(May 14, 2026) Recently, the domestic silica market has been running smoothly, and the industry is accelerating its expansion from the traditional rubber filler track to diverse fields such as new energy, high-end new materials, and green agricultural additives.
Judging from the latest market price, as of May 14, 2026, the mainstream benchmark price of domestic rubber-grade precipitation silica is 6066.67 yuan/ton, with a cumulative increase of 3.70% in the past 90 days, maintaining a medium and high level of operation as a whole; The quotation of industrial-grade silica is about 4600 yuan/ton, and the unit price of food-grade and pesticide-grade high-end modified silica reaches 6500-9000 yuan/ton.
The demand side presents a pattern of stable pressure in the traditional market and rapid volume in emerging tracks. Traditional tires and rubber products are still the largest application areas of silica, but affected by the fluctuation of automobile terminal consumption, the growth of general-purpose silica orders has slowed down, and the involution of low-end product markets has intensified and competition has intensified. The new energy industry chain, new agricultural materials, high-end coatings, 3C electronic sealing materials and other fields have become the core of the industry's increment: the penetration rate of silica in scenarios such as lithium battery separator ceramic coatings, photovoltaic sealants, pesticide slow-release carriers, and silicone additives continues to increase, of which the demand for pesticide-grade special silica is expected to reach 280,000 tons this year, a year-on-year increase of 22%; The penetration rate of silica in the new energy field increased from 3.1% in 2024 to 5.6%, opening up new growth space.
On the supply side, domestic substitution and green and low-carbon transformation are promoted in both directions. Recently, a number of domestic enterprises have achieved breakthroughs in core processes such as hydrophobic modification, nanodispersion, and high specific surface area regulation, and the performance of high-end modified silica has been benchmarked against imported products, gradually breaking the long-term monopoly of foreign capital in the field of gas-phase silica and special functional silica. At the same time, low-carbon has become the core competitiveness of the industry, the implementation of biomass silica and oxygen combustion low-energy production lines has accelerated, the carbon emission intensity of traditional silica has been greatly reduced, adapting to the EU carbon tariff and domestic dual carbon policy requirements, export orders have continued to increase, China's net export scale of silica has grown steadily, and the export market has expanded from Southeast Asia to the Middle East, South America and other regions.
According to the analysis of industry insiders, in the short term, the domestic silica market will maintain a stable price and strong differentiation, the profitability of general products will be under pressure, and the demand for high-end special products will be strong; In the medium and long term, with the continuous expansion of downstream emerging industries, the deepening of technology iteration, and the tightening of environmental protection policies, the industry will accelerate the reshuffle, and enterprises with high-end production capacity, customized technology, and green production capacity will occupy greater market advantages, and the industry as a whole will transform to high quality and high added value.
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