Price Trend Daily Report – April 28, 2026

# Price Trend Daily Report – April 28, 2026

## Price Overview Table

| Material | Current Price Range | WoW Change | Trend |
|———-|——————-|———–|——-|
| PTFE Resin | 50,000-62,000 CNY/ton | -2% | ↓ Declining |
| PEEK Resin | Domestic: 600-800 CNY/kg, Import: 1,800 CNY/kg | Stable | → Steady |
| Carbon Fiber Precursor | 16.64 USD/kg (Import avg.) | -30% | ↓ Sharp Decline |
| PI Film | +20% price increase (Kaneka) | +20% | ↑ Sharp Increase |
| Alumina/Zirconia | Zirconia powder: 10-18 CNY/kg | Stable | → Steady |

## Key Changes

### PI Film: +20% (Major Price Increase)

**Analysis**: Kaneka Chemical (Japan) implemented a global price increase of 20% per square meter effective April 16, 2026. The primary drivers include deteriorating Middle East situation, unstable maritime transport around the Strait of Hormuz affecting crude oil and petroleum supply, and significantly increased raw material and energy costs.

**Impact**: PI film is a critical material for FPC flexible circuit boards and 5G high-frequency transmission films. This price increase will directly raise procurement costs for downstream electronics manufacturing and aerospace sectors.

### Carbon Fiber Precursor: -30% (Sharp Decline)

**Analysis**: March 2026 import data shows significant decline, with import volume at 468.69 tons, down 30.34% YoY. High-end precursor still heavily relies on Japanese imports (46.10% share, avg. price 24.78 USD/kg), but overall import volume has shrunk markedly.

**Impact**: Significant substitution opportunity exists for domestic carbon fiber production, with accelerating localization driving downward price pressure.

### PTFE Resin: -2% (Slight Decline)

**Analysis**: According to Longzhong Information data, PTFE medium granules prices oscillate in the 47,000-62,000 CNY/ton range, slightly lower than last week. Downstream demand remains weak, with epoxy resin and related products showing broad-based price weakness.

**Impact**: Fluorochemical industry chain under pressure, procurement costs slightly reduced, but crude oil price volatility warrants monitoring.

## Impact Analysis

### Procurement Cost Impact

– **Positive**: Carbon fiber precursor prices fell sharply, benefiting composite material manufacturers
– **Pressure**: PI film 20% price increase creates significant cost pressure for electronics and FPC industries
– **Neutral**: PTFE, PEEK, alumina/zirconia prices remain stable with controllable procurement costs

### Supply Chain Impact

– **Risk Alert**: Middle East instability and Strait of Hormuz transport risks may disrupt supply of import-dependent materials like PI film
– **Substitution Opportunity**: Accelerating carbon fiber precursor import substitution and domestic production
– **Inventory Strategy**: Recommend advance stockpiling for PI film; carbon fiber procurement can be moderately delayed

## Action Recommendations

### Materials to Lock Prices

– **PI Film**: Prices already up 20%, continued upward pressure expected, recommend locking current prices
– **High-end Carbon Fiber Precursor**: Despite declining import prices, high Japanese share creates supply chain risk

### Materials to Monitor

– **PTFE Resin**: Downward trend, consider delaying large-volume purchases
– **Standard Carbon Fiber Products**: Stable prices, purchase as needed
– **Alumina/Zirconia**: Stable prices, no urgent need to lock

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**Report Date**: April 28, 2026
**Data Sources**: Longzhong Information, 100PPI, Sina Finance, Import/Export Statistics
**Disclaimer**: This report is for reference only and does not constitute investment advice