分类： Industry Insights

### 2026-05-05 Industry Exhibition Opportunities Scan

**Upcoming Exhibitions (May-November 2026)**
| Exhibition Name | Time | Location | Scale | Exhibition Value |
|—————-|——|———-|——-|——————|
| Shenzhen International New Materials & Innovation Application Expo | May 13-15 | Shenzhen World Exhibition & Convention Center (Bao’an) | 70,000㎡, 1,000 exhibitors, 80,000 visitors | Covers the entire new materials industry chain, targeting downstream sectors like electronics, aerospace, etc. |
| SAMPE China Annual Conference | June 10-12 | China International Exhibition Center (Chaoyang Hall), Beijing | 30,000㎡, 320 exhibitors, 10,000 visitors | Professional composites exhibition focusing on advanced materials R&D and application |
| Shenzhen International Thermoplastic Composites Exhibition | June 10-12 | Shenzhen World Exhibition & Convention Center (Bao’an) | Special zone (co-located with 70,000㎡ new materials expo) | Specialized in thermoplastic/thermoset materials, covering carbon fiber, graphene reinforced materials |
| China (Shenzhen) International Semiconductor Exhibition | June 10-12 | Shenzhen World Exhibition & Convention Center (Bao’an) | Not specified | Semiconductor industry chain exhibition, suitable for electronic-grade PEEK, PTFE material enterprises |
| The Advanced Ceramics Show (UK) | July 8-9 | NEC Birmingham, UK | 25,000㎡, 400 exhibitors, 14,900 visitors | Europe’s top advanced ceramics exhibition, co-located with Advanced Materials Show and Battery Show |
| China Composites Expo 2026 | September 1-3 | National Exhibition and Convention Center (Shanghai) | 71,000㎡, 850 exhibitors, 30,000 visitors | Asia’s largest composites exhibition covering all categories of composites and equipment |
| China (Shanghai) International Silicon Material Industry Exhibition | October 12-16 | National Exhibition and Convention Center (Shanghai) | 500+ exhibitors | Silicon material industry chain exhibition covering semiconductor, photovoltaic, new energy applications |
| Carbon Fiber 2026 | November 10-12 | Huntsville, Alabama, USA | Not specified | Specialized conference on carbon fiber, covering composite application scenarios |
| Shenzhen International Carbon Neutrality Industry Expo | November 26-28 | Shenzhen World Exhibition & Convention Center (Bao’an) | 30,000㎡, 500+ exhibitors, 50,000 visitors | Carbon neutrality field exhibition, suitable for eco-friendly new material enterprises |

**Key Recommendations**
– Shenzhen International New Materials & Innovation Application Expo: The nearest exhibition (May 13), large scale and high-quality professional visitors. Priority is recommended to connect with customers in electronics, new energy vehicles. Action: Contact the organizing committee immediately to confirm remaining booths, prepare electronic-grade new material samples and technical manuals.
– China Composites Expo 2026: Asia’s largest composites exhibition with high-quality exhibitors and visitors, suitable for carbon fiber, PEEK and other composite enterprises to expand the Asia-Pacific market. Action: Apply for a 9㎡ standard booth, book meetings with downstream application enterprises (aerospace, automotive, wind power) in advance.
– The Advanced Ceramics Show (UK): Core channel to enter the European advanced ceramics market, co-located with multiple high-end conferences, suitable for high-end ceramics, PTFE sealing material enterprises. Action: Apply for a raw space booth to display customized products, arrange English-speaking technical staff for on-site docking.

**Registration Reminders**
– Shenzhen International New Materials & Innovation Application Expo: Registration is nearing the deadline (usually 1 month before the exhibition), contact the organizing committee (Guangdong Industrial New Materials Association) immediately to confirm registration eligibility.
– SAMPE China Annual Conference: Registration deadline is expected in mid-May, submit enterprise information and exhibition plans as soon as possible.
– The Advanced Ceramics Show (UK): Registration deadline is usually 2 months before the exhibition (May 8), which is approaching. Urgently handle visas and booth confirmation.

**Cost Estimation**
– Booth Fees: Domestic exhibitions: standard booth 15,000-30,000 RMB/9㎡, raw space 1,200-2,000 RMB/㎡; International exhibitions: standard booth 30,000-50,000 RMB, raw space 300-500 USD/㎡.
– Travel Budget: Domestic first-tier cities: ~5,000-8,000 RMB/person for 3-5 days (including airfare, accommodation, meals); Europe/USA: ~20,000-30,000 RMB/person (including visa, airfare, accommodation).
– Reference Total Budget: ~30,000-50,000 RMB for a single domestic exhibition, ~80,000-150,000 RMB for a single international exhibition.

