May 9, 2026 Special Materials Price Trend Daily Report

# Special Materials Price Trend Daily Report — May 9, 2026

## Price Overview

| Material | Current Price Range | Weekly Change | Trend |
|———-|———————|————–|——-|
| PTFE Resin (Suspension Medium) | ¥30,000–54,000/ton | Flat | → Stable |
| PEEK Resin (Victrex 450G) | ¥800–1,000/kg | Flat | → Stable |
| Carbon Fiber (T700/12K) | ¥200–220/kg | ↑5–8% | ↑ Slight Rise |
| PI Film (Kaneka) | +20% vs baseline | ↑20% | ↑ Significant Rise |
| Special ZrO2 Ceramic Sheet | ¥18–25/piece | Flat | → Stable |

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## Key Price Movements

**PI Film: +20% (Kaneka Leads the Charge)**
– Japanese chemical giant Kaneka announced a 20% per-square-meter price increase on PI film products, effective April 16, 2026
– Core drivers: Deteriorating Middle East tensions destabilizing Strait of Hormuz logistics; crude oil and petrochemical feedstock supply disruptions; surging energy and raw material costs
– Peers (Arkéma, DuPont) expected to follow with similar hikes

**Carbon Fiber: +5–8% (Cost-Push Type Increase)**
– Toray announced global price hikes of 10–20% on Torayca carbon fiber and intermediate products (prepreg, fabric, laminate) from January 2026
– Current domestic T700/12K holds at ¥200/kg delivered (tax incl.); wet-spun 3K carbon fiber at ¥220/kg
– China accounted for 52% of global carbon fiber capacity in 2025, yet high-end T800/M-series remain import-dependent with limited pricing power

**PTFE Resin: Stable (Cost Support vs. Demand Pressure)**
– April 2026 PTFE average price: ¥30,000–54,000/ton; suspension medium grain: ¥50,000–52,000/ton
– Fluoro-chemical sector maintains high景气度 under quota-system policies, but downstream AC market inventory pressure caps upside
– Crude oil at high levels provides cost support; expect range-bound consolidation in short term

**PEEK Resin: Stable (High-End Market Calm)**
– Victrex 450G pure resin ~¥880/kg; high-temp grade HT-G22 ~¥650/kg; domestic Jilin University special plastics ~¥356/kg
– Overall quotes steady; imported brands remain tight; US-China trade friction continues to weigh on supply chain

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## Impact Analysis

**Impact on Procurement Costs:**
1. PI film and carbon fiber represent the largest cost pressure YTD; procurement budgets should reserve 15–20% buffer for further increases
2. PTFE/PVDF price spread persists — PVDF is ~15% more expensive, driving downstream substitution toward PTFE
3. High-grade PEEK (aerospace applications) carries elevated supply uncertainty

**Impact on Supply Chain:**
1. Middle East tensions continue to disrupt global oil & gas supply; chemical feedstock transportation risk is elevated
2. China’s carbon fiber self-sufficiency improving (52% global capacity), but large-tow and T800/M grades remain import-dependent
3. Rare earth ceramics: ZrO2 and key inputs supply-stable; national key R&D projects progressing steadily

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## Action Recommendations

**Materials Recommended for Price Locking:**
– **PI Film**: Kaneka already raised 20%; other Japanese/Korean suppliers likely to follow suit. Recommend confirming long-term contract pricing with suppliers immediately
– **Carbon Fiber**: Toray’s 10–20% hike now flowing through to spot market. Mainstream grades like T700 present a buying opportunity at current levels

**Materials Recommended for Watch-and-Wait:**
– **PTFE Resin**: Supply-demand standoff; no clear short-term direction. Hold off on bulk purchases until trend clarifies
– **Special Ceramic Raw Materials**: Prices stable; rare earth policy impact limited. Purchase as needed
– **PEEK Resin**: Adequate spot supply; no clear upward signal in near term. Maintain normal inventory levels

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**Data Sources**: Guidechem, Longzhong Analytics, East Money, Mysteel, Alibaba B2B
**Report Date**: May 9, 2026
**Analyst**: Market Intelligence Officer 🕵️

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