分类： Industry Insights

📊 Price Overview

Material	Current Price Range	Weekly Change	Trend
PTFE Resin	Molding grade: ¥43–84/kg Dispersion resin: ¥54,000/ton Dispersion liquid: ¥79–120/kg	Stable (Rubber & Plastic Index -1.8%)	📈 Steady-to-firm
PEEK Resin	Standard grade (Victrex 450G): ¥260–280/kg High-temp grade (HT): ¥600–650/kg CF-reinforced (450CA30): ¥250–280/kg	+0~2%	📈 Slight increase
Carbon Fiber	Domestic T700 12K: ¥140–180/kg Domestic T800: ¥160–220/kg Imported Toray T700: ¥200–260/kg	-0~1%	📉 Slight decline
PI Film	Standard electronic grade: ¥180–200/kg DuPont premium (300HN): ¥1,500–2,000/kg Transparent PI film: ¥600–900/kg	Stable	➡️ Flat
Specialty Ceramic Raw Materials	Alumina (98.5%): ¥2,700–2,755/ton Zirconium oxychloride (36%): ¥17,750/ton (+¥500) Silicon nitride powder: ¥23–60/kg	Alumina +0.4% / Zr compounds +2.9%	📈 Ceramic inputs firm

🔴 Key Price Movements

• PTFE — Dongyue Group leads 5G/semiconductor material rally: Dongyue Group’s stock surged ~7% this week, driven by high-purity PTFE (especially M10-grade) gaining traction in semiconductor supply chains, alongside strong demand from 5G high-frequency CCL (copper-clad laminate) applications. Dispersion resin spot prices hold at ¥54,000/ton with low plant inventories — suppliers are firm on quotes.
• PEEK — Imported brands maintain price firmness: UK-based Victrex standard-grade PEEK 450G is quoted at ¥260–280/kg; premium HT grades fetch ¥650/kg. CF-reinforced 450CA30 is available at ¥250/kg for bulk orders. Domestic PEEK capacity is still ramping up, and import substitution is proceeding slowly — short-term price support remains strong.
• Carbon Fiber — Domestic capacity expansion suppresses import prices: Major domestic producers including Jilin Chemical Fiber and Shanghai Petrochemical have launched multi-thousand-ton large-tow carbon fiber lines. Domestic T700 12K is now priced at ¥140–180/kg, narrowing the premium over imported Toray T700 to under 15%. Compressed gas storage cylinder demand is robust, offsetting some downward price pressure from new capacity.
• PI Film — Electronic grade market balanced: Standard electronic-grade PI film base film is quoted at ¥180–200/kg with stable market activity. DuPont premium matte PI film (300HN) holds at ~¥2,000/kg amid tight supply. Demand from foldable smartphones and EV wire harnesses continues to grow steadily.
• Specialty Ceramic Raw Materials — Zirconium compounds on the rise: Zirconium oxychloride gained ¥500/ton this week to ¥17,750/ton (~+2.9%), driven by tightening rare earth and zirconium ore supply. Alumina spot prices edged up ¥10/ton to ¥2,725–2,755/ton, with bauxite cost support providing a floor.

📉 Impact Analysis

Procurement Cost Impact

• High-purity PTFE (semiconductor-grade) procurement costs face increasing upward pressure — lock in prices before Q3;
• PEEK imported brands remain pricey — prioritize domestic alternative qualification;
• Carbon fiber procurement costs improving due to domestic sourcing — consider increasing orders from domestic suppliers;
• Zirconium-based ceramic materials are rising quickly — monitor cost pass-through to finished parts.

Supply Chain Impact

• High-end PTFE supply is concentrated among Dongyue, Hao Hua, and a few others — medium supply shortage risk;
• Global PEEK capacity remains concentrated with Victrex and Solvay; domestic multi-thousand-ton projects expected to reach effective supply post-2027;
• Rapid carbon fiber domestication is restructuring the supply chain, with hydrogen storage cylinder value chain as the primary beneficiary;
• PI film still carries significant import dependence on Japan and South Korea — geopolitical uncertainty remains a factor.

✅ Actionable Recommendations

Lock in prices for:

• PTFE high-purity dispersion resin: Mainstream producers like Dongyue hold low inventory; Q3 prices are likely to rise rather than fall. Lock in 3–6 months of volume now;
• PEEK CF-reinforced grade: Import lead times are 4–8 weeks. Sign quarterly framework agreements to secure supply.

Monitor / observe for:

• Domestic T700 carbon fiber: New domestic capacity continues to come online — short-term prices still have room to decline. Purchase on as-needed basis;
• Standard-grade PI film: Supply-demand is balanced; no need for large inventory buildup. Watch foldable phone peak-season restocking节奏 in H2.

---

📅 Report Date: 2026-06-22 | Sources: Guidechem, 1688, CCI Research, Mysteel, CERADIR | For internal reference only

June 2026 New Materials Industry Keyword Heat Analysis Report

This report analyzes market data from six key materials: PTFE, PEEK, carbon fiber, advanced ceramics, electronic chemicals, and aerogel, providing keyword strategy references for B2B new materials enterprises.

I. Core Keyword Heat Ranking

Rank	Keyword	Heat Index	Competition	Trend
1	PTFE (Teflon)	92	High	↑ Strong Uptrend
2	Electronic Chemicals	89	Very High	↑ Domestic Substitution Accelerating
3	Carbon Fiber	87	High	↑ NEV Demand Growth
4	PEEK (Polyether ether ketone)	81	Medium-High	↑ Customization Growth
5	Advanced Ceramics	76	Medium	→ Steady Growth
6	Aerogel	72	Medium-Low	↑ Energy Storage New Opportunity

II. In-Depth Keyword Analysis

2.1 PTFE (Polytetrafluoroethylene) — AI Computing Drives New Demand

Price Dynamics: June 2026 East China PTFE price 52,000 RMB/ton, up 23.81% YoY, hitting a 4-year high.

Demand Drivers:

• Traditional: Chemical corrosion protection, seals stable demand
• Emerging: NVIDIA Rubin Ultra servers drive electronic-grade PTFE demand surge
• High-frequency transmission: PTFE as orthogonal backplane material entering validation

Competition: Supply expansion stalled after 2022, capacity maintained at 199,100 tons; demand CAGR 14.15% (2020-2025), supply-demand improving.

2.2 Electronic Chemicals — Main Battlefield of Domestic Substitution

Market Size: 2026 China wet electronic chemicals market expected 18.183 billion RMB, CAGR 12%+.

