May 10, 2026 Special Materials Price Trend Daily Report

# 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 |

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## 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

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## 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

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## 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

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

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