2026-08-23 Price Trend Daily Report
Price Overview
| Material | Current Price Range | WoW | Trend |
|---|---|---|---|
| PTFE Resin (Suspension Mid-grade) | RMB 32k–47k/t (benchmark 43k) | ~0% | → Weakly stable |
| PTFE Resin (Dispersion) | RMB 50k–54k/t | 0% | → Stable |
| PEEK Resin (Domestic Standard) | RMB 300k–400k/t | 0% | → Stable to slightly weak |
| PEEK Resin (Imported) | RMB 550k–1,000k/t | 0% | → Stable |
| Carbon Fiber (T300 12K) | RMB 90k–100k/t | +5.3% | ↗ Bottoming and recovering |
| Carbon Fiber (T700 12K) | RMB 105k–135k/t | Flat to slightly up | ↗ Bottoming and recovering |
| PI Film (Electrical/Standard Electronic) | RMB 200–500/kg (elec. 110–220) | +1% to +2% | ↑ Confirmed uptrend |
| PI Film (High-end/Semiconductor) | RMB 800–1,500/kg+ | +0.5% to +2% | ↑ Firm |
| Alumina (Metallurgical) | RMB 2,700–2,800/t | -1% | ↘ Weak |
| Zirconia (Fused) | ≥ RMB 33,000/t | +26.7% YTD | ↑ High and firm |
| Silicon Nitride Powder (High-purity) | RMB 80k–150k/t | +0.5% | → Stable but tight |
Key Movements
- Carbon Fiber (T300): +5.3% — ends a half-year decline. Toray raised TORAYCA 10%–20% from January; Jilin Chemical followed with +RMB 5k–10k/t. Inventories are falling from highs, and the low-altitude economy (eVTOL/UAV) being added to the 15th Five-Year Plan further boosts demand expectations.
- PI Film: +1% to +2% — Kaneka’s 20% April hike keeps transmitting, backed by PMDA/ODA feedstock costs. AI-server and foldable-screen demand is pulling. Global high-end PI film gap stands at ~10k–12k t, with overseas orders locked through 2027.
- Zirconia: +26.7% YTD — zircon sand +17% YTD, yttria export controls, and Tosoh’s supply halt (~6k t/yr gap). Guoci raised zirconia powder prices 10%–40% from July 27.
- Alumina: -1% — ample supply, high social inventories (~6.49 Mt); smelter capacity near the 45 Mt ceiling caps the upside. Range-bound.
- PTFE / PEEK: weakly stable / stable-to-weak — PTFE low-end oversupply with HF (+40% YTD) cost support but off-season demand capping the rebound; PEEK domestic capacity release rebalancing supply-demand, price under pressure.
Impact Analysis
- Procurement cost: Rising PI film and zirconia lift costs for electronic packaging, MLCC, PCB grinding media and dental ceramics; PTFE and carbon fiber remain low and controllable; slightly weaker alumina is marginally favorable.
- Supply chain: PI film and high-end zirconia are seller’s markets with extended lead times — early order-locking is required; carbon fiber localization improves resilience; PTFE low-end oversupply gives buyers leverage but opens substitution avenues.
Action Recommendations
- Lock prices: PI film (order 3 months ahead), high-end zirconia (annual volume contracts), carbon fiber T700 (3–6 month forward pricing — bottoming signal is clear).
- Watch / Wait: PTFE (weakly stable; limited downside but rebound capped by inventory — restock in batches on dips), alumina (weak range-bound — buy as needed), domestic standard PEEK (capacity release rebalancing supply-demand, price under pressure).
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