(May 11, 2026) With the slowdown in the pace of on-demand procurement of downstream enterprises in the second quarter, the overall inventory structure of the domestic silica industry has changed significantly, the inventory of general-purpose products has accumulated slightly, and high-end special products are still in short supply, and the market has officially entered the operation cycle of phased destocking and price stabilization.

From the perspective of enterprises, affected by the stocking of raw materials and the stable release of production capacity in the early stage, the inventory of general silica underworld by precipitation method has increased, mainly concentrated in East China and Central China. At present, downstream tire and ordinary rubber products enterprises mainly consume the original inventory, the increase of new orders is limited, manufacturers take the initiative to control the pace of shipments, avoid selling at low prices, and the overall market quotation remains stable and has not fallen significantly.

On the other hand, photovoltaic glue, electronic materials, daily chemical grade, agricultural additives special silica, due to the continuous rigidity of downstream demand, compact production orders, long-term low inventory, tight spot circulation, price remains strong, and general products are clearly differentiated.

In terms of circulation, traders mostly operate in small batches and fast turnover modes, cautiously hoarding, with a strong wait-and-see mood, reduced speculative stocking in the market, and trading returned to rationality. With the gradual start of summer stocking in the downstream in mid-to-late May, and the continuous follow-up of export orders, the progress of industry destocking is expected to accelerate, and inventory pressure will be effectively alleviated.

According to the analysis of industry insiders, the short-term silica market is mainly based on destocking and stabilizing the market, and the price fluctuation space is limited under the supply and demand game. In the medium and long term, with the return of inventory to a reasonable range, superimposed on the continuous release of demand in the fields of new energy and new materials, the overall operational resilience of the industry is still strong, and the advantages of leading enterprises with anti-cyclical capabilities will be further highlighted.

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