Price Trend Daily Report — April 26, 2026

# Price Trend Daily Report — April 26, 2026

## Price Overview

| Material | Current Price Range | WoW Change | Trend |
|———-|——————-|————|——-|
| PTFE Suspension Resin | 32,000-48,000 CNY/ton | +10% | ↑ Rising |
| PTFE Dispersion Resin | 32,000-48,000 CNY/ton | +10% | ↑ Rising |
| PEEK Resin (Import) | 800,000-1,800,000 CNY/ton | Flat | → Stable |
| PEEK Resin (Domestic) | 500,000-700,000 CNY/ton | Flat | → Stable |
| Carbon Fiber (3K Wet) | 220,000 CNY/ton | +5,000 CNY/ton | ↑ Rising |
| PI Film | From 1,499,000 CNY/ton | +20% | ↑↑ Significant Rise |
| Alumina (Met Grade) | 2,750 CNY/ton | -1.4% | ↓ Slight Decline |
| Zirconia (ZrO₂) | 32,000 CNY/ton | +3,000 CNY/ton | ↑ Rising |
| Fused Zirconia | 27,000-27,500 CNY/ton | +2,000 CNY/ton | ↑ Rising |

## Key Changes

– **PI Film: +20%** (Largest move this week) — Kaneka Chemicals officially implemented a 20% price increase per square meter effective April 16. Primary driver: Deteriorating Middle East situation, Hormuz Strait shipping disruptions, surging crude oil and raw material costs have pushed corporate self-help efforts to their limits.

– **PTFE Resin: +10%** — Dongyue Polymer issued a price adjustment notice on April 20, raising all PTFE suspension and dispersion resin grades by 10%, and concentrate by 8%. FEP +8%, PVDF +10%, FKM +10%, HFP +10%. The entire fluoropolymer value chain is repricing upward.

– **Zirconia: +9-10%** — Oriental Zirconic raised prices effective April 9: ZrO₂ +3,000 CNY/ton, fused zirconia +2,000 CNY/ton, zirconium oxychloride +1,000 CNY/ton. Zircon sand prices remain elevated.

– **Carbon Fiber: +2.3%** — Jilin Chemical Fiber raised all specifications by 5,000 CNY/ton, driven by recovering demand across applications. CITIC Securities highlighted cost-driven price increases and domestic technology breakthroughs as dual investment themes.

– **Alumina: -1.4%** — Prices pulled back from March highs of 3,136 CNY/ton, declining over 14% to 2,750 CNY/ton. Elevated social inventories and distressed selling by some holders are creating downward pressure. Market sentiment has turned cautious.

## Impact Analysis

**Macro Backdrop: Persistent Middle East Tensions**
– Brent crude briefly surpassed $103/barrel; Hormuz Strait traffic nearly stalled
– Naphtha supply risks threaten ~30% of Japanese manufacturing; Mitsubishi Chemical and Sekisui Chemical have announced plastic raw material price increases
– Sustained high oil prices are creating ongoing cost pressure on petrochemical-derived specialty materials including fluoropolymers, engineering plastics, and high-temperature films

**Impact on Procurement Costs**
– Fluoropolymer chain (PTFE/FEP/PVDF/FKM) repriced 8-10% higher this week
– PI film’s 20% increase will directly raise costs for flexible PCBs and high-temperature insulation
– Zirconia price increases raise specialty ceramic input costs, notably affecting dental and wear-part applications

**Impact on Supply Chains**
– Middle East tensions are extending international shipping cycles, increasing uncertainty for imported raw materials
– Multiple Japanese suppliers (Kaneka, Shin-Etsu) have issued price increase notices, establishing an upward pricing channel for imported specialty materials
– Coal-chemical route cost advantages are widening; substitution effects in coal-based PP and related products warrant monitoring

## Action Recommendations

**Materials to Lock in Pricing:**
– PTFE series: Dongyue’s price adjustment notice is out; other producers likely to follow — secure current quotes promptly
– PI Film: With Kaneka’s 20% increase, domestic PI film may follow — advance stocking recommended
– Zirconia: Further upside expected after Oriental Zirconic’s adjustment — lock in quarterly contract prices

**Materials to Watch:**
– Alumina: Clear pullback trend with high inventories — no near-term price increase conditions
– PEEK Resin: Currently stable with adequate supply — maintain regular procurement rhythm

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*Data Sources: Longzhong Info, Mysteel, 100ppi, Eastmoney, manufacturer price adjustment notices*
*Report Date: April 26, 2026*
*This report is for reference only. Actual procurement should be based on latest supplier quotes*