2026-05-31 Price Trend Daily Report

Report Type: Advanced Materials Price Trend Monitoring
Publication Date: May 31, 2026
Monitored Materials: PTFE Resin, PEEK Resin, Carbon Fiber, PI Film, Specialty Ceramic Raw Materials

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Price Overview Table

Material Current Price Range Week-over-Week Trend ———- ——————- —————- ——- PTFE Resin 31,800-45,000 CNY/ton -2.9% Declining PEEK Resin 285-750 CNY/kg Stable Stable Carbon Fiber (Large-tow) Gradual decline – Declining Carbon Fiber (Small-tow T700+) 257,300 USD/ton Strong Rising PI Film 200-1,499 CNY/kg Stable Stable Specialty Ceramic Raw Materials Continuous increase + Rising

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Key Changes

1. PTFE Resin: -2.9% (Reason Analysis)

Change Details:
On May 25, Shandong Luxi Chemical quoted 34,000 CNY/ton for PTFE, down 1,000 CNY/ton from May 24. Multiple manufacturers quote in the range of 31,800-45,000 CNY/ton.

Reason Analysis:

• Short-term supply increase; leading manufacturers like Luxi Chemical and Dongyue Shenzhou lowered quotes
• Downstream demand growth below expectation; cautious procurement sentiment
• Crude oil price volatility impacts cost structure of fluorochemical industry chain

  2. Carbon Fiber (Large-tow): Gradual Price Decline

  Change Details:

Jinggong Technology’s research indicates large-tow carbon fiber prices are gradually declining, with limited impact on equipment gross margins.

Reason Analysis:

• Large-tow carbon fiber capacity continues to release; supply-demand dynamics turning looser
• Price competition intensifies in bulk applications (wind power, automotive) with high cost sensitivity
• Small-tow T700+ demand remains strong; production insufficient to meet market demand, creating structural divergence

  3. Specialty Ceramic Raw Materials: Continuous Price Increase

  Change Details:

Raw material prices for high-end industrial ceramics (aluminum nitride, zirconia, silicon carbide) continue to rise, with procurement costs increasing year by year.

Reason Analysis:

• High-purity alumina, aluminum nitride and other high-end raw materials have concentrated production; suppliers have strong bargaining power
• Demand from high-end applications (semiconductors, aerospace) growing rapidly
• High processing loss rate; raw material utilization rate becomes key profit variable

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  Impact Analysis

  Impact on Procurement Costs

  1. PTFE Resin Price Decline: Short-term benefit for downstream procurement. Monitor quotes from leading manufacturers (Luxi Chemical, Dongyue Shenzhou) and seize opportunistic low points to lock June procurement plans.

  2. Carbon Fiber Structural Divergence: Large-tow prices declining; small-tow T700+ prices firm. Recommend prioritizing large-tow for bulk applications (wind power, automotive light-weighting); lock small-tow supply in advance for aerospace and high-end equipment applications.

  3. Specialty Ceramic Raw Materials Continuous Rise: Cost pressure from aluminum nitride and zirconia continues. Recommend signing long-term agreements with core suppliers to lock full-year volume.

  Impact on Supply Chain

  1. PTFE Industry Chain: Price decline may accelerate industry consolidation; small-to-mid capacity faces cost pressure. Assess supplier financial stability.

  2. Carbon Fiber Industry Chain: Large-tow price decline promotes downstream application penetration (wind power, automotive light-weighting); high margins of small-tow attract capacity investment; supply tightness expected to ease in 2027.

  3. PI Film: Japan’s Unitika raised packaging film prices due to crude oil price increases; domestic PI film manufacturers may follow. Monitor cost transmission from crude oil → nylon → PI industry chain.

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  Action Recommendations

  Materials Recommended to Lock Prices

  Material Recommended Action Timing

———- ——————- ——— Specialty Ceramic Raw Materials (AlN, ZrO₂) Lock long-term contracts covering Q3-Q4 demand Immediate Carbon Fiber (Small-tow T700+) Lock Q3 volume; avoid supply tightness Early June PEEK Resin Batch procurement at lows; build safety stock Near term

Materials Recommended to Wait-and-See

Material Recommended Action Reason ———- ——————- ——— PTFE Resin Wait 1-2 weeks for price stabilization Declining trend not yet stabilized Carbon Fiber (Large-tow) Delay procurement; wait for further price drops Capacity continues to release; price under pressure

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Risk Warnings

1. Crude Oil Price Volatility: Japanese packaging film prices already increased; monitor cost transmission to fluorochemical and PI industry chains.

2. Supply Chain Disruption Risk: Insufficient small-tow carbon fiber production may affect high-end equipment delivery.

3. Policy Risk: Environmental production restrictions, export controls, and other policy changes may cause sharp price fluctuations in specialty ceramic raw materials.

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Report Prepared by: Market Intelligence Officer
Next Update: June 7, 2026