# Price Trend Daily Report – May 5, 2026

## Price Overview

| Material | Current Price Range | WoW Change | Trend |
|———-|———————|————|——-|
| PTFE Resin (Suspension Medium) | 33,000 CNY/ton | 0% | Stable |
| PTFE Dispersion Resin | 54,000 CNY/ton | 0% | Stable |
| PEEK Resin (Victrex 450G) | 230 CNY/kg | 0% | Stable |
| Carbon Fiber T700 (12K) | 300-320 CNY/kg | 0% | Stable |
| PI Film (Electrical Grade) | 200,000 CNY/ton | 0% | Stable |
| PI Film (Electronic Grade) | 250,000-2,000,000 CNY/ton | 0% | Stable |
| Zirconia Powder | 220-300 CNY/kg | 0% | Stable |
| Alumina Ceramics | 9-35 CNY/piece | 0% | Stable |

## Key Highlights

This week, new materials market prices remained stable overall with no significant fluctuations:

– **PTFE Resin**: Suspension medium grade quoted at 33,000 CNY/ton, dispersion resin at 54,000 CNY/ton, prices flat. Fluorite raw material prices maintained at 3,500-3,600 CNY/ton range, providing stable cost support.

– **PEEK Resin**: Victrex 450G quoted at approximately 230 CNY/kg with balanced supply-demand. As a specialty engineering plastic, PEEK demand continues growing in aerospace and medical sectors, but supply capacity is sufficient, keeping prices stable.

– **Carbon Fiber T700**: Domestic 12K carbon fiber quoted at 300-320 CNY/kg, flat from previous period. Leading manufacturers like Weihai Guangwei have released sufficient capacity; downstream wind power and automotive lightweighting demand remains steady.

– **PI Film**: Prices show significant differentiation. Electrical grade at 200,000 CNY/ton, electronic grade at 250,000-2,000,000 CNY/ton, thermal control grade at 350,000-1,000,000 CNY/ton, and high-end colorless transparent CPI film reaching 20,000,000 CNY/ton. Ruihuatai’s Jiaxing project operates at 70% capacity utilization with adequate market supply.

– **Specialty Ceramic Raw Materials**: Zirconia powder at 220-300 CNY/kg, alumina ceramic products at 9-35 CNY/piece. Guoci Materials indicated they are monitoring zirconia market changes and will adjust pricing strategies accordingly.

## Impact Analysis

**Impact on Procurement Costs**:
– Prices stable overall this week, no significant changes in procurement costs
– PTFE and carbon fiber prices are in reasonable ranges, recommend purchasing as needed
– High-end PI film products command premium prices, requiring reasonable selection based on application scenarios

**Impact on Supply Chain**:
– All materials have sufficient supply with no signs of shortage
– Upstream raw materials like fluorite have stable prices, providing solid PTFE cost support
– Carbon fiber localization rate improving, enhancing supply chain resilience

## Action Recommendations

**Materials Recommended for Price Locking**:
– PTFE Resin: Currently at lower end of annual range, consider locking medium to long-term contracts
– Carbon Fiber T700: Stable prices, appropriate stockpiling based on project needs

**Materials Recommended for Monitoring**:
– PI Film: Electronic and thermal control grades have wide price ranges, decide after confirming technical specifications
– Zirconia Powder: Guoci Materials hinting at pricing strategy adjustments, monitor subsequent developments

—

*Data Sources: 100ppi.com, Alibaba 1688, Guidechem, and other public market information*

📅 Report Date: May 5, 2026

This report analyzes keyword trends and procurement dynamics in the advanced materials sector over the past 30 days, providing data-driven insights for sourcing decisions and SEO strategy optimization across European, Southeast Asian, and North American markets.

🔥 1. Top Trending Keywords Overview

Keyword	Heat	Competition	Trend	Key Driver
PTFE cable film manufacturer	★★★★★	Medium	↑ +10% CAGR	EV cable, aerospace insulation
PEEK compressor seals supplier	★★★★★	High	↑ Premium→Standard	Corrosion-resistant industrial upgrade
Carbon fiber robot frame wholesale	★★★★☆	Med-High	↑ +19% YoY	Humanoid robots, 3C electronics, drones
Aerogel insulation coating price	★★★★☆	Medium	↑ CAGR >25%	EV battery thermal management
PI high-temp tape supplier	★★★★☆	High	↑ Exceeding ¥11B	Semiconductor packaging, QFN process
PCTFE/POB specialty seal manufacturer	★★★☆☆	Medium	↑ Steady	Extreme-condition sealing demand
Hexagonal boron nitride ceramic supplier	★★★☆☆	Low	↑ Niche growth	Semiconductor heat dissipation
Electronic ceramic granulation powder	★★★☆☆	Medium	↑ Structural shift	MLCC, 5G filters

