📈 Specialty Materials Price Trend Report | June 22, 2026 — PTFE Steady-Firm, Zr-Based Ceramics Up

📊 Price Overview

🔴 Key Price Movements

• PTFE — Dongyue Group leads 5G/semiconductor material rally: Dongyue Group’s stock surged ~7% this week, driven by high-purity PTFE (especially M10-grade) gaining traction in semiconductor supply chains, alongside strong demand from 5G high-frequency CCL (copper-clad laminate) applications. Dispersion resin spot prices hold at ¥54,000/ton with low plant inventories — suppliers are firm on quotes.
• PEEK — Imported brands maintain price firmness: UK-based Victrex standard-grade PEEK 450G is quoted at ¥260–280/kg; premium HT grades fetch ¥650/kg. CF-reinforced 450CA30 is available at ¥250/kg for bulk orders. Domestic PEEK capacity is still ramping up, and import substitution is proceeding slowly — short-term price support remains strong.
• Carbon Fiber — Domestic capacity expansion suppresses import prices: Major domestic producers including Jilin Chemical Fiber and Shanghai Petrochemical have launched multi-thousand-ton large-tow carbon fiber lines. Domestic T700 12K is now priced at ¥140–180/kg, narrowing the premium over imported Toray T700 to under 15%. Compressed gas storage cylinder demand is robust, offsetting some downward price pressure from new capacity.
• PI Film — Electronic grade market balanced: Standard electronic-grade PI film base film is quoted at ¥180–200/kg with stable market activity. DuPont premium matte PI film (300HN) holds at ~¥2,000/kg amid tight supply. Demand from foldable smartphones and EV wire harnesses continues to grow steadily.
• Specialty Ceramic Raw Materials — Zirconium compounds on the rise: Zirconium oxychloride gained ¥500/ton this week to ¥17,750/ton (~+2.9%), driven by tightening rare earth and zirconium ore supply. Alumina spot prices edged up ¥10/ton to ¥2,725–2,755/ton, with bauxite cost support providing a floor.

📉 Impact Analysis

Procurement Cost Impact

• High-purity PTFE (semiconductor-grade) procurement costs face increasing upward pressure — lock in prices before Q3;
• PEEK imported brands remain pricey — prioritize domestic alternative qualification;
• Carbon fiber procurement costs improving due to domestic sourcing — consider increasing orders from domestic suppliers;
• Zirconium-based ceramic materials are rising quickly — monitor cost pass-through to finished parts.

Supply Chain Impact

• High-end PTFE supply is concentrated among Dongyue, Hao Hua, and a few others — medium supply shortage risk;
• Global PEEK capacity remains concentrated with Victrex and Solvay; domestic multi-thousand-ton projects expected to reach effective supply post-2027;
• Rapid carbon fiber domestication is restructuring the supply chain, with hydrogen storage cylinder value chain as the primary beneficiary;
• PI film still carries significant import dependence on Japan and South Korea — geopolitical uncertainty remains a factor.

✅ Actionable Recommendations

Lock in prices for:

• PTFE high-purity dispersion resin: Mainstream producers like Dongyue hold low inventory; Q3 prices are likely to rise rather than fall. Lock in 3–6 months of volume now;
• PEEK CF-reinforced grade: Import lead times are 4–8 weeks. Sign quarterly framework agreements to secure supply.

Monitor / observe for:

• Domestic T700 carbon fiber: New domestic capacity continues to come online — short-term prices still have room to decline. Purchase on as-needed basis;
• Standard-grade PI film: Supply-demand is balanced; no need for large inventory buildup. Watch foldable phone peak-season restocking节奏 in H2.

📅 Report Date: 2026-06-22 | Sources: Guidechem, 1688, CCI Research, Mysteel, CERADIR | For internal reference only