Domestic carbon fiber capacity continues to expand, with major producers like Jilin Chemical Fiber maintaining normal operating rates and inventory levels elevated across the market. This week, T300 12K transaction prices dropped to ¥75–85/kg, while T700 12K fell to ¥100–130/kg. Wind turbine blades, the primary downstream sector, are releasing demand below expectations; emerging applications in low-altitude economy and NEVs have not yet compensated for the supply overhang. Prices are expected to remain under downward pressure in the near term.
Tungsten-based Ceramic Raw Materials: -13%–18% (Sharp Decline in Upstream Tungsten Concentrate)
Zhangyuan Tungsten’s July 1H 2026 long-term order quotes: Black tungsten concentrate at ¥448,000/dmtu (-13.8% WoW), ammonium paratungstate (APT) at ¥660,000/MT (-15.4% WoW). Drivers include looser supply from Russian imports and domestic mines, combined with weakening manufacturing procurement demand. Tungsten-based ceramic input costs are expected to ease in the near term.
PTFE Resin: Steady-to-firm (Maintenance Support + Peak Season)
Shandong suspension medium grain quoted at ~¥31,800/MT, Fujian dispersion resin at ¥50,000/MT, broadly stable. The fluorspar-R22 chain remains firm, PTFE plant maintenance continues across producers, and traders are holding firm on offers. Downward pressure is limited; upside is capped by tepid end demand.
PI Film: Steady-to-firm (Strong Demand + High Import Dependence)
Electronic-grade PI film remains in the ¥1,000,000–¥3,000,000/MT range. High-end grades rely heavily on imports from DuPont, Ube, and SK Kolon. Domestic substitution is in progress but slow. Sustained demand from 5G, NEVs, and semiconductor packaging keeps supply tight.
Impact Analysis
On Procurement Costs
Positive (Cost Relief):
Crude oil sharply lower (WTI breaking below $68/bbl, Brent ~$72/bbl), weakening cost support across the petrochemical chain
Tungsten-based inputs down significantly (-15.4% APT), easing cost pressure for tungsten-based ceramic manufacturers
Carbon fiber sustained at low levels benefits composite material producers reducing raw material spend
Negative (Cost Rigidity):
PI film import dependence exceeds 60%; RMB/USD rate and import tariffs sustain cost floor
High-end PEEK grades (medical/aerospace) remain at ¥1,500–2,000/kg
PTFE constrained by fluorspar supply, limiting downside
– **Carbon Fiber (T700 Grade)**: Prices increased 10-20%, driven by upstream cost pressures. Japanese manufacturers Toray and Mitsubishi Rayon initiated industry-wide price hikes in January 2026, with increases of 10-20% across carbon fiber and intermediate products. The Chinese market followed with price increases concentrated in 3K and T700/T800 small-tow high-performance carbon fiber. Rising raw material costs and tight international supply chains are the primary drivers. Demand from new energy vehicles and aerospace continues to grow, creating a tight supply-demand balance.
– **PTFE Resin**: Prices declined 5.8%, from 33,000 CNY/ton to the 31,800-34,000 CNY/ton range. Shandong Luxi Chemical reduced quotations to 34,000 CNY/ton in late May. The industry is operating weakly overall. Downstream demand is in the off-season with purchases mainly for immediate needs, lacking new demand drivers.
**Impact Analysis**
– **Procurement Costs**: Carbon fiber price increases will push composite component costs in aerospace and new energy vehicles up approximately 10-15%. Recommend prioritizing price locking for T700 and higher-grade products.
– **Supply Chain**: Zirconia prices remain stable, but Oriental Zirconium has issued price adjustment notices—oxygen zirconium chloride up 1,500 CNY/ton, zirconium dioxide up 4,500 CNY/ton. Increases expected to reach end markets by mid-July; advance stockpiling recommended.
– **Market Opportunity**: PTFE price weakness presents a procurement window opportunity for building strategic inventory.
**Action Recommendations**
– **Lock Prices Now**: Carbon fiber (T700/T800), zirconia series products
– **Wait and Watch**: PTFE resin (in downward trend, may reach lower prices)
– **Normal Procurement**: PEEK resin, PI film, alumina (stable prices, purchase as needed)
—
*Data Sources: 100PPI, CBC Metal Network, ChemicalBook, Tencent Finance*
1. All six hot material keywords are in an uptrend; no downward signal observed today.
2. **Electronic Chemicals** (AI compute driven) and **Carbon Fiber** (domestic substitution + commercial space) top the heat ranking, also with the highest competition intensity.
3. **Aerogel** is the biggest dark horse this week thanks to a 1300 C lithium-battery insulation breakthrough, opening new demand from energy-storage safety.
4. **PEEK** stays highly buoyant; China consumption CAGR 17%; customized standard parts become a new growth pole.
5. **PTFE** is in a mature, steady uptrend supported by trade shows and new energy/environmental applications; **Special Ceramics** benefit from electronics and new energy with 15% CAGR.