📊 2. In-Depth Keyword Analysis

2.1 PTFE (Polytetrafluoroethylene) — Cable Film Segment Surge

• Market Price: Domestic suspension medium granule at ¥33,000/ton (Shengyishe, Apr 29)
• Key Trend: PTFE cable film market growing >10% annually, driven by EV wiring harness, aerospace insulation, and high-end electronics
• Supplier Landscape: DuPont (Chemours) PTFE DISP 30/6C series dominates premium import segment; Chinese domestic substitution accelerating
• Procurement Insight: Prioritize suppliers with aerospace/EV cable track records; evaluate domestic alternatives for cost-performance advantage

2.2 PEEK (Polyetheretherketone) — From Premium Option to Industry Standard

• Market Size: Global PEEK rod market reached ¥4.815B in 2025, projected ¥8.307B by 2032 (CAGR 8.1%)
• Key Trend: PEEK seals/valves transitioning from premium option to industry standard in industrial compressors; specialty gas compressor demand growing 12% annually
• Domestic Play: Xinhhan Materials accelerating integrated PEEK supply chain; domestic processing suppliers show severe qualification divergence
• Procurement Insight: When sourcing PEEK components, prioritize certified suppliers with proven small-batch customization capability and dimensional precision control

2.3 Carbon Fiber — Robot Frame Demand Surging

• Market Size: Global carbon fiber market at ¥32B in 2026, projected ¥81.4B by 2033 (CAGR 14.27%)
• Capacity: Global output expected to exceed 380,000 tons; China accounts for >45% of output (52% of global capacity in 2025)
• New Applications: Carbon fiber strip demand +19% YoY; humanoid robot frames, 3C electronics, drone structures, and medical rehabilitation are key growth vectors
• Quality Warning: 3K/12K woven appearances can be deceiving — resin wetting degree and fiber alignment uniformity vary significantly between suppliers

2.4 Aerogel — Approaching $12B Market Milestone

• Market Size: Expected to exceed $12B in 2026, CAGR >25%
• Technology Breakthrough: Nano-ceramic composite coating achieving 0.2mm = 50mm traditional insulation equivalence; flame-retardant coatings rated >1,200°C
• Applications: EV battery packs (thermal conductivity <0.02W/m·K), energy storage stations, aerospace (-180°C to 1,200°C stability)
• Event: 6th Shenzhen International Aerogel Industry Exhibition, June 10-12, 2026

2.5 PI Film & High-Temperature Tape — ¥11B Market with Intensifying Fragmentation

• Market Size: High-temp tape market ¥9.78B (2025), projected >¥11B (2026); PI + PTFE tape combined share >62%
• Growth Driver: Premium segment (260°C+) CAGR at 15.6%, significantly above industry average
• Market Character: Demand premiumization, supply complexity, and hyper-competition — inconsistent standards and quality fraud remain persistent issues
• Procurement Insight: Evaluate suppliers on temperature stability, peel strength, chemical resistance, cleanliness (low VOC), and batch consistency — not price alone

2.6 Specialty Ceramics & Electronic Chemicals

• Structural Shift: MLCC, semiconductor packaging, and 5G filter applications driving advanced ceramic powder demand upgrades
• h-BN Ceramics: Emerging as niche hotspot in semiconductor thermal management and new energy applications
• Technology Trend: Spray granulation production lines evolving toward large-format, fully automated, intelligent control systems

🎯 3. Strategic Procurement Recommendations

1. PTFE Cable Film: Prioritize suppliers with aerospace/EV cable track records; evaluate Chinese domestic alternatives for cost-performance advantage
2. PEEK Seals: Accelerate PEEK adoption for compressor valves and seals; monitor Xinhhan Materials integrated supply chain development
3. Carbon Fiber Structures: Robot frame and 3C electronics demand surging — enforce strict resin wetting and fiber alignment specifications
4. Aerogel Insulation: EV battery thermal management is now essential; 0.2mm ultra-thin coating solutions reduce system weight and space requirements
5. PI High-Temp Tape: Semiconductor-grade PI tape has evolved from consumable to critical process material — verify batch consistency and cleanroom compatibility

⚠️ Risk Alerts

• PEEK and PI film supplier qualifications vary widely; small-batch procurement requires enhanced due diligence
• Carbon fiber strips may appear identical but exhibit significant internal performance differences
• Aerogel industry in high-growth phase; capacity expansion may trigger periodic price volatility

Data Sources: Shengyishe, China Commercial Industry Research Institute, WENKH Research, China Adhesive & Adhesive Tape Industry Association, Industry White Papers | Report Generated: May 5, 2026

