Price Overview
| Material | Current Price Range | WoW | Trend |
|---|---|---|---|
| PTFE Dispersion Resin | 50,000-58,000 CNY/ton | Flat | → Stable |
| PEEK Pure Resin (Imported) | 350-980 CNY/kg | +2%~3% | ↑ Slight Increase |
| Carbon Fiber (T300 Grade) | 120,000-145,000 CNY/ton | +5%~8% | ↑↑ Significant Rise |
| PI Film (Domestic) | 475-600 CNY/kg | Flat | → Stable |
| Specialty Ceramic Raw Materials (Al2O3 75%) | 2,000-2,400 CNY/ton | Flat | → Stable |
Key Changes
- Carbon Fiber: +5%~8% — The most significant move this week. Jilin Chemical Fiber raised all grades by 5,000 CNY/ton in early April, followed by an additional 10,000 CNY/ton hike on wet-process 3K carbon fiber. PAN precursor surged past 37,000 CNY/ton, up 41% WoW. Drivers: ① Sharp rise in acrylonitrile feedstock costs; ② Middle East tensions pushing energy prices higher; ③ Explosive demand growth from low-altitude economy, UAVs, and wind energy; ④ Sustained supply shortage for T800+ high-end grades.
- PEEK Pure Resin: +2%~3% — Imported Victrex 450G quotes edging higher; high-end medical/semiconductor grades tightening. DIC raised epoxy resin and curing agent prices effective April 15 (up to 280 JPY/kg), signaling cost pressure across specialty resins.
- PTFE Dispersion Resin: Flat — Fuxin Hengtong quoted at 54,000 CNY/ton, unchanged. Hexafluoropropylene at 36,400 CNY/ton with stable supply. Juhua’s 44,000-ton TFE capacity expansion underway, potentially easing mid-term supply.
- PI Film: Flat — Domestic PI film around 475 CNY/kg; DuPont high-end grades at 2,000 CNY/kg. Electronics-grade PI film demand driven by flexible circuits and OLED, but accelerating domestic substitution caps upward price movement.
- Specialty Ceramic Raw Materials: Flat to Firm — Bauxite (Al2O3 75%) at 2,400 CNY/ton. Guocai Materials explicitly monitoring zirconia powder market changes and preparing to adjust pricing strategies — a price hike is anticipated.
Impact Analysis
Procurement Cost Impact
- Carbon fiber price hikes most severely impact wind blade, aerospace, and low-altitude economy procurement, adding 5,000-10,000 CNY/ton in cost
- Modest PEEK increases have limited impact on semiconductor/medical high-end parts, but import-dependent buyers should monitor FX risk
- PTFE and PI film stability means sealing and flexible circuit sectors see manageable short-term costs
Supply Chain Impact
- Carbon fiber supply chain tightening intensifies — domestic leaders (Jilin Chemical Fiber, Hengshen, Guangwei) have all issued price increase notices; Japan’s Toray raising prices in parallel, signaling global supply contraction
- Middle East geopolitical risks continue driving crude oil and acrylonitrile prices higher, sustaining carbon fiber cost support in the near term
- Zirconia powder price hike expectations rising — downstream dental and specialty ceramics firms should lock in prices early
Actionable Recommendations
- Lock Prices Now: Carbon fiber (especially T700/T800 high-end grades) and zirconia powder — price increase cycle underway; delayed procurement carries significant cost risk
- Strategic Restocking: Imported PEEK pure resin — moderate increases but tightening supply; semiconductor/medical buyers should secure H2 volumes during Q2
- Monitor Only: PTFE dispersion resin and PI film — stable supply-demand fundamentals, no major volatility risk in the near term; maintain normal procurement cadence
- Key Watch: Acrylonitrile price trajectory and Middle East situation evolution — these are the core variables determining carbon fiber’s next price direction
Data sources: 100ppi.com, East Money, Alibaba, Guidechem, company announcements. Report date: May 6, 2026.
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