2026-08-18 New Materials Price Trend Daily Report
1. Price Overview
| Material | Current Price Range | WoW | Trend |
|---|---|---|---|
| PTFE Resin | 31,800–45,500 RMB/t | +2.5% | Volatile, slightly up |
| PEEK Resin | Domestic pure resin 200–400 RMB/kg; Import 800–1,500 RMB/kg | +1.5% | Stable with mild upside |
| Carbon Fiber | T300(12K) 85–95 RMB/kg; Large tow 72–80 RMB/kg | +1.0% | Bottoming out, stabilizing |
| PI Film | Standard 20–50 RMB/㎡; High-performance 80–200 RMB/㎡ | +1.0% | Stable, slightly up |
| Special Ceramic Raw Materials | Zirconia powder +10–40%; Alumina 3,400–3,900 RMB/t | +3.0% | Divergent (Zr up, Al flat) |
2. Key Movements
- PTFE Resin +2.5%: Tight supply of fluorite and anhydrous hydrofluoric acid pushed costs higher; producers such as Haohua Chem recently raised PTFE prices, and the export average price center edged up in H1. However, downstream just-in-time purchasing and new capacity releases capped the gains — a cost-push, volatile-but-firm pattern.
- Zirconia (Special Ceramics) +10%–40%: Sinocera raised zirconia powder prices effective July 27; rising raw-material costs combined with supply contraction created a global gap, making it the clearest upward mover.
- Carbon Fiber +1.0%: Toray and Jilin Chemical Fiber announced hikes at the start of the year (Toray 10%–20%), confirming a price bottom; but high industry inventory limits the rebound — overall bottoming and stabilizing.
- PEEK Resin +1.5%: Demand from humanoid robots, new energy, medical and aerospace continues to expand; domestic substitution is pressuring mid/low-end prices while the high end stays firm.
- PI Film +1.0%: Structural demand from 5G, flexible displays and new-energy vehicles is rising, with tight supply of high-end electronic grades.
3. Impact Analysis
- Procurement cost: PTFE and zirconia cost increases pass through directly to seals, anti-corrosion linings and structural ceramic parts; related material budgets should be raised by 5%–10%.
- Supply chain: Fluorochemical and zirconia supply is tightening, with risk of longer lead times; carbon fiber and PEEK supply is ample, leaving more negotiating room.
4. Action Recommendations
- Lock prices now: PTFE resin and zirconia powder (clear upward trend — sign long-term contracts or lock orders early).
- Hold and watch: Carbon fiber (high inventory, weak rebound — wait for a better entry); PEEK (substitution-driven price pressure — stagger purchases to average cost).
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