## Price Trend Daily Report — 2026-05-02

### Price Overview

| Material | Current Price Range | WoW | Trend |
|———-|——————-|—–|——-|
| PTFE Suspension Resin | 33,000-34,000 CNY/ton | -2.9% | ↓ Weakening |
| PEEK Resin | 980-1,500 CNY/kg | 0% | → Stable |
| Carbon Fiber T700 | 220-300 CNY/kg | +3.1% | ↑ Rising |
| PI Film (Imported) | 1,500-2,000 CNY/kg | 0% | → Stable |
| Silicon Carbide (SiC≥98%) | 5,900-6,300 CNY/ton | 0% | → Stable |
| Alumina | 2,680-2,820 CNY/ton | -1.5% | ↓ Declining |

### Key Changes

**PTFE Resin: ↓ Weakening**
Luxi Chemical cut quotes by 1,000 CNY/ton to 34,000 CNY/ton. Weak downstream demand and rising inventory pressure. Dispersion resin holds at 54,000 CNY/ton but trading is thin. Fluorite feedstock stable at 3,500-3,600 CNY/ton, providing limited cost support.

**Carbon Fiber: ↑ Rising**
Q1 2026 average price up 3.07% YoY. Jilin Chemical Fiber announced +5,000 CNY/ton across all grades in March. Acrylonitrile surge provides strong cost support. T800+ high-end grades remain in tight supply-demand balance, driven by growing demand from wind turbine blades, aerospace, and low-altitude economy sectors.

**Alumina: ↓ Declining**
March monthly average 2,714 CNY/ton (+3.12% MoM), but peaked and pulled back in April. Futures main contract at 2,854 CNY/ton end-April, down over 14% from March high of 3,136 CNY/ton. Guinea policy disruptions and new capacity coming online sustain the oversupply pattern.

### Impact Analysis

**Procurement Cost Impact:**
– Carbon fiber uptrend raises composite manufacturers’ costs by approximately 3-5% annualized
– PTFE decline benefits seal and pipe makers
– Alumina decline eases ceramic makers’ raw material costs

**Supply Chain Impact:**
– T800+ carbon fiber tight balance may extend lead times
– Rising PTFE inventory shortens procurement cycle
– New alumina capacity improves supply availability

### Action Recommendations

– **Lock in:** Carbon Fiber T700/T800 — clear uptrend, recommend locking 3-6 month volume
– **Wait & See:** PTFE Resin — further downside possible, delay large purchases; Alumina — oversupply persists, wait for lower prices
– **Normal Procurement:** PEEK Resin, PI Film, Silicon Carbide — stable pricing, no urgency

—
*Data sources: 100ppi.com, Mysteel, Oilchem.net, 1688.com, Eastmoney*
*Report date: May 2, 2026*

New Materials Price Trend Daily Report — May 1, 2026

Price Overview

Material	Current Price Range	WoW Change	Trend
PTFE Suspension Resin	34,000–54,000 CNY/ton	-2.9%	↓ Declining
PEEK Virgin Resin (Imported)	650–980 CNY/kg	+1.3%	↑ Slight Increase
Carbon Fiber (T300 Grade)	85,000–120,000 CNY/ton	+3.1%	↑ Rising
PI Film (Electronic Grade)	180–475 CNY/kg	0%	→ Stable
Alumina (Ceramic Grade)	2,695–2,774 CNY/ton	-0.8%	↓ Under Pressure

Key Movements

Carbon Fiber: +3.1% — The standout this week. Jilin Chemical Fiber announced a price increase of 5,000 CNY/ton across all carbon fiber specifications in early April, driven by surging acrylonitrile feedstock prices. Kaiyuan Securities notes that T800+ high-end grades remain in tight supply-demand balance, with robust demand from wind turbine blades, aerospace, and the low-altitude economy. Q1 2026 average carbon fiber prices rose 3.07% YoY. The carbon fiber concept index gained 0.47%–0.63% this week.

PTFE: -2.9% — Luxi Chemical lowered its PTFE quote to 34,000 CNY/ton, down 1,000 CNY/ton from the prior period. Domestic PTFE capacity expansion combined with sluggish demand continues to pressure prices. However, dispersion resin (Fuxin Hengtong at 54,000 CNY/ton) remains relatively firm, and imported brands (Daikin, Chemours) hold steady at 120–180 CNY/kg.

PEEK: +1.3% — The PEEK concept index edged up 1.34%. Virgin resin (Victrex 450G) is quoted at 880 CNY/kg, while the 600G grade reaches 980 CNY/kg. Domestic modified PEEK trades in the 280–350 CNY/kg range with balanced supply and demand.

PI Film: Stable — No significant price movement for electronic-grade PI film. Domestic products range from 180–475 CNY/kg, while premium imports like DuPont KAPTON exceed 2,000 CNY/kg. FPC and new energy demand supports the price floor.

