May 11, 2026 Special Materials Price Trend Daily Report

# 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 |

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## 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

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## 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

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## 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

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

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