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

Advanced Materials Industry Keyword Analysis Report – May 30, 2026

This report analyzes the search popularity, competition level, and market trends for core advanced materials keywords including PTFE, PEEK, Carbon Fiber, Technical Ceramics, Electronic Chemicals, Aerogel, and PI Film, providing decision-making references for B2B procurement and R&D professionals.

1. Core Keyword Popularity Analysis

Keyword	Search Popularity (1-10)	Commercial Value	Trend
PTFE (Polytetrafluoroethylene)	8.5	High	↑ Steady Growth
PEEK (Polyether ether ketone)	7.8	High	↑ Rapid Increase
Carbon Fiber	9.2	High	↑ Continuous Rise
Technical Ceramics	6.5	Medium-High	→ Stable Development
Electronic Chemicals	8.0	High	↑ Fast Growth
Aerogel	7.2	Medium-High	↑ Emerging Hotspot
PI Film (Polyimide Film)	7.5	High	↑ Expanding Demand

2. Keyword Competition Analysis

• PTFE: Intense competition, dominated by Chemours, Daikin, 3M, with domestic Chinese companies catching up
• PEEK: Moderate competition, high-end applications led by Victrex, significant domestic substitution potential
• Carbon Fiber: Highly competitive, led by Toray, Toho Tenax, with rapid rise of Chinese producers
• Technical Ceramics: Moderate competition, high technical barriers, specialized manufacturers in niche segments
• Electronic Chemicals: Highly competitive, semiconductor-grade products mainly dependent on US, Japanese, German companies
• Aerogel: Low competition, emerging material, low market concentration, many innovation opportunities
• PI Film: Moderate competition, dominated by DuPont, Kaneka, SKC, accelerating domestic substitution

3. Search Trends and Market Demand

1. PTFE: Significant demand growth in 5G communications, semiconductors, medical devices
2. PEEK: Expanding applications in aerospace, automotive lightweighting, medical implants
3. Carbon Fiber: Explosive demand in new energy vehicles, wind turbine blades, hydrogen storage tanks
4. Technical Ceramics: Stable demand in semiconductor equipment, new energy batteries, precision instruments
5. Electronic Chemicals: Strong demand in chip manufacturing, display panels, photovoltaic cells
6. Aerogel: Starting applications in building insulation, industrial thermal insulation, new energy vehicles
7. PI Film: Growing demand in flexible electronics, high-frequency communications, new energy motors

4. Commercial Value and Procurement Recommendations

High-Priority Keywords (Recommended Focus): Carbon Fiber, PTFE, Electronic Chemicals – Large market demand, abundant supply chain opportunities

Emerging Opportunity Keywords: Aerogel, PEEK – High technical barriers, large profit margins, suitable for long-term planning

Steady Investment Keywords: Technical Ceramics, PI Film – Stable demand, mature technology, suitable for scale production

5. Action Recommendations

1. Establish evaluation system for domestic PTFE and carbon fiber suppliers
2. Monitor PEEK applications in medical field, seek collaboration opportunities
3. Research aerogel production costs, evaluate industrialization feasibility
4. Track electronic chemicals import substitution policies, seize domestic substitution window
5. Establish keyword monitoring mechanism, update search trend data monthly

Report generated: May 30, 2026

## 2026-05-19 Industry Exhibition Opportunities Scan (Issue 3)

> Scan Date: May 19, 2026 04:30 GMT+8 | Time Window: Next 3-6 months (May 19 – November 19, 2026)

### 🔥 Urgent Alerts (Within 30 Days)

| Exhibition | Dates | Location | Urgency |
|———–|——-|———-|———|
| China (Suzhou) High-Performance Composites Show (CSCME) | May 27-29 | Suzhou International Expo Center | 🔴 Only 8 days left |
| 2026 Future Industries New Materials Expo (FINE) | June 10-12 | Shanghai SNIEC N1-N4 | 🟡 Only 22 days left |

**Suzhou CSCME (May 27-29)**: 500 exhibitors, full carbon fiber + composites supply chain. Must decide on visit/exhibit this week or miss out.
**FINE 2026 (June 10-12)**: Visitor pre-registration still open, but exhibitor registration should be closed or closing soon. Contact organizer immediately to confirm booth availability (URGENT!).

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### 📅 Upcoming Exhibitions (Chronological)

| Exhibition | Dates | Location | Scale | Value for B2B |
|———–|——-|———-|——-|—————-|
| China (Suzhou) High-Performance Composites Show (CSCME) | May 27-29 | Suzhou International Expo Center | 500 exhibitors | ★★★ Closest to Yangtze Delta, must-visit |
| 2026 Future Industries New Materials Expo (FINE) | Jun 10-12 | Shanghai SNIEC N1-N4 | 40,000㎡, 800+ exhibitors, 60,000+ visitors | ★★★★ PEEK + lightweight core show |
| Shenzhen Int’l New Materials & Innovation Expo | Jun 10-12 | Shenzhen World | 70,000㎡, 1,000 exhibitors | ★★★ South China market |
| The Advanced Ceramics Show (TACS) | Jul 8-9 | Birmingham NEC | 25,000㎡, 400 exhibitors (triple show) | ★★★ European ceramics tech |
| 2026 Jiangsu Carbon Fiber Industry Conference | Aug 17-19 | Suzhou | Theme: New Quality Leadership | ★★★ Carbon fiber industry chain |
| Formnext Asia Shenzhen (3D Printing) | Aug 26-28 | Shenzhen | 20,000㎡, 350+ exhibitors | ★★ Additive manufacturing |
| China Composites Expo 2026 (29th) | Sep 1-3 | Shanghai NECC | 100,000㎡, 1,000+ exhibitors | ★★★★★ Asia’s largest composites show |
| ICIF China 2026 (Int’l Chemical Industry Fair) | Sep 15-17 | Shanghai SNIEC | Chemical new materials | ★★★ Chemical raw materials |
| CAMX 2026 (Composites & Advanced Materials Expo) | Sep 21-24 | Atlanta GWCC | 32,000㎡, 580-751 exhibitors, 26,000+ visitors | ★★★★ North American market |
| AMI Compounding & Recycling Expo | Sep 23-24 | Frankfurt | 16,000㎡, 300 exhibitors | ★★ Plastics compounding |
| Shanghai Int’l Carbon Fiber & Tech Expo | Sep 23-27 | Shanghai NECC | 273,229㎡, 2,556 exhibitors (part of CIIF) | ★★★★ Co-located with CIIF |
| 26th CIIF New Materials Industry Show | Oct 12-16 | Shanghai NECC | 300,000㎡, 2,665 exhibitors | ★★★★★ China’s largest industrial fair |
| Fakuma 2026 (Plastics Processing) | Oct 12-16 | Friedrichshafen, Germany | 90,000㎡, 1,639 exhibitors | ★★★ European plastics |
| IACE CHINA (Advanced Ceramics) Shenzhen Tour | Oct 14-16 | Shenzhen Convention Center | Advanced ceramics | ★★★ South China ceramics |
| Shanghai Int’l Fluoroplastics Industry Chain Expo | Dec 9-11 | Shanghai SNIEC | Fluoroplastics/PTFE | ★★★★ PTFE dedicated show |
| China Int’l Semiconductor Expo (IC China) | Nov 12-14 | Beijing Convention Center | Semiconductor materials | ★★ Electronic materials |

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### 🎯 Top Recommendations

**1. FINE 2026 (June 10-12, Shanghai)**
– **Why**: PEEK, lightweight materials, and sustainable materials are core themes; 60,000+ professional visitors include top enterprises from automotive/aerospace/new energy; co-located with Carbontech 2026, dual focus on carbon materials + future industries.
– **Action**: ① Contact organizer this week to confirm booth availability (standard 9㎡ booth approx. ¥25,000-35,000); ② If exhibit not possible, at least register as visitor for free admission; ③ Focus on visiting PEEK material manufacturers (Victrex, Solvay, Zhongyan Co., Ltd., etc.).

