分类： Industry Insights

# Special Materials Price Trend Daily Report — May 12, 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 650-1,000/kg | Flat | → Stable |
| Carbon Fiber | Sector index ref. May 8 +1.79% | Data updating | ↑ Ref. Rise |
| PI Film | +20% vs baseline; sector leader limit-up | +20% | ↑↑ Strong Rise |
| Special Ceramics (ZrO2) | CNY 89/kg | Flat | → Stable |

—

## Key Price Movements

**PI Film: +20% (Sector Leader Limit-Up Effect Persists)**
– Ruihuatai (688323), China’s leading PI film manufacturer, hit the 20% limit-up on May 6. Market sentiment remains elevated
– Kaneka’s 20% price hike (effective April 16) continues transmitting through downstream channels; buyers adopt wait-and-see stance
– Double-drawn PI film (0.025mm): ~CNY 330/roll (Taobao channel, May 6)
– Middle East tensions persist; upstream raw materials PMDA and ODA prices remain under pressure

**PTFE Resin: Stable (Adequate Domestic Supply)**
– May 5-11: domestic suspended mid-grade PTFE mainstream quotes CNY 31,800-33,000/ton, essentially flat vs. last week
– Shandong Yihe Fine Chemical (31,800 CNY/ton), Shandong Hongyang Chemical (33,000 CNY/ton) maintain stable quotes
– Import PTFE (Chemours Teflon, Daikin Neoflon): CNY 200,000-380,000/ton; high-end specs supply slightly tight
– Cumulative increase 70-85% over 2025-2026; currently in high-level consolidation phase

**PEEK Resin: Stable (Multi-Brand Pricing Transparent)**
– Victrex food-grade 450G/150G: CNY 865-1,000/kg (May 10)
– Victrex electronics-grade 450G: CNY 650-800/kg; bulk customer price CNY 650/kg
– Victrex 150P general-purpose: CNY 680-700/kg; 150G pure resin: CNY 900-1,000/kg
– Solvay KT-820: CNY 950-1,100/kg; Evonik: CNY 720-800/kg
– Shangfu New Materials domestic PEEK: CNY 500-600/kg, 35-45% lower than import, outstanding cost-performance
– All brand quotes consistent with last week; ample spot supply, wide procurement options

**Carbon Fiber: Data Updating (Sector Extends Strength)**
– No specific 2026 May carbon fiber quotes collected today
– Reference May 8 sector data: Carbon fiber sector index (BK1171) closed at 1991.86, +1.79% daily
– Toray’s announced 10-20% price hike (Jan 2026) continues penetrating domestic market
– Reference Aug 2025 data: Japanese carbon fiber ex-factory price 259 CNY/kg, up 5.1% MoM

**Special Ceramics Raw Materials: Stable**
– Zirconia (99.5%-99.99%, 10-500nm): 89 CNY/kg (Hubei Zhixingyuan, May 7), flat vs. last week
– Zirconium hydroxide (45% content): 28 CNY/kg (Hunan Yongshuo, May 11)
– Nano-grade zirconia (D50 <1μm): 81 CNY/kg (Jiangsu Xinsu, Apr 28) — nano-grade significantly higher than industrial grade - Ordinary fused zirconia (98%-99%): CNY 27,000-27,500/ton; high-purity grade (99.5%): CNY 28,000-30,000/ton --- ## Impact Analysis **Impact on Procurement Costs:** 1. PI film cumulative cost increase ~15-20% YTD; Ruihuatai limit-up further reinforces price hike expectations — downstream cost pressure continues to build 2. PTFE domestic material 31,800-33,000 CNY/ton still 70%+ above 2024 baseline, but flat wow — short-term costs manageable 3. PEEK multi-brand competitive landscape clear; Shangfu domestic material 500-600 CNY/kg provides cost-down substitution space **Impact on Supply Chain:** 1. Ruihuatai limit-up reflects market expectations for accelerated PI film domestic substitution; domestic capacity expansion plans merit attention 2. Middle East tensions continue disrupting global chemical supply chains; PI film key raw materials PMDA/ODA delivery cycles face extension risks 3. Zirconia and specialty ceramic raw materials: adequate domestic supply (89 CNY/kg), high supply chain security --- ## Action Recommendations **Materials Recommended for Immediate Price Locking:** - **PI Film**: Kaneka hike implemented + clear Ruihuatai limit-up signal; high probability of follow-on hikes by Japanese/Taiwanese suppliers. Confirm Q2-Q3 long-term contract pricing immediately to avoid subsequent price hike risks - **Carbon Fiber T700/12K**: Sector strength + Toray transmission effect continues; appropriately stock on dips, lock down H2 volume **Materials Recommended for As-Needed Purchasing:** - **PTFE Resin**: Domestic prices stable; import high-end tight. Purchase ordinary specs as needed; lock high-end specs in advance - **Special Ceramic Raw Materials (ZrO2)**: 89 CNY/kg, stable, ample supply. Maintain normal inventory - **PEEK Resin**: Ample spot, multiple brands in full competition; procurement side can fully compare prices, maintain normal inventory **Data Note:** Carbon fiber latest quotes not collected today. Continuously monitor sector index and leading enterprise pricing announcements. --- **Data Sources**: Longzhong Info, Business Society, Sohu (Shangfu New Materials), East Money, Taobao, 1688, Chemicalbook **Report Date**: May 12, 2026 **Analyst**: Market Intelligence Officer 🕵️ --- *Disclaimer: This report is for reference only. Actual prices subject to supplier quotes.*