Segments:

• Photoresist: Extremely low domestic rate (ArF <1%), Wuhan Taiziwei T150A passed validation
• Wet Chemicals: 2026 IC manufacturing demand >1.1 million tons
• Electronic Specialty Gases/CMP: Domestic rate gradually increasing

Policy Catalyst: "Petrochemical Industry Stable Growth Work Plan (2025-2026)" clarifies enhancing high-end electronic chemicals supply capacity.

2.3 Carbon Fiber — High Modulus Market Accelerating

Market Size: 2026 global high-modulus carbon fiber sales expected $1.2 billion, reaching $1.946 billion in 2032 (CAGR 8.4%).

Application Structure:

• Aerospace (45%): C919/C929 require T800/T1000 grade
• Commercial Aerospace (CAGR >30%): Qianfan constellation dense deployment
• Hydrogen Storage: Type IV cylinder carbon fiber accounts for 60% of cost

China Share: Expected 2032 China market share globally to increase to 34%.

2.4 PEEK (Polyether ether ketone) — High Growth in Customization

Global Growth: CAGR 8.3% (2023-2026), customized standard parts proportion expected to exceed 35%.

Core Applications:

• Medical: Implantable grade PEEK demand growth
• NEV: Battery module structural parts
• Semiconductor: Wafer carriers, insulators

Technology Trend: Wear-resistant parts life leapfrog improvement, material modification + structural design dual drive.

2.5 Advanced Ceramics — Key Materials for Semiconductor Equipment

Market Size: 2026 China advanced ceramics market expected 122.1 billion RMB, CAGR 7%.

High-Growth Categories:

• Silicon Nitride: 2025 global revenue 754 million CNY, expected 1.197 billion in 2032
• Ceramic Substrates: NEV, semiconductor packaging penetration increasing
• Precision Ceramic Parts: Domestic rate rapidly improving

Leading Enterprise: Guoji Jinggong precision ceramic products in industry leading position, already entered TSMC supply chain.

2.6 Aerogel — Energy Storage Thermal Runaway Protection Exploding

Technical Advantages: Thermal conductivity as low as 0.018W/(m·K), porosity 99.8%, density 1/5 of traditional materials.

Application Scenarios:

• Cell Insulation: Thermal runaway blocking capability 3-5x better than traditional materials
• Building Energy Efficiency: Excellent insulation, reducing AC energy consumption 30%+
• LNG: Pipeline insulation energy saving

Market Space: NEV penetration increase drives cell aerogel demand exponential growth.

III. Long-Tail Keyword Recommendations (5-8)

1. Electronic-grade PTFE orthogonal backplane material
2. Domestic ArF photoresist mass production validation
3. T800 carbon fiber commercial aerospace application
4. Silicon nitride ceramic substrate semiconductor packaging
5. Cell aerogel thermal runaway blocking solution
6. PEEK precision parts semiconductor equipment
7. Wet electronic chemicals IC manufacturing domestic substitution

IV. Action Recommendations

1. Content Marketing: Create technical whitepapers around "Electronic-grade PTFE + AI Computing" to capture emerging demand awareness
2. SEO Layout: Optimize long-tail keywords like "domestic photoresist" "T800 carbon fiber" with high conversion potential
3. Competitor Monitoring: Track enterprises like Shengyi Technology, Guoji Jinggong, Zhongming Ceramics
4. Policy Incentives: Apply for special support funds for electronic chemicals, high-performance fibers, etc.

Report generated: June 22, 2026 | Data sources: Orient Securities, CITIC Construction Investment, Frost & Sullivan, Asia Chemical Consulting

2026-06-21 New Material Price Trend Daily Report

Price Overview

Material	Current Price Range	WoW Change	Trend
PTFE Resin (Standard)	31,800-33,000 CNY/ton	0%	Stable
PTFE Dispersion Resin	50,000-62,000 CNY/ton	0~+1%	Stable/Strong
PEEK Resin (Import/Victrex 450G)	230-450 CNY/kg	0%	Stable
Carbon Fiber (Small Tow)	110 CNY/kg	-2.2%	Declining
Carbon Fiber (Large Tow)	73 CNY/kg	-1.4%	Declining
PI Film (Electronic Grade)	160-200 CNY/kg	0%	Stable
Alumina (≥98.5%)	2,645-2,705 CNY/ton	0%	Stable
Zirconium Oxychloride	17,750 CNY/ton	+2.9%	Rising

Key Changes

• Carbon fiber remains weak: Small tow at 110 CNY/kg, down 31.3% YoY; large tow at 73 CNY/kg, down 19.4% YoY. The Q2 market average is about 93 CNY/kg, down 2.2% QoQ. Demand from wind blades and sports/leisure sectors is sluggish, and inventories are piled up.
• Zirconium oxychloride rebounds: Shandong average price 17,750 CNY/ton, up 500 CNY/ton WoW (+2.9%), driven by tight zircon sand supply and recovering demand from ceramics and refractory materials.
• PTFE, PEEK, and PI film prices are stable: Longzhong data on June 11 showed PTFE grades flat; imported PEEK remains at 230-450 CNY/kg; electronic-grade PI film at 160-200 CNY/kg, with no significant supply or demand swings.

Impact Analysis

• Procurement cost: Declining carbon fiber benefits downstream composite sectors such as wind energy, automotive, and drones; rising zirconium oxychloride will push up costs for special ceramics, refractory materials, and zirconium chemicals.
• Supply chain: High-end fluoropolymers and special engineering plastics such as PTFE dispersion resin and PEEK remain tight, with import substitution continuing; carbon fiber faces overcapacity and high inventory, giving buyers stronger bargaining power.

Action Recommendations

• Lock prices: PTFE dispersion resin and imported PEEK (tight supply, solid price floor).
• Wait and see: Carbon fiber (downtrend not over, inventory destocking still needed) and standard PTFE.
• Restock: Zirconium oxychloride (zirconium-based raw materials still have upward momentum, consider buying on dips).

Note: Prices are sourced from public platforms including Longzhong Information, ChemicalBook, CBC Metal, and CERADIR. Actual procurement should verify specific grade, specification, and delivery schedule.