## 2. Heat x Competition x Trend Matrix (heat/competition on a 10-point scale)
| Keyword | Heat | Competition | Trend | Core Signal |
|——–|——|——–|——|———-|
| PTFE (Polytetrafluoroethylene) | 6 | 7 | Steady up | Shanghai PTFE Show opens in Oct; NEV/environmental new apps |
| PEEK (Polyetheretherketone) | 8 | 6 | Strong up | China consumption CAGR 17%; custom parts >35% |
| Carbon Fiber | 9 | 5 | Strong up | 2026 global RMB 32.0B, CAGR 14.27%; big substitution gap |
| Special Ceramics | 7 | 6 | Up | 2025-2030 CAGR 15%; 2025 market RMB 145B |
| Electronic Chemicals | 9 | 8 | Strong up | AI drives photoresist/coolant/resin; low localization |
| Aerogel | 8 | 5 | Strong up | 1300 C Li-battery insulator breakthrough; storage safety |
## 3. Segment Intelligence
### 1. PTFE (Polytetrafluoroethylene, “Plastic King”)
– **Market:** PTFE film tape global market RMB 5.923B (2023), projected RMB 7.748B (2029), CAGR 4.0%.
– **Hotspot:** 2026 Shanghai International PTFE Products & Materials Expo (Oct 12-16, NECC); NEV and environmental industries are new growth points.
– **Price:** Steady rise, pressured by raw-material cost and environmental policy.
– **Competition:** Mature red ocean; differentiation lies in modification (filling/surface/structure) and high-end applications.
### 2. PEEK (Polyetheretherketone)
– **Scale:** China PEEK market ~RMB 1.9B (2024), capacity expected >10kt; output rose from 200t (2017) to 3808t (2024).
– **Growth:** Global CAGR 8.3% (2023-2026, S&P Global); China consumption CAGR 17% (2023-2026).
– **Structure:** Custom standard parts share to exceed 35%; auto use >520t, with semiconductors/medical/aerospace advancing together.
– **Landscape:** Top 3 global producers hold 80% of capacity; domestic substitution window opening.
### 3. Carbon Fiber
– **Scale:** 2026 global market RMB 32.0B (WENKH), CAGR 14.27%, reaching RMB 81.4B by 2033.
– **High-modulus:** 2026 USD 1.2B, CAGR 8.4%; aerospace 45% (C919/C929 primary structures).
– **Incremental:** Commercial space CAGR>30% (Qianfan/StarNet); Type-IV hydrogen tanks second-biggest increment, winding-layer carbon fiber = 60% of tank cost; wind power CAGR ~30%.
– **Chopped carbon fiber:** 2026 USD 450M, CAGR 11.1%, driven by auto/robotics/electronics.
### 4. Special Ceramics
– **Scale:** China ~RMB 120B (2023, +8.5%), projected RMB 145B (2025, CAGR 7.6%); 2025-2030 CAGR 15%+, likely to exceed RMB 100B and become the world’s largest market.
– **Structure:** Electronics 35% to 40%, auto 20% to 25%, medical 15%.
– **High-end:** Zirconia, silicon nitride dominate semiconductor equipment, ballistic armor, biomedical.
– **Barrier:** High technical threshold; R&D and manufacturing cost are core challenges.
### 5. Electronic Chemicals
– **Driver:** AI compute boosts demand for photoresist, coolant, electronic resin.
– **Photoresist:** China domestic RMB 11.44B (2024, CAGR 7%); G/I-line localization <30%, ArF <1% - huge substitution room.
- **Coolant:** Mainstream data-center liquid cooling; 3M's PFAS exit opens domestic substitution window.
- **Electronic resin:** AI high-frequency/high-speed scenarios keep expanding.
- **Expos:** 2026 Chengdu Semiconductor Expo, IC China etc. signal strong industry heat.
### 6. Aerogel
- **Scale:** 2025 global ~USD 1.776B; silica system >90% share.
– **Breakthrough:** 2026 China mass-produces world-first 1300 C Li-battery high-thermal-resistance insulator (2.3mm); LG Chem launches Nexula barrier.
– **Performance:** Thermal conductivity 0.013-0.020 W/(m-K), Class A fire rating, hydrophobicity >98%.
– **Applications:** Energy-storage battery insulation, new energy, LNG, construction – favorable under the 15th Five-Year Plan.
## 4. Action Recommendations
1. **Content topics:** Prioritize “electronic chemicals localization”, “carbon fiber commercial space”, “aerogel storage safety” – three high-potential themes.
2. **Business/clients:** PEEK and carbon fiber are in capacity expansion and substitution windows – good for engaging material makers and equipment vendors.
3. **Risk alert:** PTFE price swings with raw materials and environmental policy; monitor the fluorite-hydrofluoric acid chain.
4. **Watchlist:** Track Shanghai PTFE Show (Oct), IC China (Nov, Beijing), PEEK new-capacity milestones.
## 5. Today’s Long-tail Keywords
See keyword library file content-pipeline/keywords/2026-07-06.md
**Analysis of Causes:**
– **Raw material cost push**: Crude oil price fluctuations drive up costs of upstream materials such as fluorite and hydrofluoric acid
– **Supply tightening**: Some domestic PTFE production facilities are undergoing maintenance, causing tight supply of available stock
– **Demand recovery**: Growing demand for high-frequency and high-speed substrate materials in 5G communications, semiconductors, and new energy sectors
– **Export growth**: Increasing export orders for PTFE dispersion resin further tighten domestic supply
**Current Price**: Domestic market average price (tax included) is approximately 50,000 RMB/ton (as of late June), up about 3,000 RMB/ton from late May.
