Highly dispersible silica (HDS) industry has high technical barriers, and the green tire field is its largest demand end

​​​​Silk black is the general name for white powdery X-ray amorphous silicic acid and silicate products. Highly dispersed silica (HDS), also known as highly dispersed silica, refers to an inorganic silicon compound with high dispersion and no dust. Compared with traditional silica, highly dispersed silica has the characteristics of narrow pore size distribution, good chemical stability, good electrical insulation, high temperature resistance, and wear resistance. It is widely used in papermaking, coatings, tires, medical, consumer electronics, and national defense industries. It is widely used in other fields.

The high-dispersion silica industry has high technical barriers. Its preparation process includes raw material preparation, heating, stirring, aging treatment, filter press, drying, etc. Different from the traditional silica preparation method, high-dispersion silica is mainly prepared by a two-step precipitation method, which requires adding sulfuric acid solution and water glass multiple times, and adjusting parameters such as temperature, pH value, particle size, and precipitation reaction. Exercise strict control. At present, Chinese companies focus on the production of mid- to low-end highly dispersible silica, and high-end products are highly dependent on imports.

According to the “2023-2028 China Highly Dispersed Silica (HDS) Industry Market In-depth Research and Development Prospects Forecast Report span>》shows that highly dispersed silica is mainly used in the tire field. In recent years, as the concept of environmental protection continues to deepen, the market share of green tires continues to increase. As a green tire reinforcing filler, highly dispersed silica can effectively improve tire wear resistance and wet traction. The global green tire market will reach US$83.15 billion in 2022, a year-on-year growth of 12.3%. Driven by downstream demand, the development space of the highly dispersible silica industry will be further expanded.

The global highly dispersible silica market is mainly concentrated in European and American countries. Leading companies include Germany’s Evonik, Germany’s BASF AG (Germany’s BASF), Germany’s Wacker International Group (Wacker), the United States’ DuPont (DuPont), and the United States Card Cabot, PPG Industrial Group of the United States, etc. Germany’s Evonik focuses on the production and sales of high-end highly dispersed silica, and its product sales rank first in the world.

The main players in my country’s highly dispersible silica market include Quecheng, Lingwei Technology, Ji Yao Holdings, Longxing Chemical, etc. In recent years, as local companies continue to exert their efforts, the concentration of my country’s highly dispersible silica industry has increased. Quechen Co., Ltd. is the world’s leading precipitation-based silica company. According to its corporate financial report, in the first half of 2022, the company’s high-dispersion silica production capacity reached 195,000 tons. Currently, Quecheng Co., Ltd. is promoting a high-dispersion silica project with an annual output of 75,000 tons.

Industry analysts said that as a subdivided product of silica, highly dispersed silica has excellent performance and is widely used in the field of green tires. . In the future, as downstream demand becomes increasingly strong, the spatial development of my country’s highly dispersible silica industry will continue to expand. However, currently, due to factors such as high technical barriers, my country’s high-end highly dispersible silica is highly dependent on imports. Local companies urgently need to increase investment in research and development to further accelerate the localization process of the industry.