**2. China Composites Expo 2026 (29th) (Sep 1-3, Shanghai)**
– **Why**: Asia’s largest and world-leading composites professional show; 100,000㎡ exhibition area sets new record; organized by China Composites Group, highly authoritative; full coverage of carbon fiber composites, resin matrix composites, ceramic matrix composites.
– **Action**: ① Start booth reservation immediately (3-4 months in advance); ② Budget: standard 9㎡ booth approx. ¥30,000-40,000, raw space 18㎡+ approx. ¥60,000+; ③ Focus on carbon fiber composites applications in new energy sector.

**3. Shanghai Int’l Fluoroplastics Industry Chain Expo (Dec 9-11, Shanghai)**
– **Why**: PTFE dedicated exhibition, co-located with semiconductor expo, sharing electronic-grade PTFE buyers; fluoroplastics applications exploding in semiconductor, chemical, new energy sectors; ample preparation time with late exhibition date.
– **Action**: ① Start tracking organizer’s recruitment progress in June; ② Standard 9㎡ booth estimated at ¥20,000-30,000; ③ Focus on showcasing PTFE applications in semiconductor field.

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### ⏰ Registration Deadlines

| Exhibition | Deadline | Status |
|———–|———-|——–|
| Suzhou CSCME | Already closed (May 27 opening) | Visit only |
| FINE 2026 | Exhibitor registration should be closed, visitor pre-registration open until June 9 | Contact organizer urgently |
| The Advanced Ceramics Show | Expected late May deadline | Confirm immediately |
| China Composites Expo | Expected late June deadline | Reserve immediately |
| CIIF New Materials Show | Expected late July deadline | Decide ASAP |

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### 💰 Cost Estimation (3-Person Team)

| Exhibition | Booth Fee (¥) | Travel & Accommodation (¥) | Total (¥) |
|———–|—————|—————————-|———-|
| Suzhou CSCME | 15,000-25,000 | 5,000-8,000 | 20,000-33,000 |
| FINE 2026 | 25,000-35,000 | 15,000-25,000 | 40,000-60,000 |
| The Advanced Ceramics Show | 35,000-50,000 | 60,000-100,000 | 95,000-150,000 |
| China Composites Expo | 30,000-40,000 | 15,000-25,000 | 45,000-65,000 |
| CAMX 2026 | ,000-12,000 | ,000-15,000 | ¥130,000-200,000 |
| CIIF New Materials Show | 30,000-40,000 | 15,000-25,000 | 45,000-65,000 |
| Shanghai Fluoroplastics Expo | 20,000-30,000 | 15,000-25,000 | 35,000-55,000 |

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### 📊 Market Trends & Insights

1. **PEEK materials momentum continues**: FINE 2026 features dedicated PEEK lightweight forum, driven by automotive + aerospace demand;
2. **Carbon fiber composites entering scale application**: New energy + hydrogen storage + aerospace three-wheel drive, China Composites Expo scale hits new high;
3. **Advanced ceramics domestic substitution accelerating**: The Advanced Ceramics Show + Shenzhen IACE show active global technology exchange;
4. **PTFE high-end transformation**: Shanghai Fluoroplastics Expo focuses on electronic-grade, medical-grade PTFE, avoiding low-end red ocean;
5. **September global composites double-header**: China Composites Expo (Sep 1-3) and CAMX (Sep 21-24) only 18 days apart, can arrange dual-show synergy.

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### 📝 Updates (vs May 14 Scan)

✅ Added: Wuhan International New Materials Industry Exhibition (dates TBD)
✅ Updated: FINE 2026 visitor pre-registration still open, exhibitor registration urgent
✅ Alert: Suzhou CSCME only 8 days away, immediate decision required
⚠️ Note: Japan Osaka Highly-Functional Material Week already concluded (May 13-15), next edition March 2027

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**Report Generated:** 2026-05-19 04:30 | **Next Scan:** 2026-05-21 04:30

# Special Materials Price Trend Daily Report — May 17, 2026

## Price Overview

| Material | Current Price Range | Weekly Change | Trend |
|———-|———————|—————|——-|
| PTFE Resin | CNY 31,800/ton (domestic suspended mid-grade) | Flat | → Stable |
| PEEK Resin | CNY 650-1,000/kg (by brand/grade) | Flat | → Stable |
| Carbon Fiber | T700 12K 90-120 CNY/kg; avg 84 CNY/kg | Stabilizing | → Stable |
| PI Film | Electrical-grade uniaxial 130-170 CNY/kg, biaxial 180-220 CNY/kg | +13~18% | ↑↑ Sustained Rise |
| Special Ceramics (ZrO2) | 80-89 CNY/kg (99%) | Flat | → Stable |

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## Key Price Movements

**PI Film: Electrical-Grade Continues Upward (+13~18%)**
– South China market: electrical-grade PI film prices rose; uniaxial 130-170 CNY/kg (+20-30 vs. Jan), biaxial 180-220 CNY/kg (+30-70 vs. Jan)
– Price drivers: ① Kaneka’s 20% hike (effective Apr 16) continues transmitting; ② upstream PMDA/ODA cost support; ③ Ruihuatai (688323) limit-up keeps sentiment elevated
– Significant price stratification: low-end electrical grade 200K CNY/ton; electronic grade 250K-1M CNY/ton; high-end electronic (COF) 1M-2M CNY/ton; CPI up to 20M-30M CNY/ton

**Carbon Fiber: Stabilization Signal Clear**
– Mar 2026: domestic carbon fiber market average ~84 CNY/kg, +0.3% MoM, ending consecutive declines
– By grade: T300 12K 80-90 CNY/kg; T700 12K 90-120 CNY/kg; T800 12K 180-240 CNY/kg
– High-end (T800/T1000/M-series): Zhongfu Shenying and other leaders proactively raised prices 10-20% since Feb
– Mid-low end (T300/T700 12K): bottomed in Q4 2025 (48-52 CNY/kg), recovering to 60-70 CNY/kg in Mar 2026
– Construction carbon fiber prices up 8.7% overall (MOHURD data)

**PTFE Resin: Stable (Consolidating at Lower Levels)**
– Domestic suspended mid-grade mainstream quotes: CNY 31,800/ton (May 12-13), flat vs. last week
– Down significantly from 2024 peaks of 43,000-45,000 CNY/ton; currently in low-level consolidation

