Author: taochengcy

### Price Trend Daily Report – April 21, 2026

**Price Overview**
| Material | Current Price Range | WoW Change | Trend |
|——|————-|——–|——|
| PTFE Resin | 45,000-50,000 CNY/ton | +0% | Stable |
| PEEK Resin | 500,000-1,000,000 CNY/ton | +0% | Stable |
| Carbon Fiber | 100,000-150,000 CNY/ton | +3.07% | Rising |
| PI Film | 1,000-1,500 CNY/kg | +0% | Stable |
| Zirconia Powder | 18,000 CNY/ton | +0% | Stable |
| Alumina | 2,685 CNY/ton (Import) | -1.4% | Slight Decline |

**Key Changes**

– **Carbon Fiber: +3.07%** (YoY increase in Q1)
Q1 2026 carbon fiber average price rose 3.07% compared to the same period last year. Jiangsu Hengshen announced price increases of 5,000-10,000 CNY/ton for carbon fiber, and 1-2 CNY/sqm for fabrics and prepregs. Shandong Yongcheng New Materials announced a 10% price increase across all carbon fiber specifications effective May 1. Acrylonitrile raw material prices have risen significantly, providing strong cost support. High-end T800 and above grade carbon fiber continues to be in short supply, with rapidly growing demand from wind turbine blades, aerospace, and low-altitude economy sectors.

– **Alumina: -1.4%** (Import price vs index price)
As of April 14, Western Australia FOB alumina price stands at $306/ton, equivalent to approximately 2,685 CNY/ton at domestic ports, 37.71 CNY/ton below the alumina index price. Domestic alumina futures reference price ranges from 24,000-26,000 CNY/ton.

**Impact Analysis**

**Procurement Cost Impact**
Carbon fiber price increases will directly affect material costs in downstream industries such as wind turbine blades, aerospace, and automotive lightweighting. For wind turbine blades with 15-20% carbon fiber content, a 3% price increase translates to approximately 0.5-1% higher blade costs. Downstream companies should evaluate Q2 procurement plans and consider price locking.

**Supply Chain Impact**
Carbon fiber supply remains tight, especially for high-end T800 and above grades, with supply-demand in a tight balance. Domestic substitution is accelerating, but high-end products still rely on imports. Alumina prices have weakened slightly, providing some cost support for electrolytic aluminum.

**Action Recommendations**

– **Materials to Lock Prices**: Carbon Fiber (driven by both acrylonitrile raw material price increases and demand growth, further upside potential remains in the short term)
– **Materials to Watch**: PTFE, PEEK, PI Film (prices stable, no significant volatility signals)
– **Market Developments to Monitor**: Alumina (import prices weakening, watch domestic capacity release pace)

**Data Sources**: Tencent News, Sohu Finance, East Money, Alibaba 1688, Zaojiatong and other industry platforms
**Report Date**: April 21, 2026

Keyword Heat Index

Headline: T1200 Carbon Fiber — World’s First Mass-Produced “Black Gold”

On March 11, 2026, Zhongfu Shenying (a subsidiary of China National Building Material Group) officially announced the SYT80 (T1200-grade) ultra-high-strength carbon fiber, achieving 100-ton-scale mass production. Key milestones:

• Performance: Tensile strength exceeding 8,000 MPa (lab: 8,056 MPa; engineering: 7,718 MPa) — 10x stronger than ordinary steel at only 1/4 the density
• Generation Leap: 14%+ strength improvement over T1100-grade, enabling equipment weight reduction of 10%+
• Supply Chain Impact: Full-chain autonomous control from precursor preparation to carbonization processes to core equipment, filling the global gap in T1200-scale production
• Application Roadmap: C919 structural components, EV body weight reduction (30-40%), hydrogen storage, low-altitude economy, humanoid robotics

Sourcing Insight: T1200 products have begun market promotion, but high-end certification cycles are lengthy (aerospace: typically 12-24 months). Limited revenue contribution expected in 2026. Long-term sourcing strategy should prioritize establishing certification pipelines with tier-1 suppliers like Zhongfu Shenying.

PEEK Market: Domestic Substitution from “Functional” to “Excellent”

Three defining characteristics of the 2026 PEEK landscape:

1. Supplier Diversification: Chinese PEEK suppliers expanded from 2-3 to 10+, with chemical giants like Sinochem and Kingfa entering the market
2. Application Depth: Shift from individual components to system-level integration; demand upgraded from “buying raw materials” to “integrated solutions”
3. Decision Framework Evolution: Procurement evaluation shifted from price-centric to comprehensive assessment of technical expertise, quality systems, customization capability, and long-term service stability

Capital Market Highlights

Strategic Sourcing Recommendations

1. Carbon Fiber: T800+ high-end small tow and aerospace-grade carbon fiber is the strategic direction. Monitor Zhongfu Shenying and Guangwei Composites for military-certified supply. Large-tow low-cost routes suit civil construction reinforcement.
2. PEEK Selection: Evaluate suppliers on customization/modification capabilities and integrated solution offerings from material selection through component manufacturing.
3. Aerogel: Building insulation and EV battery pack thermal management are two high-growth tracks. Monitor new product launches at the June Shenzhen Expo.
4. PTFE Modification: Thermal conductivity modification (graphite/copper powder filling) is a technology hotspot — conductivity can increase from 0.23 to 4.02 W/(m·K).

Data sources: East Money, Sohu Finance, Toutiao, Sina Finance, Flush, CSDN, and other public information. This report is for reference only and does not constitute investment advice.

Published: April 21, 2026 | Market Intelligence Officer Daily Update