### 2. Zirconyl Chloride: +5.6% (Rising)
**Analysis of Causes:**
– **Rising raw material costs**: Continuous increase in import prices of zircon sand drives up zirconyl chloride production costs
– **Supply tightness**: Operating rates at major domestic producers are insufficient, with some facilities shut down for maintenance
– **Growing demand**: Steady growth in downstream demand from ceramics, refractory materials, nuclear-grade zirconium materials, etc.
– **High-end product price surge**: Prices of electronic-grade high-purity nano zirconia have risen significantly, reaching 50-65.7 USD/kg
**Current Price**: 18,750 RMB/ton (for (Zr+Hf)O2≥36%), up about 1,000 RMB/ton from early June.
**Analysis of Causes:**
– **High-end application driven**: Explosive demand growth in high-end fields such as MLCCs, battery separator coatings, and bioceramics
– **Concentrated supply**: Production capacity for high-purity zirconia powder is concentrated, and new capacity release takes time
– **Technical barriers**: High technical thresholds for electronic-grade nano zirconia, with domestic production rates still needing improvement
## Impact Analysis
### Impact on Procurement Costs
1. **PTFE resin price increase** will directly drive up manufacturing costs for seals, pipe linings, electronic substrates, and other products, with an estimated cost increase of 3-5% for related products.
2. **Zirconyl chloride and zirconia powder price increases** will raise raw material costs for specialty ceramics, refractory materials, and nuclear-grade zirconium material enterprises, with an estimated impact of 5-8%.
3. **Stable carbon fiber prices** provide a cost-controllable window for composite material enterprises, favoring capacity expansion in wind turbine blades, automotive lightweighting, and other sectors.
### Impact on Supply Chain
1. **PTFE supply chain**: With growing demand from 5G and new energy sectors, the PTFE supply tightness may persist. Downstream enterprises are advised to lock in quarterly procurement agreements in advance.
2. **Zirconium material supply chain**: Global zircon sand resources are concentrated (Australia, South Africa), and geopolitical factors and export policy changes may affect supply stability.
3. **PEEK and PI film**: High-end products still rely on imports (Victrex, DuPont, etc.), and the progress of domestic substitution is worth monitoring.
## Action Recommendations
### Materials Recommended to Lock in Prices
1. **PTFE Resin**
– **Reason**: Clear upward trend driven by both cost-push and demand-pull factors
– **Recommendation**: Immediately sign 3-6 month price-lock agreements with suppliers, or build safety stock (1-2 months of usage)
– **Applicable enterprises**: Seal manufacturers, electronic substrate producers, pipe lining enterprises
2. **Zirconyl Chloride / Zirconia Powder**
– **Reason**: Raw material costs continue to rise, and supply tightness is unlikely to ease in the short term
– **Recommendation**: Procure in batches, lock in Q3 usage; monitor import price trends of zircon sand
– **Applicable enterprises**: Specialty ceramic enterprises, refractory material enterprises, nuclear-grade zirconium material enterprises
### Materials Recommended to Wait-and-See
1. **Carbon Fiber**
– **Reason**: Prices are stable, supply is sufficient, no need to rush to lock in prices
– **Recommendation**: Maintain normal procurement rhythm, monitor upstream acrylonitrile price changes
– **Applicable enterprises**: Composite material enterprises, wind turbine blade enterprises, automotive lightweighting enterprises
2. **PEEK Resin**
– **Reason**: Prices are high but stable, with insufficient momentum for short-term increases
– **Recommendation**: Procure based on demand, can wait for possible promotional windows in Q3
– **Applicable enterprises**: Aerospace enterprises, high-end electronics enterprises, medical implant enterprises
3. **PI Film**
– **Reason**: Market supply is stable, price fluctuations are small
– **Recommendation**: Maintain routine procurement, monitor changes in consumer electronics orders
– **Applicable enterprises**: FPC enterprises, motor insulation material enterprises, aerospace enterprises
## Market Outlook
**Short-term (1-2 months):**
– PTFE resin prices still have room to rise, with an estimated increase of 3-5%
– Zirconyl chloride prices will remain high, monitor downstream acceptance
– Carbon fiber, PEEK, and PI film prices will primarily remain stable
**Medium-term (3-6 months):**
– Monitor crude oil price trends and their impact on the fluorochemical industry chain
– Monitor the progress of new domestic PTFE capacity release (Dongyue, Juhua, etc.)
– Monitor changes in zircon sand import policies and their impact on zirconyl chloride costs
—
**Report Prepared by:** Market Intelligence Officer
**Release Time:** July 5, 2026, 01:30 AM
**Data Sources:** Public market price monitoring, industry research
**Disclaimer:** This report is for reference only and does not constitute procurement advice. Actual procurement decisions should consider specific enterprise circumstances.
This week (Week 1, July 2026), six key new materials sectors continue to show high activity. The three major themes of domestic substitution, new energy applications, and semiconductor breakthroughs are advancing in parallel. Below is a heat and competition trend analysis for each sector.
1. PTFE (Polytetrafluoroethylene)
1.1 Price and Supply-Demand Status
Suspension medium-grade domestic price: CNY 31,800-34,000/ton; slight decline in late June-early July (Shandong Luxi Chemical down CNY 1,000/ton)
Supply-demand imbalance persists: new capacity continues to flood in, severe oversupply; downstream purchasing sentiment weak, restocking on-demand only
High raw material costs provide support: R22 quoted at CNY 21,000-22,000/ton; anhydrous hydrofluoric acid high-level oscillation; fluorite prices remain elevated
1.2 Heat Rating: ★★★☆☆ (Stable with Downward Bias)
1.3 Trend Outlook
Near-term, conflicting positive and negative factors maintain a stalemate; high costs underpin prices but demand shows no significant recovery. PTFE prices expected to fluctuate weakly in July. Watch for R22 quota policy changes and new application scenarios in new energy sectors.