**PEEK Resin: Stable (Multi-Brand Competitive Landscape Clear)**
– Victrex 150G pure resin: 900-1,000 CNY/kg; Shangfu authorized agent spot 920 CNY/kg
– Victrex 150P general-purpose: 680-700 CNY/kg; food-grade 450G/150G: 865-1,000 CNY/kg
– Victrex electronics-grade 450G: 650-800 CNY/kg; bulk customer price 650 CNY/kg
– Aerospace grade: 450G pure resin 530-550 CNY/kg (Shanghai bonded), 90HMF40 (40% CF) 920-950 CNY/kg
– Solvay 950-1,100 CNY/kg; Evonik 880-980 CNY/kg; Toray 900-1,050 CNY/kg
– Domestic PEEK (Zhongyan, Pengfulong): 500-600 CNY/kg, 35-45% below import

**Special Ceramics Raw Materials: Stable**
– Zirconia (99.5%-99.99%): 89 CNY/kg, flat vs. last week
– Zirconia (99%): 80 CNY/kg
– Zirconium hydroxide (45%): 28 CNY/kg (Hunan Yongshuo, May 14)
– Fused zirconia (≥98.5%): 28,000-29,000 CNY/ton

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## Impact Analysis

**Impact on Procurement Costs:**
1. PI film electrical-grade continues rising — South China uniaxial +18% vs. Jan, biaxial +47%, increasing cost pressure on motor/cable downstream
2. Carbon fiber recovery signal clear — T700 12K rebounded from bottom 48-52 to 90-120 CNY/kg; carbon fiber composite costs may face new upward cycle
3. PTFE at cyclical low — 31,800 CNY/ton is 25-30% below 2024 peaks, window for locking long-term pricing

**Impact on Supply Chain:**
1. PI film domestic substitution accelerating — Ruihuatai limit-up reflects optimism on domestic capacity expansion, but high-end electronic grade still heavily import-dependent (60-80%)
2. Carbon fiber localization improving — T700 domestic capacity adequate (Zhongfu Shenying, Guangwei), T800+ still dependent on Toray and other Japanese suppliers
3. Solid-state battery nano-zirconia demand growing significantly, potentially diverting traditional zirconia capacity

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## Action Recommendations

**Materials Recommended for Immediate Price Locking:**
– **PI Film (Electrical-Grade)**: Uniaxial + biaxial both trending up; Kaneka transmission not yet complete. Lock Q3 long-term contracts now
– **Carbon Fiber T700/12K**: Bottom reversal signal clear. Build positions on dips, lock H2 volume

**Materials Recommended for As-Needed Purchasing:**
– **PTFE Resin**: Currently at cyclical low. For annual volume >50 tons, consider 6-12 month contract pricing
– **PEEK Resin**: Multi-brand competition, stable prices. Purchase as needed
– **Special Ceramic Raw Materials (ZrO2)**: Stable, ample supply. Maintain normal inventory

**Key Watch Items:**
– Carbon fiber T800 domestic progress — currently 180-240 CNY/kg; if Zhongfu Shenying T800 capacity ramps, price may decline
– PI film high-end electronic grade localization progress

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**Data Sources**: Business Society, Chemicalbook, Baidu Zhidao, Longzhong Info, Sohu (Shangfu New Materials), Sina Finance, China Report Hall, Mysteel, Guidechem
**Report Date**: May 17, 2026
**Analyst**: Market Intelligence Officer 🕵️

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*Disclaimer: This report is for reference only. Actual prices subject to supplier quotes.*

Key Materials Heat Index and Price Tracking

Material	Heat Index	Latest Price/Data	Change	Market Dynamics
PEEK	★★★★★	Zhongyan CNY 1.2B	↑ Major catalyst	Zhongyan (688716) to invest CNY 1.2B for 10,000t PEEK + 2,000t fluoroketone project; medical-grade for lifelong cranial implants
Carbon Fiber	★★★★★	T1000 mass production	↑ Breakthrough	Sinopec 3,000t large-tow line commissioned; domestic T1000 breaks 40-year monopoly; HM46J reaches international standard
PI Film	★★★★★	20-30M CNY/ton	⚠️ Import dependent	Folding screen PI at CNY 20-30M/ton; 70% high-end demand imported; 60% global share by US/Japan/Korea
PTFE	★★★★☆	80 CNY/piece (filter)	→ Stable	PV/chemical/electronics/environmental applications; temp range -70~260℃; Jiangsu Aokai as source manufacturer
Aerogel	★★★★☆	0.018 W/(m·K)	→ Stable	Fanrui Yihui专注 nano-silica aerogel; Honghui Tech参与 national standard; EV battery thermal barrier demand strong
Advanced Ceramics	★★★☆☆	–	→ Stable	Semiconductor focus ring/ESC localization accelerating
Electronic Chemicals	★★★★☆	–	→ Stable	Photoresist, wet chemicals localization window clear

BREAKING: Zhongyan’s CNY 1.2B PEEK Expansion to Reshape Global Market

• Investment Scale: Zhongyan (688716) plans CNY 1.2B investment in Zhangjiagang for 10,000t/yr PEEK + 2,000t/yr fluoroketone integrated project
• Strategic Value: Achieve upstream fluoroketone self-sufficiency, reduce raw material costs, improve profit margins
• Applications: Aerospace, automotive, electronics, medical, 3D printing and other high-end manufacturing
• Price Stability: Industrial PEEK prices stable; 450G (general injection grade) fluctuation ≤5%; 150G (powder/coating grade) fluctuation ≤8%
• Supply Capability: Shangfu New Materials maintains 60-ton spot inventory, 48-hour delivery

Domestic T1000 Carbon Fiber Breaks 40-Year Monopoly, Global Top 3 Formed

• Capacity Breakthrough: Sinopec commissions China’s largest single-line large-tow carbon fiber production line in Inner Mongolia, with single-line capacity exceeding 3,000 tons
• Project Progress: Inner Mongolia Xinjinshan 30,000-ton carbon fiber Phase I starts production with 6,000-ton annual capacity; Phase II with 8 production lines expected to complete by end 2027, reaching 30,000-ton total capacity
• Technology Breakthrough: Domestic T1000 carbon fiber achieves mass production; single filament can bear ~200kg load; China becomes third country after Japan and US to master T1000 technology
• Tech Progress: Heshun Tech (301237.SZ) subsidiary Hexing Carbon Fiber HM46J carbon fiber trial successful, performance meets international advanced standards
• Sector Performance: Carbon fiber concept index BK1171 reports 1,969.72 points, +0.22%

PI Film: Core Folding Screen Material Under Foreign Control, 70% High-End Demand Imported

• Premium Pricing: PI film for folding screen mobile phones can reach CNY 20-30 million per ton, comparable to gold
• Low Localization: Over 70% of high-end demand relies on imports; over 60% of global market controlled by DuPont, Kaneka, and PIAM
• Market Size: Global PI film market ~USD 4.68B in 2025; China market ~CNY 10.8B
• Capacity Mismatch: China’s total PI film capacity exceeds 110,000 tons, but self-sufficiency rate for high-end electronic/optical grade products only 20-30%
• Domestic Progress: Guofeng New Materials has 12 high-performance PI film production lines (4 under construction), entering global first tier; PI chip-on-film samples submitted for chip packaging
• Performance Advantage: PI can operate stably in extreme temperatures from -269°C to 400°C, with insulation strength higher than many metal sheets

Aerogel: Nanometer Insulation Material in Demand, Power Battery Applications Surge

