2026-07-31 Advanced Materials Price Trend Daily Report

1. Price Overview

2. Key Price Movements

• Zirconia: +10~40% (Biggest highlight this week)
    Guoci Materials (300285.SZ) announced a zirconia powder price hike of 10%–40% effective July 27, 2026, with differentiated adjustments by specification. Key drivers: rising raw material costs + improving supply-demand balance. A-share zirconium concept stocks surged — Oriental Zirconium and Changyu Group both hit the daily limit. Core impact: dental materials, electronic ceramics, and functional ceramics face full cost repricing.
• PEEK Resin: +2~3%
    Driven by humanoid robot mass-production expectations and flying car lightweighting demand, domestic PEEK prices are firming up. Domestic pricing ~CNY 300K–400K/ton; imported brands remain at CNY 800K–1,500K/ton. Oil-derived cost support persists; annual growth rate estimated at 8–10%.
• PTFE Resin: Flat (soft correction)
    Chemicalbook quotes PTFE suspension medium at CNY 31,800/ton this week. Market transaction range: CNY 30,000–43,500/ton. Downstream demand remains sluggish with demand-driven purchasing only. New capacity additions continue to worsen the supply overhang — no near-term upward catalyst.
• Carbon Fiber: Bottoming, flat
    T300(12K) holds at CNY 90–110/kg; T700(12K) remains in CNY 120–180/kg range. Industry operating rate low (~54%); inventory pressure persists. However, Toray’s announced 10–20% global price hike from January 2026 may provide sentiment support to domestic market.
• PI Film: Stable-up +1~2%
    Electronic-grade PI film maintains CNY 600K–3,000K/ton high range. Heavy import dependence persists. 5G, flexible display, and semiconductor packaging demand continue to grow; concentrated supply from DuPont/UBE/Kaneka/SK Kolon keeps prices firm.

3. Impact Analysis

3.1 Impact on Procurement Costs

• Zirconia costs surge 10–40%, directly pressuring dental restoration materials, ceramic back-plates, and grinding media. Recommend immediately confirming supplier price implementation timeline and evaluating inventory buffer.
• PEEK supported by robot/flying car demand; expect continued upside this year. High-end application buyers should lock in long-term supply agreements now.
• PTFE currently at price trough; supply-demand surplus continues. For non-critical performance applications (seals, pipe linings), consider increasing spot purchasing ratio.
• Carbon Fiber bottoming; maintain existing supplier relationships; no urgent need to build inventory. Wind energy majors should monitor Toray 2026 price transmission effects.

3.2 Impact on Supply Chain

• Sharp zirconia price hike will accelerate downstream small-to-medium customers’ formula adjustments toward alumina and zirconium silicate alternatives, potentially structurally reshaping the specialty ceramics supply chain mid-term.
• PTFE new capacity keeps releasing; industry concentration trending toward fragmentation — favorable for major buyers’ bargaining power.
• PEEK domestic substitution accelerating (Jilin Zhongyan, Junhua Special Plastics expanding). Medium-to-long term should reduce import dependency and cost burden.
• PI film high-end specs’ supply highly concentrated (DuPont/UBE/Kaneka/SK Kolon). Geopolitical risk + low domestic substitution rate means supply chain resilience needs priority attention.

4. Action Recommendations

5. Key Takeaways

The most significant signal this week is zirconia powder surging 10–40% — a major cost repricing event for the specialty ceramics raw material chain, driven by both cost push and improving supply-demand dynamics. This is expected to transmit layer-by-layer to end products. PTFE and carbon fiber remain in supply-demand surplus with no near-term upward catalysts, though Toray’s 2026 carbon fiber price hike deserves attention. PEEK and PI film maintain structural supply tightness in high-end grades, requiring proactive procurement planning.

Report Date: 2026-07-31 | Sources: Chemicalbook, 100ppi, Mysteel, Oilchem, public market data