Alumina: -0.8% — Spot average price around 2,774 CNY/ton, pulling back from recent highs. The futures front-month contract dipped to 2,695 CNY/ton, down over 14% from the March peak. The alumina oversupply pattern persists, with new capacity continuing to come online as the main downward pressure.

Impact Analysis

Cost Side: Rising acrylonitrile prices are the core driver of carbon fiber price increases; crude oil volatility indirectly affects PTFE and PEEK cost structures; for alumina, Guinea policy uncertainty remains the biggest supply-side variable.

Demand Side: Emerging sectors like low-altitude economy and aerospace are driving rapid demand growth for high-end carbon fiber (T800+); semiconductors and new energy continue to pull PI film and specialty ceramics demand; PTFE demand remains weak, with slower procurement in wire & cable and chemical corrosion protection.

Supply Side: PTFE and alumina overcapacity is unlikely to reverse in the short term; high-end carbon fiber grades face supply tightness, with domestic substitution accelerating but high-end capacity still limited; PEEK domestic players like Jilin Zhongyan are expanding, but import dependency remains high.

Actionable Recommendations

Lock-in Prices:

• Carbon Fiber (T700/T800) — Strong cost support + robust demand; further upside expected. Recommend locking in long-term contracts.
• Imported PEEK Resin — Tight supply pattern; recommend advance stocking.

Stay on the Sidelines:

• PTFE Suspension Resin — In a downtrend; no rush to purchase, wait for bottom signals.
• Alumina — Oversupply persists; further downside expected.

Monitor Closely:

• Jilin Chemical Fiber carbon fiber price increase implementation and industry follow-through
• Acrylonitrile feedstock price trends (carbon fiber cost anchor)
• Guinea bauxite policy changes (alumina supply side)
• PTFE capacity recovery progress post-spring maintenance

Sources: 100ppi.com, East Money, Futunn, 1688.com, Alibaba, Plasway, ChemicalBook | Report Date: May 1, 2026

Price Trend Daily Report — April 30, 2026

📋 Price Overview

Material	Current Price Range	WoW Change	Trend
PTFE Resin (medium granule)	43,000-49,000 CNY/ton	Flat	→ Stable
PEEK Resin (general grade)	150,000-300,000 CNY/ton	Flat	→ Stable
Carbon Fiber (T700 grade)	120,000-180,000 CNY/ton	-1% to 0%	↘ Slight Decline
PI Film	480-2,000 CNY/kg	+20%	↑ Sharp Increase
Alumina	2,695-2,774 CNY/ton	-2% to 0%	↘ Pullback
Silicon Nitride Powder	180,000-300,000 CNY/ton	Flat	→ Stable

🔥 Key Changes

• PI Film: +20% — Kaneka (Japan) implemented a 20% global price increase effective April 16, driven by Middle East tensions disrupting Hormuz Strait shipping lanes and sharply raising crude oil and petrochemical raw material costs. The increase will cascade to downstream FPC, lithium battery separator, and aerospace insulation industries.
• Alumina: -2% — Futures main contract has pulled back over 14% from the March 19 peak of 3,136 CNY/ton to 2,695 CNY/ton. Spot average at 2,774 CNY/ton with narrowing gains of only 0.8%, confirming a pullback trend.

📊 Impact Analysis

• Procurement Cost: The 20% PI film hike is the week’s biggest mover. FPC/flexible PCB manufacturers face a 100,000-400,000 CNY/ton cost increase. Alumina pullback provides modest relief for ceramic raw material buyers.
• Supply Chain: DIC and Dow Chemical have both announced price increases, signaling systemic cost escalation across resin products. Dow is raising PE prices by 30 cents/lb in April and another 20 cents/lb in May.
• Geopolitical Risk: Ongoing Middle East tensions continue to impact crude oil and petrochemical supply. Key intermediates for fluoropolymers (R22/R142b) and PI film (MDA/BPDA) face increasing supply uncertainty.

💡 Action Recommendations

• 🔴 Lock in: PI Film — Price increase is effective; domestic manufacturers may follow suit. Secure Q2-Q3 volumes ahead of further adjustments.
• 🟡 Watch: PTFE Resin — Currently stable, but crude oil cost pressure may transmit to the fluoropolymer chain. Monitor R22/R142b prices closely.
• 🟢 Defer: Alumina — Continued pullback expected with further downside. Non-urgent orders can be delayed.