• Leading Performance: Aerogel nano insulation film thermal conductivity as low as 0.018 W/(m·K), only 1/20 of ordinary glass
• Leading Enterprises: Fanrui Yihui focuses on nano-silica aerogel, carbon fiber reinforced ceramic matrix composites; Honghui Tech participates in drafting GB/T 46993-2025 and other aerogel national standards
• Application Scenarios: Power battery thermal pads, new energy vehicle fire blankets, pipe insulation, building energy saving
• Technology Upgrade: Aerogel nano insulation film integrates vanadium dioxide thermochromic material, achieving “temperature-adaptive” dynamic regulation

PTFE: Industrial Filtration Essential, High-Temperature Applications Advantage Clear

• Wide Applications: PTFE high-temperature fabrics applied in photovoltaic, food, chemical, electronics, environmental protection and other fields
• Temperature Resistance: Operating temperature range -70°C to 260°C (long-term), short-term resistance up to 300°C
• Glass Furnace Application: PTFE filter bags show clear advantages in glass furnaces – high temp/corrosion resistance, easy cleaning, good emission control, cost-effective
• Product Pricing: PTFE filter bags approximately 80 CNY/piece
• Representative Enterprise: Jiangsu Aokai New Materials is the source manufacturer for PTFE high-temperature fabrics

Sourcing Recommendations

1. PEEK: Lock in existing premium supplier capacity before Zhongyan expansion; post-commissioning price decline expected
2. Carbon Fiber: Large-tow capacity release creates purchasing window; T1000 localization accelerates high-end applications
3. PI Film: Large substitution space for high-end folding screen PI; prioritize domestic suppliers like Guofeng New Materials
4. Aerogel: Strong demand from power battery fire protection; focus on niche leaders like Fanrui Yihui and Honghui Tech
5. PTFE: Stable demand in industrial filtration; focus on direct procurement from source manufacturers

Sources: East Money, Sohu, OilChem, Company Announcements | Generated: 2026-05-17

Key Materials Heat Index and Price Tracking

Material	Heat Index	Latest Price/Data	Change	Market Dynamics
PEEK	★★★★★	Capacity expansion	↑ Major catalyst	Zhongyan (688716) to invest CNY 1.2B for 10,000t/yr PEEK project; global 3D printing PEEK filament market to reach USD 761M by 2032
Semiconductor Materials	★★★★★	USD 73.2B (2025)	↑ +6.8%	SEMI: 2025 global semiconductor materials hit all-time high; China mainland at USD 15.6B (+12.5%); photoresist localization rate below 5%
Electronic-Grade HF	★★★★★	AHF price +40% YTD	↑ +40%	South Korea sourcing anhydrous HF from China; price up ~40% vs. start of year; supply tightness persists
PTFE	★★★★☆	31,800 CNY/ton (high)	→ Stable	Fluorochemical supply tight; PTFE filter bag/high-temp fabric demand robust; AI server electronic resin demand continues
Carbon Fiber	★★★★☆	220 CNY/kg (3K wet)	↓ -3.08%	Concept stocks corrected 3.08% on May 14; Jilin Chemical Fiber 3K wet-spun at 220 CNY/kg; localization exceeds 60%
PI Film	★★★★☆	–	→ Stable	OLED tandem tech + advanced packaging driving demand; domestic substitution ongoing
Advanced Ceramics	★★★☆☆	–	↑ Growing	Semiconductor focus ring/ESC domestic substitution accelerating; ceramic substrate demand steady
Aerogel	★★★☆☆	–	→ Stable	Shenzhen International Aerogel Expo in June; insulation applications expanding
Electronic Chemicals	★★★★☆	–	↑ +4.22% (WoW)	PCB upstream boom; photoresist & wet chemicals double-digit growth; domestic rate only 15%

BREAKING: Zhongyan’s CNY 1.2B PEEK Expansion Reshapes Industry Landscape

• Investment Scale: Zhongyan (688716) plans CNY 1.2B investment in Zhangjiagang for 10,000t/yr PEEK + 2,000t/yr PEEK feedstock integrated project
• Industry Impact: China PEEK capacity will leap from thousand-ton to ten-thousand-ton scale, fundamentally shifting global PEEK market dynamics
• Demand Drivers: Aerospace lightweighting, chip test fixtures, mining machinery seals, medical implants, and 3D printing applications all expanding rapidly
• Market Outlook: Global 3D printing PEEK filament market at USD 511M (2025), projected USD 761M by 2032 (CAGR 5.93%)

Semiconductor Materials Hit Record USD 73.2B; China Leads Growth

• SEMI Data: 2025 global semiconductor materials market reached USD 73.2B (+6.8% YoY), an all-time high
• Regional Breakdown: Taiwan USD 21.7B (16 consecutive years #1), China mainland USD 15.6B (+12.5% fastest growth), South Korea USD 11.2B
• Growth Structure: Fab materials USD 45.8B (+5.4%), packaging materials USD 27.4B (+9.3%); photoresist, photomask, and wet chemicals all double-digit growth
• Localization Gap: China semiconductor materials overall domestic rate only 15%; KrF photoresist ~3%, ArF <1%, EUV nearly zero
• Forecast: Market projected to exceed USD 84B by 2028 and USD 87B+ by 2029

Electronic-Grade Hydrofluoric Acid Supply Crisis: Prices Surge 40%

• Supply Alert: South Korean semiconductor firms sourcing anhydrous HF from China; price up ~40% vs. start of 2026
• Ripple Effects: Tight EG-HF supply may constrain memory and logic chip capacity expansion
• China Opportunity: Domestic AHF suppliers entering volume-price uptrend; substitution accelerating

Carbon Fiber: Concept Stocks Correct, Localization Accelerates

• Latest Quote: Jilin Chemical Fiber wet-spun 3K carbon fiber at 220 CNY/kg
• Sector Trend: Carbon fiber concept stocks dropped 3.08% on May 14 — short-term profit-taking
• Industry Trend: Domestic market share exceeds 60% globally — from monopoly to global leadership
• Demand: Wind turbine blades, NEV lightweighting, and aerospace applications continue expanding

Sourcing Recommendations

1. PEEK: Lock in existing premium supplier capacity before Zhongyan’s expansion; post-commissioning price decline expected
2. Semiconductor Materials: Photoresist and wet chemicals substitution window is clear — prioritize qualifying domestic KrF/ArF photoresist suppliers
3. Electronic-Grade HF: Supply tightness + price surge — secure long-term agreements early; monitor domestic AHF purification capacity
4. PTFE: Fluorochemical supply tightness supports pricing; electronic-grade PTFE resin bullish long-term
5. Carbon Fiber: Short-term correction provides buying opportunity; large-tow offers best value proposition

Sources: SEMI Report, East Money, OilChem, Futu, QYResearch | Generated: 2026-05-15