# Special Materials Price Trend Daily Report — May 11, 2026

## Price Overview

| Material | Current Price Range | Weekly Change | Trend |
|———-|———————|—————|——-|
| PTFE Resin | CNY 30,000-62,000/ton (domestic mid-grade) | Flat | → Stable |
| PEEK Resin | CNY 650-1,000/kg | Flat | → Stable |
| Carbon Fiber | Sector index +1.79% (May 8) | +1.79% | ↑ Slight Rise |
| PI Film | +20% vs baseline; sector leader hits limit-up | +20% | ↑↑ Strong Rise |
| Special Ceramics (ZrO2) | CNY 89/kg | Flat | → Stable |

—

## Key Price Movements

**PI Film: +20% (Sector Leader Hits Limit-Up, Market Sentiment Strong)**
– Ruihuatai (688323), China’s leading PI film manufacturer, hit the 20% limit-up on May 6, closing at CNY 28.79 with CNY 436M turnover
– Drivers: PI film tech breakthroughs + capacity expansion + land preparation — triple positive catalysts
– Kaneka’s 20% price hike (effective April 16) continues transmitting through downstream channels
– Middle East tensions persist; raw material cost pressure remains elevated

**PTFE Resin: Stable (Multi-Spec Quotes Flat)**
– May 7 Longzhong Info: PTFE mid-grade quotes CNY 44,500-62,000/ton (multiple specs)
– Import PTFE mainstream CNY 200,000-350,000/ton (Chemours Teflon CNY 280,000-380,000/ton, Daikin Neoflon CNY 260,000-350,000/ton)
– Cumulative increase 70-85% over 2025-2026; currently consolidating at high levels

**PEEK Resin: Stable (Detailed Multi-Brand Pricing Available)**
– Victrex food-grade 450G/150G: CNY 865-1,000/kg (May 10)
– Victrex electronics-grade 450G: CNY 650-800/kg; bulk customer CNY 650/kg
– Victrex 150P general-purpose: CNY 680-700/kg; 150G pure resin: CNY 900-1,000/kg
– Solvay KT-820: CNY 950-1,100/kg; Evonik: CNY 720-800/kg
– All brand quotes broadly unchanged from last week; ample spot supply

**Carbon Fiber: Slight Rise (Sector Extends Strength)**
– Carbon fiber sector index (BK1171) closed at 1991.86 on May 8, +1.79% daily
– Toray’s announced 10-20% price hike (Jan 2026) continues penetrating domestic market
– Reference: Jilin Chemical Fiber raised wet-process 3K carbon fiber by CNY 10,000/ton; T700/12K by CNY 3,000/ton

—

## Impact Analysis

**Impact on Procurement Costs:**
1. PI film cumulative cost increase ~15-20% YTD, compounded by limit-up sentiment — follow-on hikes highly probable
2. PTFE domestic mid-grade stable at CNY 44,500-62,000/ton range, but still 70%+ above 2024 base
3. PEEK pricing transparency improved across multiple brands — increased room for procurement negotiation

