2026-06-23 Price Trend Daily Report
Price Overview Table
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Key Changes
1. PTFE Resin: +1.36% (Slight Increase)
Analysis:
- Raw material fluorite prices remain high (3,400-3,500 RMB/ton), providing strong cost support
- Hydrofluoric acid prices stable at 5,400-6,300 RMB/ton, enabling price transmission along the industry chain
- Fluorochemical product prices such as R22 and R134a generally increased by 6.3%, driving PTFE prices upward
- Some enterprises have low inventory and moderate operating rates, leading to slight supply tightness
- Global PEEK market CAGR exceeds 8.3% (2023-2026 forecast, S&P Global)
- Customized standard parts proportion expected to exceed 35%, with growing demand in high-end application fields
- Strong demand in medical, new energy, semiconductor equipment, and other demanding working condition fields
- Domestic PEEK quality still lags behind imported products, with high import dependency keeping prices elevated
- Polyacrylonitrile (PAN) raw material cost fluctuations
- Market supply relatively sufficient, with leading enterprises such as Weihai Guangwei maintaining stable production capacity
- T700 carbon fiber yarn (12K/24K) prices maintained at 200-300 RMB/kg
- T1000 high-performance carbon fiber prices higher (1,400-3,500 RMB/kg), but market demand limited
- DuPont PI film (300HN) prices around 2,000 RMB/kg, with high-end products in short supply
- Electronic-grade PI film (25um/50um) demand growing, applied in FPC, chip packaging, and other fields
- High-temperature resistant PI film applications expanding in new energy, 5G base stations, and other fields
- Transparent PI film (CPI) supply chain tight, with domestic manufacturers such as Wuxi Shunxuan still ramping up production capacity
- Alumina (Al2O3≥98.5%) national average price 2,705 RMB/ton, prices stable
- Zirconia (ceramic grade) prices 55-120 RMB/kg, sufficient supply
- High-end ceramic raw materials such as silicon nitride and silicon carbide prices stable
- Downstream demand for ceramic substrates, MLCC, etc. stable, but no explosive growth seen
- SunSirs Fluorochemical Channel (http://www.100ppi.com/chanye/fhg.html)
- Alibaba 1688 (https://www.1688.com)
- Longzhong Information Network (https://material.oilchem.net)
- Guojin Securities Research Report
- S&P Global Market Research Report
- CBC Metal Network (http://www.cbcie.com)
Data Source: SunSirs Fluorochemical Channel (2026-06-17)
2. PEEK Resin: +2.1% (Steady Increase)
Analysis:
Data Source: Guojin Securities Research Report, China Plastics Engineering Plastics Professional Committee
3. Carbon Fiber (T300/T700): -0.5% (Slight Decline)
Analysis:
Data Source: Alibaba 1688, Midas Engineering Design
4. PI Film: +1.8% (Moderate Increase)
Analysis:
Data Source: Zhongke Business Network, Dongguan Hairui Electronic Materials
5. Specialty Ceramic Raw Materials (Alumina): 0% (Stable)
Analysis:
Data Source: CBC Metal Network, Guidechem
Impact Analysis
Impact on Procurement Costs
1. PTFE Resin: Procurement costs increased by approximately 1.36%, recommend locking in Q3 orders
2. PEEK Resin: Procurement costs increased by approximately 2.1%, profit pressure on enterprises in high-end applications
3. Carbon Fiber: Procurement costs basically unchanged, can selectively stock up appropriately
4. PI Film: Procurement costs increased by approximately 1.8%, electronic-grade PI film supply tight
5. Specialty Ceramic Raw Materials: Procurement costs stable, no need for urgent strategy adjustments
Impact on Supply Chain
1. Upstream fluorite-hydrofluoric acid-PTFE industry chain: Price transmission smooth, overall prosperity of fluorochemical industry improving
2. PEEK import dependency: Domestic production capacity insufficient, foreign-funded enterprises such as Victrex and Evonik Degussa dominate the market
3. Carbon fiber domestic substitution accelerating: Domestic enterprises such as Guangwei Composites and Jilin Guoxing expanding production capacity
4. PI film high-end products shortage: Foreign-funded enterprises such as DuPont and Toray monopolize the high-end market
5. Ceramic raw material supply sufficient: Prices of bulk raw materials such as alumina and zirconia stable
Action Recommendations
Materials Recommended to Lock in Prices
1. PTFE Resin
– Reason: Fluorite prices high, upward trend in fluorochemical industry chain prices clear
– Action: Sign Q3 price lock agreements with suppliers to lock in costs
– Timing: Complete before end of June
2. PEEK Resin
– Reason: Global market demand growing at 8.3%, supply tight
– Action: Pre-stock, ensure at least 2 months of safety inventory
– Timing: Execute immediately
3. PI Film (Electronic-grade)
– Reason: High-end PI film supply tight, lead times extended
– Action: Sign annual framework agreements with core suppliers
– Timing: Complete before mid-July
Materials Recommended to Wait-and-See
1. Carbon Fiber (T300/T700)
– Reason: Prices stable, sufficient supply, no need to rush to lock in prices
– Action: Procure as needed, maintain 1 month of inventory is sufficient
– Wait-and-See Period: 1-2 months
2. Specialty Ceramic Raw Materials (Alumina, Zirconia)
– Reason: Prices stable, market supply sufficient
– Action: Procure at normal pace, no need to adjust strategy
– Wait-and-See Period: 3 months
Risk Warnings
1. Crude oil price fluctuations: Fluorochemical industry chain sensitive to crude oil prices, need to closely monitor international oil price trends
2. Environmental protection production restrictions: Raw material production enterprises such as fluorite and hydrofluoric acid may face environmental protection production restrictions, affecting supply
3. International trade frictions: High-end PEEK and PI film dependent on imports, need to monitor changes in trade policies
4. Production capacity release rhythm: Domestic PEEK and PI film production capacity ramp-up may be slower than expected
Data Sources
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Report Date: June 23, 2026
Analyst: Market Intelligence Officer
Contact: [Please insert your contact information]
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