2026-07-11 Price Trend Daily Report
Price Overview
| Material | Current Price Range | WoW Change | Trend |
|---|---|---|---|
| PTFE Resin | RMB 30k–52k/t | -3% to -5% | Declining |
| PEEK Resin | RMB 300k–400k/t (domestic); RMB 800k+/t (import) | +1% to +3% | Slight Up |
| Carbon Fiber | RMB 100k–150k/t | +1% to +2% | Rising |
| PI Film | RMB 600k–3.0M/t (electronic grade ≥RMB 1.0M/t) | +1% to +2% | Firm / Up |
| Specialty Ceramic Raw Materials (Zirconium Oxychloride) | RMB 18.8k/t; high-purity zirconia USD 50–65.7/kg | +5% to +6% | Sharply Up |
Key Movements
- PTFE Resin: -3% to -5%. Weak demand and ample supply; Luxi Chemical cut quotes from RMB 35k to RMB 34k/t, and the PTFE spread is near historic lows. High fluorite/HF costs provide a floor, but soft demand caps upside.
- Specialty Ceramic Raw Materials (Zirconium Oxychloride): +5% to +6%. Tosoh halted supply to domestic dental, electronic-ceramic and optical-communication customers, widening the high-end zirconia gap. Solid-state batteries, MLCC, photovoltaics and nuclear power jointly boost zirconium demand.
- PEEK Resin: +1% to +3%. Demand surge from humanoid robots, the low-altitude economy and semiconductor equipment, with accelerating domestic substitution, keeps prices firm at a high level.
- Carbon Fiber: +1% to +2%. Toray raised prices 10%–20% and Jilin Chemical lifted its 12K/3K by RMB 5k/10k per ton at the start of the year; elevated energy and logistics costs sustain the strength.
Impact Analysis
- On procurement cost: The PTFE softness benefits downstream sealing and cable makers on cost. However, carbon fiber, zirconium-based ceramics and PI film are in up or tight channels, pressuring budgets for aerospace, new-energy and electronic-packaging players, who should lock prices early.
- On supply chain: Enterprises with high overseas dependence on zirconium feedstock face supply-interruption risk; domestic oxychloride substitution is accelerating but near-term supply remains tight. Combined with overseas carbon-fiber hikes and logistics costs, lead times for import-dependent segments are lengthening.
Action Recommendations
- Lock prices now: Carbon fiber, high-purity zirconia / zirconium oxychloride, and electronic-grade PI film — the up and shortage trends are clear; sign mid-to-long-term lock-in agreements or build safety stock.
- Wait and watch: PTFE resin — ample supply and weak demand leave room for further downside; maintain just-in-time purchasing.
- PEEK resin: Build positions in batches for rigid demand, and watch for pullbacks as new domestic capacity comes online.
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