## 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)

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

## Price Overview

| Material | Current Price Range | WoW Change | Trend |
|———-|——————-|————|——-|
| PTFE Resin (suspension mid-grade) | 31,800-33,000 CNY/ton | -3.8%↔ | Stable/Weak |
| PEEK Resin (Victrex 450G) | 260-680 CNY/kg | Flat | Stable |
| Carbon Fiber T700 (12K) | 145 CNY/kg | -37% YoY | Declining |
| Carbon Fiber T300 (48K) | 72 CNY/kg | >37% YoY | Declining |
| PI Film (electronic grade / domestic) | 200-475 CNY/kg | Flat | Stable |
| PI Film (DuPont Kapton) | 1,000+ CNY/kg | Flat | Stable |
| Alumina (≥98.5%) | 2,715 CNY/ton | +2.2% | Slightly Up |
| Zirconium Oxychloride (≥36%) | 17,750 CNY/ton | +2.9% | Slightly Up |

## Key Movements

**Carbon Fiber: Most Significant Decline**
– T700 (12K) small-tow carbon fiber priced at approximately 145 CNY/kg, down ~37% from the beginning of the year; T300 (48K) large-tow at ~72 CNY/kg, with declines exceeding small-tow.
– Primary driver: Rapid domestic capacity expansion (Zhongfu Shenying capacity reached 28,500 tons/year, ranking top 3 globally), creating severe oversupply. Toray’s announcement to consider reducing general-grade carbon fiber equipment underscores pricing pressure.
– Demand side: Traditional demand growth from wind energy and PV thermal fields has slowed; digesting new capacity requires time.

**PTFE Resin: Narrow Range Oscillation**
– Domestic suspension mid-grade PTFE oscillating between 31,800-33,000 CNY/ton; June 16 quote at 33,000 CNY/ton.
– Fluorite (upstream feedstock) quoted at ~3,450 CNY/ton, providing moderate cost support, but downstream demand remains subdued.

**Specialty Ceramic Raw Materials: Modest Uptick**
– Alumina average price at 2,715 CNY/ton, up ~2% from prior period; zirconium oxychloride at 17,750 CNY/ton, up 500 CNY/ton WoW.
– Supply-side maintenance shutdowns and regional production cuts driving mild price increases.

**PEEK & PI Film: High-Level Stability**
– PEEK resin (Victrex 450G) at ~260 CNY/kg, specialty grade PEEK (HT-G22) at 650 CNY/kg, with no significant price movement. Domestic PEEK demand projected to exceed 16.7 billion CNY by 2027.
– PI film prices stable: domestic electronic grade at 200-475 CNY/kg, imported DuPont Kapton at 1,000+ CNY/kg. Flexible electronics and NEV applications driving steady demand growth.

## Impact Analysis

**Procurement Cost:**
– Continued decline in carbon fiber prices benefits composite material and wind blade manufacturers, with procurement costs significantly lower YoY.
– Mild increases in alumina and zirconium oxychloride create slight cost pressure for ceramic substrate and structural ceramic enterprises.
– PTFE prices stable; fluorchemical industry chain costs largely unchanged.

**Supply Chain:**
– Carbon fiber industry faces mounting inventory pressure; some SMEs confront cash flow challenges, accelerating industry consolidation.
– Toray’s plan to reduce general-grade capacity may shift supply-demand dynamics within 12-18 months; monitor closely.

## Macro Environment

– International crude oil (Brent) experienced significant volatility in June, dropping from ~94 USD/barrel at the start of the month to approximately 77 USD/barrel on June 18, a single-week decline exceeding 15%. The World Bank forecasts 2026 Brent average at ~94 USD/barrel, but the short-term correction creates cost expectation uncertainty for chemical products.
– China’s refined oil product price adjustment window on June 19 is expected to reduce prices by approximately 0.42 CNY/liter, lowering logistics costs.

## Action Recommendations

| Material | Strategy | Rationale |
|———-|———-|———–|
| Carbon Fiber T700/T300 | **Increase procurement moderately** | Prices at low range; further downside limited — lock in 3-month volume |
| PTFE Resin | **Wait and see** | Oscillating in 31,800-33,000 CNY/ton range; no directional breakout |
| PEEK Resin | **Purchase on demand** | Prices stable; no significant volatility expected short-term |
| PI Film (domestic) | **Lock in long-term contracts** | Demand growth明确的; domestic substitution accelerating; favorable pricing for cost locking |
| Alumina/Zirconium Oxychloride | **Replenish inventory soon** | Supply-side contraction expectations suggest further upside potential |

*Data sources: 100ppi.com, CBC Metal Network, ChemicalBook, 1688 public market quotes. For reference only.*

*Report Date: 2026-06-20 | Market Intelligence Officer*

# Advanced Materials Industry Keyword Popularity Analysis Report
**Report Date: June 20, 2026**
**Keywords Analyzed:** PTFE, PEEK, Carbon Fiber Composites, Advanced Ceramics, Electronic Chemicals, Aerogel

—

## Executive Summary

The advanced materials industry is experiencing strong momentum in 2026, with all six keywords showing synchronized growth in search popularity and market size. AI computing power expansion is driving surging demand for PTFE and electronic chemicals; carbon fiber has entered a price increase cycle driven by wind power and the low-altitude economy; aerogel has reached an inflection point for explosive growth due to mandatory new energy safety regulations.

**Overall Popularity Ranking:** Electronic Chemicals > Carbon Fiber > PEEK > PTFE > Aerogel > Advanced Ceramics

—

## Detailed Keyword Analysis

### 1. PTFE (Polytetrafluoroethylene) — New Growth Frontier for the “Plastic King”

| Dimension | Data/Trend |
|———–|————-|
| **Market Size** | China PTFE production ~90,700 tons in 2022; continued expansion expected through 2032, positive CAGR |
| **Popularity Driver** | AI server backplane material demand (NVIDIA Rubin ultra production node); 5G/semiconductor high-purity PTFE demand |
| **Price Trend** | East China market mainstream price 47,000 RMB/ton; industry gross margin ~15%, limited downside |
| **Competition** | Low-end capacity oversupply (operating rate ~50%); high-end modified PTFE import dependent; significant domestic substitution potential |
| **Opportunities** | Electronic-grade PTFE, medical-grade biocompatible PTFE, eco-friendly PTFE |

**Popularity Score: ★★★☆☆ (3/5)**
**Competition Level: High** (Low-end red ocean, high-end blue ocean)

—

### 2. PEEK (Polyether Ether Ketone) — Golden Track for High-End Engineering Plastics

| Dimension | Data/Trend |
|———–|————-|
| **Market Size** | Global PEEK market CAGR >8.3% (2023-2026 forecast, S&P Global) |
| **Customization Trend** | Customized standard parts expected to exceed 35% of market (China Plastics Engineering Association) |
| **Application Expansion** | Semiconductor CMP rings, medical orthopedic implants, new energy battery housings, hydrogen fuel cell bipolar plates |
| **Technical Barriers** | Melting point 334°C, requires specialized processing equipment; concentrated suppliers (Victrex, Solvay, Zhongyan Co., Ltd.) |
| **Domestic Progress** | Taihe Technology and others entering the market, but high-purity PEEK still import dependent |

