(May 19, 2026) At present, the rapid expansion of new energy vehicles, photovoltaic energy storage, lithium battery supporting materials and other industries has directly driven the rapid expansion of the functional silica market, and the industry application structure is ushering in a new round of restructuring.

In the field of new energy vehicles, low rolling resistance green tires are the standard configuration in the industry, and high-dispersion silica can effectively reduce tire rolling resistance and improve wear resistance, which meets the energy-saving and endurance needs of new energy vehicles, and the purchase volume of silica by car companies and tire manufacturers continues to increase. At the same time, the demand for ultra-fine silica and hydrophobic modified silica has surged in lithium battery sealants, thermally conductive fillers, wiring harness protection materials and other links, becoming a new performance growth point for silica enterprises.

In the photovoltaic industry, a large number of fumed silica are used in photovoltaic adhesives, seals, and backing coatings, which play a role in reinforcement, thickening, UV resistance, and aging resistance. As the global photovoltaic installed capacity continues to rise, orders for high-end silica for photovoltaics have grown steadily, with high technical barriers and a stable competitive landscape, and the gross profit margin is significantly higher than that of ordinary rubber-grade silica.

In contrast to the traditional market, ordinary precipitation silica is mainly used for traditional tires and ordinary rubber products, and the market tends to be saturated, homogeneous competition is fierce, and profit margins continue to be compressed. Many companies have begun to take the initiative to transform, reduce low-end production capacity investment, and focus on high value-added tracks such as new energy support, daily chemicals, medicines, coatings, and silicone additives.

Industry insiders said that the core dividends of the silica industry in the future will be concentrated in functional products related to new energy support. The continuous volume of downstream emerging industries will force the industry to accelerate technology iteration, promote the transformation of enterprises from basic filler production to specialized, functionalized and customized new material suppliers, and the overall industrial added value will continue to increase.