2026-06-26 Price Trend Daily Report

Report Date: June 26, 2026
Monitored Materials: PTFE Resin, PEEK Resin, Carbon Fiber, PI Film, Specialty Ceramic Raw Materials

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Price Overview Table

Material Current Price Range Weekly Change Trend ———- ——————— ————— ——- PTFE Resin 36,000-50,000 CNY/ton +5% ↗️ Rising PEEK Resin 336-650 CNY/kg Stable → Stable Carbon Fiber (T300) <100 CNY/kg Sharp Decline ↘️ Plummeting PI Film 0.95-558 CNY/piece Stable → Stable Oxygen Zirconium Chloride 18,750 CNY/ton +5.6% ↗️ Rising Alumina 2,645-2,705 CNY/ton Stable → Stable

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Key Price Movements

1. PTFE Resin: +5% (Price Increase Initiated)

Change Details: Starting June 1, 2026, multiple leading fluorochemical enterprises uniformly raised ex-factory prices for all PTFE product lines, with suspended resin, dispersed resin, and concentrated liquid all increasing by 5%.

Analysis of Causes:

• Strengthened cost support from upstream fluorspar and hydrofluoric acid
• Surging demand from AI computing infrastructure (PTFE as high-frequency high-speed PCB substrate material)
• Increased industry concentration, enhanced bargaining power of leading enterprises
• Recovery-driven price increase after previous overshooting (dropped from 50,000 CNY/ton to 36,000 CNY/ton during 2023-2025)

2. Zirconia: +30% (Year-to-Date)

Change Details: Oxygen zirconium chloride prices have increased by 30% since the beginning of 2026. Quote on June 24 was 18,750 CNY/ton, up 1,000 CNY/ton week-over-week (+5.6%). High-end nano zirconia quotes as high as 50-65.7 USD/kg.

Analysis of Causes:

• Supply side: Domestic environmental protection production restrictions, smelting capacity constrained
• Demand side: Explosive growth in new energy batteries, optical communications, and semiconductor sectors
• Low inventory: Full industry inventory digestion, supply-demand pattern reshaped
• Accelerated import substitution of electronic-grade high-purity zirconia, volume-price surge in high-end products

3. Carbon Fiber (T300): Plummeting 99% (Severe Overcapacity)

Change Details: Toray T300 carbon fiber prices plummeted from 8,000 CNY/kg to less than 100 CNY/kg, a drop of over 99%. Toray announced consideration of production equipment reduction or withdrawal for general-grade carbon fiber business.

Analysis of Causes:

• Severe global overcapacity (Toray total capacity 63,700 tons/year, expansion below expectations)
• Low-price competition from Chinese manufacturers, domestic substitution completed
• Slowing growth in downstream demand from wind power, automotive and other sectors
• Reduced technical barriers for general-grade carbon fiber, intensified homogenized competition

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Impact Analysis

Impact on Procurement Costs

Materials with Rising Costs:

• PTFE Resin: Procurement costs increased by 5%, recommend monitoring futures hedging opportunities
• Zirconia Series: Oxygen zirconium chloride, chemical zirconia, fused zirconia all rising in price, cost pressure on specialty ceramic manufacturers increasing

Materials with Declining Costs:

• Carbon Fiber: T300-grade carbon fiber procurement costs significantly reduced, this is a window period to lock in long-term supply
• Note: Low prices may be accompanied by quality risks, recommend selecting domestic suppliers with good reputation

Impact on Supply Chain

Supply Tightness Risks:

• Zirconia: Domestic environmental restrictions continuing, high import dependency, supply stability questionable
• PTFE: Supply stability improved after price increase, but need to monitor hydrofluoric acid safety production issues

Supply Adequacy:

• Carbon Fiber: Severe overcapacity, adequate supply, full bargaining power available
• PEEK, PI Film: Basic balance of supply and demand, stable supply

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Action Recommendations

Materials to Lock in Prices Immediately

1. PTFE Resin
– Reason: Price increase just initiated, may continue to rise; AI infrastructure demand continuously driven
– Recommendation: Lock in 3-6 months of usage, adopt “fixed price + floating price” combination strategy

2. Zirconia Series (Oxygen zirconium chloride, chemical zirconia, fused zirconia)
– Reason: Supply-demand pattern reshaped, prices may continue to rise; low inventory
– Recommendation: Immediately lock in 3 months of usage; simultaneously search for alternative materials or suppliers

3. High-Purity Nano Zirconia (Electronic Grade)
– Reason: New energy and semiconductor demand exploding, high-end products in short supply
– Recommendation: Sign long-term agreements with suppliers, lock in 6-12 months of usage

Materials to Wait-and-See

1. Carbon Fiber (T300/T700 general grade)
– Reason: Prices may hover at low levels for 1-2 years after the plummet; Toray production cuts may bring price recovery opportunities
– Recommendation: Procure based on demand, don’t stock up; closely monitor Toray capacity adjustment moves

2. PEEK Resin
– Reason: Stable prices, balanced supply and demand, no strong upward or downward drivers
– Recommendation: Maintain normal procurement rhythm, can wait for promotional opportunities at the end of Q3

3. PI Film
– Reason: Stable prices, steady demand from electronic products
– Recommendation: Procure based on demand, monitor demand fluctuations brought by consumer electronics new product release cycles

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Risk Warnings

1. Zirconia Supply Chain Risk: Domestic environmental policies continuously tightening, may cause supply interruptions, recommend establishing diversified supply system
2. Carbon Fiber Price War Risk: Low-price competition may lead to quality deterioration, must strengthen quality inspection during procurement
3. PTFE Raw Material Risk: Hydrofluoric acid is a hazardous chemical, safety production accidents may affect supply
4. Macroeconomic Risk: Global economic downward pressure may weaken new material demand, pay special attention to wind power, automotive, electronics and other downstream industries

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Data Sources

• PTFE Prices: Penguin Account “PTFE’s ‘AI Moment’” (2026-06-25)
• Zirconia Prices: CERADIR Material Price Center (2026-06-24), CITIC Construction Investment Research (2026-06-21)
• Carbon Fiber Prices: Toutiao “Toray’s ‘Surrender’” (2026-06-02)
• Alumina Prices: CBC Metal Network (2026-06-01)
• Market Analysis: Gongyan Network, 51 Industry Report Network, Zhuochuang Information

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Report Prepared By: Market Intelligence Officer
Distribution Channel: WordPress
Next Update: 2026-07-03