**Popularity Score: ★★★★☆ (4/5)**
**Competition Level: Medium-High** (High technical barriers, large profit margin)

—

### 3. Carbon Fiber Composites — “Black Gold” Price Increase Cycle Begins

| Dimension | Data/Trend |
|———–|————-|
| **Market Size** | Global carbon fiber market size reaches 32 billion yuan in 2026; expected to reach 81.4 billion yuan by 2033 (CAGR 14.27%) |
| **Price Dynamics** | Toray (Japan) raising prices 10-20% from January 2026; Jilin Chemical Fiber wet-process 12TK carbon fiber increasing 5,000 yuan/ton |
| **Demand Drivers** | Wind turbine blades, hydrogen energy Type IV storage cylinders, C919/C929 airframes, low-altitude economy drones |
| **Supply-Demand** | High-modulus carbon fiber (T800/T1000) tight supply-demand; commercial aerospace growth >30% CAGR |
| **Recycling Trend** | Recycled short carbon fiber market expected at 450 million USD in 2026, CAGR 11.1% |

**Popularity Score: ★★★★★ (5/5)**
**Competition Level: Medium** (Price increase cycle, leading companies have strong pricing power)

—

### 4. Advanced Ceramics — Core “Bottleneck” Materials for High-End Equipment

| Dimension | Data/Trend |
|———–|————-|
| **Market Size** | Domestic advanced ceramics market continues to expand; boron carbide/silicon carbide segments account for over 40% |
| **Technical Pain Points** | Nearly 60% of enterprises lack core technology, only capable of producing low-end products; adulteration and substandard products are prominent issues |
| **Application Focus** | Nuclear power protection, national defense military, high-end equipment, new energy (silicon carbide substrates for third-generation semiconductors) |
| **Policy Catalyst** | “14th Five-Year Plan” new materials strategic planning, domestic substitution special fund support |
| **Quality Tracks** | Foam ceramics (new favorite for architectural decoration), wear-resistant ceramics (mining/power operating conditions) |

**Popularity Score: ★★★☆☆ (3/5)**
**Competition Level: High** (Low-end oversupply, high-end import dependent)

—

### 5. Electronic Chemicals — “Grain and Grass” for Semiconductor Independence and Control

| Dimension | Data/Trend |
|———–|————-|
| **Market Size** | 2025 China semiconductor materials market size 119.883 billion yuan; expected global reach 685.379 billion yuan by 2032 (CAGR 7.19%) |
| **Hot Segments** | Tungsten hexafluoride prices continuously rising (tungsten powder surge + supply tightening); electronic specialty gases, wet electronic chemicals, CMP slurries |
| **AI Driver** | 2026 global semiconductor sales expected at 975 billion USD (+26% YoY); HBM/DDR5 memory demand surges |
| **Domestic Production Rate** | Yangtze Memory NAND global share exceeds 13%; electronic-grade hydrofluoric acid, photoresist still import dependent |
| **Packaging Materials** | Packaging material shortages beginning to receive market attention, becoming the next stage of price increase mainstream |

**Popularity Score: ★★★★★ (5/5)**
**Competition Level: Extremely High** (Extremely high technical barriers, key policy support)

—

### 6. Aerogel — Inflection Point from “High-End Optional” to “Mandatory Standard”

| Dimension | Data/Trend |
|———–|————-|
| **Market Size** | 2025 global aerogel market 1.776 billion USD; expected to reach 3.304 billion USD by 2032 (CAGR 9.5%) |
| **Policy Mandate** | New energy vehicle battery thermal runaway protection mandatory standards drive aerogel to become battery pack “standard firewall” |
| **Technical Breakthrough** | Chinese team develops world’s first 1300°C-tolerant aerogel insulation sheet (only 2.3mm thick) |
| **Cost Reduction** | Revolutionary breakthrough in preparation technology, cost “halved”, unlocking large-scale bottleneck |
| **Application Expansion** | Power batteries, building exterior insulation, 5G base station heat dissipation, LNG pipeline insulation |

**Popularity Score: ★★★★☆ (4/5)**
**Competition Level: Low** (Emerging market, competitive landscape not yet settled, first-mover advantage significant)

—

## Popularity vs. Competition Matrix Analysis

“`
High Popularity
| Electronic Chemicals■ Carbon Fiber■
|
| PEEK■ Aerogel■
|
| PTFE■ Advanced Ceramics■
+—————————————-> High Competition
Low Competition
“`

**Investment Priority Recommendations:**
1. **Electronic Chemicals** (Highest popularity + strongest policy)
2. **Carbon Fiber** (Price increase cycle + certain demand)
3. **Aerogel** (Mandatory standard + cost reduction, pre-explosion moment)
4. **PEEK** (High barriers + high gross margin, suitable for long-term layout)
5. **PTFE** (Structural opportunity in high-end modification)
6. **Advanced Ceramics** (Await domestic breakthrough inflection point)

—

## Second Half 2026 Trend Forecast

| Keyword | Trend Direction | Key Catalysts |
|———|—————-|—————-|
| PTFE | Steady growth | AI server mass production, high-end modification domestic substitution |
| PEEK | Accelerated growth | Semiconductor equipment demand, medical implant volume increase |
| Carbon Fiber | Continuous price increase | Wind power installation peak, hydrogen storage cylinder mandatory promotion |
| Advanced Ceramics | Slow recovery | Third-generation semiconductor substrate demand, military orders |
| Electronic Chemicals | High-speed growth | Semiconductor independence policy, AI computing power expansion |
| Aerogel | Explosive growth | New energy safety regulations, building insulation standard upgrade |

—

## Long-Tail Keywords (5-8)

1. **Electronic-grade PTFE film** (AI server backplane application scenario precise keyword)
2. **PEEK medical implant materials** (Orthopedic/dental high-value consumables segment)
3. **T800 grade carbon fiber prepreg** (Aerospace domestic substitution core keyword)
4. **Tungsten hexafluoride electronic specialty gas** (Semiconductor materials price increase mainstream precise keyword)
5. **Aerogel battery insulation sheet** (New energy mandatory standard application scenario keyword)
6. **Silicon carbide advanced ceramic substrate** (Third-generation semiconductor upstream key materials keyword)
7. **Short carbon fiber reinforced PA66** (Automotive lightweight modified plastics keyword)
8. **Wet electronic chemicals domestic substitution** (Semiconductor materials independence policy keyword)

