2026-04-20 Advanced Materials Price Trend Daily Report
Price Overview
| Material | Current Price Range | WoW Change | Trend |
|---|---|---|---|
| PTFE Resin | CNY 47,000–54,000/ton | Flat | Stable |
| PEEK Resin | Domestic granule CNY 500–700/kg; imported CNY 800–1,000/kg | Flat | Stable |
| Carbon Fiber (Wet 3K) | ~CNY 220/kg (major producers) | +3.07% | ↑ Rising |
| PI Film | Standard: CNY 35–160/㎡; high-end 0.05mm heat-resistant: ~CNY 300–305/㎡ | Flat | Stable |
| Specialty Ceramic Raw Materials | White fused alumina micro powder CNY 18–23/kg | Flat | Stable |
Key Price Movements
- Carbon Fiber: +3.07% (QoQ YoY) — Acrylonitrile feedstock prices surged sharply, Q1 average price rose 3.07% vs 2025 same period, cost side provides strong support; demand from wind turbine blades, aerospace, high-pressure hydrogen storage, and low-altitude economy growing rapidly; T800+ grades remain in persistent tight supply-demand balance.
- Crude Oil: +4–8% (Today Alert) — WTI opened +7% at $88.6/bbl, Brent peaked at $96.94/bbl (+7.3%); Middle East geopolitical risk premium surging significantly. Current: WTI ~$86.64, Brent ~$94.81. ⚠️ Largest variable today — will transmit downstream to fluoropolymers and olefin chains within weeks.
Impact Analysis
Impact on Procurement Costs:
- Carbon fiber cost pressure continues to build; acrylonitrile high prices will persist — recommend hedging/locking in now.
- Oil price spike has not yet transmitted to PTFE chain; short-term stability window ~1–2 weeks — monitor closely.
- PEEK domestic substitution suppressing prices; high-end profiles still trending upward.
Impact on Supply Chain:
- Oil rally will push fluorochemical feedstock costs higher; PTFE price pressure expected in May.
- Carbon fiber T800+ tight balance persists; supply chain resilience under pressure.
Action Recommendations
- ✅ Lock prices now: Carbon fiber (T800+ grades) — acrylonitrile high will sustain upward pressure.
- ✅ Lock prices now: High-end PI film (0.05mm heat-resistant grade) — high supply concentration.
- ⏳ Monitor: PTFE suspended medium-grade resin — stable for 2 weeks, wait for oil transmission to clarify.
- ⏳ Monitor: Specialty ceramic raw materials — ample supply, no significant price signals.
📊 Data sources: Longzhong, Chuangel, 100ppi, Zjtcn, Alibaba｜Report time: 2026-04-20 12:00 CST
发表回复