2026-08-14 Price Trend Daily Report
Price Overview
| Material | Current Price Range | WoW | Trend |
|---|---|---|---|
| PTFE resin (suspension) | 45,000–46,000 RMB/t | ~+10% | Up ↑ |
| PEEK resin | Domestic 400–600 RMB/kg; Import 800–1,500 RMB/kg | Flat | Stable → |
| Carbon fiber (T300-12K) | 80–90 RMB/kg | Flat | Stable → |
| PI film | Standard 20–50 RMB/㎡; High-perf 80–200 RMB/㎡ | Flat | Stable → |
| Specialty ceramic raw material (Zirconia) | Powder +10%–40% | +10%~40% | Up ↑ |
| Specialty ceramic raw material (Alumina) | 2,700–2,830 RMB/t (spot) | Slight up | Firm →↑ |
Key Movements
- PTFE resin: ~+40% vs. ~32,000 RMB/t in May–June; Shandong suspension grade quoted 45,500 RMB/t this week. Drivers: upstream refrigerants (R22/R410a) held high on quota and export tailwinds, providing strong cost support; robust downstream demand from new energy, semiconductors and telecom equipment keeps supply tight.
- Zirconia powder: Sinocera (Guocí) raised prices by 10%–40% effective 2026-07-27. Drivers: sustained rise in raw/material costs, combined with global supply contraction and a tighter market, releasing the pricing power of leading producers.
Impact Analysis
- Procurement cost: Concurrent strength in PTFE and zirconia directly lifts costs of seals, anti-corrosion linings, electronic ceramics, dental/orthopedic implants and semiconductor components; carbon fiber, PEEK and PI film remain stable, keeping related costs contained.
- Supply chain: Bargaining power in fluorochemicals and zirconia is concentrating upstream; key customers should lock in long-term agreements early. PEEK and carbon fiber localization is accelerating, improving supply security.
Action Recommendations
- Lock in: PTFE resin (uptrend intact) and zirconia powder (price hikes landed, upside remains); sign 3–6 month contracts or build inventory in batches.
- Wait and see: PEEK, carbon fiber and PI film (stable trend; await directional confirmation as robotics, eVTOL and flying-car demand ramps up).
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