—

## Action Recommendations

**Content Marketing Directions:**
– Prioritize “Electronic Chemicals + Semiconductor” content to capture AI computing power investment hotspots
– Carbon fiber price increase theme can be planned as “Black Gold Investment Strategy” series
– Aerogel mandatory standardization is an excellent “policy-driven” content entry point

**SEO Optimization Directions:**
– Long-tail keywords should prioritize specific application scenario words (e.g., “battery insulation sheet” rather than generic term “aerogel”)
– Capture “domestic substitution + specific material” combination words (clear search intent, high conversion rate)

**Competition Monitoring Directions:**
– Focus on monitoring Electronic Chemicals (tungsten hexafluoride, photoresist) price dynamics
– Track Carbon Fiber leaders (Toray, Jilin Chemical Fiber) price adjustment announcements
– Watch for new aerogel market entrants (cost breakthroughs will reshape competitive landscape)

—
*Report generated by QClaw Market Intelligence Officer | Data sources: Public industry reports, brokerage research reports, Industrial Research Network*

Price Overview

Material	Current Price Range	WoW	Trend
PTFE Resin (Suspension)	31,800-54,000 CNY/ton	Flat	→ Stable
PEEK Resin (Victrex 450G)	260-290 CNY/kg	Flat	→ Stable
Carbon Fiber T700 (12K)	145-200 CNY/kg	-2%~0%	↓ Weak
PI Film (Electronic Grade)	160-180 CNY/kg	Flat	→ Stable
Alumina (Al₂O₃≥98.5%)	2,705-2,830 CNY/ton	+2.1%	↑ Slight Up
Silicon Nitride Powder (Industrial)	60-72 CNY/kg	Flat	→ Stable

Key Changes

• Alumina: +2.1% — Chalco raised Shandong quotation to 2,730 CNY/ton on June 4, up 58 CNY/ton WoW. Driven by tight bauxite supply and rising electrolytic aluminum capacity utilization.
• Carbon Fiber T700: Weak — Domestic capacity continues to expand (Jilin Chemical Fiber’s 400kt project advancing), while demand recovery in wind energy and sports remains sluggish. T700 (12K) at 145-200 CNY/kg, nearly halved from 2022 peak.

Impact Analysis

• Crude Oil: Brent surged to $94/bbl in early June before retreating to ~$83/bbl. US-Iran “fight-and-talk” dynamics driving wide swings. World Bank forecasts 2026 Brent average at $94/bbl (+36% YoY), supporting fluorochemical and specialty plastics cost floors.
• PTFE Cost Support: Fluorite/hydrofluoric acid costs elevated by high oil prices. PTFE quoted at 31,800 CNY/ton on June 14; dispersion-grade premium at 54,000 CNY/ton. Overall stable.
• Carbon Fiber Oversupply: New capacity additions far outpace demand recovery. Price downtrend since 2024 remains intact. De-stocking continues in the short term.
• PI Film Stable Demand: Supported by FPC and battery separator applications. Pricing holds steady.

Actionable Recommendations

• Lock Prices: Alumina — early uptrend phase, aluminum/ceramics firms should lock Q3 volumes on dips. PTFE — strong cost support under high oil, build positions gradually for essential needs.
• Wait and See: Carbon Fiber — capacity peak still driving prices down; defer non-urgent purchases to late Q3. PEEK — pricing stable, no hedging needed; buy as needed.
• Risk Alert: Watch China’s domestic fuel price adjustment window on June 18 (estimated -320 CNY/ton) for marginal impact on chemical cost structures.

📊 Executive Summary

This report provides an in-depth analysis of six trending advanced materials keywords—PTFE, PEEK, Carbon Fiber, Advanced Ceramics, Electronic Chemicals, and Aerogel—across three dimensions: market size, popularity trends, and competitive landscape, providing data-driven support for B2B advanced materials marketing strategies.

🔑 1. PTFE (Polytetrafluoroethylene) – Computing Power Drives Electronic-Grade Application Surge

Market Data

• Core Driver: AI computing infrastructure drives explosive growth in electronic-grade PTFE demand. With NVIDIA Rubin Ultra server mass production approaching, PTFE orthogonal backplane solutions have become a hot industry topic.
• Downstream Structure: Military + server high-speed cables + high-speed boards three major demands growing synchronously
• Material Properties: Excellent thermal stability, chemical resistance, low dielectric constant—ideal substrate for high-frequency, high-speed transmission scenarios

Heat Score & Competition

Dimension	Score (1-10)	Notes
Search Heat	8.5	Electronic-grade PTFE is an emerging high-frequency keyword in 2026
Business Value	9.0	Driven by computing power industry chain, high unit price, strong certification barriers
Competition Intensity	6.0	High-end electronic-grade market dominated by US/Japan players; significant domestic substitution space
Trend Direction	↗ Rising Fast	Strongly correlated with AI servers / high-frequency communications

Long-tail Keyword Suggestions

• Electronic grade PTFE film high frequency PCB substrate
• PTFE orthogonal backplane NVIDIA Rubin server
• Low dielectric PTFE material 5G millimeter wave antenna

🔑 2. PEEK (Polyether Ether Ketone) – The “Golden Plastic” Customization Wave

Market Data

• Global CAGR: 8.3% (2023-2026, S&P Global data)
• Customization Share: China market customized standard parts expected to exceed 35% in 2026
• Core Applications: Medical implants, surgical robot joints, NEV battery components, semiconductor equipment parts
• Wear-resistant Part Lifespan: Stepped breakthrough expected by 2026, driven by materials modification + structural design + process revolution

Heat Score & Competition

Dimension	Score (1-10)	Notes
Search Heat	7.8	Engineering plastics sector continues to heat up
Business Value	8.5	High unit price, high barriers, high added value
Competition Intensity	7.0	Victrex, Solvay dominant; domestic players accelerating catch-up
Trend Direction	↗ Steady Rise	Dual-wheel driven by medical + new energy

Long-tail Keyword Suggestions

• PEEK custom parts surgical robot medical implant
• PEEK wear-resistant parts lifespan 2026 materials modification
• Halogen-free flame retardant PEEK new energy vehicle battery

