2026-09-08 Price Trend Daily Report
Price Overview
| Material | Current Price Range | WoW | Trend |
|---|---|---|---|
| PTFE Resin | ¥32,000–48,000/t (general); electronic grade ~¥150,000/t | +1.5% | Firm / range-bound up |
| PEEK Resin | Domestic neat ¥200–400/kg; Imported ¥800–1,500/kg | +1.0% | Stable with mild upside |
| Carbon Fiber | T300(12K) ¥85–95/kg; Large-tow ¥72–80/kg | +1.0% | Bottoming, stabilizing |
| PI Film | Standard ¥20–50/m²; High-performance ¥80–200/m² | 0% | Stable (high-end tight) |
| Specialty Ceramic Raw Materials | ZrO₂ powder ¥18,000–33,500/t; Al₂O₃ ¥3,400–3,900/t | +2.5% | Divergent (Zr up, Al steady) |
Key Movements
- Zirconia (specialty ceramics): Sinocera (Guocai) raised zirconia powder prices 10%–40% from July 27. Upstream zircon sand remains elevated (¥11,900–12,500/t) as overseas miners curb output and tighten China quotas; yttria surged on rare-earth export controls, and PCB/solid-state-battery grinding-media demand expanded — a triple driver making this the clearest gainer of the period.
- PTFE Resin: +1.5%. Protected fluorspar mining and tight anhydrous HF support costs; producers are holding prices up. NVIDIA Rubin Ultra orthogonal backplanes add high-end electronic-grade demand, but downstream just-in-time buying and new capacity cap gains — a cost-push, range-bound uptrend.
- PI Film: After Kaneka’s +20% list-price hike in April, electrical-grade prices stabilized from August (mono-axial ¥120/kg, bi-axial ¥180/kg, flat MoM). High-end electronic/semiconductor grades remain supply-tight with high import dependence and firm pricing.
- Carbon Fiber: Bottom confirmed. Toray raised prices 10%–20% and Jilin Chemical Fiber followed early in the year, but high industry inventory and new capacity from Zhongfu Shenying cap the rebound — overall bottoming and stabilizing.
- PEEK Resin: Humanoid robots, EVs, medical and aerospace demand keep expanding; domestic substitution caps mid/low-end prices while high-end holds firm — stable with mild upside.
Impact Analysis
- Procurement cost: Rising zirconia and PTFE costs flow directly into structural ceramics, seals, anti-corrosion linings and grinding media; related purchasing budgets should be raised 5%–10%.
- Supply chain: Fluorochemical and zirconia supply is tight with extended lead-time risk; carbon fiber and PEEK are amply supplied with stronger buyer leverage. High-end PI film is import-concentrated (DuPont, Kaneka, SKC) — disruption risk outweighs price risk under geopolitical friction.
Action Recommendations
- Lock in prices: PTFE resin and zirconia powder — uptrends are clear; sign long-term agreements or lock orders early, and secure Q4 zirconia volume now.
- Wait and see: Carbon fiber (high inventory, weak rebound — wait for better pricing) and PEEK (domestic substitution pressures prices — buy in batches to average cost).
- Watch: High-end electronic-grade PI film is supply-tight; lock critical-project volumes and build dual sourcing.
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