2026-05-08 New Materials Price Trend Daily Report

# Price Trend Daily Report — May 8, 2026

**Price Overview**
| Material | Current Price Range | WoW Change | Trend |
|———-|———————|————|——-|
| PTFE Resin | CNY 30,000–54,000/ton | Flat | Stable |
| PEEK Resin | CNY 65–980/kg | Flat | Stable |
| Carbon Fiber | CNY 3,460–3,610/ton (sheet) | +0.3% | Slight Rise |
| PI Film | CNY 180–2,000/kg | +2.5% | Moderate Rise |
| Special Ceramic Raw Materials | CNY 3–100/piece | Flat | Stable |

**Key Movements**

– PI Film: +2.5% (Ruihuatech hit limit-up on May 6, capital interest rising; driven by 5G and aerospace demand growth)
– Carbon Fiber: +0.3% (acrylonitrile cost support; premium T800-grade remains in tight supply; Q1 average price +3.07% YoY)

**Impact Analysis**

– On procurement costs: PTFE and PEEK prices are stable, offering a favorable procurement window; carbon fiber cost pressure is persistent — long-term contracts recommended; PI film faces continued upward pressure due to strong end-market demand
– On supply chain: High-end carbon fiber (T800+) remains supply-constrained; general ceramics are loosely supplied; PI film tightening on aerospace and new-energy demand

**Actionable Recommendations**

– Lock in prices: Carbon fiber (high-end T800), PI film (upward trend is clear)
– Monitor: PTFE, PEEK, special ceramics (prices steady; opportunistic purchasing recommended)