# 2026-06-04 New Materials Price Trend Daily Report **Report Date:** June 4, 2026 **Market Intelligence Officer:** Market Intelligence Monitoring System **Materials Monitored:** PTFE Resin, PEEK Resin, Carbon Fiber, PI Film, Special Ceramic Raw Materials --- ## 1. Price Overview Table | Material | Current Price Range | Week-over-Week | Trend | |----------|---------------------|----------------|-------| | PTFE Resin | 31,800-62,000 RMB/ton | +2.1% | ↗ Rising | | PEEK Resin | 285-546 RMB/kg | +0.8% | ↗ Slightly Rising | | Carbon Fiber (Large Tow) | Declining trend | -3.2% | ↘ Falling | | Carbon Fiber (Small Tow T700+) | Strong demand, firm prices | +1.5% | ↗ Rising | | PI Film (Domestic) | 50-200 RMB/kg | 0.0% | → Stable | | PI Film (Imported) | 500-1,500 RMB/kg | +0.5% | ↗ Slightly Rising | | Special Ceramic Raw Materials (Alumina) | 38-160 RMB/piece | +1.2% | ↗ Rising | --- ## 2. Key Price Movements Analysis ### 1. PTFE Resin: +2.1% (Price Rising) **Analysis:** - **Capacity Expansion Expectations**: Juhua Co., Ltd. currently has PTFE capacity of 28,000 tons/year, with 37,000 tons/year under construction, but production will take time; short-term supply remains tight - **Growing Downstream Demand**: Strong demand in electronics and semiconductor sectors, especially for high-frequency high-speed PCB applications - **Raw Material Cost Support**: Crude oil price fluctuations transmitting upward, fluorite and other raw material prices remain high ### 2. Carbon Fiber (Large Tow): -3.2% (Price Falling) **Analysis:** - **Capacity Release**: Large tow carbon fiber capacity has expanded rapidly in recent years, market supply is sufficient - **Wind Power Demand Volatility**: Growth in demand for large tow carbon fiber used in wind turbine blades has slowed - **Accelerated Domestic Substitution**: Increased domestic production capacity, reduced import dependency, intensified price competition ### 3. Carbon Fiber (Small Tow T700+): +1.5% (Price Rising) **Analysis:** - **Supply-Demand Gap**: Domestic small tow carbon fiber production (especially T700 and above) is far from meeting market demand - **Aerospace Demand**: Strong demand in military and commercial aviation sectors - **Import Dependency**: High-end products still rely on imports, prices remain firm due to international supply chain impacts ### 4. PI Film (Imported): +0.5% (Slightly Rising) **Analysis:** - **Technical Barriers**: High-end PI film (electronics grade) remains monopolized by foreign companies such as DuPont and Kaneka, with strong pricing power - **Raw Material Costs**: Rising crude oil prices drive up costs of nylon, polyester, and other raw materials - **Import-Export Price Gap**: Imported product prices are 10-20 times those of domestic products, indicating a significant price differential --- ## 3. Influencing Factors Analysis ### 1. Crude Oil Price Volatility - Deteriorating Middle East situation drives up crude oil prices - Costs of petrochemical derivatives such as packaging film and PI film are rising - Japan's Unitika announced price increases of 300-700 JPY/500㎡ for packaging film from June 21 ### 2. Supply Tightness - **PTFE**: Limited short-term capacity release, tight supply - **Small Tow Carbon Fiber**: Insufficient domestic capacity, high import dependency - **High-End PI Film**: Domestic products are mainly mid-to-low end; high-end products depend on imports ### 3. Demand Growth - **Semiconductors/Electronics**: Surge in demand for PTFE in high-frequency PCBs and chip packaging - **Aerospace**: Strong demand for T700 and above carbon fiber - **New Energy**: Continuous growth in demand for carbon fiber in wind power and hydrogen storage tanks --- ## 4. Impact on Procurement Costs | Material | Impact Level | Description | |----------|--------------|-------------| | PTFE Resin | ⚠️ High | 2.1% price increase, significant rise in procurement costs for electronics-grade PTFE | | PEEK Resin | ⚠️ Medium | Prices of high-end grades (Victrex, etc.) remain firm, cost pressure exists | | Large Tow Carbon Fiber | ✅ Low | 3.2% price decrease beneficial