(May 11, 2026) In recent years, the growth of silica in traditional rubber tires has gradually slowed down, and since 2026, the rapid rise of emerging tracks such as photovoltaics, new energy batteries, high-end coatings, and agricultural additives is reconstructing the domestic silica demand pattern and promoting the transformation of the industry from traditional chemical raw materials to functional new materials.

Driven by the rapid expansion of the photovoltaic industry, the demand for fumed silica for photovoltaic sealants and thermal conductive materials continues to increase, and its excellent thickening, reinforcement and anti-aging properties have become indispensable key fillers for adhesive products. At the same time, the amount of high-purity silica in lithium battery separator coatings and silicon-based anode systems has steadily increased, becoming an important supporting raw material for the new energy materials sector.

The agricultural and daily chemical fields have also become new growth points. Agricultural silicone additives combined with silica can improve the adhesion of chemical solutions and rainwater erosion resistance, and adapt to the development of modern precision agriculture. In the field of toothpaste, cosmetics, and personal care products, strict standards have been put forward for the whiteness, heavy metal content, and fineness of hydrophilic ultra-fine silica, and high-end customized orders have continued to increase.

From the supply side, forced by the upgrading of downstream applications, enterprises no longer blindly expand the production of general-purpose products, but instead lay out special formula silica, focusing on subdivisions to create differentiated products. The market for general precipitation silica is fiercely competitive and the price is stable, while special models suitable for new energy, high-end daily chemicals, and photovoltaic fields are in short supply, and the market premium is significant.

Industry insiders said that silica is getting rid of the single label of traditional tire supporting raw materials and upgrading to new materials with high added value in multiple fields. In the future, with the continuous development of new energy, fine chemicals, and modern agriculture, enterprises with formula research and development and customized production capabilities will seize more market space, and the overall added value and industry value of the industry will continue to improve.

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