# 2026-05-14 Industry Exhibition Opportunities Scan (Issue 2)

## Upcoming Exhibitions

| Exhibition | Date | Location | Scale | Exhibitor Value |
|———|——|——|——|———-|
| 2026 Future Industry New Materials Expo (FINE) | Jun 10-12 | Shanghai New Int’l Expo Centre (SNIEC) | 40,000㎡ / 800+ exhibitors | ⭐⭐⭐⭐⭐ PEEK leaders converge, humanoid robotics + low-altitude economy |
| Shenzhen Int’l New Materials & Innovation Expo | Jun 10-12 | Shenzhen World (Bao’an) | 70,000㎡ / 1000 exhibitors | ⭐⭐⭐⭐ Largest new materials expo in South China |
| Shenzhen Hot-Thermoplastic Composites Show | Jun 10-12 | Shenzhen World (Bao’an) | Themed zone | ⭐⭐⭐⭐ Full value chain of thermoplastic composites |
| The Advanced Ceramics Show (UK) | Jul 8-9 | Birmingham NEC | 20,000㎡ / 400 exhibitors | ⭐⭐⭐⭐ Europe’s core advanced ceramics platform, triple show |
| Jiangsu Carbon Fiber Industry Conference | Aug 17-19 | Suzhou | 1000+ attendees | ⭐⭐⭐⭐ Industry-academia-research matchmaking |
| Formnext Asia (Additive Manufacturing) | Aug 26-28 | Shenzhen World (Bao’an) | 20,000㎡ / 350+ exhibitors | ⭐⭐⭐⭐ 3D printing × new materials crossover |
| China Int’l Composites Exhibition (29th) | Sep 1-3 | Shanghai NECC | 100,000㎡ / 1000+ exhibitors | ⭐⭐⭐⭐⭐ Largest composites show in Asia-Pacific |
| ICIF China (23rd Int’l Chemical Industry Fair) | Sep 15-17 | Shanghai SNIEC | — | ⭐⭐⭐ Fluoroplastics/PTFE upstream-downstream |
| CAMX 2026 | Sep 21-24 | Georgia World Congress Center, Atlanta | 32,000㎡ / 580+ exhibitors | ⭐⭐⭐⭐ Largest composites show in North America, 26K visitors |
| 26th CIIF New Materials Exhibition | Sep 23-27 | Shanghai NECC | 288,000㎡ / 2665 exhibitors | ⭐⭐⭐⭐⭐ Core sector of China Int’l Industry Fair |
| AMI Compounding & Recycling Expo | Sep 23-24 | Congress Centre Frankfurt | 16,000㎡ / 300 exhibitors | ⭐⭐⭐ Europe’s professional plastics compounding show |
| Fakuma (Germany) | Oct 12-16 | Friedrichshafen Messe | 90,000㎡ / 1639 exhibitors | ⭐⭐⭐⭐ Global benchmark for plastics processing technology |
| Shanghai Int’l Fluoroplastics Chain Exhibition | Dec 9-11 | Shanghai SNIEC | — | ⭐⭐⭐⭐ Dedicated PTFE show, co-located with semiconductor expo |

## Key Recommendations

### Exhibition A: 2026 Future Industry New Materials Expo (FINE) — Jun 10-12, Shanghai

**Latest Update:** As of today (May 14), 200+ new materials research teams have confirmed participation. The organizer expects 5,000+ partner companies and investors. Exhibition area expanded to 40,000㎡ with 800+ exhibitors, 200 technical presentations, and 60,000+ professional visitors.

**Five Focus Areas:** Advanced semiconductors, advanced batteries, lightweighting, low-carbon sustainability, thermal management

**Recommendation Reasons:**
– N4 Hall “Lightweight Functional & Sustainable Materials” precisely matches PEEK and carbon fiber composites companies
– Leading PEEK enterprises gather: Jida Tesu, Huitong, Pengfulong, Junhua, Dalian Luyang, Huaxiang, etc.
– Humanoid robot industrialization boom drives clear demand for joint/gear components
– Low-altitude economy (eVTOL) creates urgent demand for lightweight materials

**Action Suggestions:**
1. ⚠️ Only 27 days until opening — booth booking must happen immediately
2. Prepare PEEK application cases and data for robot joints and eVTOL structural parts
3. Pre-invite key clients; secure technical presentation slots
4. Prepare cost-reduction talking points (Ningbo Huaxiang’s 120K-ton production line, potential 25% raw material cost reduction)

### Exhibition B: China Int’l Composites Exhibition (29th) — Sep 1-3, Shanghai

**Recommendation Reasons:**
– Established since 1995, 29 consecutive editions — the largest and most historic composites show in Asia-Pacific
– 100,000㎡, 1000+ exhibitors, 20,000+ professional visitors
– Shanghai-Shenzhen dual-city synergy covering East and South China core markets
– Full value chain: carbon fiber, glass fiber, thermoplastic composites

**Action Suggestions:**
1. Complete booth booking before end of June; prioritize main aisle or innovation zone
2. Apply for “Technical Presentation Session” to enhance brand exposure
3. Showcase T800/T1000 carbon fiber products, wind power and automotive lightweighting cases

### Exhibition C: CAMX 2026 — Sep 21-24, Atlanta

**Latest Data:** 32,000㎡, 580+ exhibitors, 26,000+ visitors. Jointly organized by ACMA and SAMPE, the premier composites event in North America.

**Recommendation Reasons:**
– Largest composites show in North America — the primary platform for entering the US market
– Products cover carbon/glass fiber composites, technical textiles, organic peroxides, innovative manufacturing processes
– Dedicated International Visitors Program
– Conference + Exhibition dual-track (Conference: Sep 21-24, Exhibition: Sep 22-24)

**Action Suggestions:**
1. Complete booth booking + visa processing before July (US B1 visa takes 4-6 weeks)
2. Prepare English product brochures and technical documentation
3. Research US tariff policies on Chinese composites products in advance

## New Highlights This Issue

### 🆕 The Advanced Ceramics Show UK (Jul 8-9)
One of Europe’s most anticipated advanced ceramics events. Triple show format:
– The Advanced Ceramics Show
– Advanced Materials Show
– Battery Cells & Systems Expo

**Ideal for advanced ceramics companies expanding into European markets.** 400 exhibitors from 34 countries, 15,000 professional visitors.

### 🆕 Fakuma Germany (Oct 12-16)
Global benchmark for plastics processing technology. Biennial event, 90,000㎡, 1,639 exhibitors, 40,000 visitors. **Overlaps with Shanghai CIIF dates** — choose based on market priorities.

### 🆕 Shanghai Int’l Fluoroplastics Chain Exhibition (Dec 9-11)
Dedicated PTFE exhibition, co-located with Shanghai Int’l Semiconductor Exhibition. **Shares hundreds of thousands of semiconductor buyers.** Fluoroplastics in semiconductor applications (piping, seals, linings) is the fastest-growing sub-segment.

