Price Overview
| Material | Current Price Range | WoW Change | Trend |
|---|---|---|---|
| PTFE Resin | CNY 31,800–48,000/ton | Flat | ⚠️ High-side Consolidation |
| PEEK Resin | Domestic CNY 400–500K/ton; Import CNY 800K–1M/ton | Flat | ➡️ Broadly Stable |
| Carbon Fiber (T300) | CNY 95–110/kg | Flat | 🔄 Bottoming Out |
| PI Film | Electronic grade CNY 350K–2M/ton; High-end CNY 1–2M/ton | Slight Decline | ⬇️ Under Pressure |
| Specialty Ceramic Raw Materials | SiC CNY 4,700–6,200/ton; Alumina ~CNY 3,800/ton | Slight Decline | ➡️ Soft & Stable |
Key Movements
- PTFE Resin (High-side Consolidation): Multiple major fluorochemical producers collectively raised PTFE and other fluoropolymer prices in June 2026. Shandong market suspended medium-grade PTFE is around CNY 31,800/ton. Short-term sales are weak; the market is consolidating. Fluorspar and hydrofluoric acid remain high-cost, limiting downside.
- PI Film (Under Pressure): Electronic-grade PI film prices have edged lower, with new capacity ramp-ups increasing supply while consumer electronics demand remains soft. Ruihuatai’s net loan repayment reflects financial stress in the sector; near-term price weakness is expected.
- Carbon Fiber (Bottoming Out): After steep declines in 2024 (YoY -21%), carbon fiber prices are consolidating near historical lows in 2026. Wind blade orders are steady, and emerging demand from low-altitude economy (UAVs, eVTOL) is opening new growth avenues, limiting further downside.
- Specialty Ceramic Raw Materials (Soft & Stable): Silicon carbide prices are stable but demand is sluggish; black SiC has declined for several consecutive months and enterprises have cut output. Alumina is under supply pressure from new capacity since May 2026, weighing on spot prices.
Impact Analysis
Impact on Procurement Costs
- PTFE at elevated levels — firms with long-term contracts should renew now; spot buyers should bring forward purchases to avoid pre-peak-season price hikes in August.
- PEEK is stable short-term with accelerating domestic substitution. Non-high-end applications can prioritize domestic materials, achieving 15–30% cost savings.
- Carbon fiber near historical lows — non-urgent needs may hold and monitor, but long-order commitments require careful supplier capacity assessment.
Impact on Supply Chain
- Fluoropolymers (PTFE, PVDF) face upstream supply constraints from fluorite resources. Environmental policy shifts in northern fluorite-producing regions warrant close monitoring.
- PI film and semiconductor-grade SiC face geopolitical trade risks on imports. Domestic substitution validation should be accelerated.
- Specialty ceramic raw materials have ample domestic supply. Prices largely track alumina futures — monitor futures market signals.
Actionable Recommendations
| Strategy | Materials | Rationale |
|---|---|---|
| ✅ Lock In Price | PTFE Resin | Already hiked in June; feedstock costs elevated; pre-peak-season upside risk in August |
| ⏳ Monitor & Hold | PI Film, Specialty Ceramic Raw Materials | Supply increasing, demand soft; near-term downside risk remains |
| 🔍 Watch Closely | Carbon Fiber | At historical lows; low-altitude economy and new energy demand growth could catalyze rebound |
📅 Report Date: July 16, 2026 | Market Intelligence AI System
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