Advanced Materials Keyword Heat Report | June 21, 2026

## Advanced Materials Keyword Heat Report | 2026.06.21

### I. Core Keyword Heat Analysis

| Keyword | Heat Index | Competition | Trend | Key Driver |
|———|———–|————-|——-|————|
| PTFE | ★★★★☆ | Med-High | ↗ Rising | AI server high-frequency demand; Nvidia Rubin Ultra drives electronic-grade PTFE |
| PEEK | ★★★★☆ | Medium | ↗ Rising | Robot lightweighting + medical implants + 3D printing triple thrust |
| Carbon Fiber | ★★★★★ | High | → High Plateau | Wind turbine blade demand + domestic small-tow breakthrough opens ¥10B+ market |
| Special Ceramics | ★★★☆☆ | Med-Low | ↗ Moderate Rise | Customization + continuous alumina fiber new applications |
| Electronic Chemicals | ★★★★★ | High | ↗↗ Surging | Electronic special gases in shortage; AI server copper foil orders backlogged to H2 2027 |
| Aerogel | ★★★★☆ | Medium | ↗ Rising | Super-elastic ceramic aerogel breakthrough; construction + aerospace dual drive |

### II. Key Developments

**1. PTFE: Electronic-Grade Application Reaches Inflection Point**
CSC Financial reports rapid growth in high-frequency/high-speed demand from computing infrastructure. Electronic-grade PTFE is poised for large-scale adoption. Nvidia’s next-gen Rubin Ultra server production accelerates industry discussion of PTFE for orthogonal backplanes. Current PTFE price: ~¥33,000/ton, stable with upward bias.

**2. PEEK: Robot Lightweighting Opens New Track**
Kent Shares (301591.SZ) states PEEK and similar polymer materials can be applied to robot lightweighting solutions. Zhongyan Co.’s PEEK prepreg debuted at SAMPE 2026. Glass-fiber reinforced PEEK performance breakthrough drawing attention. Medical implant and 3D printing applications continue penetrating.

**3. Carbon Fiber: Domestic Substitution Accelerates**
High-performance small-tow carbon fiber achieves scaled mass production, breaking decades of foreign technology monopoly and unlocking a ¥10B+ market. Wind turbine blades remain the largest downstream segment; offshore wind scale-up drives sustained demand growth. 2026 Shanghai Carbon Fiber Expo scheduled for October.

**4. Special Ceramics: Customization and High-End Upgrade in Parallel**
Custom special ceramics require deep synergy of material formulation, molding processes, and sintering technology. Continuous alumina fiber as a new high-performance ceramic crystal fiber expanding in aerospace and rail transit. Guozhuang New Materials won national innovation awards.

**5. Electronic Chemicals: Supply-Demand Tightness Intensifies**
Multiple core electronic special gas products in short supply; production lines running at high capacity. HVLP4 computing copper foil orders backlogged to H2 2027. SEMI reports Q1 2026 global semiconductor equipment shipments up 14% YoY, driven by AI investment.

**6. Aerogel: Multifunctional Integration Breakthrough**
Zhejiang A&F University and Wuhan University developed novel ceramic aerogel combining super-elasticity (95% strain recovery), thermal insulation, and EMI shielding. Maintains structural integrity from -196°C to 1300°C rapid thermal cycling. Aerogel + polyurea composite systems accelerating in building insulation.

### III. Long-Tail Keyword Recommendations

1. **Electronic-grade PTFE orthogonal backplane** — AI server new application, low competition blue ocean
2. **PEEK robot lightweighting** — Humanoid robot catalysis, weekly search growth
3. **Small-tow carbon fiber domestic substitution** — Technology breakthrough node, content scarcity
4. **Computing copper foil HVLP4** — Long order backlog, strong demand for supply info
5. **Super-elastic ceramic aerogel** — Academic breakthrough conversion, frontier attention surging
6. **Continuous alumina fiber** — Aerospace darling, limited supplier information
7. **Electronic special gas supply-demand** — Prolonged tight balance, strong price/supply info demand

### IV. Content Strategy Recommendations

– **Priority 1**: Electronic chemicals / electronic special gas supply-demand deep analysis (highest heat, strong search intent)
– **Priority 2**: PTFE electronic-grade application feature (new application scenario, high info scarcity)
– **Priority 3**: Carbon fiber domestic substitution progress (technology breakthrough node, concentrated industry attention)

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*Sources: Public market information, industry research reports, corporate announcements | Published: June 21, 2026*