(May 23, 2026) Recently, domestic silica black market prices have generally remained stable, with price fluctuations narrowing, and the industry moving away from the usual sharp price swings. Based on research across the upstream and downstream of the industry chain, comprehensive costs for raw materials, energy, and logistics have stabilized, and combined with the market supply-demand game reaching equilibrium, this has become the core support for current price trends. The entire industry has entered a new stage of rational pricing and prudent operation.
The production of white carbon relies heavily on basic raw materials such as sodium silicate, sulfuric acid, quartz sand, and methanol, with raw material prices directly determining the company's production costs. Recently, the domestic basic chemical raw materials market has been operating steadily overall, with ample supply of mainstream raw materials and a continuous narrowing of regional price gaps. As the core raw material for precipitated silica, sodium silicate has maintained stable market prices over the long term, with ample supply in circulation, smooth procurement channels for manufacturers, and no significant fluctuations in bulk purchase prices; The supply and demand of silane-based raw materials required for fumed-phase silica black are orderly, with slight price fluctuations but no impact on overall production costs. At the same time, prices for industrial energy such as coal and electricity remained stable, and local policies for industrial electricity and coal usage were stable, effectively controlling energy consumption costs for enterprises and providing manufacturers with a stable foundation in pricing.
Logistics and transportation also ensure the smooth operation of the market. Currently, national trunk logistics and regional short-distance transport capacity is sufficient, highway traffic and park freight operations are normal, and the efficiency of raw material inbound and finished goods outbound remains stable. Cross-regional transportation costs have not increased, and the flow of goods between northern and southern production areas and east-west markets is smooth, effectively avoiding regional price imbalances caused by localized logistics shortages. For export companies, port loading and unloading, as well as inland container truck transportation costs, have also remained stable, further stabilizing the quotation system for foreign trade products.
Based on quotations from major production areas, the mainstream ex-factory price for domestic general precipitation method white carbon remains stable. There are slight price differences between regions depending on freight, brand, and product indicators, but the overall range is consistent, and there has been no phenomenon of low-price dumping or price gouging. Mid- to low-end general products face strong competition, high price transparency, and profit margins remain within reasonable limits; High-end white carbon black with high dispersion, modification, and vapor phase methods, due to its high technological added value, clear product positioning, and more stable pricing system, has not followed trends in price adjustments. Some companies offer tiered quotations based on customer cooperation models and procurement volumes, which is a normal marketing adjustment in the industry and not a change in market conditions.
From the perspective of supply and demand affecting prices, the current downstream procurement rhythm mainly focuses on restocking for rigid demand, with large-scale centralized purchases and early stockpiling basically eliminated. After long-term market adjustment, downstream companies in tires, coatings, daily chemicals, and adhesives have become increasingly rational in procurement, purchasing in batches according to production plans. Market demand releases are slow, making it difficult to drive prices higher. Meanwhile, domestic silica production capacity is stable, mainstream companies maintain normal operating rates, overall inventory remains within a controllable range, supply is sufficient, and there is no basis for price increases caused by shortages. Most companies in the industry have abandoned price war thinking, no longer relying on low prices to capture the market, but instead enhancing competitiveness through product quality, supporting services, and customized solutions, continuously optimizing the market competitive environment.
Looking at the operating conditions of different companies, leading large producers have large production capacity, clear advantages in centralized raw material procurement, strong overall cost control capabilities, and long-term stable quotations, playing a role in stabilizing the overall market. Small and medium-sized manufacturers rely on regional and niche customers to cultivate the market, pricing based on their own product characteristics, and maintaining reasonable profit margins, resulting in an orderly overall industry price order.
Industry insiders say that in the short term, there is no significant trend of changes in the cost side of the white carbon black industry chain, and downstream demand is unlikely to see a concentrated explosion. Market prices are expected to remain mainly stable. In the long run, fluctuations in raw material prices, environmental controls, the release of new capacity, and changes in downstream terminal prosperity remain the key factors affecting the market going forward.
In the context of steady industry development, a stable pricing environment is more conducive for companies to invest in technology research and development and optimize product quality. In the future, the domestic silica industry will continue to rely on stable market fundamentals, focus on product upgrades and customer service, and promote the shift from price competition to value competition, achieving long-term and healthy development.
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