**Impact on Supply Chain:**
1. Ruihuatai limit-up signals market expectations for accelerated PI film domestic substitution; capacity expansion signals positive
2. Middle East tensions continue disrupting global chemical transport; extended delivery cycles
3. Zirconia and specialty ceramic raw materials: adequate domestic supply (CNY 89/kg), low supply chain risk

—

## Action Recommendations

**Materials Recommended for Immediate Price Locking:**
– **PI Film**: Kaneka hike implemented + clear limit-up signal; high probability of follow-on hikes by Japanese/Taiwanese suppliers. Confirm Q2-Q3 long-term contract pricing immediately
– **Carbon Fiber T700/12K**: Sector strength + Toray transmission; appropriately stock on dips

**Materials Recommended for As-Needed Purchasing:**
– **PTFE Resin**: High-level sideways trading; no clear short-term direction. Wait and observe
– **Special Ceramic Raw Materials (ZrO2)**: CNY 89/kg, stable, ample supply. Purchase as needed
– **PEEK Resin**: Ample spot, stable quotes, multiple brands available. Maintain normal inventory

—

**Data Sources**: Longzhong Info, Business Society, East Money, Sina Finance, Sohu, GuideChem, 1688
**Report Date**: May 11, 2026
**Analyst**: Market Intelligence Officer 🕵️

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

📊 Key Materials Market Overview

Material	Heat Index	Price Trend	Market Dynamics
PTFE (Polytetrafluoroethylene)	★★★★★	↑ 70%-85%	Leading fluoropolymer gainer, CNY 30,000-54,000/ton
PEEK (Polyetheretherketone)	★★★★☆	↑ Stable rise	Concept stocks active, capacity ramp-up phase
Carbon Fiber	★★★★★	↓ Declining	Localization rate 86%, capacity exceeds 100kt in 2026
PI Film	★★★★☆	→ Stable	Global market $1.77B, 41% for electronics
Aerogel	★★★☆☆	→ Stable	Shenzhen Expo June 2026, insulation demand growing
Advanced Ceramics	★★★★☆	↑ Growing	Semiconductor focus ring CAGR 14.1%
Electronic Chemicals	★★★★☆	↑ 2.96%	Sector up, Feilac Materials leading

🔥 PTFE: Fluoropolymer Price Leader

• Price Performance: Cumulative gain 70%-85% in 2025-2026, outpacing PVDF (~10% gain)
• Current Pricing: Suspension mid-grain PTFE CNY 50,000-52,000/ton; latest quote CNY 31,800/ton
• Key Drivers: Strong raw material cost support + supply contraction + refrigerant quota tightening
• End Markets: Chemical sealing, semiconductor, aerospace applications continue growing

🚀 Carbon Fiber: China’s Localization Breakthrough

• Localization Rate: Climbed to 86% in 2025, explosive demand growth
• Capacity Outlook: Total capacity expected to exceed 100,000 tons in 2026
• Price Trend: Overall decline, cost-sensitive applications gaining advantage
• Application Expansion: NEV, wind turbine blades, pressure vessels driving demand

📈 PI Film: Electronics-Driven Growth

• Market Size: Global $1.77B in 2025, projected $2.75B by 2035 (CAGR 4.52%)
• Demand Structure: 41% electronics, 23% insulation applications
• Growth Drivers: Advanced semiconductor packaging + EV 800V high-voltage systems
• China Progress: Guofeng New Materials with 12 production lines, entering global first tier

🎯 Sourcing Recommendations

1. PTFE: Lock in long-term contracts at current highs; monitor Q2-Q3 supply dynamics
2. Carbon Fiber: Price decline window – domestic large tow offers strong value
3. PI Film: Electronic-grade tight – engage domestic suppliers early
4. Advanced Ceramics: Semiconductor demand rigid – prioritize suppliers with international equipment certifications

Data Sources: Sci99, 100PPI, East Money, Industry Reports | Generated: 2026-05-10

# Special Materials Price Trend Daily Report — May 10, 2026

## Price Overview

| Material | Current Price Range | Weekly Change | Trend |
|———-|———————|—————|——-|
| PTFE Resin | ¥31,800/ton | Flat | → Stable |
| PEEK Resin | ¥800-1,000/kg | Flat | → Stable |
| Carbon Fiber | Sector +1.79% | +1.79% | ↑ Slight Rise |
| PI Film | +20% vs baseline | +20% | ↑ Significant Rise |
| Special Ceramics (ZrO2) | ¥89/kg | Flat | → Stable |

