Materials monitored: PTFE resin, PEEK resin, carbon fiber, PI film, specialty ceramic raw materials (zirconia). Data as of 2026-07-22.
Price Overview
| Material | Current Price Range | WoW | Trend |
|---|---|---|---|
| PTFE Resin | RMB 31k~52k/t | -4% | Down |
| PEEK Resin | RMB 400~1,500/kg (domestic 400~600 / import 900~1,500) | +1% | Stable, slight up |
| Carbon Fiber | T300 95~195 / T700 120~240 RMB/kg | +3% | Up |
| PI Film | RMB 180~260/kg (standard grade 20~50 RMB/sqm) | 0% | Stable |
| Specialty Ceramic Raw Mats (Zirconia) | RMB 18k~26k/t | +3% (further +10~40% from 7/27) | Up |
Key Movements
- Carbon Fiber: +3% WoW. Toray raised TORAYCA carbon fiber and intermediate product prices by 10%~20% from Jan 2026; domestic leader Jilin Chemical Fiber lifted wet 12K and 3K carbon fiber prices (+RMB 5k and +RMB 10k/t) in tandem. Combined with demand from wind-power installations and the low-altitude economy, spot supply is tight and prices remain elevated.
- Specialty Ceramic Raw Materials (Zirconia): rising. On Jul 20, Sinocera announced it will raise zirconia powder prices by 10%~40% effective Jul 27, driven by sustained increases in raw and auxiliary material costs. Shandong reference price for zirconium oxychloride has reached RMB 18,750/t (+RMB 1,000/t within the week).
- PTFE Resin: -4% WoW. Thin downstream trading and gradual new-capacity release have pulled prices down from earlier highs; Shandong Luxi quotes RMB 34,000/t, lowered from prior levels. Brent crude’s recent rebound above USD 80/bbl provides some cost support on the fluorochemical side.
Impact Analysis
- Procurement cost: Rising carbon fiber and zirconia prices will directly lift costs of composite components, electronic ceramic parts and structural parts; PEEK edges up gently on robotics and semiconductor-equipment demand; the near-term PTFE decline helps downstream buyers cut raw-material costs.
- Supply chain: High-end carbon fiber (T700+ small-tow) and zirconia powder are tight with order-based shipments, posing a risk of longer lead times; PTFE and PI film supply is ample with stronger bargaining power for buyers.
Action Recommendations
- Lock in: Carbon fiber (especially T700 small-tow and prepreg) and zirconia powder — complete price-locking and stocking before Sinocera’s Jul 27 hike takes effect.
- Hold / watch: PTFE resin (downtrend persists; delay purchasing and buy in batches at lows); PI film and PEEK resin (stable; procure on demand without front-loading inventory).
Leave a Reply