(May 18, 2026) The operation of the domestic silica industry shows a pattern of stable prices of general products, good demand for high-end special products, and accelerated implementation of green and low-carbon production capacity.
In terms of price, as of May 18, the benchmark price of the silica market monitored by the business agency was stable at 6066.67 yuan/ton, with a cumulative increase of 3.70% in the past 90 days, and the overall price was in the middle and high range of the year. The ex-factory quotation of mainstream rubber-grade precipitation method silica including tax in Shandong and East China is 6300-6500 yuan / ton, the market transaction is stable, and the procurement of downstream tires and rubber products is progressing in an orderly manner; Fumed phase silica continued to be high and strong, with high-end hydrophilic/hydrophobic products maintaining 22,000-28,000 yuan/ton, and orders in the fields of silicone rubber, high-end coatings, and lithium battery sealing materials were stable, supporting price resilience.
From the supply and demand side, the growth rate of terminal consumption in the traditional downstream tire industry has slowed down, the overcapacity of general-purpose silica, the involution of market competition has intensified, and the profit space of ordinary rubber-grade products is under pressure. In stark contrast, high-end functionalized silica and low-carbon biomass silica have become the core engines of industry growth. At present, the demand for photovoltaic adhesives, 3C electronics, agricultural additives, daily chemical matting agents and other segments continues to be released, driving the rapid growth of orders for special silica with high specific surface area, high reinforcement and low impurities, and accelerating the realization of import substitution of domestic high-end products.
Green transformation has become an important main line of development in the industry. Driven by the "dual carbon" policy and the EU carbon border tax policy, the biomass silica production capacity has accelerated its implementation, reducing carbon emissions by more than 65% compared with traditional processes, achieving carbon asset income of 150-200 yuan per ton, and avoiding overseas carbon tariff barriers, becoming the core competitiveness of export-oriented enterprises. Domestic leading enterprises continue to increase investment in environmental protection technological transformation, eliminate backward and high-energy-consuming production capacity, steadily increase the concentration of industry production capacity, and highlight the industrial cluster effect.
The export market also ushered in a positive situation, overseas new energy industry, rubber products demand picked up, domestic silica with cost-effective and quality advantages, foreign trade orders continued to increase, effectively hedging the growth pressure of the domestic traditional market and reshaping the industry market pattern.
Industry analysts believe that the domestic silica market will continue to operate weakly and steadily in the short term, and the price fluctuation range is limited; In the medium and long term, with the clearance of low-end production capacity, the expansion of high-end production capacity, and the iteration of green technology, the industry will shift from homogeneous price competition to a new stage of high-quality, functionalized and low-carbon high-quality development, and the dividends of subdivision tracks will continue to be released.
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