May 2, 2026 New Materials Price Trend Daily Report

# May 2, 2026 New Materials Price Trend Daily Report

## Price Overview

| Material | Current Price Range | WoW Change | Trend |
|———-|———————|————|——-|
| PTFE Resin | 40-54,000 CNY/ton | Flat | Stable |
| PEEK Resin | 171-980 CNY/kg | Flat | Stable |
| Carbon Fiber | 55-150 CNY/sqm | +3.07% | Rising |
| PI Film | 20-20,000 CNY/ton | Flat | Stable |
| Special Ceramic Raw Materials | 3-35 CNY/piece | Flat | Stable |

## Key Movements

– **Carbon Fiber**: +3.07% (Q1 2026 avg price YoY)
– Cause: Sharp rise in acrylonitrile feedstock prices, strong cost support
– Supply/Demand: T800+ grades in continued short supply; demand booming in wind blades, aerospace, low-altitude economy

– **PTFE Resin**: Flat
– Supply: Operating rates moderate, inventory at low levels
– Demand: Steady in chemical corrosion resistance sector

– **PEEK Resin**: Flat (high-end prices firm)
– Supply: Import brands (Victrex, Solvay) dominate
– Demand: Steady growth in medical devices, aerospace

– **PI Film**: Flat
– Jiaxing project 1,600-ton capacity, 70% utilization
– CPI film (pilot line) still optimizing, supply constrained

## Impact Analysis

### Procurement Costs
Carbon fiber price increases will transmit to downstream products like wind blades and drone airframes, with Q2 product costs expected to rise 5-8%. PEEK and PI film prices remain elevated; procurement budgets for high-end materials need adequate buffer.

### Supply Chain
– Carbon Fiber: Tight supply of domestic T700/T800 grades, urgent need for import substitution
– PTFE: Low inventory, monitor northern production region restarts
– PEEK: Stable supply from Victrex/Solvay, but longer lead times

## Action Recommendations

### Materials Recommended for Price Locking
1. **Carbon Fiber** – In upward channel, lock in Q2-Q3 volumes
2. **PEEK Resin** – High-grade supply limited, secure long-term partnerships

### Materials Recommended for Observation
1. **PTFE** – Stable supply, no significant volatility signals near-term
2. **PI Film** – Wait for CPI film pilot line scale-up, prices may decline

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