Price Trend Daily Report — 2026-05-02

## Price Trend Daily Report — 2026-05-02

### Price Overview

| Material | Current Price Range | WoW | Trend |
|———-|——————-|—–|——-|
| PTFE Suspension Resin | 33,000-34,000 CNY/ton | -2.9% | ↓ Weakening |
| PEEK Resin | 980-1,500 CNY/kg | 0% | → Stable |
| Carbon Fiber T700 | 220-300 CNY/kg | +3.1% | ↑ Rising |
| PI Film (Imported) | 1,500-2,000 CNY/kg | 0% | → Stable |
| Silicon Carbide (SiC≥98%) | 5,900-6,300 CNY/ton | 0% | → Stable |
| Alumina | 2,680-2,820 CNY/ton | -1.5% | ↓ Declining |

### Key Changes

**PTFE Resin: ↓ Weakening**
Luxi Chemical cut quotes by 1,000 CNY/ton to 34,000 CNY/ton. Weak downstream demand and rising inventory pressure. Dispersion resin holds at 54,000 CNY/ton but trading is thin. Fluorite feedstock stable at 3,500-3,600 CNY/ton, providing limited cost support.

**Carbon Fiber: ↑ Rising**
Q1 2026 average price up 3.07% YoY. Jilin Chemical Fiber announced +5,000 CNY/ton across all grades in March. Acrylonitrile surge provides strong cost support. T800+ high-end grades remain in tight supply-demand balance, driven by growing demand from wind turbine blades, aerospace, and low-altitude economy sectors.

**Alumina: ↓ Declining**
March monthly average 2,714 CNY/ton (+3.12% MoM), but peaked and pulled back in April. Futures main contract at 2,854 CNY/ton end-April, down over 14% from March high of 3,136 CNY/ton. Guinea policy disruptions and new capacity coming online sustain the oversupply pattern.

### Impact Analysis

**Procurement Cost Impact:**
– Carbon fiber uptrend raises composite manufacturers’ costs by approximately 3-5% annualized
– PTFE decline benefits seal and pipe makers
– Alumina decline eases ceramic makers’ raw material costs

**Supply Chain Impact:**
– T800+ carbon fiber tight balance may extend lead times
– Rising PTFE inventory shortens procurement cycle
– New alumina capacity improves supply availability

### Action Recommendations

– **Lock in:** Carbon Fiber T700/T800 — clear uptrend, recommend locking 3-6 month volume
– **Wait & See:** PTFE Resin — further downside possible, delay large purchases; Alumina — oversupply persists, wait for lower prices
– **Normal Procurement:** PEEK Resin, PI Film, Silicon Carbide — stable pricing, no urgency

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*Data sources: 100ppi.com, Mysteel, Oilchem.net, 1688.com, Eastmoney*
*Report date: May 2, 2026*