May 12, 2026 Special Materials Price Trend Daily Report

# 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 |

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## 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.*