Highly dispersed white carbon black has higher entry barriers and a better competition pattern
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The production of high-dispersion precipitation white carbon black requires multiple processes such as precipitation, filtration, and drying. It is produced by a chemical reaction between sodium silicate and an acid (usually sulfuric acid) to produce precipitation. There are higher requirements for the control of the reaction during the production of precipitation white silica.Many factors such as the quality of the raw materials, the concentration of each component, the temperature, the reaction time, the pH value and the stirring speed will affect the specific surface area and structure of the production of silica , Dispersion, and concentration of silanol groups, etc., each variable requires precise control and adjustment. Especially for high-grade white carbon black products used in tires, toothpaste, coatings, etc., it requires long-term theoretical and practical experience accumulation to achieve stable production, and it has higher requirements for enterprise R & D capabilities and talent reserves.
As a raw material for passenger safety tires, technical barriers and long customer certification cycles make the industry a high barrier to entry.Usually, domestic customer certification takes 1.5-2 years, and international customer certification takes 2-4 years. It is difficult for companies with supplier qualification to enter this industry. Highly dispersed white carbon black products are based on customer certification. Generally, self-promotion by manufacturing companies does not have commercial value. At the same time, once the customer certification is entered, the customer's stickiness to the enterprise will be very strong. The cost of replacing suppliers will also be huge. .
Highly dispersed white carbon black for tires is currently monopolized by Rhodia, Evonik, PPG and other international giants with a market share of over 90%. Among them, France's Rhodia has expanded its production capacity by 40% in the past three years. As of 2012, the production capacity reached 364,000 tons, and all of its silica was used for tires. German Evonik Industries Group will expand its capacity by 30% by 2015, and its production capacity will reach 580,000 tons, and most of its silica will be used for tires. The United States PPG has approximately 200,000 tons of white carbon black capacity, some of which are used for tires.
Although there are about 100 enterprises in China with white carbon black production capacity, most of the white carbon black enterprises are enterprises that can only produce low-end ordinary white carbon black, and it is difficult to enter tire suppliers. In addition to these three international white carbon black giants, China's Wuxi Quecheng Silicification is currently the earliest domestic manufacturer of white carbon black for tires (high dispersion) certified by a tire company, with a current production capacity of 220,000 tons, of which high dispersion white carbon Black capacity is 120,000 tons. Zhuzhou Xinglong New Material, the largest white carbon black production company in central and southern China, has invested 200 million yuan to build a highly dispersed white carbon black production line that has been successfully put into operation. At that time, it will break the monopoly of foreign companies on highly dispersed white carbon black for green tires.
In addition, the China Rubber Industry Association officially released the "Green Tire Environmentally Friendly Raw Material Guide" on April 9, 2015. As a reinforcing raw material, highly dispersed white carbon black has become the only recommended category of white carbon black products listed in the Guide.