2026-07-06 Price Trend Daily Report

### 2026-07-06 Price Trend Daily Report

**Price Overview**

| Material | Current Price Range | WoW Change | Trend |
|———-|———————|————|——-|
| PTFE Resin | 31,800-34,000 CNY/ton | -5.8% | ↓Declining |
| PEEK Resin | 380-800 CNY/kg | Stable | →Flat |
| Carbon Fiber (T700) | Price up 10-20% | +15% | ↑Rising |
| PI Film | Stable | Flat | →Flat |
| Alumina | 2,735 CNY/ton | Flat | →Flat |
| Zirconia | 52,450 CNY/ton | Flat | →Flat |

**Key Changes**

– **Carbon Fiber (T700 Grade)**: Prices increased 10-20%, driven by upstream cost pressures. Japanese manufacturers Toray and Mitsubishi Rayon initiated industry-wide price hikes in January 2026, with increases of 10-20% across carbon fiber and intermediate products. The Chinese market followed with price increases concentrated in 3K and T700/T800 small-tow high-performance carbon fiber. Rising raw material costs and tight international supply chains are the primary drivers. Demand from new energy vehicles and aerospace continues to grow, creating a tight supply-demand balance.

– **PTFE Resin**: Prices declined 5.8%, from 33,000 CNY/ton to the 31,800-34,000 CNY/ton range. Shandong Luxi Chemical reduced quotations to 34,000 CNY/ton in late May. The industry is operating weakly overall. Downstream demand is in the off-season with purchases mainly for immediate needs, lacking new demand drivers.

**Impact Analysis**

– **Procurement Costs**: Carbon fiber price increases will push composite component costs in aerospace and new energy vehicles up approximately 10-15%. Recommend prioritizing price locking for T700 and higher-grade products.
– **Supply Chain**: Zirconia prices remain stable, but Oriental Zirconium has issued price adjustment notices—oxygen zirconium chloride up 1,500 CNY/ton, zirconium dioxide up 4,500 CNY/ton. Increases expected to reach end markets by mid-July; advance stockpiling recommended.
– **Market Opportunity**: PTFE price weakness presents a procurement window opportunity for building strategic inventory.

**Action Recommendations**

– **Lock Prices Now**: Carbon fiber (T700/T800), zirconia series products
– **Wait and Watch**: PTFE resin (in downward trend, may reach lower prices)
– **Normal Procurement**: PEEK resin, PI film, alumina (stable prices, purchase as needed)

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*Data Sources: 100PPI, CBC Metal Network, ChemicalBook, Tencent Finance*