2026-08-25 New Materials Price Trend Daily Report
Price Overview
| Material | Current Price Range | WoW | Trend |
|---|---|---|---|
| PTFE Resin (Suspension Medium) | 32,000-34,000 CNY/t | -1.5% | 📉 Down |
| PEEK Resin (Industrial Grade) | 320-500 CNY/kg | +3.0% | 📈 Up |
| Carbon Fiber (T300/12K) | 85-95 CNY/kg | +1.5% | 📈 Steady Rise |
| PI Film (Electronic Grade) | 280,000-1,500,000 CNY/t | +4.0% | 📈 Up (High-end Shortage) |
| Specialty Ceramic Raw Material (Fused Zirconia) | 33,000-34,000 CNY/t | +1.5% | 📈 Up |
Key Movements
- PTFE Resin: -1.5%. Low-end general-purpose grades remain soft. Domestic PTFE capacity expanded rapidly through 2026, leaving supply ample; downstream chemical and oil & gas buyers purchase on demand with no concentrated restocking. Fluorite has pulled back to 3,250-3,350 CNY/t and crude oil to 68-72 USD/bbl, weakening cost support. Intensified competition has pushed trader quotes lower. Expected to oscillate within 31,000-35,000 CNY/t.
- PEEK Resin: +3.0%. Global supply tightness drives the uptrend. Victrex capacity utilization has risen to ~95% with no new capacity before 2027; demand from semiconductor packaging, EV batteries, humanoid robots and eVTOL is expanding simultaneously, with Q2 2026 standard granules already ~8% higher YoY. Domestic industrial-grade offers strong value (30%-50% below imports), but the overall price center is moving up with DFBP monomer costs and FX.
- PI Film (Electronic Grade): +4.0%. High-end shortage is worsening. Kaneka raised all PI film prices 20% in April and overseas majors (DuPont etc.) are up 30%-50% YTD; the global electronic-grade PI film gap has reached 10,000-12,000 t, with US/Japan/Korea leaders locked through 2027. Demand for high-thermal PI (AI servers) and PSPI (advanced packaging) is growing exponentially. Basic electrical grades are stable while high-end and CPI optical film (20-30M CNY/t) keep strengthening.
- Specialty Ceramic Raw Material (Zirconia): +1.5%. Structural price gains are clear. Sinocera raised zirconia powder prices 10%-40% from July 27; yttria export controls triggered Tosoh’s shutdown, creating a ~6,000 t/yr rigid gap in global high-end nano-zirconia; fused zirconia is up ~27% YTD and standard zirconia ~29%. Downstream PCB grinding media, MLCC and solid-state batteries provide firm support.
Impact Analysis
- On Procurement Cost: PEEK, high-end PI film and yttria-stabilized zirconia are in an upward channel with supply constrained by locked orders and shutdowns, pressuring both spot cost and lead time. PTFE, by contrast, is a buyer’s market with low cost and ample negotiation room.
- On Supply Chain: A “low-end loose, high-end tight” bifurcation persists. Carbon fiber, high-end PI film and YSZ have weak supply elasticity—secure long-term agreements and qualified suppliers early. Standard zirconia and PTFE are well supplied with low supply-chain risk.
Action Recommendations
- Lock prices now: PEEK resin (annual framework pricing), high-end electronic-grade PI film (qualify domestic substitutes early, lock long-term contracts), yttria-stabilized/nano-composite zirconia (domestic-substitution window—prioritize price and volume locks), T700+ carbon fiber (high-end shortage, build coverage early).
- Monitor / wait: PTFE resin (low and soft—buy on demand, avoid stockpiling), standard electrical-grade PI film and standard zirconia (ample supply, prices track base feedstock—purchase opportunistically).
Data sources: 100ppi, Mysteel, Baiinfo, public research and industry news. For reference only.