In 2026, the white carbon black industry will enter a new stage of high-quality development. Green and high-end will become the core mainlines. 

1. Market supply and demand remain stable and improving. Post-holiday production resumes in an orderly manner.
At the beginning of 2026, the domestic white carbon black market maintained stable operation overall. After the holidays, downstream enterprises gradually resumed production, and procurement demand gradually recovered. The supply of raw materials such as sulfuric acid and soda ash was stable, and the industry's production rate steadily increased. The supply and demand of precipitate method and gas-phase method products remained in a tight balance, and the market price operated rationally, laying a foundation for the healthy development of the industry throughout the year.
With the steady recovery of traditional downstream demands such as tires, rubber products, and coatings, coupled with the expansion of demand in emerging fields such as new energy and electronic new materials, the overall demand for white carbon black maintained a moderate growth. Many production enterprises maintained continuous production during the Spring Festival and fully ensured the delivery of orders, demonstrating the industry's confidence in the market outlook for the whole year. 

2. Acceleration of Green Production, Low-Carbon Transformation Becomes Industry Consensus
Under the guidance of the "dual carbon" goals, the white carbon industry has been accelerating its green and low-carbon transformation. The energy consumption access threshold has been continuously raised, and new projects strictly adhere to energy consumption and emission indicators. Technologies such as waste heat recovery, clean processes, and green power substitution have been widely applied.
The circular production model represented by the resource utilization of biomass waste such as rice husk ash and industrial solid waste has been rapidly promoted, effectively reducing carbon emissions and resource consumption. Green production has not only become a necessary requirement for enterprises to comply with regulations, but also an important passport for enhancing product competitiveness and expanding the international market. 

3. Acceleration of the high-end process: High dispersion and specialty product demand is strong
The industry structure continues to improve, and the competition for ordinary general-purpose products becomes more rational. High-dispersion white carbon black, specialty gas-phase white carbon black, and other high-end products have become the growth drivers. The penetration rate of high-dispersion products in green tires is continuously increasing, significantly reducing the rolling resistance of tires and meeting the energy-saving and safety requirements of new energy vehicles.
In lithium battery separators, 5G substrates, high-end coatings, oral care, and other fields, specialty white carbon black, with its excellent reinforcing, thickening, insulating, and biocompatibility properties, has a significantly higher growth rate than the industry average, driving the industry from scale expansion to quality and efficiency upgrading. 

4. Intelligentization and Technological Innovation Empower Industrial Upgrading
Digitalization and intelligentization transformation have become an important direction for white carbon black enterprises to enhance efficiency and quality. Automated production lines, online monitoring, and intelligent control systems have gradually become widespread, effectively improving product stability and uniformity, and reducing production costs and energy consumption.
The industry focuses on key technological breakthroughs such as continuous processes, nano-formulation control, and stable mass production of high-end products, gradually breaking away from external dependence on key equipment and processes. The dual drive of technological innovation and intelligent manufacturing provides solid support for the white carbon black industry to move towards the upper-middle level of the global value chain.