2. PEEK (Polyether Ether Ketone)
2.1 Market Dynamics
Humanoid robots emerge as new growth engine for PEEK: CITIC Securities forecasts global PEEK market to reach CNY 8.5 billion by 2027; PEEK’s lightweight, high-temperature resistant (260C), and high-strength properties are accelerating adoption in humanoid robot joints and structural components
NEV 800V fast-charging drives demand for PEEK magnet wire, battery housings, and e-drive systems
Domestic substitution accelerates: Zhongyan, Watson and other domestic companies continue expanding capacity; Victrex’s dominant position is gradually weakening
2.2 Heat Rating: ★★★★☆ (High-Speed Growth)
2.3 Trend Outlook
Humanoid robots + NEV dual-engine drive; annual PEEK demand growth rate expected to exceed 20%. CF/PEEK (carbon fiber reinforced PEEK) composites open broader market space in aviation sector.
3. Carbon Fiber
3.1 Market Dynamics
Wind power blade carbon fiber demand exceeded 100,000 tons for the first time in 2025; Jilin Chemical Fiber became the world’s largest carbon fiber producer
March 2026: Zhongfu Shenying launched T1200 ultra-high-strength carbon fiber with 100-ton mass production capability
High-pressure hydrogen storage tanks: carbon fiber cost accounts for >60%; Guofu Hydrogen and other leading companies have achieved full domestic substitution for hydrogen tank carbon fiber
Global carbon fiber demand expected to reach 450,000 tons/year by 2030; wind power + hydrogen dual-engine drive; 2025-2030 CAGR ~19.3%. Low-altitude economy to become the next growth engine.
4. Special Ceramics (Silicon Nitride / Silicon Carbide)
4.1 Market Dynamics
SiC (silicon carbide) substrates: 2022-2026 market CAGR ~25%; 2026 projected at USD 1.7 billion; SiC devices for NEVs growing fastest at CAGR ~30%
Silicon nitride precision ceramic balls: USD 273 million in 2025, projected USD 830 million by 2032; CAGR 17.5%
Silicon nitride ceramic substrates: USD 80.6 million globally in 2025, USD 22.7 million in China; CAGR 4.83%
4.2 Heat Rating: ★★★★☆ (Sustained Rise)
4.3 Trend Outlook
Third-generation semiconductors + semiconductor equipment localization dual drive; SiC and Si3N4 ceramics entering golden development period; domestic companies accelerating breakthroughs in overseas monopolies.
5. Electronic Chemicals
5.1 Market Dynamics
Photoresist domestic substitution erupts: KrF photoresist domestic rate racing toward 50%; ArF photoresist has broken through 28nm mass production and verified by SMIC
China National Semiconductor Fund Phase III: CNY 160 billion total, ~18% allocated to photoresist and semiconductor materials
2026 is the key breakthrough year for domestic photoresist. G/I-line fully localized; KrF accelerating penetration; ArF steadily substituting. Global semiconductor photoresist market projected at USD 58.1 billion in 2026.
6. Aerogel
6.1 Market Dynamics
Global 2026 market size ~USD 1.9 billion; 2026-2032 CAGR ~9.5%; projected USD 3.3 billion by 2032
China has become the world’s largest aerogel producer and consumer
NEV battery thermal runaway protection: CATL, Fudi Battery, CALB and other leading battery makers comprehensively adopting aerogel thermal insulation
New regulation GB 38031-2025 mandates no fire within 2 hours after thermal runaway — driving accelerated aerogel adoption
Building energy efficiency: China’s building energy-saving materials market growing >15% annually; high-end nano-aerogel segment growing 20%+
6.2 Heat Rating: ★★★★☆ (Rapid Growth)
6.3 Trend Outlook
Aerogel to see synergistic growth across NEV batteries, building energy efficiency, and oil/gas pipelines — three major scenarios. Multi-component aerogel becoming the new R&D hotspot.
Comprehensive Heat Ranking
Rank
Material
Heat
Core Driver
Competition
1
Carbon Fiber
5/5
Wind Power + H2 + Low-Altitude
High (capacity expanding rapidly)
2
Electronic Chemicals / Photoresist
5/5
Dom. Substitution + Fund III
Medium (ArF/EUV still constrained)
3
PEEK
4/5
Humanoid Robots + 800V NEV
Medium (Victrex 60% share)
4
Aerogel
4/5
Battery Protection + Bldg. Energy
Medium (concentrated top players)
5
Special Ceramics
4/5
3rd Gen. Semi + Equip. Local.
