2026-06-10 New Materials Price Trend Daily Report

Price Overview Table

| Material | Current Price Range | Week-over-Week | Trend |
|——|————-|——–|——|
| PTFE Resin | 31,800-33,000 RMB/ton | Insufficient Data | Stable |
| PEEK Resin | 260-546 RMB/kg | Insufficient Data | Stable |
| Carbon Fiber | 60-220 RMB/kg | Insufficient Data | Stable |
| PI Film | 71-1,499 RMB/kg | Insufficient Data | Stable to Strong |
| Specialty Ceramic Raw Materials (Cobalt Oxide) | 410,000 RMB/ton | +17-20% | Rising |
| Specialty Ceramic Raw Materials (Nickel) | 128,000 RMB/ton | +60% | Rising |

Key Changes

Specialty Ceramic Raw Materials (Cobalt Oxide)

– Current Price: Approximately 410,000 RMB/ton
– Increase: Up about 17-20% from end of last year (340,000-350,000 RMB/ton)
– Reason Analysis:
1. Continued growth in demand from the new energy battery industry, with cobalt as a key material experiencing strong demand
2. Constrained supply of upstream copper-cobalt mines, unstable supply from major producing regions such as the Democratic Republic of Congo
3. Global green energy transition driving demand for cobalt in energy storage, electric vehicles, and other industries

Specialty Ceramic Raw Materials (Nickel)

– Current Price: Approximately 128,000 RMB/ton
– Increase: Up as much as 60% from end of last year (80,000 RMB/ton)
– Reason Analysis:
1. Surging demand for new energy vehicle batteries (ternary lithium batteries), with nickel as a key cathode material
2. Recovery in demand from the stainless steel industry, with increased demand in nickel’s traditional application fields
3. Indonesian nickel ore export policies continuously affecting the global supply landscape

PTFE Resin (Polytetrafluoroethylene)

– Current Price: 31,800-33,000 RMB/ton (early June data)
– Price Trend: Recent fluctuations in the 31,800-33,000 RMB/ton range, overall relatively stable
– Reason Analysis:
1. Supply side is relatively adequate, with high domestic capacity utilization
2. Demand side is steady, mainly supported by industries such as chemicals, electronics, and medical
3. Raw material cost fluctuations are small, prices remain stable

Impact Analysis

Impact on Procurement Costs

The significant price increases in specialty ceramic raw materials (cobalt oxide, nickel) will notably raise raw material procurement costs for the following enterprises:
– Electronic ceramics enterprises: Cobalt oxide is a key raw material for ceramic pigments, with high cost proportion
– Battery material enterprises: Nickel and cobalt are core components of ternary lithium battery cathode materials
– Precision ceramic product enterprises: Rising specialty ceramic raw material costs will pass through to end products

Expected procurement cost increases in the 10-60% range, enterprises need to implement cost control measures in advance.

Impact on Supply Chain

1. Price transmission effect: Rising prices of key raw materials may pass through to downstream products, pushing up prices of specialty ceramic products
2. Increased demand for alternative materials: High costs may stimulate enterprises to seek alternative materials or improve processes to reduce costs
3. Supply chain restructuring risk: Rising prices may cause some SMEs to exit the market, increasing industry concentration

Impact on PI Film

PI film, as a high-end electronic material, has demand driven by the following industries:
– New energy industry: Growing demand for insulation materials in wind power, photovoltaic applications
– 5G communications: Strong demand for PI substrate materials in high-frequency high-speed circuit boards
– Semiconductor industry: Accelerated domestic substitution of high-end PI film for chip packaging

Prices are relatively stable and expected to remain strong, relevant enterprises are advised to plan ahead.

Action Recommendations

Materials for Which Price Locking is Recommended

1. Specialty Ceramic Raw Materials (Cobalt Oxide, Nickel)
– Reason: Price increase trend is clear, supply-demand gap difficult to alleviate in the short term
– Recommendation: Sign long-term supply agreements with core suppliers to lock in prices for 6-12 months; consider diversifying procurement channels to reduce supply risks

2. PI Film
– Reason: Demand growth is certain, significant space for high-end product import substitution
– Recommendation: Stock up in advance, especially for high-end electronic-grade PI film; monitor capacity release pace of domestic leading enterprises

Materials for Which a Wait-and-See Approach is Recommended

1. PTFE Resin
– Reason: Prices are relatively stable and have recently pulled back slightly, supply is adequate
– Recommendation: Can wait 1-2 weeks for a better procurement window; monitor potential impact of crude oil price fluctuations on costs

2. Carbon Fiber
– Reason: Market supply is adequate, prices are stable, domestic substitution is accelerating
– Recommendation: Can procure as needed without large stockpiling; monitor capacity release from leading enterprises such as Jilin Chemical Fiber, Zhongfu Shenying

3. PEEK Resin
– Reason: High-end engineering plastic with stable prices, degree of domestic production increasing
– Recommendation: Maintain normal procurement pace; monitor cost reduction potential brought by technological breakthroughs at domestic enterprises (such as Zhongyan Co., Ltd., Jida Special Plastic)

Risk Warnings

1. Geopolitical risks: May affect the stability of global supply chains for key metals such as nickel and cobalt
2. New energy industry policy changes: Subsidy reductions, technical standard adjustments may significantly impact demand for related materials
3. Exchange rate fluctuation risks: RMB depreciation will increase costs of imported raw materials, especially high-end materials such as PI film
4. Overcapacity risks: Rapid capacity expansion for some materials (such as carbon fiber) may lead to intensified price competition

Data Sources

– Chemical trading platforms such as SunSino, ChemicalBook, GuideChem
– Industry research institutions such as Longzhong Information, CBC Metal Network
– B2B platform quotation information such as Alibaba 1688, WantChinaTime

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This report is automatically generated by the Market Intelligence Officer. Data is for reference only. Please combine with professional advice for investment decisions.