Price Trend Daily Report – April 21, 2026

### Price Trend Daily Report – April 21, 2026

**Price Overview**
| Material | Current Price Range | WoW Change | Trend |
|——|————-|——–|——|
| PTFE Resin | 45,000-50,000 CNY/ton | +0% | Stable |
| PEEK Resin | 500,000-1,000,000 CNY/ton | +0% | Stable |
| Carbon Fiber | 100,000-150,000 CNY/ton | +3.07% | Rising |
| PI Film | 1,000-1,500 CNY/kg | +0% | Stable |
| Zirconia Powder | 18,000 CNY/ton | +0% | Stable |
| Alumina | 2,685 CNY/ton (Import) | -1.4% | Slight Decline |

**Key Changes**

– **Carbon Fiber: +3.07%** (YoY increase in Q1)
Q1 2026 carbon fiber average price rose 3.07% compared to the same period last year. Jiangsu Hengshen announced price increases of 5,000-10,000 CNY/ton for carbon fiber, and 1-2 CNY/sqm for fabrics and prepregs. Shandong Yongcheng New Materials announced a 10% price increase across all carbon fiber specifications effective May 1. Acrylonitrile raw material prices have risen significantly, providing strong cost support. High-end T800 and above grade carbon fiber continues to be in short supply, with rapidly growing demand from wind turbine blades, aerospace, and low-altitude economy sectors.

– **Alumina: -1.4%** (Import price vs index price)
As of April 14, Western Australia FOB alumina price stands at $306/ton, equivalent to approximately 2,685 CNY/ton at domestic ports, 37.71 CNY/ton below the alumina index price. Domestic alumina futures reference price ranges from 24,000-26,000 CNY/ton.

**Impact Analysis**

**Procurement Cost Impact**
Carbon fiber price increases will directly affect material costs in downstream industries such as wind turbine blades, aerospace, and automotive lightweighting. For wind turbine blades with 15-20% carbon fiber content, a 3% price increase translates to approximately 0.5-1% higher blade costs. Downstream companies should evaluate Q2 procurement plans and consider price locking.

**Supply Chain Impact**
Carbon fiber supply remains tight, especially for high-end T800 and above grades, with supply-demand in a tight balance. Domestic substitution is accelerating, but high-end products still rely on imports. Alumina prices have weakened slightly, providing some cost support for electrolytic aluminum.

**Action Recommendations**

– **Materials to Lock Prices**: Carbon Fiber (driven by both acrylonitrile raw material price increases and demand growth, further upside potential remains in the short term)
– **Materials to Watch**: PTFE, PEEK, PI Film (prices stable, no significant volatility signals)
– **Market Developments to Monitor**: Alumina (import prices weakening, watch domestic capacity release pace)

**Data Sources**: Tencent News, Sohu Finance, East Money, Alibaba 1688, Zaojiatong and other industry platforms
**Report Date**: April 21, 2026