High (US/Japan/EU dominated)
6
PTFE
3/5
Cost Support + Capacity Consolidation
High (oversupply)
Actionable Recommendations
Carbon Fiber + PEEK combo: Prioritize customer development in wind power, robotics, and NEV — three high-growth verticals
Photoresist: Track China National Semiconductor Fund Phase III investment trends; KrF/ArF product verification milestones are key nodes
Report Date: June 26, 2026 Monitored Materials: PTFE Resin, PEEK Resin, Carbon Fiber, PI Film, Specialty Ceramic Raw Materials
—
Price Overview Table
Material
Current Price Range
Weekly Change
Trend
———-
———————
—————
——-
PTFE Resin
36,000-50,000 CNY/ton
+5%
↗️ Rising
PEEK Resin
336-650 CNY/kg
Stable
→ Stable
Carbon Fiber (T300)
<100 CNY/kg
Sharp Decline
↘️ Plummeting
PI Film
0.95-558 CNY/piece
Stable
→ Stable
Oxygen Zirconium Chloride
18,750 CNY/ton
+5.6%
↗️ Rising
Alumina
2,645-2,705 CNY/ton
Stable
→ Stable
—
Key Price Movements
1. PTFE Resin: +5% (Price Increase Initiated)
Change Details: Starting June 1, 2026, multiple leading fluorochemical enterprises uniformly raised ex-factory prices for all PTFE product lines, with suspended resin, dispersed resin, and concentrated liquid all increasing by 5%.
Analysis of Causes:
Strengthened cost support from upstream fluorspar and hydrofluoric acid
Surging demand from AI computing infrastructure (PTFE as high-frequency high-speed PCB substrate material)
Increased industry concentration, enhanced bargaining power of leading enterprises
Recovery-driven price increase after previous overshooting (dropped from 50,000 CNY/ton to 36,000 CNY/ton during 2023-2025)
2. Zirconia: +30% (Year-to-Date)
Change Details: Oxygen zirconium chloride prices have increased by 30% since the beginning of 2026. Quote on June 24 was 18,750 CNY/ton, up 1,000 CNY/ton week-over-week (+5.6%). High-end nano zirconia quotes as high as 50-65.7 USD/kg.
Analysis of Causes:
Supply side: Domestic environmental protection production restrictions, smelting capacity constrained
Demand side: Explosive growth in new energy batteries, optical communications, and semiconductor sectors
Low inventory: Full industry inventory digestion, supply-demand pattern reshaped
Accelerated import substitution of electronic-grade high-purity zirconia, volume-price surge in high-end products
Change Details: Toray T300 carbon fiber prices plummeted from 8,000 CNY/kg to less than 100 CNY/kg, a drop of over 99%. Toray announced consideration of production equipment reduction or withdrawal for general-grade carbon fiber business.
Analysis of Causes:
Severe global overcapacity (Toray total capacity 63,700 tons/year, expansion below expectations)
Low-price competition from Chinese manufacturers, domestic substitution completed
Slowing growth in downstream demand from wind power, automotive and other sectors
Reduced technical barriers for general-grade carbon fiber, intensified homogenized competition
Zirconia Series: Oxygen zirconium chloride, chemical zirconia, fused zirconia all rising in price, cost pressure on specialty ceramic manufacturers increasing
Materials with Declining Costs:
Carbon Fiber: T300-grade carbon fiber procurement costs significantly reduced, this is a window period to lock in long-term supply
Note: Low prices may be accompanied by quality risks, recommend selecting domestic suppliers with good reputation
PTFE: Supply stability improved after price increase, but need to monitor hydrofluoric acid safety production issues
Supply Adequacy:
Carbon Fiber: Severe overcapacity, adequate supply, full bargaining power available
PEEK, PI Film: Basic balance of supply and demand, stable supply
—
Action Recommendations
Materials to Lock in Prices Immediately
1. PTFE Resin – Reason: Price increase just initiated, may continue to rise; AI infrastructure demand continuously driven – Recommendation: Lock in 3-6 months of usage, adopt “fixed price + floating price” combination strategy
2. Zirconia Series (Oxygen zirconium chloride, chemical zirconia, fused zirconia) – Reason: Supply-demand pattern reshaped, prices may continue to rise; low inventory – Recommendation: Immediately lock in 3 months of usage; simultaneously search for alternative materials or suppliers
3. High-Purity Nano Zirconia (Electronic Grade) – Reason: New energy and semiconductor demand exploding, high-end products in short supply – Recommendation: Sign long-term agreements with suppliers, lock in 6-12 months of usage
Materials to Wait-and-See
1. Carbon Fiber (T300/T700 general grade) – Reason: Prices may hover at low levels for 1-2 years after the plummet; Toray production cuts may bring price recovery opportunities – Recommendation: Procure based on demand, don’t stock up; closely monitor Toray capacity adjustment moves
2. PEEK Resin – Reason: Stable prices, balanced supply and demand, no strong upward or downward drivers – Recommendation: Maintain normal procurement rhythm, can wait for promotional opportunities at the end of Q3
3. PI Film – Reason: Stable prices, steady demand from electronic products – Recommendation: Procure based on demand, monitor demand fluctuations brought by consumer electronics new product release cycles
—
Risk Warnings
1. Zirconia Supply Chain Risk: Domestic environmental policies continuously tightening, may cause supply interruptions, recommend establishing diversified supply system 2. Carbon Fiber Price War Risk: Low-price competition may lead to quality deterioration, must strengthen quality inspection during procurement 3. PTFE Raw Material Risk: Hydrofluoric acid is a hazardous chemical, safety production accidents may affect supply 4. Macroeconomic Risk: Global economic downward pressure may weaken new material demand, pay special attention to wind power, automotive, electronics and other downstream industries
This week (June 23–26, 2026), the six key segments — PTFE, PEEK, carbon fiber, aerogel, special ceramics, and electronic chemicals — show differentiated heat levels. AI computing power, new energy, and humanoid robotics remain the three major demand drivers.
