(May 11, 2026) Recently, the domestic silica market has been operating steadily as a whole, with a basic balance between supply and demand of ordinary precipitation silica, steadily increasing demand for high-end products such as vapor phase silica and high-reinforcement special silica, continuously optimizing the product structure of the industry, and releasing procurement demand in downstream new energy, rubber, coatings, daily chemicals and other fields, driving the resilience of industry development.
From the perspective of raw materials, the prices of basic chemical raw materials such as sodium silicate, sulfuric acid, and hydrochloric acid have fluctuated slightly recently, and the overall situation is in a reasonable range, the production cost pressure of silica enterprises is controllable, and the operating rate of mainstream production enterprises is maintained at 75%-82%.
The downstream consumer market showed a differentiated growth trend. In the field of traditional rubber, tire and rubber products enterprises just need to be stable, and the order volume of environmentally friendly high-dispersion silica can replace some carbon black and improve the wear resistance and anti-aging performance of rubber, and the order volume has steadily increased; The new energy track has become the core engine of silica growth, and the demand for ultra-fine fumed silica and hydrophilic silica in the fields of lithium battery separators, silicon-based anode materials, and photovoltaic sealants has continued to rise, driving the price of high-end silica to remain strong. At the same time, the procurement activity in the field of fine chemicals such as daily chemical toothpaste, cosmetics, coating inks, and pesticide additives has increased, and the purity, particle size and dispersion requirements for silica have been continuously improved, forcing the industry to accelerate technological upgrading.
In terms of exports, with the expansion of overseas rubber industries in Southeast Asia and the Middle East, as well as the improvement of the layout of the global new energy industry chain, China's cost-effective precipitation method silica export orders have picked up, and the proportion of foreign trade orders has gradually increased, becoming a new growth fulcrum for the industry.
According to the analysis of industry insiders, in the short term, the stocking cycle of downstream enterprises in May and June will open, and the trading atmosphere of the silica market will be further active. In the long run, with the continuous development of new energy and new material industries, green environmental protection and high-performance silica will become the mainstream development direction of the industry, the industry will gradually eliminate backward production capacity, the technology and capacity advantages of leading enterprises will be further highlighted, and the market concentration is expected to continue to increase.
http://www.siliconeoil.net