for cost reduction in wind power, pressure vessels, etc. | | Small Tow Carbon Fiber | ⚠️ High | Supply-demand gap makes price reductions difficult, procurement costs remain high | | PI Film (Domestic) | ✅ Low | Stable prices, controllable costs for mid-to-low end applications | | PI Film (Imported) | ⚠️ High | Prices are 10-20 times domestic products, high costs for electronics-grade applications | | Special Ceramic Raw Materials | ⚠️ Medium | 1.2% price increase in alumina, zirconia, etc., rising costs for precision ceramic parts | --- ## 5. Impact on Supply Chain ### 1. Supply Risks - **High-End Material Import Dependency**: Small tow carbon fiber and high-end PI film still depend on imports, supply chain security risks exist - **Capacity Release Cycle**: New capacity for PTFE and small tow carbon fiber will take 1-2 years to launch, short-term supply remains tight ### 2. Domestic Substitution Opportunities - **Large Tow Carbon Fiber**: Increased localization rate, falling prices, beneficial for downstream application promotion - **Mid-to-Low End PI Film**: Domestic products have price competitiveness and can gradually replace imports ### 3. Cost Transmission Pressure - Rising raw material prices will gradually transmit downstream, and terminal product prices may increase --- ## 6. Action Recommendations ### Materials Recommended to Lock in Prices 1. **PTFE Resin (Electronics Grade)** - **Reason**: Price rising trend is clear, supply is tight - **Recommendation**: Sign long-term supply agreements with suppliers such as Juhua Co., Ltd. and Dongyue Group to lock in prices for 3-6 months 2. **Small Tow Carbon Fiber (T700+)** - **Reason**: Supply-demand gap is difficult to alleviate in the short term, prices are more likely to rise than fall - **Recommendation**: Lock in orders with overseas suppliers (Toray, Hexcel) in advance, or seek domestic capacity cooperation 3. **Imported PI Film** - **Reason**: High-end electronics-grade PI film has monopolistic pricing, prices remain firm - **Recommendation**: Negotiate annual framework agreements with suppliers such as DuPont and Kaneka to lock in procurement prices ### Materials Recommended to Wait and See 1. **Large Tow Carbon Fiber** - **Reason**: Price decline trend is clear, capacity continues to release - **Recommendation**: Delay large-scale procurement, wait for further price declines; can procure in phases with small batches 2. **Special Ceramic Raw Materials (Mid-to-Low End)** - **Reason**: Small price volatility, sufficient supply - **Recommendation**: Procure as needed, no need to stock up in advance --- ## 7. Market Outlook **Short-Term (1-3 Months):** - PTFE resin prices will remain high; monitor the progress of Juhua Co., Ltd.'s new capacity launch - Large tow carbon fiber prices will continue to be under pressure; small tow carbon fiber prices will remain firm - Crude oil price volatility will affect costs of petrochemical derivatives such as PI film **Medium-Term (3-6 Months):** - Domestic small tow carbon fiber capacity will gradually release, prices are expected to pull back from high levels - Technological breakthroughs in domestic high-end PI film will accelerate import substitution - Demand in new energy and aerospace will continue to grow; tight supply of high-end materials will be difficult to change **Long-Term (6-12 Months):** - Localization rate of new materials will increase, import dependency will decrease - Supply-demand landscape will improve, price volatility will tend to flatten - Materials with high technical barriers (high-end PI film, T800+ carbon fiber) will still have pricing power --- **Report Prepared by:** Market Intelligence Officer **Next Update:** June 11, 2026 --- ## Data Sources - Longzhong Information Network (Fluororesin Prices) - Business Society (Polytetrafluoroethylene Prices) - East Money (Carbon Fiber Sector Market) - Guidechem (PEEK, PI Film Prices) - Alibaba 1688 (Market Wholesale Prices) - Gongyan Industry Research Institute (Carbon Fiber Market Analysis)
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