(May 16, 2026) The domestic silica market continues to operate smoothly as a whole, the mainstream quotation remains stable, downstream tires, rubber products, coatings, daily chemicals and other industries are procured on demand, the supply and demand pattern is relatively balanced, and the green upgrading of the industry and the research and development of high-end products have become the main line of current development.

From the perspective of market prices, the benchmark price of silica on May 16 was 6166.67 yuan/ton, the same as the price at the beginning of this month, and the overall fluctuation was small recently. The transaction price of rubber-grade precipitation silica in the mainstream market is concentrated in the range of 5800–6200 yuan/ton, and the price of gas-phase silica remains high due to its high purity and special application fields, and the tight balance between supply and demand continues. The prices of soda ash and sulfuric acid on the raw material side fluctuated slightly, forming a certain support for the production cost of the industry.

In terms of downstream demand, the demand for silica for new energy vehicle tires and green tires has grown steadily, and orders for high-dispersion and low-rolling resistance silica have continued to improve. Demand for rubber products, silicone rubber, agricultural additives, toothpaste fillers and other fields has been steadily released. With the continuous tightening of environmental protection policies and the continuous upgrading of downstream industries, higher requirements are put forward for the purity, particle size and dispersion of silica products, forcing upstream enterprises to accelerate technology iteration.

At the industry level, the domestic silica industry is accelerating the transformation from capacity expansion to quality improvement. The competition of traditional precipitation silica is fierce, and there is overcapacity in low-end products. The market gap for high-end fumed silica, modified silica and hydrophobic silica is obvious, and there is a broad space for import substitution. A number of leading enterprises continue to increase R&D investment, lay out refined and functional silica products, and actively expand emerging application scenarios such as new energy, electronic materials, and high-end coatings.

Industry insiders said that in the short term, the domestic silica market will maintain a stable price operation trend, and the probability of significant price increases and falls is low. In the medium and long term, driven by the dual carbon policy, stricter environmental protection control and downstream high-end manufacturing upgrades, the industry will further eliminate backward production capacity, the concentration of leading enterprises will continue to increase, and high-end customized silica will become the core driving force for the growth of the industry in the future.

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