🔑 3. Carbon Fiber – Domestic Substitution Accelerates, Aerospace Leads

Market Data

• 2026 Global High-Modulus Carbon Fiber: Expected sales $1.2 billion; reaching $1.946 billion in 2032 (CAGR 8.4%)
• China Share: China high-modulus carbon fiber market expected to reach 34% of global total by 2032
• Largest Market: Aerospace (≈45% share), C919/C929 main load-bearing structures require T800/T1000 grade
• Fastest Growing: Commercial aerospace & satellites (CAGR >30%), Qianfan Constellation/Guowang dense deployment
• Hydrogen Energy Incremental: Type IV hydrogen storage vessels are the second largest incremental market; carbon fiber in 70MPa vessel wrapping layer accounts for 60% of cost

Heat Score & Competition

Dimension	Score (1-10)	Notes
Search Heat	9.0	Dual hotspots: domestic aircraft + commercial aerospace
Business Value	9.0	Strategic material with strong policy support
Competition Intensity	8.0	Japan/US dominated; domestic substitution underway
Trend Direction	↗ Strong Rise	Dual catalyst: low-altitude economy + hydrogen energy

Long-tail Keyword Suggestions

• T800 carbon fiber C919 main load-bearing structure
• Carbon fiber Type IV hydrogen tank 70MPa wrapping layer
• Large tow carbon fiber low cost mass production wind turbine blade

🔑 4. Advanced Ceramics – Core Bottleneck for Semiconductor Equipment Domestic Substitution

Market Data

• Core Categories: Alumina (Al₂O₃), Zirconia (ZrO₂), Silicon Nitride (Si₃N₄), Aluminum Nitride (AlN)
• Semiconductor Application: Wafer transfer arms require metal ion leaching at ppb level; 96% alumina ceramic is the mainstream solution
• Photovoltaic Application: Carrier trays for high-temperature furnaces above 1000°C; equipment failure rate reduced by 40% after using 96 alumina ceramic parts
• Trend: Precision ceramic structural parts customization demand continues to heat up; 2026 enters accelerated development period

Heat Score & Competition

Dimension	Score (1-10)	Notes
Search Heat	6.5	Driven by semiconductor equipment domestic substitution
Business Value	8.0	Core consumables for semiconductor equipment, extremely high barriers
Competition Intensity	8.5	Dominated by Japan’s Kyocera, CoorsTek; low domestic substitution rate
Trend Direction	→ Steady Rise	Catalyzed by semiconductor equipment localization

Long-tail Keyword Suggestions

• 96 alumina ceramic wafer transfer arm ppb purity
• Aluminum nitride ceramic substrate high thermal conductivity semiconductor
• Precision advanced ceramics machining photovoltaic furnace tray

🔑 5. Electronic Chemicals – Direct Beneficiary of Semiconductor Market’s Doubling Growth

Market Data

• Global Semiconductor Market: Expected to reach $1.51 trillion in 2026, up 89.9% YoY (WSTS data)
• Electronic Chemicals CAGR: Expected 7.5% annual growth 2020-2026, twice the average of the specialty chemicals industry
• China PCB Output Value: Expected to reach $54.6 billion in 2026, driving PCB specialty chemicals demand
• Core Categories: High-purity gases, photoresist supporting reagents, CMP slurries, wet electronic chemicals

Heat Score & Competition

Dimension	Score (1-10)	Notes
Search Heat	8.0	Driven by semiconductor super cycle
Business Value	9.0	Essential consumables for semiconductor manufacturing, high-frequency procurement
Competition Intensity	7.5	Europe/US/Japan dominated; domestic substitution accelerating
Trend Direction	↗ Rising Fast	Dual-driver: AI chips + memory capacity expansion

Long-tail Keyword Suggestions

• Wet electronic chemicals SEMI G5 standard 12-inch wafer
• PCB specialty chemicals 5G high frequency high speed laminate
• Electronic grade hydrofluoric acid semiconductor wet process

🔑 6. Aerogel – “One of Ten Materials That Will Change the World” Reaches Scale Inflection Point

Market Data

• Global Market Size: ~$1.8 billion in 2025, ~$1.9 billion expected in 2026, reaching $3.3 billion in 2032 (CAGR 9.5%)
• Domestic Growth Rate: China nano-aerogel market exceeded ¥12 billion in 2025; 20%+ growth expected in 2026
• Core Driver: NEV battery thermal runaway protection (CATL, FinDreams Battery and other top players have adopted in batches)
• Technology Direction: Multi-component aerogels, smart temperature-regulating aerogels, ambient pressure drying for cost reduction
• Emerging Scenarios: Building curtain wall energy saving, automotive window heat insulation, export of oil pipeline insulation

Heat Score & Competition

Dimension	Score (1-10)	Notes
Search Heat	7.5	Dual hotspots: new energy + building energy efficiency
Business Value	8.0	Policy encouragement + large customer certification driven
Competition Intensity	5.5	High technical barriers, but domestic capacity expanding rapidly
Trend Direction	↗ Rising Fast	Battery safety regulations mandatory push

Long-tail Keyword Suggestions

• Aerogel battery insulation sheet thermal runaway protection EV battery pack
• Ambient pressure dried silica aerogel low cost mass production
• Aerogel nano insulation film building curtain wall energy saving

📈 Comprehensive Comparison & Action Recommendations

Keyword	Search Heat	Business Value	Competition	Trend	Priority Strategy
PTFE	8.5	9.0	6.0	↗↗	Capture electronic-grade PTFE content high ground
PEEK	7.8	8.5	7.0	↗	Layout medical + NEV application scenarios
Carbon Fiber	9.0	9.0	8.0	↗↗	Align with commercial aerospace + hydrogen energy themes
Advanced Ceramics	6.5	8.0	8.5	→↗	Deep-dive semiconductor equipment keywords
Electronic Chemicals	8.0	9.0	7.5	↗↗	Layout content around AI chip manufacturing
Aerogel	7.5	8.0	5.5	↗↗	Capture battery safety regulation traffic

✅ 5-8 Long-tail Keywords for This Period (Written to Keyword Database)

1. Electronic grade PTFE film high frequency PCB substrate AI server
2. PEEK custom standard parts surgical robot joint medical implant
3. T800 carbon fiber C919 main structure commercial aerospace
4. 96 alumina ceramic wafer transfer arm semiconductor equipment
5. Wet electronic chemicals SEMI G5 standard 12-inch wafer fab
6. Aerogel battery insulation thermal runaway protection power battery pack
7. Ambient pressure dried silica aerogel low cost mass production

