Price Trend Daily Report — July 29, 2026
Price Overview
| Material | Current Price Range | WoW | Trend |
|---|---|---|---|
| PTFE resin (suspension, medium grain) | RMB 30,000–36,000/t (Shandong quote: 31,800/t) | ~-2% | Declining |
| PEEK resin (domestic neat resin) | RMB 200,000–400,000/t (imported: RMB 800–1,500/kg) | ≈0% | Stable, soft |
| Carbon fiber T300(12K) / T700(12K) | RMB 90/kg / RMB 120/kg | 0% | Flat |
| PI film (electronic grade) | RMB 0.6–3.0 million/t | ≈0% | Stable |
| Advanced ceramic feedstock (zirconia powder) | Leading producers’ list prices, effective July 27 | +10% to +40% | Sharp increase |
Key Movements
- Zirconia powder: +10%–40% — Sinocera (Guoci Materials) announced a price hike effective July 27, citing sustained increases in raw materials such as zircon sand. Zirconium-related stocks (Orient Zirconic, Changyu Group) hit limit-up after the announcement; industry-wide follow-on hikes are widely expected. This is the week’s biggest variable.
- PTFE: ~-2%, probing the bottom — Latest Shandong suspension medium-grain quote at RMB 31,800/t, near the low end of the 30-day range (30,000–48,000). With new capacity still ramping and downstream buying on demand only, the supply-heavy/demand-weak pattern persists despite cost support from fluorspar and hydrofluoric acid.
- Carbon fiber: flat but inventory-pressured — T300(12K) at RMB 90/kg and T700(12K) at RMB 120/kg, unchanged for several weeks. Industry inventory stands at ~15,700 t, up 27.3% YTD, capping any rebound.
- PEEK: prices stable, localization accelerating — Domestic capacity has exceeded 10,000 t/y and domestic market share is projected to reach 60% in 2026. The roughly 2x import-vs-domestic price gap keeps narrowing, pulling the mid-term price center down.
Impact Analysis
- Procurement cost: Costs for zirconia-based structural ceramics and ceramic powder products will rise notably from August; pass-through to downstream typically takes 1–2 months. Buyers of fluoropolymers and carbon fiber remain in a buyer’s market for now.
- Supply chain: Zirconium feedstock inflation may trigger clustered repricing and stockpiling among ceramic powder suppliers, potentially stretching lead times. PTFE and carbon fiber supply is ample with no shortage risk.
Action Recommendations
- Lock in prices now: Zirconia and related advanced ceramic powders — the July 27 hike is in effect and sentiment is heating up; secure quarterly contracts before suppliers fully implement new list prices.
- Wait and see: PTFE and carbon fiber — oversupplied with no upward momentum; buy on demand and negotiate on small lots.
- Watch: Domestic PEEK qualification — use the localization window to negotiate long-term discounts of 10–20%.
Sources: Chemicalbook, SunSirs (100ppi), Oilchem, listed-company announcements and other public channels. Prices are mainstream market ranges; actual deals subject to contracts.
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