## Registration Reminders

| Urgency | Exhibition | Deadline | Days Remaining |
|———|———–|———-|—————|
| 🔴 Urgent | FINE 2026 (Shanghai) | Opening imminent | 27 days |
| 🟡 Soon | UK Advanced Ceramics Show | Jul 8 | 55 days |
| 🟡 Soon | Jiangsu Carbon Fiber Conference | Aug 17 | 95 days |
| 🟢 Normal | Shanghai Composites Exhibition | Sep 1 | 110 days |
| 🟢 Normal | CAMX 2026 | Sep 21 | 130 days |
| 🔵 Comfortable | Shanghai CIIF | Sep 23 | 132 days |
| 🔵 Comfortable | Fakuma | Oct 12 | 151 days |
| 🔵 Comfortable | Shanghai Fluoroplastics Show | Dec 9 | 209 days |

## Cost Estimation

### Booth Cost Reference (RMB equivalent)

| Exhibition | Standard Booth (9㎡) | Raw Space (36㎡ min) | Notes |
|———|—————|————–|——|
| FINE 2026 (Shanghai) | ¥15,000-25,000 | ¥1,500-2,500/㎡ | Premium hall pricing |
| UK Advanced Ceramics Show | €3,500-5,000 | €350-500/㎡ | European pricing |
| Shanghai Composites Exhibition | ¥25,000-35,000 | ¥2,500-3,500/㎡ | Asia-Pacific premium show |
| CAMX 2026 | $3,500-5,500 | $350-500/㎡ | USD pricing |
| Shanghai CIIF | ¥20,000-30,000 | ¥2,000-3,000/㎡ | National-level expo |
| Fakuma | €4,000-6,000 | €400-600/㎡ | Biennial, high demand |
| Shanghai Fluoroplastics Show | ¥15,000-25,000 | ¥1,500-2,500/㎡ | Emerging show, good value |

### Travel Budget Reference (3-person team)

| Item | Domestic Shows | European Shows | US Shows |
|——|———|———|———|
| Round-trip Flights | ¥3,000-8,000 | ¥8,000-15,000 | ¥30,000-50,000 |
| Accommodation (5 nights) | ¥4,000-8,000 | ¥15,000-25,000 | ¥10,000-15,000 |
| Meals & Allowance | ¥2,000-3,000 | ¥5,000-8,000 | ¥5,000-8,000 |
| Exhibit Shipping | ¥2,000-5,000 | ¥5,000-15,000 | ¥10,000-30,000 |
| Visa Fees | — | ¥1,500 | ¥1,500 |
| Miscellaneous | ¥2,000 | ¥3,000 | ¥5,000 |
| **Total** | **¥13,000-26,000** | **¥37,000-67,000** | **¥62,000-110,000** |

## Exhibition Strategy Suggestions

### 1. Priority Ranking (Updated)

**S-Level (Must Attend):**
– FINE 2026 (Jun) — Only 27 days away, act immediately
– Shanghai Composites Exhibition (Sep) — Industry benchmark, plan ahead

**A-Level (Key):**
– Shenzhen New Materials Expo (Jun) — Core South China market entry
– CAMX 2026 (Sep) — Only recommended North America show
– Shanghai CIIF (Sep) — National platform, full value chain coverage

**B-Level (Optional):**
– UK Advanced Ceramics Show (Jul) — European market testing
– Shanghai Fluoroplastics Show (Dec) — PTFE professional track

### 2. Exhibition Focus This Issue

– **PEEK Materials:** Humanoid robot joints/gears, eVTOL lightweight structures, medical implants
– **Carbon Fiber:** T800/T1000 premium products, wind turbine blades, automotive lightweighting
– **Advanced Ceramics:** Semiconductor ceramic components, new energy battery ceramic separators
– **PTFE/Fluoroplastics:** Semiconductor seals, chemical anti-corrosion linings

### 3. Marketing Timeline

| Milestone | Actions |
|———|——–|
| 3 months before show | Release exhibition preview, invite key clients |
| 1 month before show | Announce booth number, launch appointment system |
| 1 week before show | Intensive teaser: technology previews, schedule release |
| During show | Daily updates, live streaming, customer interviews |
| 7 days post-show | Lead follow-up, deal conversion |
| 30 days post-show | ROI analysis, next show booth evaluation |

## Risk Warnings

1. **CAMX USA:** US-China trade frictions continue — closely monitor composites export tariff policies, consult customs agents in advance
2. **FINE 2026 time pressure:** Only 27 days until opening — if participating, must register this week
3. **European visas:** UK Advanced Ceramics Show requires UK visa processing — initiate by mid-June
4. **Fakuma vs. Shanghai CIIF date conflict:** Both shows overlap Oct 12-16 — choose based on market priorities

—

**Report Generation Time:** May 14, 2026
**Data Collection:** Based on publicly available exhibition information and organizer official data
**Suggested Action Window:** Decide FINE 2026 participation this week; complete September show bookings by end of June

Key Materials Heat Index and Price Tracking

Material	Heat Index	Latest Price	WoW	Market Dynamics
PTFE	★★★★★	31,800 CNY/ton	→ Flat	AI server-driven electronic resin demand surging; high-speed CCL PTFE supply gap widening
Carbon Fiber	★★★★★	84,250 CNY/ton	↑ +0.30%	Price stabilizing after decline; localization rising; wind/NEV demand steady
Semiconductor Materials	★★★★★	–	↑ +7.71%	Largest sector gainer; AI drives global semi revenue to $1.29T forecast
Electronic Chemicals	★★★★☆	–	↑ +4.22%	PCB upstream boom; electronic cloth/HVLP Cu foil demand surging
PEEK	★★★★☆	–	↑ Steady	Fuchun Dyeing PEEK project ramping; humanoid robot application outlook strong
Aramid Fiber	★★★★☆	78,600 CNY/ton	↑ +3.25%	Notable price increase; defense/aerospace demand driving
PI Film	★★★★☆	–	→ Stable	OLED tandem tech + advanced packaging driving demand
Advanced Ceramics	★★★☆☆	–	↑ Growing	Semiconductor focus ring domestic substitution accelerating
Aerogel	★★★☆☆	–	→ Stable	Shenzhen International Expo June 2026; insulation demand growing

AI-Driven Surge: Semiconductor Materials and Electronic Chemicals Lead

• Sector Performance: Semiconductor materials +7.71% WoW, electronic chemicals +4.22%, advanced materials index +3.70%
• Core Driver: AI server penetration accelerating; 2026 global semiconductor revenue forecast at $1.29T (+52.8% YoY)
• Material Mapping: PPO, hydrocarbon resin, bismaleimide resin, and PTFE emerging as mainstream materials for AI server high-speed CCL
• Supply Gap: Electronic cloth and HVLP copper foil supply tight; domestic substitution accelerating

Carbon Fiber: Price Stabilization Signal

• Latest Quote: 84,250 CNY/ton, +0.30% WoW
• Trend Signal: First stabilization after consecutive declines; bottom may be confirmed
• Demand Side: Wind turbine blades, NEV, pressure vessels demand remains steady
• Supply Side: Localization rate rising; large-tow capacity ramping up

PTFE: Electronic Application Demand Surging

• Price: 31,800 CNY/ton, stable at high levels (cumulative gain 70%-85% over 2025-2026)
• New Demand: AI server high-speed CCL PTFE electronic resin demand surging
• Supply: Refrigerant quota constraints + fluorochemical supply tight; strong price support

Sourcing Recommendations

1. PTFE Electronic Grade: AI-driven demand surge — lock in electronic resin grade supplier capacity early
2. Carbon Fiber: Stabilization signal appearing — moderate procurement increase; large-tow offers best value
3. Semiconductor Ceramics: Global semi capex rising — focus ring / ESC demand rigid; prioritize certified suppliers
4. Electronic Chemicals: PCB upstream boom continues — monitor electronic cloth/HVLP Cu foil substitution opportunities
5. Aramid: Upward price trend — lock in long-term agreements

Data Sources: East Money, Sina Finance, OilChem, BOC International Research | Generated: 2026-05-14

