(August 3, 2026) The global demand for specialized modified white carbon black used in lithium batteries and photovoltaic materials has witnessed a sharp uptick on August 3, as worldwide photovoltaic installation plans and power battery capacity expansion bring stable long-term orders to high-end silica manufacturers, while traditional low-end silica stays sluggish amid weak market demand. Industry research institutions released the latest application monitoring report in the morning, pointing out that fumed silica has become an indispensable functional filler for lithium battery separator coating and photovoltaic module packaging glue. Ultrafine high-purity silica can strengthen the puncture resistance and thermal stability of lithium battery separators, greatly improving the safety of power batteries; in photovoltaic packaging materials, silica effectively prevents adhesive yellowing and aging, extending the service life of solar panels. From July to early August, major battery manufacturers in Asia and Europe have successively placed forward orders for dedicated silica, pushing the market supply of electronic-grade hydrophobic silica into a tight state. IOTA Silicone has newly launched two customized silica products for energy storage batteries and photovoltaic sealants on August 3. After surface hydrophobic modification, the products feature uniform particle size and outstanding dispersion performance, which perfectly match the production standards of mainstream new energy enterprises. The official stated that the two new materials have passed sample testing from multiple battery and photovoltaic giants, and formal bulk supply will start in September this year. The enterprise will allocate part of the expanded production capacity to produce new functional silica to seize the rapidly expanding new energy material market. In contrast, conventional precipitated silica for ordinary rubber and daily chemical products still faces oversupply pressure. Affected by the continuous rise of upstream raw material sodium silicate price, small and medium-sized manufacturers have faced squeezed profit margins, and many low-efficiency production lines are scheduled to shut down for maintenance in August and September. Market analysts judge that the development logic of the white carbon black industry has completely shifted from traditional rubber demand to emerging new energy demand. In the second half of 2026, the valuation gap between high-end customized silica and general silica will further widen. Manufacturers focusing on new energy, electronic packaging and automotive functional materials will maintain steady profit growth, while backward low-end production capacity will continue to be eliminated under the dual pressure of carbon tariffs and low profits. In addition, overseas buyers from Southeast Asia and the Middle East have increased consultation on new energy silica recently. Local governments are vigorously promoting photovoltaic power station construction and new energy vehicle popularization, which is expected to create a long-term stable export growth point for Chinese high-performance white carbon black manufacturers in the next two years.