2026-06-21 New Material Price Trend Daily Report
Price Overview
| Material | Current Price Range | WoW Change | Trend |
|---|---|---|---|
| PTFE Resin (Standard) | 31,800-33,000 CNY/ton | 0% | Stable |
| PTFE Dispersion Resin | 50,000-62,000 CNY/ton | 0~+1% | Stable/Strong |
| PEEK Resin (Import/Victrex 450G) | 230-450 CNY/kg | 0% | Stable |
| Carbon Fiber (Small Tow) | 110 CNY/kg | -2.2% | Declining |
| Carbon Fiber (Large Tow) | 73 CNY/kg | -1.4% | Declining |
| PI Film (Electronic Grade) | 160-200 CNY/kg | 0% | Stable |
| Alumina (≥98.5%) | 2,645-2,705 CNY/ton | 0% | Stable |
| Zirconium Oxychloride | 17,750 CNY/ton | +2.9% | Rising |
Key Changes
- Carbon fiber remains weak: Small tow at 110 CNY/kg, down 31.3% YoY; large tow at 73 CNY/kg, down 19.4% YoY. The Q2 market average is about 93 CNY/kg, down 2.2% QoQ. Demand from wind blades and sports/leisure sectors is sluggish, and inventories are piled up.
- Zirconium oxychloride rebounds: Shandong average price 17,750 CNY/ton, up 500 CNY/ton WoW (+2.9%), driven by tight zircon sand supply and recovering demand from ceramics and refractory materials.
- PTFE, PEEK, and PI film prices are stable: Longzhong data on June 11 showed PTFE grades flat; imported PEEK remains at 230-450 CNY/kg; electronic-grade PI film at 160-200 CNY/kg, with no significant supply or demand swings.
Impact Analysis
- Procurement cost: Declining carbon fiber benefits downstream composite sectors such as wind energy, automotive, and drones; rising zirconium oxychloride will push up costs for special ceramics, refractory materials, and zirconium chemicals.
- Supply chain: High-end fluoropolymers and special engineering plastics such as PTFE dispersion resin and PEEK remain tight, with import substitution continuing; carbon fiber faces overcapacity and high inventory, giving buyers stronger bargaining power.
Action Recommendations
- Lock prices: PTFE dispersion resin and imported PEEK (tight supply, solid price floor).
- Wait and see: Carbon fiber (downtrend not over, inventory destocking still needed) and standard PTFE.
- Restock: Zirconium oxychloride (zirconium-based raw materials still have upward momentum, consider buying on dips).
Note: Prices are sourced from public platforms including Longzhong Information, ChemicalBook, CBC Metal, and CERADIR. Actual procurement should verify specific grade, specification, and delivery schedule.
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