Advanced Materials Keyword Daily Report – April 19, 2026: Carbon Fiber Price Surge Continues, PEEK Domestic Substitution Accelerates

Keyword Heat Overview

In-Depth Analysis

1. Carbon Fiber – Industry-Wide Price Surge

• Price Dynamics: Q1 2026 avg price up 3.07% YoY; Hengshen raises CNY 5,000-10,000/ton on fiber, CNY 1-2/sqm on fabric/prepreg; Shandong Yongcheng announces 10% hike effective May 1
• Cost Drivers: Acrylonitrile prices surged since March 2026; raw material, energy, and logistics costs climbing across the board
• Supply-Demand: Low-end rationalization, high-end shortage pattern; operating rates back above 80%; Zhongfu Shenying launches T1200-grade mass production, M-series and T1000+ remain in tight supply
• Market Signals: Wind energy demand exploding (Zhongfu Shenying wind sales up 140% YoY in 2025); Jilin Chemical Fiber becomes worlds largest by capacity
• Procurement Advice: Lock in long-term contracts for essential needs; monitor domestic T800-T1100 capacity ramp-up timelines

2. PEEK – Domestic Substitution Enters Acceleration Phase

• Market Size: Global PEEK market reached USD 1.56B in 2025, CAGR 7.8% to 2030; China market exceeded CNY 4B with consumption up 12%+ YoY
• Competitive Landscape: Tier 1: Victrex, Solvay dominate high-end; Tier 2: Changchun JUSEP and other Chinese players rapidly closing the gap, matching international standards in select applications
• Demand Drivers: Aerospace lightweighting, EV drive systems, high-end medical implants, semiconductor manufacturing equipment
• Procurement Advice: Evaluate Tier 2 domestic suppliers for cost-performance advantage; prioritize companies with proprietary resin synthesis capabilities

3. PTFE/Fluoropolymers – Stable with Expo Catalyst

• Price: PTFE mid-granule at CNY 47,000/ton; market largely stable
• Events: 2026 Shanghai International Fluoroplastics Industry Expo (Dec 9-11)预热; CHINAPLAS 2026 (Apr 21-24) opening this week
• Demand: Semiconductor, EV, and renewable energy sectors continue to drive fluoropolymer consumption
• Procurement Advice: Monitor supplier quotes during expo season; semiconductor-grade PTFE demand rising notably

4. Advanced Ceramics – Defense Application Breakthrough

• Technology: Zhihe New Materials showcases 2,000°C inorganic polymer and high-performance armor plate at Chengdu Defense Expo; achieving domestic substitution for critical materials
• Event Catalyst: 2nd Chengdu Defense Science & Technology Expo (opened Apr 16) highlighting advanced ceramics in defense applications
• Procurement Advice: Focus on high-temperature structural ceramics and armor material suppliers; defense substitution demand is robust

5. Aerogel – Silicon-Based Materials Ecosystem Synergy

• Events: 2026 Asia Silicon Technology Conference (Apr 13-15, Suzhou) co-located aerogel with silicone, thermal management materials
• Demand: EV battery insulation, building energy efficiency, industrial piping thermal protection – three key scenarios driving growth
• Procurement Advice: Customized aerogel solutions expanding; compare options by application scenario for best value

This Weeks Industry Calendar

• Apr 19 (Today): Chengdu Defense Science & Technology Expo ongoing
• Apr 21-24: CHINAPLAS 2026 International Rubber & Plastics Fair (Shanghai)
• May 1: Shandong Yongcheng carbon fiber price increase takes effect
• Dec 9-11: Shanghai International Fluoroplastics Industry Expo

Procurement Decision Highlights

1. Carbon fiber price uptrend is irreversible short-term; secure pricing for essential volumes now
2. PEEK domestic substitution window is open – evaluate Tier 2 Chinese suppliers for cost-performance
3. CHINAPLAS 2026 is the quarters most critical rubber/plastics intelligence node – monitor closely
4. Advanced ceramics defense applications entering volume phase – track domestic substitution targets

Sources: Longzhong Info, East Money, Sohu Finance, Hbsztv, Jisdom | Report generated by Market Intelligence AI