2026-05-07 Advanced Materials Price Trend Daily

Price Overview

🔴 Key Changes

Carbon Fiber: Jilin Chemical Fiber raised all specifications by ¥5,000/ton in April, driven by sustained acrylonitrile cost increases and surging low-altitude economy demand. According to Kaiyuan Securities, Q1 2026 average carbon fiber price rose 3.07% YoY. T800+ high-end grades remain in persistent tight supply-demand imbalance. Since March, sharp acrylonitrile price increases have provided strong cost-side support. Wet-process 3K carbon fiber, a core material for the low-altitude economy (UAV structural components at 70-90%, eVTOL core modules), continues to see robust demand.

PEEK Resin: High import dependency persists. Prices slightly up to ¥980-1,500/kg due to global supply chain tightness and growing demand in aerospace/medical sectors. Major suppliers including Victrex (UK) and Solvay (US) maintain firm pricing.

High-Purity Alumina: Spot prices peaked and pulled back in April. Metallurgical-grade alumina futures dropped over 14% from March high of ¥3,136/ton to ¥2,695/ton. High-purity grades (3N-5N) weakened in tandem. SCI99 monitoring shows increasing supply disruptions but weak demand; spot prices consolidating at low levels post-May Day holiday.

📊 Impact Analysis

• Procurement Costs: Sustained carbon fiber price increases create significant pressure on wind blade and low-altitude economy procurement; UAV and eVTOL manufacturers should monitor cost pass-through capabilities
• Supply Chain: T800+ carbon fiber supply tightness is intensifying, potentially extending lead times; high-purity alumina price declines benefit ceramic substrate and sapphire manufacturers
• PTFE/PI Film: Prices remain stable. While DIC raised epoxy resin and curing agent prices in April (up to ~¥19/kg increase), the pass-through to PTFE and PI film is limited, with manageable impact on semiconductor and flexible electronics industries

✅ Action Recommendations

• Lock Prices — Carbon Fiber (T700+): Tight supply-demand plus acrylonitrile cost support suggests further upside. Recommend advance price locking for T700+ grades, securing 3-6 months of volume
• Wait and See — High-Purity Alumina: Price in correction channel; no urgency to lock, await lower entry levels
• Purchase as Needed — PTFE/PI Film: Current stable pricing requires no advance stocking; maintain regular procurement rhythm
• Monitor PEEK Alternatives: With persistently high PEEK prices, evaluate domestic substitution progress and track Chinese suppliers’ pricing dynamics

Data Sources: Longzhong Info, SCI99, East Money, 100ppi, Kaiyuan Securities Research | Report Date: May 7, 2026