—

## Key Price Movements

**PI Film: +20% (Sustained Transmission)**
– Kaneka’s 20% price increase (effective April 16, 2026) continues to transmit through downstream channels
– Middle East tensions persist; Hormuz Strait transport risks remain elevated, keeping raw material costs under pressure

**Carbon Fiber: +1.79% (Sector Strength)**
– Carbon fiber sector index (BK1171) closed at 1991.86 on May 8, up 1.79% for the day
– Toray’s announced 10-20% price hike (effective January 2026) continues to penetrate the domestic spot market

**PTFE Resin: Stable (High-Level Consolidation)**
– Manufacturer quotes: ¥31,800/ton on both May 3 and May 5 — flat week-over-week
– Cumulative PTFE price increase reached 70-85% over 2025-2026; currently in a high-level digestion phase

**PEEK Resin: Stable**
– Victrex 450G ~¥880/kg; high-temp grade HT-G22 ~¥650/kg; overall market quotes stable

—

## Impact Analysis

**Impact on Procurement Costs:**
1. PI film cumulative cost increase ~15-20% YTD; procurement budgets need buffer for further adjustments
2. Carbon fiber sector strength; T700/12K and other mainstream grades face follow-on price pressure in spot market
3. PTFE in consolidation, but still 70%+ above 2024 base levels; cost-side pressure remains

**Impact on Supply Chain:**
1. Middle East tensions continue to disrupt global oil & gas supply chains; int’l chemical feedstock transport cycles extended
2. Zirconia and other specialty ceramic raw materials: domestic supply adequate, prices stable, low supply chain risk

—

## Action Recommendations

**Materials Recommended for Price Locking:**
– **PI Film**: Kaneka hike already implemented; high probability of follow-on hikes by other Japanese/Taiwanese suppliers. Recommend immediately confirming Q2-Q3 long-term contract pricing with suppliers
– **Carbon Fiber**: Sector strength + Toray transmission effect; T700 and other mainstream grades can be appropriately stocked on dips

**Materials Recommended for Watch-and-Wait:**
– **PTFE Resin**: High-level sideways trading; short-term direction unclear. Recommend waiting until consolidation ends before deciding
– **Special Ceramic Raw Materials (ZrO2)**: ¥89/kg, stable price, ample supply. Purchase as needed
– **PEEK Resin**: Ample spot supply, no clear price increase signals. Maintain normal inventory levels

—

**Data Sources**: Business Society (生意社), East Money, Sina Finance, Sohu, Jiangxi Shuobang
**Report Date**: May 10, 2026
**Analyst**: Market Intelligence Officer 🕵️

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

# Special Materials Price Trend Daily Report — May 9, 2026

## Price Overview

| Material | Current Price Range | Weekly Change | Trend |
|———-|———————|————–|——-|
| PTFE Resin (Suspension Medium) | ¥30,000–54,000/ton | Flat | → Stable |
| PEEK Resin (Victrex 450G) | ¥800–1,000/kg | Flat | → Stable |
| Carbon Fiber (T700/12K) | ¥200–220/kg | ↑5–8% | ↑ Slight Rise |
| PI Film (Kaneka) | +20% vs baseline | ↑20% | ↑ Significant Rise |
| Special ZrO2 Ceramic Sheet | ¥18–25/piece | Flat | → Stable |

—

## Key Price Movements

**PI Film: +20% (Kaneka Leads the Charge)**
– Japanese chemical giant Kaneka announced a 20% per-square-meter price increase on PI film products, effective April 16, 2026
– Core drivers: Deteriorating Middle East tensions destabilizing Strait of Hormuz logistics; crude oil and petrochemical feedstock supply disruptions; surging energy and raw material costs
– Peers (Arkéma, DuPont) expected to follow with similar hikes

**Carbon Fiber: +5–8% (Cost-Push Type Increase)**
– Toray announced global price hikes of 10–20% on Torayca carbon fiber and intermediate products (prepreg, fabric, laminate) from January 2026
– Current domestic T700/12K holds at ¥200/kg delivered (tax incl.); wet-spun 3K carbon fiber at ¥220/kg
– China accounted for 52% of global carbon fiber capacity in 2025, yet high-end T800/M-series remain import-dependent with limited pricing power