Key Driver: As NVIDIA’s Rubin server mass production approaches, PTFE high-frequency/high-speed PCB orthogonal backplane solutions are becoming a focal point for the industry. Domestic manufacturer Shengyi Technology is actively validating with leading customers, driving strong growth expectations for electronic-grade PTFE.
Key Driver: Humanoid robot mass production expectations (projected 100,000 units in 2026) combined with accelerating domestic substitution. Zhongxin Fluorochemicals hit limit-up 4 times in 6 trading days. PEEK concept index (BK1156) oscillating in the 2,060–2,080 range.
Key Driver: Dual engines: mandatory EV battery thermal runaway protection + mandatory building energy efficiency standards. Domestic policy ramp-up is intensifying.
Key Data:
Global market: $1.776B (2025) → $3.304B (2032), CAGR 9.5%
Asia-Pacific: fastest-growing region globally, with China as the core market
Breakthrough: domestic 1300°C-resistant aerogel insulation sheet in mass production, only 2.3mm thick
Policy: Shandong mandates aerogel composite boards for new construction projects from 2026
Hot Keywords: aerogel battery thermal barrier, aerogel building insulation, aerogel new energy, aerogel thermal insulation material, aerogel domestic production
Key Driver: AI computing explosion + advanced semiconductor process demand. Domestic substitution enters the deep-water zone. The 2026 Hangzhou High-End Electronic Chemicals Forum sparked significant industry attention.
High-Value Keywords: PEEK Humanoid Robot, Electronic-grade PTFE, Photoresist Domestic Substitution, Aerogel Battery Thermal Barrier — all four have strong policy drivers + high growth rates, ideal for content matrix deployment.
Blue Ocean Keywords: Aerogel Building Insulation, PEEK Low-Altitude Economy, SiC Ceramic, PEEK Medical Implant — lower competition, high traffic growth potential.
This Week’s Action: Prioritize “PEEK Humanoid Robot + Aerogel Battery Thermal Barrier” dual content lines, covering AI and new energy as two main narrative tracks.
Report Date: June 26, 2026 | Auto-updated every Friday
| Exhibition Name | Date | Location | Scale | Value for Exhibitors |
|———|——|——|——|———-|
| China Composites Expo | Sep 1-3, 2026 | National Exhibition Center, Shanghai | 71,000㎡, 850 exhibitors, 30,000 visitors | ⭐⭐⭐⭐⭐ Largest composites show in Asia. PTFE/PEEK/carbon fiber applications concentrated |
| The Advanced Ceramics Show | Jul 8-9, 2026 | NEC Birmingham, UK | 25,000㎡, 400 exhibitors, 13,174 visitors | ⭐⭐⭐⭐ High-performance ceramics, PTFE seals, ceramic matrix composites |
| Ceramics 2026 (International Conference) | Sep 14-15, 2026 | Rome, Italy | Conference + Exhibition | ⭐⭐⭐⭐ Academic + industry, advanced ceramics & composites frontier |
| SEMICON Taiwan | Sep 2-4, 2026 | Taipei Nangang Exhibition Center | 40,000㎡, 1,000 exhibitors, 60,000 visitors | ⭐⭐⭐⭐⭐ Semiconductor materials (PTFE seals/PEEK carriers/ceramic parts) |
| Plastic & Rubber Indonesia | Nov 18-21, 2026 | Jakarta Convention Center | 30,000㎡, 650 exhibitors, 22,000 visitors | ⭐⭐⭐ Southeast Asian plastics market, engineering plastics (incl. PEEK/PI) |
| Shanghai International Semiconductor Exhibition | Nov 10-12, 2026 | Shanghai New International Expo Centre | TBD | ⭐⭐⭐⭐ Domestic semiconductor material procurement hub |
| Kenya International Industrial Expo (KIIE) | Sep 3-5, 2026 | Sarit Expo Centre, Nairobi | 10,000㎡, 210 exhibitors, 21,800 visitors | ⭐⭐ East African industrial market entry, downstream material applications |
Top Recommendations
1. China Composites Expo – Highest Priority
Why Exhibit:
– Largest and most influential composites exhibition in Asia
– Carbon fiber, thermoplastic composites, PTFE/PEEK applications集中展示
– 850 exhibitors covering entire supply chain: raw materials, equipment, finished products, end-users
– 30,000+ professional visitors from automotive, aerospace, new energy, electronics sectors
Action Items:
– Apply for booth immediately (standard 9㎡ booth: ¥30,000-50,000; raw space negotiable)
– Highlight: PTFE/PEEK sealing, corrosion resistance, high-temp applications in composites
– Target customers: carbon fiber manufacturers, composite molding companies, NEV automakers
– Registration deadline: end of July (2 months before show)
Why Exhibit:
– Global semiconductor material procurement center, 60,000+ professional visitors
– Strong demand for PTFE (seals/tubing), PEEK (wafer carriers/CMP rings), advanced ceramics (chambers/nozzles)
– Procurement decision-makers from TSMC, UMC, ASE Group attend on-site
– 1,000 exhibitors including Applied Materials, ASML, Tokyo Electron
Action Items:
– Apply for “Materials Zone” booth (~$3,000-5,000 USD/9㎡)
– Prepare SEMI certification documentation
– Focus on: material replacement needs of semiconductor equipment manufacturers
– Registration deadline: end of June (closing soon!)
