special silica will continue to rise, and the trend of industry capacity structure optimization and technology iteration and upgrading will become more and more obvious, and enterprises with high-end production capacity and R&D strength will seize more market share.
http://www.siliconeoil.net
