(May 11, 2026) With the tightening of environmental protection control and the rapid iteration of the downstream new material industry, in May 2026, the domestic silica industry will no longer rely solely on traditional capacity expansion, but will accelerate its transformation to green production, functional customization, and refined processing, ushering in a new round of reshaping the industry competition pattern.

At present, on the domestic silica production side, a number of mainstream enterprises have successively completed the technological transformation and upgrading of production processes, using low-energy synthesis technology and wastewater recycling systems to greatly reduce pollutant emissions, which meets the requirements of the national chemical green and low-carbon policy. Some small and medium-sized production capacities have gradually withdrawn from the market due to environmental protection and energy consumption indicators not meeting standards, and the backward production capacity of the industry has continued to be cleared, market resources have been further concentrated in leading large-scale enterprises, and the overall supply structure has continued to be optimized.

Unlike the stable demand for silica for traditional tires and rubber, high value-added silica is becoming the main growth force of the market. In emerging fields such as photovoltaic adhesives, electronic sealing materials, new energy battery materials, high-end coatings, oral care, and agricultural additives, the demand for high-purity, ultra-fine particle size, and high-dispersion silica is rapidly released. In particular, gas-phase silica, with its excellent reinforcement, thickening and anti-settlement properties, orders in the new energy and new materials track continue to rise, and the product premium ability has been significantly improved.

At the market price level, ordinary general-purpose silica is affected by the balance of supply and demand, and the price remains stable; Due to high technical barriers and limited production capacity, the market price of customized and high-end special models has risen steadily, and the profit space of enterprises has been further opened. In terms of foreign trade market, domestic environmentally friendly silica continues to seize overseas markets by virtue of its quality and cost advantages, and the export category has changed from traditional low-end products to high-end refined products, and the competitiveness of foreign trade has continued to increase.

Industry experts said that in the future, the core competition point of the silica industry will shift from capacity competition to technology research and development, customized services, and green and low-carbon production. With the continuous expansion of the downstream new energy, new materials, and fine chemical industries, enterprises with technical advantages, compliant production capacity, and stable supply capacity will benefit from the dividends of industry upgrading for a long time, and the silica industry has officially entered a new cycle of high-quality development.