Sources: Longzhong Info, Zhuochuang Info, Sina Finance, GuideChem, Alibaba 1688 | Report Date: April 30, 2026

Price Overview

Material	Current Price Range (CNY/ton)	WoW	Trend
PTFE Resin (Medium Granule)	34,000 – 54,000	-2.8%	↓ Slight Decline
PEEK Resin (General Grade)	350,000 – 500,000	0%	→ Stable
Carbon Fiber (T700/12K)	120,000 – 180,000	+3.1%	↑ Moderate Increase
PI Film (Electronic Grade)	200,000 – 400,000	+1.5%	↑ Slight Increase
Alumina (Metallurgical Grade)	2,670 – 2,720	+2.7%	↑ Futures-driven
Silicon Nitride Powder	145,000 – 300,000	0%	→ Stable

Key Movements

• PTFE Resin: -2.8% — Luxi Chemical lowered its offer to 34,000 CNY/ton, down 1,000 CNY/ton. Domestic fluoropolymer capacity continues to expand while downstream demand from sealing and tubing remains flat, creating a supply surplus. Longzhong Info reports PTFE medium granule at 47,000 CNY/ton. Premium imports (Daikin, DuPont) remain firm at 130-135 CNY/kg.
• Carbon Fiber: +3.1% — Q1 2026 average price rose 3.07% YoY, supported by sharp increases in acrylonitrile costs. CITIC Securities identifies three drivers: rising costs, tight supply of high-end grades, and domestic technology breakthroughs. T800+ grades remain in persistent shortage. Demand from wind turbine blades, aerospace, high-pressure hydrogen storage, and low-altitude economy is growing rapidly.
• Alumina: +2.7% (Futures) — The April 27 futures contract closed at 2,899 CNY/ton, up 2.66%, driven by rumors of Guinea bauxite export cuts. Spot prices remained flat at 2,670-2,720 CNY/ton in South/East China. Warehouse receipts near 465,000 tons (historical high) and total inventory exceeding 5.9 million tons maintain the oversupply narrative. The widening futures-spot spread limits further upside.
• PEEK Resin: Stable — Victrex 450G quoted at 65-880 CNY/kg depending on specifications. Medical-grade PEEK saw price reductions under volume-based procurement but significant volume growth — Kuantu Medical reported 10.01% revenue growth in PEEK products for 2025, with share rising to 66.23%. Industrial-grade bulk prices remain stable as domestic substitution accelerates.
• PI Film: +1.5% — DuPont 300HN quoted at ~2,000 CNY/kg; domestic electronic grades range 13-475 CNY/kg. Demand from lithium batteries and flexible printed circuits continues to pull high-end PI film consumption upward. Domestic substitution is progressing steadily.

Impact Analysis

Procurement Cost Impact

• Continued carbon fiber price increases will raise raw material costs for wind energy and composite manufacturers, with T700-grade procurement costs up ~3% YoY
• PTFE price decline benefits seal and tubing manufacturers — consider increasing purchase volumes
• Alumina futures volatility has not materially impacted specialty ceramic raw material costs as spot prices remain stable

Supply Chain Impact

• High-end carbon fiber (T800+) supply-demand imbalance unlikely to resolve short-term — recommend locking in long-term supply contracts
• PEEK domestic substitution is accelerating with new capacity coming online, helping shorten lead times and reduce costs
• Guinea bauxite policy uncertainty adds risk to the alumina supply chain — monitor closely

Actionable Recommendations

Lock-in Pricing

• Carbon Fiber T700/T800 — Acrylonitrile cost support + high-end tight balance; upward trend confirmed. Recommend quarterly fixed-price contracts.
• PI Film (Electronic Grade) — Battery/FPC demand growth driving moderate price increases. Recommend advance stockpiling.

Hold and Watch

• PTFE Resin — Capacity expansion + soft demand; further downside possible. Purchase on-demand, avoid bulk price-locking.
• Alumina — Futures driven by news but spot stable with high inventories. Wait for Guinea policy clarity before committing.

Sources: Longzhong Info, 100ppi, Mysteel, Changjiang Nonferrous, Kaiyuan Securities, CITIC Securities. This report is for reference only and does not constitute investment advice.

Weekly Keyword Heat Overview

Keyword	Heat Level	Driver	Procurement Action
PEEK Material	🔥🔥🔥🔥🔥 Extreme	Aerospace, EV, Medical implants	Lock in suppliers now — tight supply
Carbon Fiber	🔥🔥🔥🔥 High	Offshore wind blade upscaling	Monitor large-tow domestic capacity
PTFE/PEEK Filled Compounds	🔥🔥🔥 Medium-High	Low-friction (e-auto, industrial)	Custom formulation from compounders
Specialty Ceramics	🔥🔥🔥 Medium	Semiconductor device line buildout	Track Wuhan ceramics project bidding
PI Film	🔥🔥 Medium-Low	5G CCL, flexible electronics	Watch high-frequency PI film demand
Aerogel	🔥🔥 Medium-Low	Building insulation, pipeline anti-corrosion	Falling costs open industrial market

1. PEEK Material — Highest Priority

Market Context: PEEK (polyether ether ketone) is transitioning from a niche high-performance polymer to a mainstream industrial material. China’s Top 5 manufacturers are solidifying: Dalian Luyang (863 project participant, 20 years in PEEK compounding), Zhongyan, Pengfulong.

