(May 14, 2026) In the second quarter, domestic automobile production and sales continued to pick up, and the shipments of green tires and new energy tires steadily increased, directly driving the rigid demand for silica, the core raw material of rubber reinforcement materials. Coupled with the recovery of overseas tire orders, the early backlog of the silica industry has accelerated the digestion, the market supply and demand pattern has been further improved, and the industry prosperity has ushered in a phased recovery.

Previously, affected by the lack of downstream rubber products, the silica market was once in a state of oversupply and high inventory, and the pressure on enterprises to ship was greater. With the recovery of the domestic auto market, the penetration rate of new energy vehicles continues to rise, the demand for green tires with low rolling resistance and high wear resistance is growing rapidly, and high-dispersion silica is a key reinforcing filler for green tire production.

From the perspective of market circulation, the speed of rubber-grade silica has accelerated recently, traders have increased their willingness to replenish inventory, and enterprise inventories have gradually fallen from a high level. The price of ordinary general-grade products remained stable, and the high-dispersion special silica was in short demand due to the downstream rigid demand, and the quotation was strong, and the price difference advantage was further widened. At the same time, the resumption of production by overseas tire companies has accelerated, and export orders for rubber products in Southeast Asia, the Middle East and other regions have increased, which has indirectly stimulated the export demand of domestic silica and effectively diverted domestic excess production capacity.

According to the analysis of industry insiders, the demand side of the current silica industry has shown a structural recovery, and the supporting role of rigid demand in the field of traditional tires is prominent. However, the industry is still facing problems such as low-end overcapacity and homogeneous competition, and subsequent market differentiation will continue to intensify. Relying on the stable orders of leading tire enterprises and deeply cultivating the green tire supporting market, silica enterprises will take the lead in benefiting from this round of demand recovery and achieve a steady recovery in performance.

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