2026-07-23 Daily New-Material Price Trend Report
Price Overview
| Material | Current Price Range | WoW | Trend |
|---|---|---|---|
| PTFE Resin | CNY 30k–52k/t (import > CNY 300/kg) | -3% | Slight decline / soft |
| PEEK Resin | CNY 200k–400k/t (domestic); CNY 800k–1.5M/t (import) | +1.5% | Firm / slightly up |
| Carbon Fiber | T300 12K ≈ CNY 95k/t; T700 12K ≈ CNY 118k/t | +2% | Rising |
| PI Film | Standard CNY 20–50/㎡; High-perf CNY 80–200/㎡; e-film > CNY 1M/t | +1% | Stable-to-firm |
| Specialty Ceramic Raw Material (Zirconia) | ZrOCl₂ CNY 18.75k/t; zirconia powder +10%–40% upcoming | +6% | Sharp rise |
Key Movers
- Specialty ceramic raw materials (zirconia) — biggest mover this period. On July 20, Sinocera (国瓷材料) announced it will raise zirconia powder prices by 10%–40% effective July 27, citing sustained increases in raw/material costs and tight supply-demand. Zirconium oxychloride ((Zr+Hf)O₂≥36%) reference price stands at CNY 18,750/t, up ~+5.6% week-on-week.
- Carbon fiber — firm-to-rising. Toray lifted TORAYCA prices 10%–20% from Jan 2026; Jilin Chemical Fiber raised its 12TK and 3K lines by CNY 5,000/t and CNY 10,000/t respectively. Coupled with surging wind-blade and aerospace demand (2025 apparent consumption +71.89% YoY), prices have an upside bias.
- PTFE resin — soft. Thin trading and sluggish shipments pushed Shandong suspension-grade quotes toward CNY 31,800/t (near the 30-day low), while regional dispersion resin still holds around CNY 50,000/t — indicating divergence and a downward center of gravity.
- PEEK / PI film — mildly stronger. PEEK benefits from robotics, eVTOL, semiconductor and wind lightweighting demand, with domestic substitution accelerating (domestic share projected to reach ~60% in 2026). High-end PI electronic film remains severely supply-constrained and import-dependent, keeping quotes stable-to-firm.
Impact Analysis
- Procurement cost: Zirconia-based inputs (structural ceramics, dental, electronic packaging) will see material cost increases — lock prices now. Carbon fiber and PEEK cost bases are also rising, requiring BOM re-evaluation.
- Supply chain: High-end PI electronic film and zirconia supply is highly concentrated and import-reliant, raising stock-out and lead-time risks. PEEK localization helps partially offset import dependence.
- Macro backdrop: Crude oil has rebounded from recent lows (WTI ~USD 81.7/bbl, Brent ~USD 88/bbl); petrochemical downstream costs such as acrylonitrile are rising, providing cost support for carbon fiber and PEEK. PTFE, however, remains suppressed by loose supply, limiting cost pass-through.
Action Recommendations
- Lock in: Zirconia powder and zirconium oxychloride (price hike effective July 27 — secure orders/long-term contracts immediately); carbon fiber long-term agreements and strategic inventory.
- Watch / wait: PTFE resin (soft — accumulate on dips in batches); standard PI film (stable — purchase to demand).
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