2026-09-02 Advanced Materials Price Trend Daily Report
Tracked materials: PTFE resin, PEEK resin, carbon fiber, PI film, specialty ceramic raw materials. This period shows a divergent pattern of “high-end up, general stable,” with AI compute and high-end manufacturing demand as the core upside drivers.
Price Overview
| Material | Current Price Range | WoW | Trend |
|---|---|---|---|
| PTFE Resin | General 45k–52k RMB/t; Electronic ≥150k RMB/t | General ≈0% / Electronic +5%~10% | Divergent: General stable, Electronic up |
| PEEK Resin | Domestic industrial 200–400 RMB/kg; Import/High-end 800–1500 RMB/kg | ≈0% ~ +5% | Divergent: Domestic stable, High-end up |
| Carbon Fiber | T300 80 RMB/kg; T700 100–140 RMB/kg; T800 180–240 RMB/kg | +3%~4% | Rising |
| PI Film | Electrical-grade 120–220 RMB/kg; High-end electronic ≥2.5M RMB/t | Electrical ≈0% / Electronic +13%~18% | Divergent: Electrical stable, Electronic up |
| Specialty Ceramic Raw Mats | Zirconia 33k–56k RMB/t; Alumina 2,610–2,790 RMB/t | Zirconia +5%~10% / Alumina ≈0% | Divergent: Zirconia up, Alumina stable |
Key Movements
- Electronic-grade PTFE: +5%~10%. Nvidia adopted PTFE as the core material for the Rubin Ultra orthogonal backplane; AI compute high-frequency/high-speed demand surged. Rigid cost support from fluorspar and hydrofluoric acid; general grades stabilized after a pullback from highs.
- Carbon fiber: +3%~4%. Acrylonitrile feedstock stayed elevated; Toray’s early-year +10%–20% hike and multi-round increases by Jilin Chemical and Hengshen (cumulative +5k–10k RMB/t) transmitted to the spot market.
- High-end electronic PI film: +13%~18%. Kaneka raised global prices 20% on Apr 16; DuPont and others followed with +30%–50%. Global electronic-grade shortfall is ~10kt, with overseas leaders’ orders locked to 2027.
- Zirconia: +5%~10% (+26%~40% YTD). SinoCera raised prices 10%–40% from Jul 27; oxychloride zirconium up ~30% YTD; yttria export controls lifted high-end powder costs.
Impact Analysis
- Procurement cost: Carbon fiber, high-end electronic PI film, and zirconia keep adding upward cost pressure; Q3 composite, semiconductor-packaging, and electronic-ceramic costs are expected to rise 3%–10%. PTFE/PEEK domestic grades and alumina remain buyer-friendly.
- Supply chain: High-end PI film, electronic-grade zirconia, and high-end carbon fiber (T800+) are highly concentrated with clear shortfalls; under geopolitical or trade friction, disruption risk outweighs price risk. Dual sourcing is advised for critical programs.
Action Recommendations
- Lock prices: Carbon fiber (esp. T300 large-tow/T700), high-end electronic PI film, zirconia (fused/yttria-stabilized). Leading producers have begun hikes; a second round is possible after feedstock buffers deplete—secure Q3–Q4 framework contracts.
- Wait and see: General-grade PTFE (range-bound after pullback, weak supply/demand—buy as needed), alumina (ample supply), domestic industrial PEEK (substitution accelerating, prices trending down—await better quotes).
Sources: Longzhong, Mysteel, Chemicalbook, public research reports and industry media (as of 2026-09-02). Mainstream market quotes; actual transactions subject to negotiation.
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