Price Overview
| Material | Current Price Range | Weekly Change | Trend |
|---|---|---|---|
| PTFE Resin | $6,100-6,500/ton | +1.2% | ↑ Slight Rise |
| PEEK Resin | $41,000-55,000/ton (Domestic) | +0.5% | → Steady Up |
| Carbon Fiber | $10.3-12.4/kg | +2.3% | ↑ Bottom Recovery |
| PI Film | $14-41/kg | +0.8% | → Stable |
| Specialty Ceramic (Alumina) | $370-395/ton | -0.3% | → Slight Correction |
| Silicon Carbide | $760-1,030/ton | 0% | → Flat |
Key Changes
- Carbon Fiber +2.3%: Prices bottoming out and rebounding. After industry gross margin hit approximately -10% in 2024 (cycle bottom), 2026 sees recovery driven by NEV, low-altitude economy, and wind power demand.
- PTFE Resin +1.2%: Upstream raw material cost increases pushing prices up. Recent comments from Huahua Technology indicate balanced supply-demand but rising costs.
- PEEK Resin: Demand remains hot, driven by humanoid robots and eVTOL lightweighting. Short-term stable with 8-10% annual growth expected.
Impact Analysis
Impact on Procurement Costs
- Carbon fiber prices rebounding – recommend locking in prices for long-term customers
- PTFE limited downside due to cost support – recommend moderate inventory
- PEEK at high levels, but domestic substitution accelerating will gradually reduce prices
Impact on Supply Chain
- Carbon fiber industry improving after 2022-2024 structural overcapacity
- PI film benefiting from semiconductors, NEV, and flexible electronics expansion
- Specialty ceramic raw materials supply stable with regional price variations
Action Recommendations
| Recommendation | Material | Reason |
|---|---|---|
| 🔒 Lock Prices | Carbon Fiber | Prices bottomed and rebounding; peak season approaching |
| 🔒 Lock Prices | PTFE Resin | Strong cost support; limited downside |
| 👀 Watch | PEEK Resin | High-level consolidation; awaiting domestic capacity release |
| 👀 Watch | Alumina | Balanced supply-demand; no clear trend |
Report generated: 2026-08-12 01:30 (Asia/Shanghai)
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