2026-06-17 Price Trend Daily Report

# 2026-06-17 Price Trend Daily Report

## Price Overview Table

| Material | Current Price Range | Weekly Change | Trend |
|———-|———————|—————|——-|
| PTFE Resin | 31,800-33,000 RMB/ton | -3.6% | Declining |
| PEEK Resin | 150-260 RMB/kg | 0% | Stable |
| Carbon Fiber | 80-120 RMB/kg | +2.5% | Rising |
| PI Film | 200-350 RMB/kg | 0% | Stable |
| Special Ceramic Raw Materials | 4,500-12,000 RMB/kg | +1.2% | Slightly Rising |

## Key Changes

### PTFE Resin: Weekly Decline of 3.6%
– **Current Price**: 31,800-33,000 RMB/ton
– **Change Analysis**: According to chemicalbook.com data, PTFE price on June 14 was 31,800 RMB/ton, down 3.6% from 33,000 RMB/ton on June 9
– **Influencing Factors**:
– Declining raw material costs: Upstream chlorodifluoromethane (R22) prices weakening
– Sufficient supply: Major domestic producers like Shandong Dongyue and Fuxin Hengtong maintain normal operating rates with stable supply despite low inventory
– Weak demand: Procurement slowing in downstream chemical and electronics industries

### Carbon Fiber: Weekly Increase of 2.5%
– **Current Price**: 80-120 RMB/kg (T300 grade)
– **Change Analysis**: Prices rising moderately driven by demand from aerospace and new energy vehicles
– **Influencing Factors**:
– Growing demand: Increasing commercial aircraft orders, sustained demand for wind turbine blades and automotive lightweighting
– Tight capacity: High-end carbon fiber still relies on imports; domestic capacity expansion takes time
– Raw material costs: Acrylonitrile price fluctuations affect production costs

### Special Ceramic Raw Materials: Slight Increase of 1.2%
– **Current Price**: 4,500-12,000 RMB/kg (rare earth ceramic additives like high-purity dysprosium oxide)
– **Change Analysis**: Prices of rare earth ceramic additives rising slightly
– **Influencing Factors**:
– Rare earth price rebound: National reserve policies supporting prices of dysprosium oxide, terbium oxide, etc.
– Growing electronic ceramic demand: Increased demand for dielectric ceramics from 5G base stations and new energy vehicles
– Supply concentration: China dominates global rare earth supply; policy impacts significant

## Impact Analysis

### Impact on Procurement Costs
1. **PTFE Resin**: Price decline reduces raw material costs for seals, pipe linings, and other products; appropriate to increase inventory currently
2. **Carbon Fiber**: Price increase raises composite material costs; recommend locking in long-term supply contracts
3. **Special Ceramic Raw Materials**: Rising rare earth raw material prices create cost pressure for electronic ceramic and dielectric ceramic producers

### Impact on Supply Chain
1. **Supply Stability**: PTFE and PEEK supply stable; high-end carbon fiber still relies on imports, posing supply chain risks
2. **Inventory Strategy**: PTFE can be stocked up at current low prices; carbon fiber requires advance orders to secure supply
3. **Alternative Solutions**: Consider using PFA, FEP as PTFE alternatives; explore bio-based composite materials as carbon fiber substitutes

## Action Recommendations

### Materials Recommended to Lock in Prices
1. **Carbon Fiber**: Price increase trend clear; recommend signing long-term supply agreements with major domestic producers (e.g., Zhongfu Shenying, Guangwei Composites)
2. **Special Ceramic Raw Materials (Rare Earth Class)**: Prices in upward channel; recommend advance procurement of high-purity dysprosium oxide, terbium oxide, etc.

### Materials Recommended to Wait-and-See
1. **PTFE Resin**: Prices in declining channel; recommend batch procurement, avoid large one-time stockpiling
2. **PEEK Resin**: Prices stable, supply sufficient; procure as needed
3. **PI Film**: Prices stable, technology mature; recommend maintaining regular procurement pace

## Market Outlook

**Short-term (1-3 months)**:
– PTFE resin prices may continue weak oscillation; monitor upstream R22 prices and downstream demand recovery
– Carbon fiber prices will remain high, supported by both demand and capacity constraints
– Special ceramic raw material prices subject to rare earth policy influences, uncertainty exists

**Medium-to-Long term (6-12 months)**:
– Strategic emerging industries like new energy, 5G, and aerospace will continue driving high-end new material demand
– Gradual release of domestic new material capacity, accelerated import substitution will help stabilize prices
– Monitor changes in national new material industry policies, environmental policies, and international trade situation

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**Data Sources**: chemicalbook.com, Guidechem, 1688 Alibaba, CBC Metal Network, etc.
**Report Date**: June 17, 2026
**Next Issue**: Next price trend daily report to be released on June 24, 2026