This report monitors price trends of five key advanced materials: PTFE resin, PEEK resin, carbon fiber, PI film, and specialty ceramic raw materials. Overall, high-end electronic materials remain firm on AI-server, HBM and low-altitude-economy demand, bulk fluoropolymers consolidate at highs, carbon fiber is bottoming and rebounding, and specialty ceramic raw materials are edging up mildly.
Price Overview
| Material | Current Price Range | Weekly Change | Trend |
|---|---|---|---|
| PTFE Resin (Susp. Medium) | ¥32,000–34,000/ton | +1% | Firm-Stable |
| PEEK Resin (Domestic Std.) | ¥300,000–400,000/ton | +1% | Slight Up |
| Carbon Fiber (T300/T700) | ¥80–150/kg | +1% | Bottom Reversal |
| PI Film (Std./High-End) | ¥240,000–3,000,000/ton | 0%~+0.5% | High-End Strong |
| Specialty Ceramic Raw Mats. | ¥2,700–300/kg | +0.5% | Mild Rise |
Key Movements
- PTFE Resin: +1% (Consolidating at highs after a ~30% surge in July; fluorspar/HF-acid cost support persists, and the industry’s “output control & price protection” discipline stays firm)
- Carbon Fiber: +1% (Bottom reversal confirmed. Toray’s Jan +10–20% hike and Jilin Chemical Fiber follow-through, plus low-altitude-economy eVTOL demand, with inventories falling from highs)
- High-End PI Film: Firm (Kaneka raised all PI film prices 20% in April; AI-server/Rubin and HBM demand lock the high-end electronic-grade supply deficit through 2027)
Impact Analysis
- Procurement Cost: PTFE at a relative high pressures anti-corrosion/sealing costs — lock 2–3 months of inventory. Carbon fiber at historic lows benefits wind-blade and aero-composite buyers. High-end PI film is costly — place orders 3 months ahead.
- Supply Chain: PTFE fluorspar tightness extends supplier lead times; carbon fiber’s ~86% localization boosts autonomy; high-end PI/PEEK remain import-dependent — watch FX and geopolitical logistics risk.
Action Recommendations
- Lock In Now: PTFE resin (cost-push, hard to fall — lock 2–3 months immediately), High-end PI film (supply deficit — pre-stock)
- Hold & Watch: Carbon fiber (rebound but high inventory — buy in batches), PEEK industrial grade (domestic capacity caps price — JIT), Specialty ceramic raw materials (ample supply — JIT)
发表回复