Report generated: June 19, 2026 | Data sources: WSTS, S&P Global, Gongyan Industry Consulting, CITIC Construction Investment Research

2026-06-18 Industry Exhibition Opportunity Scan

Upcoming Exhibitions

Exhibition Name	Date	Location	Scale	Exhibition Value
The Advanced Ceramics Show	July 8-9, 2026	Birmingham NEC, UK	25,000㎡ / 400 exhibitors / 13,174 visitors	★★★★★ Europe’s largest advanced ceramics show, CPD accredited, free to exhibit
CIIF 2026 (26th China International Industry Fair)	October 12-16, 2026	National Exhibition Center, Shanghai, China	Est. 300,000㎡ / 2,800+ exhibitors / 200,000+ visitors	★★★★★ Asia’s top industrial exhibition, “Smart Manufacturing Without Boundaries” theme
The Advanced Materials Show USA	October 6-7, 2026	Pittsburgh, USA	Co-located with MS&T26, materials characterization/testing/analysis	★★★★☆ Premier North American materials innovation platform, co-located with MS&T26
Carbon Fiber 2026	November 10-12, 2026	Huntsville, Alabama, USA	Organized by CompositesWorld, carbon fiber & composites conference	★★★★☆ Authoritative carbon fiber industry conference, manufacturing cost optimization focus
2026 China (Yunnan) Green Chemical New Materials & Anti-corrosion Equipment Expo	November 16-18, 2026	Dianchi International Convention Center, Kunming, China	Green chemical new materials specialized exhibition	★★★☆☆ Southwest China chemical new materials gateway, green transformation theme
ICERP 2026 (India Composites Exhibition)	December 14-16, 2026	Bombay Exhibition Centre, Mumbai, India	India’s largest composites exhibition, 11th edition	★★★☆☆ Gateway to Indian and South Asian markets
6th Shanghai International Titanium Materials Exhibition 2026	December 9-11, 2026	Shanghai New International Expo Centre, China	Titanium materials, products & processing equipment specialized exhibition	★★★★☆ Yangtze River Delta new materials industry cluster networking platform

Key Recommendations

Recommendation 1: CIIF 2026 (26th China International Industry Fair)
Rationale: Asia’s largest and most internationalized national-level industrial exhibition, hailed as “East has CIIF, West has Hannover Messe”. The 2026 theme “Smart Manufacturing Without Boundaries” aligns with the trend of new materials and intelligent manufacturing integration, covering the entire smart green manufacturing industry chain.
Action Items:
1. Immediately contact Shanghai Ruilian Zhongzhan Exhibition Co., Ltd. (co-organizer) to reserve booth
2. Highlight PTFE/PEEK application cases in industrial robots and automation production lines
3. Prepare English technical materials for international buyers (CIIF international buyers account for ~15%)
4. Registration deadline: Expected July 2026 (recommend contacting before end of June)

Recommendation 2: The Advanced Ceramics Show (UK)
Rationale: Europe’s largest advanced ceramics technology professional exhibition, CPD accredited (up to 14.5 CPD credits available), free to exhibit. 400 exhibitors, 13,174 professional visitors, covering the entire advanced ceramics industry chain. Highly aligned with PEEK/PTFE and other high-performance polymer application fields (aerospace, automotive, medical).
Action Items:
1. Smaller exhibition scale but high professionalism, suitable for precision targeting of European customers
2. Focus on ceramic-polymer composites sub-forum
3. Registration deadline: End of June 2026 (deadline approaching!)
4. Visa processing timeline: Need to immediately initiate UK visa application

Registration Reminders

Exhibitions with Approaching Registration Deadlines:
1. The Advanced Ceramics Show (July 8-9) – Registration deadline expected end of June, only 10 days left!
2. CIIF 2026 (October 12-16) – Premium booth reservations typically deadline 3-4 months in advance, recommend deciding before July
3. Carbon Fiber 2026 (November 10-12) – Conference presentation abstract submission typically deadline June-July

Cost Estimation

Booth Cost Reference (9㎡ standard booth):
– China domestic exhibition (CIIF): ¥25,000-35,000
– The Advanced Ceramics Show: £3,500-5,000 (approx. ¥32,000-46,000)
– US Materials Show: $4,000-6,000 (approx. ¥29,000-43,000)
– India ICERP: $2,000-3,000 (approx. ¥14,000-22,000)

Travel Budget Reference (2-person team, 5 days):
– Domestic (Shanghai/Kunming): ¥15,000-20,000 (incl. airfare, hotel, meals)
– Europe (Birmingham): ¥45,000-60,000 (incl. visa, airfare, hotel)
– USA (Huntsville): ¥55,000-70,000 (incl. visa, airfare, hotel)
– Southeast Asia/India: ¥20,000-30,000 (incl. airfare, hotel)

Action Checklist

1. This week: Confirm CIIF 2026 participation intent, contact exhibition organizer
2. Before June 25: Complete registration for The Advanced Ceramics Show (if participating)
3. Before July 15: Finalize Q4 exhibition plan (Yunnan, Shanghai Titanium, India ICERP)
4. Starting August: Launch booth design, promotional material preparation, customer invitations

Report Generated: June 18, 2026 04:30 (Asia/Shanghai)
Data Sources: Jufair.com, Qufair.com, respective exhibition official websites
Next Scan: July 18, 2026

# 2026-06-18 New Materials Price Trend Daily Report

## Price Overview Table

| Material | Current Price Range | Week-over-Week | Trend |
|——|————-|——–|——|
| PTFE Resin | 31,800-33,000 RMB/ton | +1.2% | ↑ Slightly Up |
| PEEK Resin | 260,000-286,000 RMB/ton | 0% | → Stable at High |
| Carbon Fiber T300 | 85 RMB/kg | -39% (vs. early year) | ↓ Continuous Decline |
| Carbon Fiber T700 | 145 RMB/kg | -37% (vs. early year) | ↓ Continuous Decline |
| PI Film | 160-558 RMB/kg | 0% | → Stable |
| Silicon Nitride Powder | 180-300 RMB/kg | 0% | → Stable |
| Alumina | 2,705 RMB/ton | 0% | → Stable |

## Key Changes

### 1. PTFE Resin: Slight Increase (+1.2%)
**Current Price**: 33,000 RMB/ton (June 16)
**Reason Analysis**:
– Upstream fluorite price support: Fluorite concentrate FC-97 priced at 3,450-3,500 RMB/ton, providing cost support
– High-end application demand growth: AI server Rubin architecture (shipping in H2 2026) drives high-end PTFE CCL demand, with individual sheet selling at ~2,500 RMB
– Supply side: Manufacturers like Fuxin Hengtong have low inventory and moderate operating rates, leading to tight supply

