# Special Materials Price Trend Daily Report — May 17, 2026
## Price Overview
| Material | Current Price Range | Weekly Change | Trend |
|———-|———————|—————|——-|
| PTFE Resin | CNY 31,800/ton (domestic suspended mid-grade) | Flat | → Stable |
| PEEK Resin | CNY 650-1,000/kg (by brand/grade) | Flat | → Stable |
| Carbon Fiber | T700 12K 90-120 CNY/kg; avg 84 CNY/kg | Stabilizing | → Stable |
| PI Film | Electrical-grade uniaxial 130-170 CNY/kg, biaxial 180-220 CNY/kg | +13~18% | ↑↑ Sustained Rise |
| Special Ceramics (ZrO2) | 80-89 CNY/kg (99%) | Flat | → Stable |
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## Key Price Movements
**PI Film: Electrical-Grade Continues Upward (+13~18%)**
– South China market: electrical-grade PI film prices rose; uniaxial 130-170 CNY/kg (+20-30 vs. Jan), biaxial 180-220 CNY/kg (+30-70 vs. Jan)
– Price drivers: ① Kaneka’s 20% hike (effective Apr 16) continues transmitting; ② upstream PMDA/ODA cost support; ③ Ruihuatai (688323) limit-up keeps sentiment elevated
– Significant price stratification: low-end electrical grade 200K CNY/ton; electronic grade 250K-1M CNY/ton; high-end electronic (COF) 1M-2M CNY/ton; CPI up to 20M-30M CNY/ton
**Carbon Fiber: Stabilization Signal Clear**
– Mar 2026: domestic carbon fiber market average ~84 CNY/kg, +0.3% MoM, ending consecutive declines
– By grade: T300 12K 80-90 CNY/kg; T700 12K 90-120 CNY/kg; T800 12K 180-240 CNY/kg
– High-end (T800/T1000/M-series): Zhongfu Shenying and other leaders proactively raised prices 10-20% since Feb
– Mid-low end (T300/T700 12K): bottomed in Q4 2025 (48-52 CNY/kg), recovering to 60-70 CNY/kg in Mar 2026
– Construction carbon fiber prices up 8.7% overall (MOHURD data)
**PTFE Resin: Stable (Consolidating at Lower Levels)**
– Domestic suspended mid-grade mainstream quotes: CNY 31,800/ton (May 12-13), flat vs. last week
– Down significantly from 2024 peaks of 43,000-45,000 CNY/ton; currently in low-level consolidation
**PEEK Resin: Stable (Multi-Brand Competitive Landscape Clear)**
– Victrex 150G pure resin: 900-1,000 CNY/kg; Shangfu authorized agent spot 920 CNY/kg
– Victrex 150P general-purpose: 680-700 CNY/kg; food-grade 450G/150G: 865-1,000 CNY/kg
– Victrex electronics-grade 450G: 650-800 CNY/kg; bulk customer price 650 CNY/kg
– Aerospace grade: 450G pure resin 530-550 CNY/kg (Shanghai bonded), 90HMF40 (40% CF) 920-950 CNY/kg
– Solvay 950-1,100 CNY/kg; Evonik 880-980 CNY/kg; Toray 900-1,050 CNY/kg
– Domestic PEEK (Zhongyan, Pengfulong): 500-600 CNY/kg, 35-45% below import
**Special Ceramics Raw Materials: Stable**
– Zirconia (99.5%-99.99%): 89 CNY/kg, flat vs. last week
– Zirconia (99%): 80 CNY/kg
– Zirconium hydroxide (45%): 28 CNY/kg (Hunan Yongshuo, May 14)
– Fused zirconia (≥98.5%): 28,000-29,000 CNY/ton
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## Impact Analysis
**Impact on Procurement Costs:**
1. PI film electrical-grade continues rising — South China uniaxial +18% vs. Jan, biaxial +47%, increasing cost pressure on motor/cable downstream
2. Carbon fiber recovery signal clear — T700 12K rebounded from bottom 48-52 to 90-120 CNY/kg; carbon fiber composite costs may face new upward cycle
3. PTFE at cyclical low — 31,800 CNY/ton is 25-30% below 2024 peaks, window for locking long-term pricing
**Impact on Supply Chain:**
1. PI film domestic substitution accelerating — Ruihuatai limit-up reflects optimism on domestic capacity expansion, but high-end electronic grade still heavily import-dependent (60-80%)
2. Carbon fiber localization improving — T700 domestic capacity adequate (Zhongfu Shenying, Guangwei), T800+ still dependent on Toray and other Japanese suppliers
3. Solid-state battery nano-zirconia demand growing significantly, potentially diverting traditional zirconia capacity
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## Action Recommendations
**Materials Recommended for Immediate Price Locking:**
– **PI Film (Electrical-Grade)**: Uniaxial + biaxial both trending up; Kaneka transmission not yet complete. Lock Q3 long-term contracts now
– **Carbon Fiber T700/12K**: Bottom reversal signal clear. Build positions on dips, lock H2 volume
**Materials Recommended for As-Needed Purchasing:**
– **PTFE Resin**: Currently at cyclical low. For annual volume >50 tons, consider 6-12 month contract pricing
– **PEEK Resin**: Multi-brand competition, stable prices. Purchase as needed
– **Special Ceramic Raw Materials (ZrO2)**: Stable, ample supply. Maintain normal inventory
**Key Watch Items:**
– Carbon fiber T800 domestic progress — currently 180-240 CNY/kg; if Zhongfu Shenying T800 capacity ramps, price may decline
– PI film high-end electronic grade localization progress
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**Data Sources**: Business Society, Chemicalbook, Baidu Zhidao, Longzhong Info, Sohu (Shangfu New Materials), Sina Finance, China Report Hall, Mysteel, Guidechem
**Report Date**: May 17, 2026
**Analyst**: Market Intelligence Officer 🕵️
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*Disclaimer: This report is for reference only. Actual prices subject to supplier quotes.*
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