2026-08-01 Advanced Materials Price Trend Daily
Bottom line first: Carbon fiber has entered an upcycle and is the strongest theme this period; PTFE stays soft on oversupply; PEEK is firm on demand; electronic-grade PI film holds high; specialty ceramic feedstock (alumina) edges up from a low base. The market shows a structural split — “high-performance materials strong, commodity fluoropolymers weak.”
Price Overview
| Material | Current Price Range | WoW | Trend |
|---|---|---|---|
| PTFE resin | Suspension medium grain RMB 31,800–34,000/t; dispersion resin ~RMB 54,000/t | ~ -3% | Soft ↓ |
| PEEK resin | Domestic industrial grade RMB 400–500/kg; imported RMB 800–1,500/kg | Flat | Firm ↗ |
| Carbon fiber | T300-12K ~RMB 90–95/kg; T700-12K ~RMB 118–140/kg | +5% to +10% | Rising ↑ |
| PI film (electronic grade) | ~RMB 1.0M–3.0M/t | Flat | High & firm → |
| Specialty ceramic feedstock (alumina) | RMB 2,710–2,830/t | +1% to +2% | Edging up ↗ |
Key Movements
- Carbon fiber: +5% to +10% — Japan’s Toray raised TORAYCA carbon fiber and prepreg prices by 10%–20% effective January 2026 (weak yen, higher energy and logistics costs); China’s leader Jilin Chemical Fiber lifted its 12TK/3K grades by RMB 5,000–10,000/t. A rebound off the bottom plus leader-led hikes are shifting the price center upward.
- PTFE resin: ~ -3% — Shandong Luxi Chemical cut its quote to RMB 34,000/t. Rising raw materials (anhydrous HF, fluorspar) support cost, but continuous new capacity, oversupply and weak downstream demand keep prices under pressure.
- Alumina: +1% to +2% — Chalco spot quotes edged up (Shandong RMB 2,730, Guizhou RMB 2,830/t), consolidating slightly higher in H2 despite a surplus market.
Impact Analysis
- Procurement cost: Carbon-fiber-intensive segments (wind power, low-altitude economy, robotics, pressure vessels) face systemic cost increases this quarter and should re-baseline annual budgets; cost pressure on fluoropolymers (PTFE) and ceramic feedstock remains manageable.
- Supply chain: Leader-led carbon fiber hikes signal “anti-involution, margin repair,” easing the price war, though commodity-grade supply stays ample; electronic-grade PI film is import-dependent and highly concentrated — lead times and localization progress are the key risks.
Action Recommendations
- Lock in prices: Carbon fiber (especially T700+ for aerospace / low-altitude / robotics) — the upcycle has begun; secure long-term agreements or stage purchases early.
- Wait and watch: PTFE resin — oversupplied and soft; buy on demand and restock on dips. Alumina moves little; keep routine cadence.
- Keep tracking: PEEK (watch robotics/eVTOL volume ramp and localization-driven price declines) and PI film (watch import lead times and domestic electronic-film mass production).
Sources: SunSirs, ChemicalBook, Mysteel, Sci99, Toray/Jilin Chemical Fiber announcements and other public market data. Prices vary by spec, brand and volume; for procurement reference only.
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