Price Trend Daily Report — April 30, 2026
📋 Price Overview
| Material | Current Price Range | WoW Change | Trend |
|---|---|---|---|
| PTFE Resin (medium granule) | 43,000-49,000 CNY/ton | Flat | → Stable |
| PEEK Resin (general grade) | 150,000-300,000 CNY/ton | Flat | → Stable |
| Carbon Fiber (T700 grade) | 120,000-180,000 CNY/ton | -1% to 0% | ↘ Slight Decline |
| PI Film | 480-2,000 CNY/kg | +20% | ↑ Sharp Increase |
| Alumina | 2,695-2,774 CNY/ton | -2% to 0% | ↘ Pullback |
| Silicon Nitride Powder | 180,000-300,000 CNY/ton | Flat | → Stable |
🔥 Key Changes
- PI Film: +20% — Kaneka (Japan) implemented a 20% global price increase effective April 16, driven by Middle East tensions disrupting Hormuz Strait shipping lanes and sharply raising crude oil and petrochemical raw material costs. The increase will cascade to downstream FPC, lithium battery separator, and aerospace insulation industries.
- Alumina: -2% — Futures main contract has pulled back over 14% from the March 19 peak of 3,136 CNY/ton to 2,695 CNY/ton. Spot average at 2,774 CNY/ton with narrowing gains of only 0.8%, confirming a pullback trend.
📊 Impact Analysis
- Procurement Cost: The 20% PI film hike is the week’s biggest mover. FPC/flexible PCB manufacturers face a 100,000-400,000 CNY/ton cost increase. Alumina pullback provides modest relief for ceramic raw material buyers.
- Supply Chain: DIC and Dow Chemical have both announced price increases, signaling systemic cost escalation across resin products. Dow is raising PE prices by 30 cents/lb in April and another 20 cents/lb in May.
- Geopolitical Risk: Ongoing Middle East tensions continue to impact crude oil and petrochemical supply. Key intermediates for fluoropolymers (R22/R142b) and PI film (MDA/BPDA) face increasing supply uncertainty.
💡 Action Recommendations
- 🔴 Lock in: PI Film — Price increase is effective; domestic manufacturers may follow suit. Secure Q2-Q3 volumes ahead of further adjustments.
- 🟡 Watch: PTFE Resin — Currently stable, but crude oil cost pressure may transmit to the fluoropolymer chain. Monitor R22/R142b prices closely.
- 🟢 Defer: Alumina — Continued pullback expected with further downside. Non-urgent orders can be delayed.
Sources: Longzhong Info, Zhuochuang Info, Sina Finance, GuideChem, Alibaba 1688 | Report Date: April 30, 2026
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