2026-08-13 New Materials Price Trend Daily Report
**Price Overview**
| Material | Current Price Range | Weekly Change | Trend |
|———-|——————-|—————|——-|
| PTFE Resin | $4,400–6,300 /MT | +30.1% | ↑ Rising |
| PEEK Resin | $70–140 /KG | Flat | → Stable |
| Carbon Fiber T700 | $42–98 /KG | Flat | → Stable |
| PI Film | $28–112 /KG | Flat | → Stable |
| Zirconia Powder | +10%–40% hike | +10%~40% | ↑ Rising |
**Key Price Movements**
PTFE Resin: +30.1% (highest 30-day surge), currently quoted at ¥31,800–45,500/MT for suspension medium granules (Shandong). According to HFPTECH (昊华科技), PTFE supply-demand has maintained balance over the past six months, with upstream raw material cost increases being the primary driver. Prices briefly dipped to ¥31,800 in early August before rebounding sharply, now consolidating at elevated levels.
Zirconia Powder: +10%–40% (effective July 27), Guocheng Materials (300285) officially raised zirconia powder prices due to sustained cost inflation of raw and auxiliary materials and supply-side contraction. This represents the most significant price signal in the special ceramics raw materials sector for H2 2026.
**Impact Analysis**
Impact on Procurement Costs:
The combined price increases in PTFE and zirconia will directly push chemical new materials procurement costs up by an estimated 3%–8%. Prioritize locking in long-term PTFE contracts and maintain moderate zirconia inventory with controlled cycles.
Impact on Supply Chain:
PTFE: HFPTECH maintains high production-sales ratios with stable demand; no significant supply shortage, but strong cost support makes short-term prices resistant to decline.
PEEK/Carbon Fiber/PI Film: Rising domestic production rates continue to suppress price increases, with ample supply creating buyer-friendly conditions.
Zirconia: Guocheng Materials is the domestic leader; its price adjustment sets an industry benchmark, and other suppliers are expected to follow.
**Actionable Recommendations**
Materials to Lock In:
① PTFE Resin — Currently in an upward channel with strong cost support; recommend signing quarterly fixed-price contracts
② Zirconia Powder — Price hike already effective with further pass-through risk; complete restocking before end of August
Materials to Monitor:
③ PEEK Resin — Wide gap between domestic and import pricing; ample supply with no clear price driver; spot purchasing is acceptable
④ Carbon Fiber T700 — Domestic capacity expansion continues to cap price upside; stable trends expected over the medium term
⑤ PI Film — Electronic-grade high-end pricing remains stable; commodity film market highly competitive; no urgent procurement need
**Data Sources**
Chemicalbook,隆众资讯, Guocheng Materials Announcement, HFPTECH Interactive Platform, Alibaba B2B Platform
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