(May 16, 2026) Combined with the latest operating data and industry dynamics of the domestic silica market, the market is characterized by fine-tuning of supply and demand patterns and highlighting regional development differentiation. With the optimization of industrial layout and the adjustment of downstream demand structure, the silica industry is gradually getting rid of homogeneous competition and transforming into regional coordination and precise adaptation to demand, and the overall development quality of the industry continues to improve.
From the perspective of regional market performance, on May 16, the silica market in different regions of China showed a differentiated operation trend. As the main production and consumption area of silica in East China, the operating rate of mainstream enterprises is maintained at 85%-90%, and the transaction of rubber-grade silica is smooth, and the quotation is stable at 5900-6300 yuan/ton; South China is driven by the demand of downstream daily chemical and coating enterprises, with sufficient orders for high-end modified silica, and some enterprises have short-term supply shortages; Due to the normalization of environmental protection control in North China, some small and medium-sized enterprises are restricted from starting work, the market supply has shrunk slightly, and the price has risen slightly by 50-100 yuan/ton.
On the supply and demand side, on the supply side, domestic silica production capacity has been steadily released, and leading enterprises have continued to ensure market supply by relying on large-scale production advantages, while small and medium-sized enterprises have gradually withdrawn from the market due to the improvement of technology and environmental protection thresholds, and the industry supply structure has been continuously optimized. In terms of demand, the demand in the field of traditional rubber products is stable, and the high-end demand for silica in green tires and rubber parts supporting new energy vehicles continues to rise.
At the policy level, many places have recently issued policies related to the optimization and upgrading of the chemical industry, clearly supporting silica enterprises to carry out technological transformation, green production and high-end product research and development, and promoting industrial agglomeration in parks to achieve intensive development. On May 16, a chemical park issued a support policy for the upgrading of the silica industry, giving R&D subsidies and environmental protection incentives to settled enterprises, encouraging enterprises to focus on high-end and green development, and further guiding industry resources to concentrate in advantageous areas and advantageous enterprises.
Market analysts pointed out that the market operation data on May 16 shows that the domestic silica industry is in a critical period of structural adjustment, and regional layout optimization and product structure upgrading have become the core trends. In the short term, due to the fluctuation of raw material prices and regional supply adjustments, market prices may fluctuate slightly; In the long run, with the upgrading of downstream demand and policy guidance, the industry concentration will continue to increase, and enterprises with technology, environmental protection and scale advantages will occupy a dominant position in the market.
In addition, in terms of international trade, domestic silica exports have shown a recovery trend since May, with demand increasing in Southeast Asia, Europe and other regions, and export quotations slightly increasing compared with the previous month. Industry insiders said that domestic silica has obvious advantages in cost performance, and with the improvement of the competitiveness of high-end products, the export market is expected to further expand and inject new vitality into the development of the industry.
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