Demand Surge Drivers:

• Aerospace: Structural lightweighting — partially replacing aluminum alloys
• New Energy Vehicles: Motor insulation, battery module brackets
• Medical Implants: Orthopedic devices — proven biocompatibility
• Semiconductors: Wafer carriers, precision components

Supply Alert: Demand explosion vs. supply capacity gap is creating unprecedented pressure. Top-tier suppliers are booked through Q3. Recommendation: Negotiate annual supply agreements immediately.

2. Carbon Fiber — High Priority

Key Driver: Wind Turbine Blade Upscaling

• For turbines above 10MW, carbon fiber penetration in blade main spars has reached 100%
• Offshore wind acceleration is pushing blade length to 100m+
• Projected global wind sector carbon fiber demand by 2030: 159,000 tonnes

Market Signal: Large-tow carbon fiber (T700+) supply-demand is tightening. Jilin Chemical Fiber, Shenying Carbon Fiber are ramping capacity. Monitor pricing windows — opportunities may emerge as new capacity comes online in H2.

3. PTFE/PEEK Filled Compounds — Medium-High

40% PTFE-filled PEEK pellets (ultra-low friction coefficient) are a trending custom specification in electronics, automotive powertrain. Suppliers like Suzhou Napo offer glass fiber + PTFE dual-fill solutions.

4. Specialty Ceramics — Medium

Semiconductor-grade ceramic device lines are密集开工. Zhongcai Semiconductor (Wuhan) 1,000 units/year line is actively tendering. Watch Hubei and Jiangxi specialty coatings ceramics RFQs.

5. PI Film & Aerogel — Medium-Low

PI Film: 5G high-frequency CCL demand is growing steadily; high-end electronic-grade PI still relies on imports. Aerogel: Building energy codes are driving adoption; costs are declining — industrial insulation market is opening up.

Procurement Action Items

• PEEK: Contact Dalian Luyang, Zhongyan to lock in Q3 supply
• Carbon Fiber: Qualify backup suppliers for wind energy customers
• PTFE Compounds: Initiate technical discussions with custom compounders
• Specialty Ceramics: Monitor Wuhan Zhongcai project procurement milestones

Reporting Period: April 22–29, 2026 | Analyst: Market Intelligence Officer | Source: Public Industry Data Compilation

# Exhibition Opportunities Scan – April 28, 2026

**Upcoming Exhibitions**

| Exhibition | Date | Location | Scale | Value Rating |
|———–|——|———-|——-|————–|
| SAMPE China 2026 | June 10-12 | Beijing · China International Exhibition Center | 7 halls/30,000㎡/400+ exhibitors/12,000 buyers | ★★★★★ |
| Shenzhen Carbon Materials Industry Expo | June 10-12 | Shenzhen World Exhibition Center | Professional trade show | ★★★★ |
| Shanghai Carbon Fiber Materials & Technology Expo | Sept 23-27 | National Exhibition Center (Shanghai) | CIIF concurrent/273,229㎡ | ★★★★ |
| China Composites Expo (CCE) | Sept 1-3 | NECC, Shanghai | Professional trade show | ★★★★★ |
| CAMX 2026 | Sept 22-24 | Atlanta, GA, USA | 32,000㎡/580 exhibitors/26,000 visitors | ★★★★★ |
| Shanghai Industrial Composites & Carbon Fiber Expo | Oct 12-16 | NECC, Shanghai | 30,000㎡/500+ brands/25,000 visitors | ★★★ |
| Carbon Materials Industry Expo (15th) | Dec 9-11 | Shanghai New International Expo Center | Professional trade show | ★★★★ |
| BRCAM 2026 | Oct 29-31 | Ningbo, China | International academic conference | ★★★ |

**Top Recommendations**

– **SAMPE China 2026 (June 10-12, Beijing)**: The highest-standard composites full-industry-chain exhibition in Asia-Pacific, covering carbon fiber, PTFE, PEEK, aramid fibers and advanced manufacturing processes. Concurrent international academic conference + downstream buyer matching sessions. Expect 400 exhibitors, 12,000+ professional buyers. Priority: secure booth now; early-bird pricing available through May.