**PTFE Resin: Stable (Cost Support vs. Demand Pressure)**
– April 2026 PTFE average price: ¥30,000–54,000/ton; suspension medium grain: ¥50,000–52,000/ton
– Fluoro-chemical sector maintains high景气度 under quota-system policies, but downstream AC market inventory pressure caps upside
– Crude oil at high levels provides cost support; expect range-bound consolidation in short term

**PEEK Resin: Stable (High-End Market Calm)**
– Victrex 450G pure resin ~¥880/kg; high-temp grade HT-G22 ~¥650/kg; domestic Jilin University special plastics ~¥356/kg
– Overall quotes steady; imported brands remain tight; US-China trade friction continues to weigh on supply chain

—

## Impact Analysis

**Impact on Procurement Costs:**
1. PI film and carbon fiber represent the largest cost pressure YTD; procurement budgets should reserve 15–20% buffer for further increases
2. PTFE/PVDF price spread persists — PVDF is ~15% more expensive, driving downstream substitution toward PTFE
3. High-grade PEEK (aerospace applications) carries elevated supply uncertainty

**Impact on Supply Chain:**
1. Middle East tensions continue to disrupt global oil & gas supply; chemical feedstock transportation risk is elevated
2. China’s carbon fiber self-sufficiency improving (52% global capacity), but large-tow and T800/M grades remain import-dependent
3. Rare earth ceramics: ZrO2 and key inputs supply-stable; national key R&D projects progressing steadily

—

## Action Recommendations

**Materials Recommended for Price Locking:**
– **PI Film**: Kaneka already raised 20%; other Japanese/Korean suppliers likely to follow suit. Recommend confirming long-term contract pricing with suppliers immediately
– **Carbon Fiber**: Toray’s 10–20% hike now flowing through to spot market. Mainstream grades like T700 present a buying opportunity at current levels

**Materials Recommended for Watch-and-Wait:**
– **PTFE Resin**: Supply-demand standoff; no clear short-term direction. Hold off on bulk purchases until trend clarifies
– **Special Ceramic Raw Materials**: Prices stable; rare earth policy impact limited. Purchase as needed
– **PEEK Resin**: Adequate spot supply; no clear upward signal in near term. Maintain normal inventory levels

—

**Data Sources**: Guidechem, Longzhong Analytics, East Money, Mysteel, Alibaba B2B
**Report Date**: May 9, 2026
**Analyst**: Market Intelligence Officer 🕵️

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

# May 2, 2026 New Materials Price Trend Daily Report

## Price Overview

| Material | Current Price Range | WoW Change | Trend |
|———-|———————|————|——-|
| PTFE Resin | 40-54,000 CNY/ton | Flat | Stable |
| PEEK Resin | 171-980 CNY/kg | Flat | Stable |
| Carbon Fiber | 55-150 CNY/sqm | +3.07% | Rising |
| PI Film | 20-20,000 CNY/ton | Flat | Stable |
| Special Ceramic Raw Materials | 3-35 CNY/piece | Flat | Stable |

## Key Movements

– **Carbon Fiber**: +3.07% (Q1 2026 avg price YoY)
– Cause: Sharp rise in acrylonitrile feedstock prices, strong cost support
– Supply/Demand: T800+ grades in continued short supply; demand booming in wind blades, aerospace, low-altitude economy

– **PTFE Resin**: Flat
– Supply: Operating rates moderate, inventory at low levels
– Demand: Steady in chemical corrosion resistance sector

– **PEEK Resin**: Flat (high-end prices firm)
– Supply: Import brands (Victrex, Solvay) dominate
– Demand: Steady growth in medical devices, aerospace

– **PI Film**: Flat
– Jiaxing project 1,600-ton capacity, 70% utilization
– CPI film (pilot line) still optimizing, supply constrained

## Impact Analysis

### Procurement Costs
Carbon fiber price increases will transmit to downstream products like wind blades and drone airframes, with Q2 product costs expected to rise 5-8%. PEEK and PI film prices remain elevated; procurement budgets for high-end materials need adequate buffer.

