Advanced Materials Price Trend Report — July 20, 2026

# Advanced Materials Price Trend Report — July 20, 2026

## Price Overview

| Material | Current Price Range | Weekly Change | Trend |
|———-|———————|————–|——-|
| PTFE Resin (Suspension Medium) | $4,100-6,500/ton | -10.2% | 📉 Pullback |
| PEEK Resin (Domestic) | $27,500-55,000/ton | -2.5% | 📉 Under Pressure |
| PEEK Resin (Victrex Import) | $110,000-205,000/ton | 0% | ➡️ Stable |
| Carbon Fiber (T300 Grade) | $10.3-12.3/kg | +1.5% | 📈 Rebound |
| Carbon Fiber (T700 Grade) | $13.7-15.8/kg | +2.0% | 📈 Rebound |
| PI Film (Electronic Grade) | $137,000-410,000/ton | +3.0% | 📈 Rising |
| Special Ceramic Raw Materials | $20-50/ton (Y2O3) | 0% | ➡️ Stable |

—

## Key Price Movements

### 📈 Carbon Fiber: Bottoming Out
– **Change**: T300 +1.5%, T700 +2.0%
– **Drivers**:
– Low-altitude economy policy release — trillion-yuan drone market emerging
– Sustained wind turbine blade demand
– Significant YoY export growth
– Industry inventory digestion nearing completion
– **Outlook**: Carbon fiber prices expected to bottom out and rebound; monitor closely

### 📈 PI Film: Tight Supply Persists
– **Change**: +3.0%
– **Drivers**:
– 5G communication and semiconductor packaging demand surging
– Flexible display and EV applications creating new demand
– Insufficient domestic capacity; heavily import-dependent
– Supply concentrated among DuPont, UBE, and other majors

### 📉 PTFE Resin: Pulling Back from High
– **Change**: -10.2% (from $6,500 to $4,100/ton)
– **Drivers**:
– Post-June price hike, downstream resistance emerged
– Short-term shipment weakness, inventory pressure building
– Raw material cost support weakening

### ➡️ PEEK Resin: Domestic Substitution Accelerating
– **Change**: Domestic -2.5%, imports stable
– **Drivers**:
– Zhongyan Corp, Junhua Special Plastics expanding capacity
– Domestic T300-T700 carbon fiber at scale
– Import brands holding firm; domestic price competition intensifying

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## Impact Analysis

### Procurement Cost Impact
1. **Short-term**: Carbon fiber and PI film costs rising — lock in prices early
2. **Mid-term**: PTFE and PEEK window for price pullback — suitable for strategic观望
3. **Long-term**: Domestic substitution accelerating — procurement costs expected to decline

### Supply Chain Impact
1. **PTFE**: Supply ample; procurement lead time shortened
2. **Carbon Fiber**: Inventory digestion near completion — monitor supply rhythm
3. **PI Film**: Tight supply continues; delivery times may extend
4. **PEEK**: Domestic suppliers’ delivery capability improving

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## Actionable Recommendations

### ✅ Materials to Lock In
| Material | Rationale | Lock-in Period |
|———|———-|—————|
| Carbon Fiber | Bottoming out, demand release | Quarterly |
| PI Film | Tight supply, rising prices | Semi-annual |
| PEEK (Import) | Stable supply, FX risk | Spot |

### ⏳ Materials to Monitor
| Material | Rationale | Watch Period |
|———|———-|————-|
| PTFE | Pulling back from high | 2-4 weeks |
| PEEK (Domestic) | Substitution accelerating, under pressure | 1 month |

—

## Industry Dynamics

### Policy Tailwinds
– Low-altitude economy designated national strategic priority — significant new carbon fiber demand
– EV subsidies extended — sustained PI film demand growth

### Technology Breakthroughs
– Domestic T700 carbon fiber mass production capability enhanced
– Domestic PI film entering high-end application segments

### Capacity Updates
– 2026 PTFE new capacity gradually coming online
– PEEK domestic production ratio expected to exceed 40%

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**Report Generated**: 2026-07-20 01:30 (Beijing Time)
**Data Sources**: Chemicalbook, Longzhong, Guidechem, Mysteel
**Disclaimer**: This report is for reference only; actual procurement should follow market prices