(May 12, 2026) Recently, the overall operation of the domestic silica market has been stable, prices have shown a slight upward trend, the supply and demand pattern of the industry has continued to be optimized, and the demand for downstream fields such as tires, rubber products, coatings and daily chemicals has steadily picked up, injecting continuous impetus into the development of the silica industry.

At present, the market performance of the two mainstream silica categories of gas phase method and precipitation method is differentiated. As the core raw material of tire reinforcement, precipitation silica has benefited from the rebound in the operating rate of domestic tire enterprises, the increase in overseas export orders, the concentrated release of procurement demand, the ex-factory price of mainstream manufacturers has been slightly increased compared with the previous month, and the market transaction activity has increased. With the advantages of high purity and high dispersion, fumed silica continues to expand its application in the fields of silicone rubber, high-end coatings, and pharmaceutical and food additives.

On the supply side, the domestic mainstream silica manufacturers are operating stably, and some enterprises optimize the production capacity structure according to market demand, increase the research and development and production of high-end products such as high-transparency silica and ultra-fine modified silica, and further reduce import dependence. At the same time, environmental protection control continues to be tightened, the backward and inefficient production capacity of the industry is accelerated to be cleared, the market concentration of leading enterprises continues to increase, and the development trend of industrial scale and refinement is obvious.

On the demand side, the traditional rubber industry is still the largest consumer market for silica, with the recovery of the domestic automobile market and the growth of demand for rubber parts supporting new energy vehicles, driving the rigid growth of tire-grade silica demand; in the field of daily chemicals, toothpaste rubbings, skin care product thickeners and other application scenarios are stable; In addition, the demand for silica in emerging fields such as agricultural additives, feed additives, and composite materials continues to rise, effectively broadening the application space of the industry.

The foreign trade market has performed well, with China's silica exports increasing slightly month-on-month recently, and orders in Southeast Asia, the Middle East and Europe have increased.

According to the analysis of industry insiders, in the short term, the peak season effect of the downstream rubber and coating industry continues, and the price fluctuation of raw materials sodium silicate and sulfuric acid supports the cost, and the market price of silica may maintain a strong trend; In the medium and long term, with the rapid development of new energy and new material industries, the high-end modified silica market has great potential, and the industry will be upgraded to green and low-carbon, high value-added and specialization, and the competitive advantages of leading enterprises will be further highlighted.

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