### Supply Chain
– Carbon Fiber: Tight supply of domestic T700/T800 grades, urgent need for import substitution
– PTFE: Low inventory, monitor northern production region restarts
– PEEK: Stable supply from Victrex/Solvay, but longer lead times

## Action Recommendations

### Materials Recommended for Price Locking
1. **Carbon Fiber** – In upward channel, lock in Q2-Q3 volumes
2. **PEEK Resin** – High-grade supply limited, secure long-term partnerships

### Materials Recommended for Observation
1. **PTFE** – Stable supply, no significant volatility signals near-term
2. **PI Film** – Wait for CPI film pilot line scale-up, prices may decline

—

Published on [liifoo.cn](https://www.liifoo.cn)

# Price Trend Daily Report — May 8, 2026

**Price Overview**
| Material | Current Price Range | WoW Change | Trend |
|———-|———————|————|——-|
| PTFE Resin | CNY 30,000–54,000/ton | Flat | Stable |
| PEEK Resin | CNY 65–980/kg | Flat | Stable |
| Carbon Fiber | CNY 3,460–3,610/ton (sheet) | +0.3% | Slight Rise |
| PI Film | CNY 180–2,000/kg | +2.5% | Moderate Rise |
| Special Ceramic Raw Materials | CNY 3–100/piece | Flat | Stable |

**Key Movements**

– PI Film: +2.5% (Ruihuatech hit limit-up on May 6, capital interest rising; driven by 5G and aerospace demand growth)
– Carbon Fiber: +0.3% (acrylonitrile cost support; premium T800-grade remains in tight supply; Q1 average price +3.07% YoY)

**Impact Analysis**

– On procurement costs: PTFE and PEEK prices are stable, offering a favorable procurement window; carbon fiber cost pressure is persistent — long-term contracts recommended; PI film faces continued upward pressure due to strong end-market demand
– On supply chain: High-end carbon fiber (T800+) remains supply-constrained; general ceramics are loosely supplied; PI film tightening on aerospace and new-energy demand

**Actionable Recommendations**

– Lock in prices: Carbon fiber (high-end T800), PI film (upward trend is clear)
– Monitor: PTFE, PEEK, special ceramics (prices steady; opportunistic purchasing recommended)

Price Overview

Material	Current Price Range	WoW	Trend
PTFE Resin	¥100-260/kg	±0%	➡️ Stable
PEEK Resin	¥980-1,500/kg	+1%~2%	↗️ Slight Up
Carbon Fiber (T700)	¥150k-180k/ton	+3%~5%	⬆️ Rising
PI Film	¥5.5-30/㎡ (std) / ¥2,000/kg (high-end)	±0%	➡️ Stable
High-Purity Alumina	¥95-450/kg	-1%~2%	↘️ Slight Decline

🔴 Key Changes

Carbon Fiber: Jilin Chemical Fiber raised all specifications by ¥5,000/ton in April, driven by sustained acrylonitrile cost increases and surging low-altitude economy demand. According to Kaiyuan Securities, Q1 2026 average carbon fiber price rose 3.07% YoY. T800+ high-end grades remain in persistent tight supply-demand imbalance. Since March, sharp acrylonitrile price increases have provided strong cost-side support. Wet-process 3K carbon fiber, a core material for the low-altitude economy (UAV structural components at 70-90%, eVTOL core modules), continues to see robust demand.

PEEK Resin: High import dependency persists. Prices slightly up to ¥980-1,500/kg due to global supply chain tightness and growing demand in aerospace/medical sectors. Major suppliers including Victrex (UK) and Solvay (US) maintain firm pricing.

High-Purity Alumina: Spot prices peaked and pulled back in April. Metallurgical-grade alumina futures dropped over 14% from March high of ¥3,136/ton to ¥2,695/ton. High-purity grades (3N-5N) weakened in tandem. SCI99 monitoring shows increasing supply disruptions but weak demand; spot prices consolidating at low levels post-May Day holiday.