### 2. Carbon Fiber: Price Plunge (Halved from 2022 Peak)
**Current Price**:
– T300(12K): 85 RMB/kg
– T700(12K): 145 RMB/kg
– Large-tow T300(48K/50K): 72 RMB/kg

**Reason Analysis**:
– Severe overcapacity: Q1 2024 added 6,800 tons of capacity, Q2 added 4,000 tons; expansion projects from Sinopec, Jilin Chemical Fiber, Donghua Energy, etc. coming online successively
– Weak demand: China’s carbon fiber demand in 2023 was 69,100 tons, down 7.2% YoY; May 2024 apparent consumption decreased by ~16% YoY
– Supply-demand imbalance: Supply growth far exceeds demand recovery, inventory pileup cannot be relieved in the short term

### 3. PEEK Resin: Stable at High Level
**Current Price**: 260,000-286,000 RMB/ton (260-286 RMB/kg)
**Reason Analysis**:
– Oligopolistic supply: Dominated by few manufacturers like Victrex (UK) and Jilin Zhongyan, limited capacity release
– Strong demand growth: Domestic PEEK demand expected to exceed 16.7 billion RMB in 2027; single AI server usage 5-7kg, value 3,500-7,500 RMB
– Applied in high-end fields like aerospace, medical, and electronics, with low price sensitivity

### 4. Special Ceramic Raw Materials: Stable Prices
**Current Price**:
– Silicon nitride powder: 180-300 RMB/kg
– Alumina (Al2O3≥98.5%): 2,705 RMB/ton
– Spherical alumina (45μm): 215-390 RMB/kg

**Reason Analysis**:
– Sufficient supply: Stable domestic capacity, many suppliers in Shandong, Hubei, Guangdong, etc.
– Stable demand: Mainly used in electronic ceramics, thermal conductive materials, precision ceramic parts, with slow demand growth
– No significant supply-demand contradiction

## Impact Factor Analysis

### Crude Oil Price Impact
**Current Oil Price**: Brent crude ~81 USD/barrel (June 17), WTI ~80 USD/barrel
**Impact Mechanism**:
1. **Cost transmission**: PTFE and other fluorochemical products start from fluorite, affected by energy costs; oil price drop from 120 USD peak relieves cost pressure
2. **Downstream demand**: Oil price decline reduces logistics and manufacturing costs, but limited pull on new material demand
3. **Forecast**: EIA predicts 2026 Brent average price at 59 USD/barrel, WTI at 51-65 USD/barrel; oil price center moving down, weakening cost support for chemicals

### Supply Tightness Factors
1. **PTFE**: Low inventory, tight supply of high-end products (driven by AI server demand)
2. **Carbon fiber**: Severe oversupply, low capacity utilization
3. **PEEK**: Oligopoly, limited capacity expansion

### Demand Growth Factors
1. **AI computing power explosion**: PTFE CCL, PEEK (lightweight high-performance parts) demand growth
2. **New energy**: Carbon fiber applications in wind power, hydrogen storage weak, demand below expectation
3. **Electronics**: PI film demand stable in flexible circuits, chip packaging

## Impact on Procurement Costs

| Material | Procurement Cost Impact | Recommendation |
|——|————-|——|
| PTFE Resin | Cost up 1-2% | Can lock in Q3 usage |
| PEEK Resin | Cost stable at high | Purchase as needed, no hoarding |
| Carbon Fiber | Cost down 30-40% | Excellent procurement window, can increase inventory |
| PI Film | Cost stable | Normal procurement |
| Special Ceramics | Cost stable | Normal procurement |

## Impact on Supply Chain

1. **PTFE Industry Chain**:
– Upstream fluorite → hydrofluoric acid → PTFE resin → PTFE CCL → AI servers
– High-end capacity concentrated in leaders (Haohua Technology, Dongyue Group, Shengyi Technology, Zhongying Technology benefit)
– Traditional fiberglass cloth supply chain faces substitution pressure

2. **Carbon Fiber Industry Chain**:
– Overcapacity leads to price war, profitability pressure on small/medium manufacturers
– Listed companies like GW Composite, Zhongjian Technology, Zhongfu Shenying report declining performance
– Industry consolidation accelerating, backward capacity exiting

3. **PEEK Industry Chain**:
– Concentrated supply, weak downstream bargaining power
– High import dependency (foreign brands like Victrex dominate)

## Action Recommendations

### Materials Recommended to Lock in Price
1. **PTFE Resin**:
– Reason: AI server demand pull + low inventory + cost support
– Action: Lock in Q3 usage, target price 32,000-33,000 RMB/ton
– Suppliers: Prioritize leading manufacturers like Haohua Technology, Dongyue Group

2. **PEEK Resin**:
– Reason: Supply oligopoly + demand growth + stable high price
– Action: Sign long-term agreements with suppliers like Victrex to lock in annual usage
– Alternative: Evaluate domestic substitutes like Jilin Zhongyan (better cost-performance)

### Materials Recommended to Wait-and-See
1. **Carbon Fiber**:
– Reason: Overcapacity + weak demand + continuous price decline
– Action: Purchase as needed, no hoarding; wait for industry consolidation before increasing procurement
– Opportunity: T700 carbon fiber price has dropped to 145 RMB/kg, consider strategic reserve (if demand on application side)

2. **PI Film**:
– Reason: Stable price, no significant upward momentum
– Action: Normal procurement pace, no need to lock in advance

3. **Special Ceramic Raw Materials**:
– Reason: Sufficient supply, stable prices
– Action: Normal procurement, can select suppliers with optimal cost-performance

## Risk Warnings
1. **Geopolitical risk**: If US-Iran conflict escalates, may cause oil price spike, pushing up chemical costs
2. **Capacity release risk**: Continuous release of new carbon fiber capacity may further drive down prices
3. **Lower-than-expected demand**: If downstream demand from new energy, AI servers, etc. falls below expectation, will affect upstream material prices
4. **Exchange rate fluctuation**: Imported materials like PEEK affected by RMB exchange rate, need to monitor exchange rate risk

—
**Report Date**: June 18, 2026
**Data Sources**: ChemicalBook, 100PPI, Xianji China, CBC Metal Network, etc.
**Next Report**: June 25, 2026