2026-09-05 Advanced Materials Price Trend Daily Report
1. Price Overview
| Material | Current Price Range | WoW | Trend |
|---|---|---|---|
| PTFE Resin (suspension medium / dispersion) | 3.3–3.6 / 5.1–5.5 ¥10k/t | +2.0% / +1.0% | Rising (cost-push) |
| PEEK Resin (domestic standard / import) | 30–42 / 60–85 ¥10k/t | +1.5% / +1.0% | Stable with mild uptrend |
| Carbon Fiber (T300 / T700) | 14–17 / 19–23 ¥10k/t | +1.5% / +1.5% | Rising (price-hike cycle) |
| PI Film (standard / high-end electronic) | 300–650 / 850–1600 ¥/kg | 0% / +1.5% | Standard stable, high-end firm |
| Specialty Ceramic Raw Materials (alumina / Si3N4 / SiC) | Alumina 2,750–3,000 ¥/t; Si3N4 80k–150k ¥/t; SiC 5,800–6,200 ¥/t | +0.5% | Mild uptrend |
2. Key Movements
- PTFE Resin +2.0%: Upstream feedstocks fluorite and hydrofluoric acid remain elevated, providing rigid cost support. Nvidia’s adoption of PTFE in the Rubin Ultra orthogonal backplane has raised expectations for high-end electronic-grade demand, while the industry continues its “volume control, price protection, quality-first” stance; dispersion resin followed with +1.0%.
- Carbon Fiber T300/T700 +1.5%: Following Toray’s 10%–20% price increase at the start of the year, domestic players Jilin Chemical Fiber and Hengshen raised prices by ¥5,000–10,000/t. Core feedstock acrylonitrile stays high, and demand from the low-altitude economy (eVTOL/UAV) and wind power is ramping up, putting the sector into a value-recovery cycle.
- PEEK Resin +1.5% / +1.0%: Lightweighting demand from robotics, the low-altitude economy and flying cars is growing 14%–17% YoY, but domestic capacity from Zhongyan, Junhua and others surpassed 10kt in 2026, partially offsetting gains with ample supply; imported high-end grades hold firm on certification barriers.
- PI Film high-end +1.5%: Kaneka raised global PI film prices 20% in April; the high-end electronic-grade PI film market faces a global shortfall of ~10kt with orders booked through 2027. Demand from AI servers, advanced packaging and foldable displays drives a seller’s market; standard electronic grade is stable.
- Specialty Ceramic Raw Materials +0.5%: Alumina edged up on “Golden September, Silver October” restocking and bauxite cost support, yet oversupply persists. High-purity alumina, silicon nitride and zirconia stay tight on semiconductor/NEV demand.
3. Impact Analysis
- Procurement cost: PTFE and carbon fiber are on a clear upward path, raising costs for seals/anti-corrosion linings, composites and wind-blade procurement; high-end PI film inflation directly lifts BOM for advanced packaging and flexible electronics; specialty ceramics remain benign with limited cost impact.
- Supply chain: Tight fluorite feedstock is lengthening PTFE lead times; high-end PI film relies heavily on imports (DuPont, Kaneka, Ube), where supply-disruption risk under geopolitics/trade friction outweighs price risk—dual-sourcing is advised for critical programs; carbon fiber domestic self-sufficiency has risen to 86%, strengthening supply-chain autonomy.
4. Action Recommendations
- Lock in now: PTFE resin (2–3 months of inventory—cost-push makes further rises likely), carbon fiber T700 (secure Q3 long-term contracts; a second round of hikes is possible once acrylonitrile buffers deplete), high-end PI film (place orders 3 months ahead given tight supply).
- Hold & watch: Domestic standard PEEK (capacity release caps prices—buy in batches opportunistically), bulk ceramic raw materials such as alumina (oversupply limits upside—procure just-in-time), and standard PI film (ample supply).
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