# Special Materials Price Trend Daily Report — May 13, 2026

## Price Overview

| Material | Current Price Range | Weekly Change | Trend |
|———-|———————|—————|——-|
| PTFE Resin | CNY 31,800-33,000/ton (domestic suspended mid-grade) | Flat | → Stable |
| PEEK Resin | CNY 500-1,100/kg (by brand/grade) | Flat | → Stable |
| Carbon Fiber | T700 12K 90-120 CNY/kg; avg 84 CNY/kg | Stabilizing & rising | ↑ Moderate Rise |
| PI Film | Electrical-grade uniaxial 130-170 CNY/kg, biaxial 180-220 CNY/kg | +13~18% | ↑↑ Sustained Rise |
| Special Ceramics (ZrO2) | 80-89 CNY/kg (99%-99.99%) | Flat | → Stable |

—

## Key Price Movements

**PI Film: Electrical-Grade Continues Upward (+13~18%)**
– South China market (Apr 22): electrical-grade PI film prices rose narrowly; uniaxial 130-170 CNY/kg (+20-30 vs. Jan), biaxial 180-220 CNY/kg (+30-70 vs. Jan)
– Price drivers: ① Kaneka’s 20% hike (effective Apr 16) continues transmitting; ② upstream PMDA/ODA cost support; ③ Ruihuatai (688323) limit-up on May 6 keeps sentiment elevated
– Significant price stratification: low-end electrical grade 200K CNY/ton; electronic grade 250K-1M CNY/ton; high-end electronic (COF) 1M-2M CNY/ton; CPI up to 20M-30M CNY/ton

**Carbon Fiber: Stabilization & Recovery Signal Clear**
– Mar 2026: domestic carbon fiber market average ~84 CNY/kg, +0.3% MoM, ending consecutive declines
– By grade: T300 12K 80-90 CNY/kg; T700 12K 90-120 CNY/kg; T800 12K 180-240 CNY/kg
– High-end (T800/T1000/M-series): Zhongfu Shenying and other leaders proactively raised prices 10-20% since Feb
– Mid-low end (T300/T700 12K): bottomed in Q4 2025 (48-52 CNY/kg), recovering to 60-70 CNY/kg in Mar 2026
– Construction carbon fiber prices up 8.7% overall (MOHURD data)

**PTFE Resin: Stable (Consolidating at Lower Levels)**
– Domestic suspended mid-grade mainstream quotes: CNY 31,800-33,000/ton (May 7-9), flat vs. last week
– Shandong Yihe 31,800 CNY/ton (May 9); Shandong Hongyang 33,000 CNY/ton (May 8)
– Down significantly from 2024 peaks of 43,000-45,000 CNY/ton; currently in low-level consolidation

**PEEK Resin: Stable (Multi-Brand Competitive Landscape Clear)**
– Victrex 150G pure resin: 900-1,000 CNY/kg; Shangfu authorized agent spot 920 CNY/kg
– Victrex 150P general-purpose: 680-700 CNY/kg; food-grade 450G/150G: 865-1,000 CNY/kg
– Victrex electronics-grade 450G: 650-800 CNY/kg; bulk customer price 650 CNY/kg
– Aerospace grade: 450G pure resin 530-550 CNY/kg (Shanghai bonded), 90HMF40 (40% CF) 920-950 CNY/kg
– Solvay 950-1,100 CNY/kg; Evonik 880-980 CNY/kg; Toray 900-1,050 CNY/kg
– Domestic PEEK (Zhongyan, Pengfulong): 500-600 CNY/kg, 35-45% below import
– **Notable change**: Evonik quotes shifted from prior 500-600 CNY/kg range to 880-980 CNY/kg — significant increase requiring monitoring for brand repositioning vs. supply tightening

**Special Ceramics Raw Materials: Stable**
– Zirconia (99.5%-99.99%): 89 CNY/kg (Hubei Zhixingyuan, May 7-10), flat vs. last week
– Zirconia (99%): 80 CNY/kg (Hunan Yongshuo, May 11)
– Zirconia (99.5%): 32,000 CNY/ton (Hubei Qibajiu, May 11)
– High-purity nano-zirconia (4N): 81,000 CNY/ton, lithium battery cathode additive
– Solid-state battery electrolyte precursor nano-zirconia: 480,000 CNY/ton
– Fused zirconia (≥98.5%): 28,000-29,000 CNY/ton

—

## Impact Analysis

**Impact on Procurement Costs:**
1. PI film electrical-grade continues rising — South China uniaxial +18% vs. Jan, biaxial +47%, increasing cost pressure on motor/cable downstream
2. Carbon fiber recovery signal clear — T700 12K rebounded from bottom 48-52 to 90-120 CNY/kg; carbon fiber composite costs may face new upward cycle
3. PEEK Evonik quote shift (500-600 → 880-980 CNY/kg) — if confirmed as systematic repricing, will push overall PEEK procurement costs higher
4. PTFE at cyclical low — 31,800-33,000 CNY/ton is 25-30% below 2024 peaks, window for locking long-term pricing

**Impact on Supply Chain:**
1. PI film domestic substitution accelerating — Ruihuatai limit-up reflects optimism on domestic capacity expansion, but high-end electronic grade still heavily import-dependent (60-80%)
2. Carbon fiber localization improving — T700 domestic capacity adequate (Zhongfu Shenying, Guangwei), T800+ still dependent on Toray and other Japanese suppliers
3. Solid-state battery nano-zirconia demand (480K CNY/ton) growing significantly, potentially diverting traditional zirconia capacity

—

## Action Recommendations

**Materials Recommended for Immediate Price Locking:**
– **PI Film (Electrical-Grade)**: Uniaxial + biaxial both trending up; Kaneka transmission not yet complete. Lock Q3 long-term contracts now
– **Carbon Fiber T700/12K**: Bottom reversal signal clear. Build positions on dips, lock H2 volume

**Materials Recommended for As-Needed Purchasing:**
– **PTFE Resin**: Currently at cyclical low. For annual volume >50 tons, consider 6-12 month contract pricing
– **PEEK Resin**: Evonik anomaly needs follow-up. If systematic repricing confirmed, accelerate domestic substitution (500-600 CNY/kg) share
– **Special Ceramic Raw Materials (ZrO2)**: Stable, ample supply. Maintain normal inventory

**Key Watch Items:**
– PEEK Evonik quote shift from 500-600 to 880-980 CNY/kg — confirm whether brand repositioning or supply tightening signal
– Carbon fiber T800 domestic progress — currently 180-240 CNY/kg; if Zhongfu Shenying T800 capacity ramps, price may decline

—

**Data Sources**: Business Society, Chemicalbook, Baidu Zhidao, Longzhong Info, Sohu (Shangfu New Materials), Sina Finance, China Report Hall, Mysteel, Guidechem
**Report Date**: May 13, 2026
**Analyst**: Market Intelligence Officer 🕵️

—
*Disclaimer: This report is for reference only. Actual prices subject to supplier quotes.*

