### 2026-07-10 Price Trend Daily Report
**Price Overview**
| Material | Current Price Range | WoW | Trend |
|———-|———————|—–|——-|
| PTFE Resin | 31,800-34,000 CNY/ton | -6.1% | ↓Down |
| PEEK Resin | 260-680 CNY/kg | Flat | →Stable |
| Carbon Fiber T700 | 140-150 CNY/kg | -2.0% | ↓Down |
| PI Film | 180-280 CNY/m² | +1.5% | ↑Up |
| Alumina Raw Material | 2,710-2,830 CNY/ton | +2.1% | ↑Up |
**Key Price Movements**
– **PTFE Resin**: Price dropped from 34,000 CNY/ton to 31,800 CNY/ton, down 6.1%. Main drivers: continuous capacity expansion in China, new production lines in Shandong region coming online, ample market supply. Downstream demand remains flat with buyers adopting a wait-and-see approach.
– **Carbon Fiber T700**: Price continues downward trend at 140-150 CNY/kg, down ~2% from last month. Domestic capacity expansion accelerates oversupply. Wind power and sporting goods demand growth remains limited, intensifying industry competition.
– **PI Film**: Price up 1.5%, domestic PI film quoted at 180-280 CNY/m². Driven by EV and 5G communication demand, high-end electronic-grade PI film supply tight. Import brands like DuPont maintain firm pricing.
**Impact Analysis**
**On Procurement Costs**:
– PTFE resin price decline benefits sealing and anti-corrosion product manufacturers
– Carbon fiber price drop favorable for wind turbine blade and sporting goods makers
– PI film price increase raises flexible circuit board and high-temp insulation material costs
**On Supply Chain**:
– PTFE supply sufficient, recommend moderate inventory building
– Carbon fiber industry overcapacity requires attention to supplier stability
– High-end PI film import dependency suggests advance supply locking
**Action Recommendations**
– **Lock Price Now**: PI film, alumina raw material – upward price trend expected
– **Hold & Watch**: PTFE resin, carbon fiber – further downside possible
– **Risk Alert**: Carbon fiber suppliers – industry consolidation accelerating, prioritize leading companies
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