3. The Advanced Ceramics Show (Birmingham) – European Market Entry
Why Exhibit:
– 400+ exhibitors including Morgan Advanced Materials, CoorsTek, CeramTec
– PTFE/PI seals for high-temp & corrosion resistance in ceramic equipment
– Free for visitors (exhibitor fee ~£3,000/9㎡)
– CPD-accredited conference, earn up to 14.5 CPD points
Action Items:
– Book booth before July
– Prepare English technical materials (PPT + product samples)
– Target: ceramic filters, ceramic seals, ceramic matrix composite customers
– Travel budget: £2,500/person (incl. flight + hotel + booth fee)
Registration Alerts
⚠️ Closing Soon
1. SEMICON Taiwan 2026 (Sep 2-4) – Registration deadline end of June, only 5 days left!
2. The Advanced Ceramics Show (Jul 8-9) – Limited booths remaining, confirm before Jul 1
✅ Still Open
1. China Composites Expo – Registration deadline end of July
2. Ceramics 2026 (Rome) – Registration deadline end of August
3. Plastic Rubber Indonesia – Registration deadline end of September
4. Shanghai Semiconductor Exhibition – Registration deadline end of September
Cost Estimates
Booth Fees (9㎡ standard booth)
| Exhibition | Booth Fee | Notes |
|——|——–|——|
| China Composites Expo | ¥30,000-50,000 | Basic booth included |
| SEMICON Taiwan | $3,000-5,000 | USD |
| The Advanced Ceramics Show | £3,000 | ~¥27,000 |
| Ceramics 2026 (Rome) | €2,500 | ~¥19,000 |
| Plastic Rubber Indonesia | $2,500 | Basic booth included |
Travel Budget (1 person/exhibition)
| Region | Flight | Hotel (3 nights) | Meals & Local | Total |
|——|——|———–|———|——|
| Domestic (Shanghai) | ¥2,000 | ¥1,500 | ¥1,000 | ¥4,500 |
| Europe (Birmingham) | ¥8,000 | ¥4,500 | ¥3,000 | ¥15,500 |
| US (if needed) | ¥12,000 | ¥6,000 | ¥4,000 | ¥22,000 |
| Southeast Asia (Jakarta) | ¥3,500 | ¥2,000 | ¥1,500 | ¥7,000 |
Total Exhibition Cost (booth + travel + materials, 1-person team)
– Domestic show: ¥35,000-55,000
– Asian show: ¥45,000-65,000
– European show: ¥70,000-90,000
New Material Price Trend Daily Report – 2026-06-25
Report Date: June 25, 2026 Monitored Materials: PTFE Resin, PEEK Resin, Carbon Fiber, PI Film, Specialty Ceramic Raw Materials Data Sources: Public market transaction data, industry reports, supplier quotations
Current Prices: – Dispersed resin: ~54,000 RMB/ton (Fuxin Hengtong, early June) – Suspended medium-particle resin: ~83,900 RMB/ton (Shandong Dongyue DF-101)
Reasons for Price Movement: – Crude Oil Price Support: International crude oil prices remain elevated (WTI ~90.54 USD/barrel), supporting upstream raw material costs – Low Capacity Utilization: Some facilities operating at low rates with low inventory levels – Stable Demand: Demand from semiconductor and chemical corrosion-resistant applications remains resilient
Outlook: Short-term prices will maintain high-level fluctuations. Monitor ex-factory price adjustments from major suppliers like Dongyue and Juhua.
Reasons for Price Movement: – Balanced Supply-Demand: Growing demand for high-end engineering plastics (aerospace, automotive, electronics) – Import Dependence: High-end PEEK still relies on imports; exchange rate fluctuations affect costs – Accelerating Domestic Substitution: Gradual release of domestic capacity intensifies price competition in mid-to-low-end segment
Outlook: Prices for high-end products (high-temperature resistant, wear-resistant grades) will remain firm, while mid-to-low-end products face downward pressure.
Major Event: Toray Industries (Japan) announced on May 25, 2026, that it is considering scaling back or discontinuing its general-grade carbon fiber business and promoting “asset lightening” of production equipment. This marks the entry of the carbon fiber industry into a period of deep adjustment.
Price Changes: – T300 grade: Plummeted from historical high of 8,000 RMB/kg to less than 100 RMB/kg – T700 grade and above: Prices relatively stable but under downward pressure
Influencing Factors: – Overcapacity: Global carbon fiber capacity expansion far exceeds demand growth – Chinese Capacity Release: Increasing self-sufficiency rate of domestic carbon fiber, reducing import dependence – Demand Structure Changes: Slowing growth in wind power, photovoltaic and other sectors
Action Recommendations: – ✅ Immediate Procurement: T300/T700 grade carbon fiber, currently at historical lows – ⚠️ Wait-and-See: High-end carbon fiber (T800 grade and above), await further price declines
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4. PI Film: Electronics Industry Demand Recovery, Prices Mildly Rising 📈
Current Prices: – General industrial grade: 180-475 RMB/kg – Electronic grade (high-performance): 1,000-2,000 RMB/kg – DuPont imported film: ~2,000 RMB/kg
Reasons for Price Movement: – Consumer Electronics Recovery: Smartphone and wearable device demand recovering – New Energy Applications Expansion: Flexible circuits, power battery separator demand growing – Supply-Side Concentration: High-end PI film still dominated by international giants like DuPont, Kaneka, PI Advanced Materials
Outlook: Electronic-grade PI film prices will remain strong. Recommend locking in long-term supply agreements.