📊 Impact Analysis

• Procurement Costs: Sustained carbon fiber price increases create significant pressure on wind blade and low-altitude economy procurement; UAV and eVTOL manufacturers should monitor cost pass-through capabilities
• Supply Chain: T800+ carbon fiber supply tightness is intensifying, potentially extending lead times; high-purity alumina price declines benefit ceramic substrate and sapphire manufacturers
• PTFE/PI Film: Prices remain stable. While DIC raised epoxy resin and curing agent prices in April (up to ~¥19/kg increase), the pass-through to PTFE and PI film is limited, with manageable impact on semiconductor and flexible electronics industries

✅ Action Recommendations

• Lock Prices — Carbon Fiber (T700+): Tight supply-demand plus acrylonitrile cost support suggests further upside. Recommend advance price locking for T700+ grades, securing 3-6 months of volume
• Wait and See — High-Purity Alumina: Price in correction channel; no urgency to lock, await lower entry levels
• Purchase as Needed — PTFE/PI Film: Current stable pricing requires no advance stocking; maintain regular procurement rhythm
• Monitor PEEK Alternatives: With persistently high PEEK prices, evaluate domestic substitution progress and track Chinese suppliers’ pricing dynamics

Data Sources: Longzhong Info, SCI99, East Money, 100ppi, Kaiyuan Securities Research | Report Date: May 7, 2026

Price Overview

Material	Current Price Range	WoW	Trend
PTFE Dispersion Resin	50,000-58,000 CNY/ton	Flat	→ Stable
PEEK Pure Resin (Imported)	350-980 CNY/kg	+2%~3%	↑ Slight Increase
Carbon Fiber (T300 Grade)	120,000-145,000 CNY/ton	+5%~8%	↑↑ Significant Rise
PI Film (Domestic)	475-600 CNY/kg	Flat	→ Stable
Specialty Ceramic Raw Materials (Al2O3 75%)	2,000-2,400 CNY/ton	Flat	→ Stable

Key Changes

• Carbon Fiber: +5%~8% — The most significant move this week. Jilin Chemical Fiber raised all grades by 5,000 CNY/ton in early April, followed by an additional 10,000 CNY/ton hike on wet-process 3K carbon fiber. PAN precursor surged past 37,000 CNY/ton, up 41% WoW. Drivers: ① Sharp rise in acrylonitrile feedstock costs; ② Middle East tensions pushing energy prices higher; ③ Explosive demand growth from low-altitude economy, UAVs, and wind energy; ④ Sustained supply shortage for T800+ high-end grades.
• PEEK Pure Resin: +2%~3% — Imported Victrex 450G quotes edging higher; high-end medical/semiconductor grades tightening. DIC raised epoxy resin and curing agent prices effective April 15 (up to 280 JPY/kg), signaling cost pressure across specialty resins.
• PTFE Dispersion Resin: Flat — Fuxin Hengtong quoted at 54,000 CNY/ton, unchanged. Hexafluoropropylene at 36,400 CNY/ton with stable supply. Juhua’s 44,000-ton TFE capacity expansion underway, potentially easing mid-term supply.
• PI Film: Flat — Domestic PI film around 475 CNY/kg; DuPont high-end grades at 2,000 CNY/kg. Electronics-grade PI film demand driven by flexible circuits and OLED, but accelerating domestic substitution caps upward price movement.
• Specialty Ceramic Raw Materials: Flat to Firm — Bauxite (Al2O3 75%) at 2,400 CNY/ton. Guocai Materials explicitly monitoring zirconia powder market changes and preparing to adjust pricing strategies — a price hike is anticipated.

Impact Analysis

Procurement Cost Impact

• Carbon fiber price hikes most severely impact wind blade, aerospace, and low-altitude economy procurement, adding 5,000-10,000 CNY/ton in cost
• Modest PEEK increases have limited impact on semiconductor/medical high-end parts, but import-dependent buyers should monitor FX risk
• PTFE and PI film stability means sealing and flexible circuit sectors see manageable short-term costs

Supply Chain Impact

• Carbon fiber supply chain tightening intensifies — domestic leaders (Jilin Chemical Fiber, Hengshen, Guangwei) have all issued price increase notices; Japan’s Toray raising prices in parallel, signaling global supply contraction
• Middle East geopolitical risks continue driving crude oil and acrylonitrile prices higher, sustaining carbon fiber cost support in the near term
• Zirconia powder price hike expectations rising — downstream dental and specialty ceramics firms should lock in prices early

Actionable Recommendations

• Lock Prices Now: Carbon fiber (especially T700/T800 high-end grades) and zirconia powder — price increase cycle underway; delayed procurement carries significant cost risk
• Strategic Restocking: Imported PEEK pure resin — moderate increases but tightening supply; semiconductor/medical buyers should secure H2 volumes during Q2
• Monitor Only: PTFE dispersion resin and PI film — stable supply-demand fundamentals, no major volatility risk in the near term; maintain normal procurement cadence
• Key Watch: Acrylonitrile price trajectory and Middle East situation evolution — these are the core variables determining carbon fiber’s next price direction

Data sources: 100ppi.com, East Money, Alibaba, Guidechem, company announcements. Report date: May 6, 2026.

