2026-07-27 Price Trend Daily Report
This edition covers five key materials: PTFE, PEEK, carbon fiber, PI film, and specialty ceramic raw materials. Overall, fluoropolymers are climbing on cost push, carbon fiber has begun a bottom reversal after price hikes by Toray and Jilin Chemical Fiber, PEEK continues to face downward pressure from domestic substitution, PI film supply remains tight, and ceramic raw materials are stable.
Price Overview
| Material | Current Price Range | WoW | Trend |
|---|---|---|---|
| PTFE resin (suspension) | RMB 45k–47k/ton (dispersion ~52k) | Firm | ↑ Up |
| PEEK resin (domestic pure) | RMB 200k–500k/ton (imported 800k–1M) | Flat | → Stable/slightly up |
| Carbon fiber (T300 24/25K) | RMB 75–90/kg | +2%~5% | ↑ Bottom reversal |
| PI film (electronic grade) | RMB 600k–3M/ton (e-film >1M) | Firm | →↑ Tight supply |
| Specialty ceramics (alumina 98.5%) | RMB 2,700–2,830/ton (nano Si3N4 powder ~1,000/kg) | +0%~2% | → Stable, slight rise |
Key Movements
- PTFE: +30% (high-level volatility within the month). The Chemicalbook price index swung sharply between RMB 30k–48k/ton this month, with Shandong suspension medium-grain quoted at RMB 45,500/ton. The main driver is high-level support from upstream anhydrous hydrofluoric acid and fluorite prices pushing costs up; however, weak downstream demand caps the upside, producing a “cost-push, demand-drag” high-level fluctuation.
- Carbon fiber: +10%~20% (leaders raise prices). Japan’s Toray raised TORAYCA carbon fiber and prepreg prices by 10%–20% effective January 2026; domestically, Jilin Chemical Fiber raised 12K by RMB 5,000/ton and 3K by RMB 10,000/ton. Combined with low-altitude economy and robotics demand, carbon fiber prices (2024 average ~RMB 85/kg at the bottom) have begun to reverse.
- PEEK: flat to slightly down. Domestic capacity share rises to ~60% in 2026; expansion by players like Zhongyan keeps domestic prices at about half of imports, pressuring prices long term. Yet robotics and flying-car lightweighting demand support a stable-to-slightly-up short term (annual growth 8%–10%).
Impact Analysis
- Procurement cost: The fluoropolymer chain (PTFE) and carbon fiber are the main cost pressure sources this period; procurement budgets should be raised 5%–15%. PEEK and ceramic raw material costs remain controllable.
- Supply chain: High-end electronic PI film still relies heavily on imports (DuPont, Ube, Kaneka, SKC), posing concentration and supply-disruption risks. Carbon fiber leaders’ price hikes may accelerate domestic substitution and pull orders forward.
Action Recommendations
- Lock in prices: Carbon fiber (uptrend confirmed) and PTFE (strong cost support) — recommend signing medium/long-term contracts or stocking up ahead.
- Wait and see: PEEK (ongoing domestic-substitution price pressure, buy in batches) and alumina ceramic raw materials (stable prices, buy as needed).
- Watch closely: PI film localization progress and import policy; secure electronic-grade film supplier capacity ahead of time.
Sources: Chemicalbook, CBC Metal, Plasway, Toray/Jilin Chemical Fiber announcements, Sina Finance, Eastmoney, China Powder. Prices are market references; actual transactions subject to supplier quotes.
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