(May 20, 2026) In the second quarter of 2026, the reshuffle effect of the domestic silica industry continued to intensify. Affected by the price increase of upstream raw materials, stricter environmental protection control, and the continuous price war in the low-end market, the profits of a large number of small and medium-sized production enterprises have continued to be compressed, the operating rate has declined significantly, some inefficient production capacity has been withdrawn from the market, and the industry has accelerated its concentration to large-scale and integrated leading enterprises.

Under the current market pattern, the problem of overcapacity of ordinary precipitation silica is still prominent, and small and medium-sized manufacturers are completely at a disadvantage in price competition due to the lack of stable raw material channels, high energy consumption costs, and serious product homogenization. Relying on the advantages of self-provided sodium silicate production lines, energy support, and large-scale procurement, industry leaders can effectively hedge cost fluctuations, and at the same time lay out high-end modification and gas-phase production capacity, and their anti-risk ability is significantly stronger.

On the downstream end, in order to ensure supply stability and quality consistency, downstream tire, rubber and plastic enterprises have gradually tilted their procurement focus to the head brands, and the orders of small and medium-sized manufacturers have been further squeezed, and the Matthew effect of the industry has become more and more obvious.

The export market also shows a trend of head concentration, and large enterprises with stable and compliant production capacity and carbon footprint reports are more likely to win overseas long-term orders, and the scattered export share of small and medium-sized manufacturers continues to shrink.

Industry institutions pointed out that in the future, the silica industry will bid farewell to the stage of building factories everywhere and decentralizing competition, and scale, intensification and integration will become the core development direction. With the continuous clearance of backward production capacity, the supply and demand pattern of the industry will be optimized, and the leading enterprises will gradually grasp the market pricing power by virtue of the triple advantages of production capacity, technology and channels, and the overall profitability of the industry is expected to be steadily repaired.