# 2026-05-12 Industry Exhibition Opportunities Scan

## Upcoming Exhibitions

| Exhibition Name | Date | Location | Scale | Value for Exhibitors |
|———|——|——|——|———-|
| 2026 Future Industry New Materials Expo (FINE) | June 10-12 | Shanghai New International Expo Centre | 30,000㎡+ | ⭐⭐⭐⭐⭐ Focus on PEEK, lightweight materials, humanoid robotics, NEV applications |
| 2026 Shenzhen International Carbon Fiber Composites Exhibition | June 10-12 | Shenzhen International Convention & Exhibition Center | 20,000㎡+ | ⭐⭐⭐⭐ Core market in South China, upstream-downstream industry chain docking |
| 2026 High-Performance Composites Exhibition | June 10-12 | Shenzhen International Convention & Exhibition Center | 20,000㎡+ | ⭐⭐⭐⭐ Focus on carbon fiber, graphene, bio-based materials |
| 2026 Jiangsu Carbon Fiber Industry Conference | Aug 17-19 | Suzhou | 1000+ attendees | ⭐⭐⭐⭐ Industry-academia-research deep docking, policy interpretation |
| 2026 China International Composites Industry Tech Exhibition | Sep 1-3 | Shanghai National Exhibition and Convention Center | 100,000㎡ | ⭐⭐⭐⭐⭐ Largest composites exhibition in Asia-Pacific, 1000+ exhibitors, 20,000+ visitors |
| 2026 Shanghai International Carbon Fiber Materials & Tech Achievement Exhibition | Sep 23-27 | National Exhibition Center (Shanghai) | 270,000㎡ | ⭐⭐⭐⭐⭐ Theme exhibition of China International Industry Fair, 2556 exhibitors |
| 2026 CAMX (Composites and Advanced Materials Expo) | Sep 21-24 | Atlanta, USA | 20,000㎡ | ⭐⭐⭐⭐ Largest composites exhibition in North America, premier choice for entering US market |
| 2026 Shanghai International PTFE Products & Materials Exhibition | Oct 12-16 | National Exhibition Center (Shanghai) | 30,000㎡ | ⭐⭐⭐⭐ Professional PTFE exhibition, co-located with China International Industry Fair |

## Key Recommendations

### Exhibition A: 2026 Future Industry New Materials Expo (FINE) – June 10-12, Shanghai

**Recommendation Reasons:**
– N4 features “Lightweight Functional and Sustainable Materials Exhibition”, focusing on core application scenarios such as humanoid robot components, NEV structural parts, and low-altitude aircraft
– Leading PEEK enterprises gather: Jida Tesu, Huitong, Pengfulong, Junhua, Dalian Luyang, Huaxiang, etc.
– Highly aligned with the 2026 humanoid robot industrialization boom, with clear downstream application demand

**Action Suggestions:**
1. Contact the organizing committee immediately to book exhibition space (limited booths expected to remain)
2. Prepare application cases of PEEK materials in robot joints and gears
3. Focus on showcasing cost reduction solutions (Ningbo Huaxiang’s 120,000-ton production line put into operation, raw material costs may drop by 25%)

### Exhibition B: 2026 China International Composites Industry Tech Exhibition – Sep 1-3, Shanghai

**Recommendation Reasons:**
– Largest and most influential professional composites technology exhibition in Asia-Pacific region
– Exhibition area of 100,000㎡, 1000+ exhibitors, 20,000+ professional visitors
– Since its establishment in 1995, it has become an important wind vane for global composites industry development

**Action Suggestions:**
1. Complete booth reservation 3 months in advance (before June), preferably choose main aisle location
2. Apply for “Innovative Product Exhibition Area” or “Technical Presentation Time Slot” to enhance brand exposure
3. Prepare application cases of carbon fiber and composites in wind power, automotive, and aerospace fields

## Registration Reminders

**Exhibitions with Approaching Registration Deadlines:**
– ⚠️ **2026 Future Industry New Materials Expo (FINE)** – Opens June 10, booth booking should be acted on immediately
– ⚠️ **2026 Shenzhen International Carbon Fiber Composites Exhibition** – Opens June 10, registration is about to close

**Suggested Immediate Actions:**
1. June exhibitions: Contact the organizing committee immediately to confirm booth
2. September exhibitions: Complete booth booking and design plan before end of June
3. CAMX USA: Need to handle visa in advance, suggest completing registration before July

## Cost Estimation

### Exhibition Booth Cost Reference (RMB)

| Exhibition | Standard Booth (9㎡) | Raw Space (36㎡ min) | Remarks |
|——|—————|————–|——|
| FINE 2026 (Shanghai) | 15,000-20,000 | 1,500-2,000元/㎡ | Includes basic booth construction |
| Shenzhen Carbon Fiber Exhibition | 12,000-18,000 | 1,200-1,800元/㎡ | High cost-performance in South China region |
| Shanghai Composites Exhibition | 25,000-35,000 | 2,500-3,500元/㎡ | Top-tier exhibition in Asia-Pacific, higher price |
| CAMX USA | $3,000-5,000 | $300-500/㎡ | Additional customs, shipping costs required |
| Shanghai PTFE Exhibition | 20,000-30,000 | 2,000-3,000元/㎡ | Co-located with China International Industry Fair |

### Travel Budget Reference (Based on 3-person team)

| Item | Domestic Exhibition | Overseas Exhibition (USA) |
|——|———|—————|
| Round-trip Transportation | 3,000-8,000 RMB | 30,000-50,000 RMB |
| Accommodation (5 nights) | 4,000-8,000 RMB | 10,000-15,000 RMB |
| Meals & Allowance | 2,000-3,000 RMB | 5,000-8,000 RMB |
| Exhibit Shipping | 2,000-5,000 RMB | 10,000-30,000 RMB |
| Other Miscellaneous | 2,000 RMB | 5,000 RMB |
| **Total** | **13,000-24,000 RMB** | **60,000-110,000 RMB** |

## Exhibition Strategy Suggestions

### 1. Priority Ranking
**S-Level (Must Attend):** Shanghai Composites Exhibition (Sep), FINE 2026 (Jun)
**A-Level (Key):** Shenzhen Carbon Fiber Exhibition (Jun), Shanghai Carbon Fiber Exhibition (Sep)
**B-Level (Optional):** CAMX USA (Sep), Shanghai PTFE Exhibition (Oct)

### 2. Exhibition Focus
– **PEEK Materials**: Focus on displaying robot components, medical implant applications
– **Carbon Fiber**: Showcase T800/T1000 grade high-end products, narrative of breaking Japan-US monopoly
– **Composites**: Wind power blades, automotive lightweight, low-altitude economy applications

### 3. Marketing Timeline
– **3 months before exhibition**: Release exhibition preview, invite key customers
– **1 month before exhibition**: Announce booth number, highlight previews, launch meeting reservation system
– **During exhibition**: Daily battle reports, live streaming, customer interviews
– **After exhibition**: Lead follow-up, deal conversion, ROI analysis

## Risk Warnings

1. **CAMX USA**: Need to monitor impact of China-US trade frictions on composites exports, suggest understanding tariff policies in advance
2. **Tight booth availability**: June exhibitions are urgent, suggest immediate action
3. **Visa processing**: US exhibitions require visa application 3-4 months in advance, suggest initiating immediately

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**Report Generation Time:** May 12, 2026
**Data Collection:** Based on publicly available exhibition information
**Suggested Action Window:** Immediately start June exhibition registration, complete September exhibition booking before end of June