2026-08-15 Price Trend Daily Report
1. Price Overview
| Material | Current Price Range | WoW | Trend |
|---|---|---|---|
| PTFE Resin | RMB 31k–46k/ton | +1%~+3% | Slightly Up |
| PEEK Resin | Domestic ~RMB 500/kg; Import RMB 800–1000/kg | +1%~+3% | Steady Up |
| Carbon Fiber | T300 12K RMB 118–130/kg | +2%~+5% | Rising |
| PI Film | Standard RMB 20–50/sqm; High-perf RMB 80–200/sqm | Flat | Stable |
| Specialty Ceramic Raw Materials | Alumina RMB 2,770/ton; Si3N4 ~RMB 26/kg | -0.4% | Divergent / Soft |
2. Key Movements
- Carbon Fiber: Since Toray’s Jan 2026 price hike of 10%–20% and Jilin Chemical Fiber’s simultaneous RMB 5k–10k/ton increase on wet-spun 12K/3K fiber, the price center has stayed elevated. Recent demand from the low-altitude economy, wind power, and humanoid-robot structural parts keeps East China T300 12K at RMB 118–130/kg, with a slight WoW rise.
- PTFE Resin: Supported by upstream R22 (fluorochemical feedstock) costs, major producers (Haohua) reported higher PTFE selling prices over the past half year; mid/low-end suspension grade remains range-bound near RMB 31k/ton, showing a bottoming-and-recovering pattern.
- PEEK Resin: Lightweighting demand from humanoid robots, the low-altitude economy, and semiconductor equipment is driving steady price gains; domestic average ~RMB 500/kg, import RMB 800–1000/kg, with ongoing domestic-substitution cost reduction.
- Specialty Ceramic Raw Materials: Domestic alumina quoted RMB 2,770/ton on Aug 11, down RMB 10 day-on-day amid loose supply-demand; high-end powders such as silicon nitride remain stable.
3. Impact Analysis
- Procurement Cost: Elevated crude oil (Brent ~USD 87/bbl) underpins petrochemical feedstock costs. Firm pricing in carbon fiber, PEEK and PTFE will directly lift downstream molded and structural-part costs by an estimated 2%–5% MoM.
- Supply Chain: Improving carbon-fiber supply-demand plus accelerating domestic substitution raises supply security; PI film and alumina are amply supplied with low risk. Watch R22 quota and fluoroketone feedstock volatility for PTFE/PEEK passthrough.
4. Action Recommendations
- Lock prices: Carbon fiber (already hiked with strong demand — sign quarterly contracts), PEEK resin (demand surge, tight supply), PTFE resin (feedstock-cost supported, prone to rise).
- Wait and see: PI film (balanced, stable), plus alumina and most specialty ceramic raw materials (loose, slightly down — buy as needed).
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