– **CAMX 2026 (September 22-24, Atlanta)**: Largest composites exhibition in North America, co-organized by ACMA + SAMPE, with 580 exhibitors from 20+ countries (China, Japan, Korea, Turkey, etc.) and 26,000 professional visitors. Best platform for entering the North American market and connecting with global tier-1 customers. Suited for companies with export business or international expansion plans.

**Registration Reminders**

– SAMPE China 2026: booth confirmation recommended before May
– CAMX 2026 U.S. exhibition delegation: decision needed by June

**Cost Estimates**

| Item | Reference Cost |
|——|—————|
| SAMPE China standard booth (9㎡) | Contact organizer; early-bird ~USD 1,600-2,500 |
| CAMX standard booth | USD 3,000-8,000 (location-dependent) |
| U.S. business trip (5 days) | USD 3,500-5,500/person (airfare + hotel) |
| CAMX group tour | More economical via exhibition company |

**Action Items**

1. Contact SAMPE China organizing committee immediately to confirm June booth (40 days to opening)
2. Companies with North American business: evaluate CAMX exhibiting or group-visit options in parallel
3. Budget-conscious: prioritize September CCE or December Carbon Materials Expo (lower domestic costs)

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*Data sources: SAMPE China, CAMX official, showguide.cn, etc. Information as of April 2026. Verify latest details directly with organizers before registering.*

# Price Trend Daily Report – April 28, 2026

## Price Overview Table

| Material | Current Price Range | WoW Change | Trend |
|———-|——————-|———–|——-|
| PTFE Resin | 50,000-62,000 CNY/ton | -2% | ↓ Declining |
| PEEK Resin | Domestic: 600-800 CNY/kg, Import: 1,800 CNY/kg | Stable | → Steady |
| Carbon Fiber Precursor | 16.64 USD/kg (Import avg.) | -30% | ↓ Sharp Decline |
| PI Film | +20% price increase (Kaneka) | +20% | ↑ Sharp Increase |
| Alumina/Zirconia | Zirconia powder: 10-18 CNY/kg | Stable | → Steady |

## Key Changes

### PI Film: +20% (Major Price Increase)

**Analysis**: Kaneka Chemical (Japan) implemented a global price increase of 20% per square meter effective April 16, 2026. The primary drivers include deteriorating Middle East situation, unstable maritime transport around the Strait of Hormuz affecting crude oil and petroleum supply, and significantly increased raw material and energy costs.

**Impact**: PI film is a critical material for FPC flexible circuit boards and 5G high-frequency transmission films. This price increase will directly raise procurement costs for downstream electronics manufacturing and aerospace sectors.

### Carbon Fiber Precursor: -30% (Sharp Decline)

**Analysis**: March 2026 import data shows significant decline, with import volume at 468.69 tons, down 30.34% YoY. High-end precursor still heavily relies on Japanese imports (46.10% share, avg. price 24.78 USD/kg), but overall import volume has shrunk markedly.

**Impact**: Significant substitution opportunity exists for domestic carbon fiber production, with accelerating localization driving downward price pressure.

### PTFE Resin: -2% (Slight Decline)

**Analysis**: According to Longzhong Information data, PTFE medium granules prices oscillate in the 47,000-62,000 CNY/ton range, slightly lower than last week. Downstream demand remains weak, with epoxy resin and related products showing broad-based price weakness.

**Impact**: Fluorochemical industry chain under pressure, procurement costs slightly reduced, but crude oil price volatility warrants monitoring.

## Impact Analysis

### Procurement Cost Impact

– **Positive**: Carbon fiber precursor prices fell sharply, benefiting composite material manufacturers
– **Pressure**: PI film 20% price increase creates significant cost pressure for electronics and FPC industries
– **Neutral**: PTFE, PEEK, alumina/zirconia prices remain stable with controllable procurement costs

### Supply Chain Impact

– **Risk Alert**: Middle East instability and Strait of Hormuz transport risks may disrupt supply of import-dependent materials like PI film
– **Substitution Opportunity**: Accelerating carbon fiber precursor import substitution and domestic production
– **Inventory Strategy**: Recommend advance stockpiling for PI film; carbon fiber procurement can be moderately delayed

## Action Recommendations

### Materials to Lock Prices

– **PI Film**: Prices already up 20%, continued upward pressure expected, recommend locking current prices
– **High-end Carbon Fiber Precursor**: Despite declining import prices, high Japanese share creates supply chain risk

### Materials to Monitor

– **PTFE Resin**: Downward trend, consider delaying large-volume purchases
– **Standard Carbon Fiber Products**: Stable prices, purchase as needed
– **Alumina/Zirconia**: Stable prices, no urgent need to lock

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**Report Date**: April 28, 2026
**Data Sources**: Longzhong Information, 100PPI, Sina Finance, Import/Export Statistics
**Disclaimer**: This report is for reference only and does not constitute investment advice