Daily Advanced Materials Keywords Intelligence — May 6, 2026

1. Key Keywords & Heat Rating

Keyword	Heat	Trend	Key Driver
PTFE (Polytetrafluoroethylene)	★★★★☆	↓ Price Pressure	Luxi Chemical down 1,000 RMB/ton
PEEK (Polyetheretherketone)	★★★★★	↑ Strong Breakout	Skull repair + 3D printing + PEEK fabric
Carbon Fiber	★★★★★	↑ Rising	Global 380kt, China 45% share
Aerogel	★★★★☆	↑ Accelerating	Battery thermal + Building energy
PI Film	★★★★☆	→ Steady	Domestic substitution advancing
Electronic Chemicals	★★★★★	↑ Price Surge	Semiconductor supply chain rally

2. Deep Analysis by Segment

1. PTFE — Price Pressure, Supplier Competition Intensifies

• Price Dynamics: Luxi Chemical PTFE price cut to 34,000 RMB/ton; domestic avg ~50,000 RMB/ton
• Supply Landscape: Shandong Dongyue, Shenzhou, Shanghai Sanfu lead with stable supply; mid-sized processors compete intensely
• Hot Applications: PTFE liquid filter bags, anti-corrosion pipes, custom seals in high demand
• Procurement Advice: Lock in long-term agreements during price pressure; focus on dispersion (60wt%) and molding powder

2. PEEK — Medical Implants + 3D Printing Dual Drivers

• Medical Breakthrough: PEEK skull repair scaled; CT scanning + computer modeling + 3D printing personalized implants mature
• New Product Form: PEEK fabric industrialization breakthrough — milestone beyond resin/profile/film forms
• Key Players: ZYPEEK (thousand-ton capacity), Junhua (PEEK+PI profiles), Zhenghao
• Procurement Advice: Medical-grade PEEK tight; lock GMP-certified suppliers 6 months ahead

3. Carbon Fiber — From Scale Leader to Technology Leader

• Market Size: Global carbon fiber market expected to exceed 380kt in 2026; China >45% share
• Demand Growth: Carbon fiber strip demand +19% YoY, driven by humanoid robots, drone structures
• CFRTP Trend: China CFRTP market 2.09B RMB in 2025; global forecast 18.42B RMB by 2032
• Procurement Advice: Focus on CFRTP profile supplier process consistency certification

4. Aerogel — Industrialization Accelerates, EV + Building Dual Tracks

• Capacity Expansion: Chongqing Hechuan plans 1,000 aerogel powder lines in 5 years
• EV Application: Battery thermal insulation pads demand surge; 0.2mm nano-ceramic coating equals 50mm traditional insulation
• Procurement Advice: Prioritize suppliers meeting vehicle safety standards (breakdown voltage ≥8kV/mm)

5. PI Film — Domestic Substitution Deepens

• Price Matrix: Electrical-grade 200k RMB/ton | Electronic-grade 250k-2M RMB/ton | Thermal-control 350k-1M RMB/ton
• Domestic Substitution: Ruixiangtai ~6% global share; Siemens, Bombardier, CRRC certified
• Procurement Advice: Window of opportunity for thermal/electronic PI film domestic substitution

6. Electronic Chemicals — Semiconductor Price Surge, Wet Chemicals Lead

• Industry Sentiment: Global semiconductor sales $88.78B in Feb 2026, +61.8% YoY
• Wet Chemicals Growth: Anji Technology functional wet electronic chemicals revenue 453M RMB, +63.73% YoY
• Procurement Advice: Lock annual framework agreements for wet chemicals amid semiconductor rally

3. Weekly Action Items

1. PTFE: Initiate long-term agreement negotiations during price pressure
2. Medical-grade PEEK: Lock GMP-certified suppliers 6 months ahead
3. Carbon Fiber CFRTP: Process consistency certification for profile suppliers
4. Aerogel thermal pads: Supplier audit for vehicle safety compliance
5. PI Film: Evaluate domestic substitution for thermal/electronic grades
6. Electronic Chemicals: Annual framework agreement negotiation for wet chemicals