2026-06-09 Price Trend Daily Report

# 2026-06-09 Price Trend Daily Report

## Price Overview Table

| Material | Current Price Range | Week-over-Week | Trend |
|———-|——————-|—————-|——-|
| PTFE Resin | 31,800-33,000 RMB/ton | +3.7% | ↗ Rising |
| PEEK Resin | 260-1,500 RMB/kg | Stable | → Stable |
| Carbon Fiber | 137,000 RMB/ton (import avg) | -8.27% (export volume) | ↘ Declining |
| PI Film | 200-1,499 RMB/kg | +5.2% | ↗ Rising |
| Special Ceramic Raw Materials | 6-2,500 RMB/kg | +2.1% | ↗ Rising |

## Key Changes

### 1. PTFE Resin: +3.7%
**Reason Analysis:**
– Raw material cost push: Tetrafluoroethylene monomer price increase
– Supply tightening: Partial capacity maintenance, low inventory levels
– Demand recovery: Increased procurement in chemical and electronics industries

### 2. Carbon Fiber: Export Volume -8.27% Month-over-Month
**Reason Analysis:**
– International trade frictions: Export restrictions, reduced overseas orders
– Domestic capacity release: Capacity expansion by companies like Jilin Chemical Fiber, increased supply
– Demand structure changes: Slowing growth in wind power and automotive sector demand

### 3. PI Film: +5.2%
**Reason Analysis:**
– AI computing power surge driving demand: Thermal control PI film applications in consumer electronics, AI servers, and 5G base stations increasing
– High-end electronics application growth: Flexible Printed Circuit (FPC) cover film demand strong
– High supply concentration: Leading companies like Ruihuatai and Arkema have strong bargaining power

## Impact Analysis

### Impact on Procurement Costs
1. **PTFE Resin**: 3.7% price increase directly raises costs for sealing materials, pipe linings, wire and cable insulation layers
2. **PI Film**: 5.2% price increase affects high-end electronic material costs such as flexible circuit boards, thermal graphite films, and gold finger tapes
3. **Carbon Fiber**: Despite export decline, increased domestic supply may stabilize prices, benefiting downstream application companies

### Impact on Supply Chain
1. **Supply Stability**: PTFE resin supply is tight, recommend locking in quarterly contracts in advance
2. **Import Dependency**: High-end PEEK resin and PI film still depend on imports (Victrex UK, Arkema France), need to monitor international logistics and trade policies
3. **Domestic Substitution**: Carbon fiber domestic capacity accelerating release, increased localization, enhanced supply chain security

## Action Recommendations

### Materials Recommended to Lock in Prices
1. **PTFE Resin**:
– **Reason**: Clear price upward trend, tight supply
– **Action**: Immediately sign 3-month long-term agreements with suppliers, lock in 31,800-33,000 RMB/ton price range
– **Quantity**: Recommend reserving 1-2 months of safety stock

2. **PI Film**:
– **Reason**: AI and 5G driven demand growth, high supply concentration risk
– **Action**: Negotiate annual framework agreements with suppliers like Ruihuatai and Arkema
– **Focus**: Prioritize locking in thermal control PI film (200-500 RMB/kg specification)

### Materials Recommended to Wait-and-See
1. **Carbon Fiber**:
– **Reason**: Export decline, increased domestic supply, downward price pressure
– **Action**: Postpone large-scale procurement, adopt small-batch multi-frequency strategy
– **Timing**: Wait until end of Q3 when prices stabilize before increasing procurement

2. **PEEK Resin**:
– **Reason**: Stable prices, steady high-end application demand
– **Action**: Execute according to normal procurement rhythm, no need for emergency price locking
– **Note**: Monitor lead time changes from suppliers like Victrex UK

## Market Early Warning

⚠️ **Key Points to Monitor:**
1. Crude oil price fluctuations may transmit to petrochemical-based new materials like PTFE and PEEK
2. Continuous deterioration in carbon fiber export data may trigger domestic price wars
3. PI film capacity expansion progress (Ruihuatai new line production status)
4. Special ceramic raw material purity standards improvement may further increase high-purity product prices

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**Report Generation Time:** June 9, 2026 01:30 (Asia/Shanghai)
**Data Sources:** Baidu Aicai, Alibaba, Wantuo Enterprise Network, Longzhong Information, Gongyan Network
**Next Report:** June 16, 2026