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5. Specialty Ceramic Raw Materials: Alumina Stable, Zirconia Divergent 🔄
Influencing Factors: – New Energy Drive: Lithium battery separators, solid-state battery materials demand growing – Semiconductor Localization: Increasing localization rate of advanced ceramic components – Rare Earth Price Volatility: Affected by national stockpiling policies
Procurement Recommendations: – Alumina: Procure as needed, price stable – Zirconia/Zirconium dioxide: Bulk purchasing allows negotiation, consider suppliers like Ruizhixiang – Rare earth raw materials: Lock in long-term contracts to avoid price volatility risks
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3. In-Depth Analysis of Influencing Factors
1. Crude Oil Prices: High-Level Fluctuation, Cost Support Weakening ⛽
Current Situation: – WTI Crude Oil: 90.54 USD/barrel (June 8), down from previous highs – Brent Crude Oil: 93.09 USD/barrel – Crude oil change rate: -2.98%, corresponding to price reduction of 140 RMB/ton (adjustment window on June 19)
Impact on New Materials: – Positive: Cost support weakening for petroleum-based resins like PTFE, PE, PP – Negative: If crude oil prices rebound, will again push up synthetic resin costs
Forecast: Short-term crude oil prices will fluctuate in the 85-95 USD/barrel range, with neutral impact on chemical new material costs.
Price Dynamics: – Acrylonitrile quotation on June 16: 6,900 RMB/ton – Trend in 2026: Maintaining high-level fluctuation range – Late May broke through key resistance level
Supply-Demand Logic: – Supply Side: Plant maintenance in North America and Middle East, supply reduction – Demand Side: Resilient demand from ABS resin and carbon fiber – Conclusion: Strong pattern difficult to break in short term
Transmission Effect: Acrylonitrile is a key raw material for carbon fiber (PAN-based) and ABS resin. Its high price will support downstream product prices.
Key Signals: – Polyethylene (PE): Weak demand in May led to price decline, likely to continue in June – Polypropylene (PP): Weak demand in off-season, prices under pressure – Lithium Carbonate: Inventory destocking, short-term fluctuating operation
Impact on New Materials Industry: – Demand from traditional application fields (construction, automotive, home appliances) is weak – Demand from emerging application fields (new energy, semiconductors, aerospace) is growing but limited in volume – Export orders affected by slowing global economic growth
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4. Supply Chain Risk Early Warning
🔴 High Risk
1. Carbon Fiber Overcapacity: Global capacity utilization below 60%, price war will continue 2. Rare Earth Raw Material Volatility: National policy adjustments may cause dramatic price fluctuations in dysprosium oxide, terbium oxide, etc.
🟡 Medium Risk
1. PEEK Import Dependence: High-end products still depend on international giants like Victrex and Solvay, geopolitical risks exist 2. PI Film Technical Barriers: Localization rate of high-end electronic-grade PI film less than 30%
🟢 Low Risk
1. PTFE Supply Stable: Domestic capacities from Dongyue, Juhua, etc. are sufficient 2. Alumina Commoditized: Small price fluctuations, ample supply
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5. Action Recommendations
✅ Immediate Execution
1. Lock in Carbon Fiber Procurement: T300/T700 grade prices at historical lows, recommend bulk procurement for Q3-Q4 in June-July 2. PI Film Long-Term Agreements: Sign 6-12 month long-term supply agreements with suppliers to lock in electronic-grade PI film prices
⚠️ Wait-and-See
1. PEEK Resin: Wait for further release of domestic capacity, Q3 may present a price reduction window 2. Specialty Ceramic Raw Materials: Rare earth raw material prices volatile, recommend batch procurement
📊 Continuous Monitoring
1. Crude Oil Price Trends: Watch 85 USD/barrel key support level; a break below would benefit petroleum-based resins 2. Toray Carbon Fiber Strategic Adjustments: Monitor specific implementation plans for its capacity reduction plan 3. National Rare Earth Policies: Watch for policy changes like stockpiling, export controls
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6. Data Limitations Statement
This report is compiled based on information from public sources and has the following limitations:
1. Price Data Timeliness: Some quotations are supplier list prices; actual transaction prices may have discounts 2. Specification Differences: Prices vary significantly for the same material with different specifications and grades; this report uses typical specifications 3. Regional Differences: Prices in East China, South China, and North China markets may differ 4. Data Gaps: Public price data for some niche materials (e.g., specialty PI film, high-purity ceramic powders) is limited
Recommendation: Before making major procurement decisions, be sure to request quotations from multiple suppliers and consider practical factors such as transportation and payment terms.
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Report Prepared by: Market Intelligence Officer Next Update: June 26, 2026 Contact: [Please insert actual contact information]
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Appendix: Key Information Sources
1. Longzhong Information (oilchem.net) – Petrochemical price trends 2. Mysteel (mysteel.com) – Commodity supply and demand data 3. 1688.com, Alibaba China – Supplier quotations 4. Guidechem (guidechem.com) – Chemical product prices 5. CBC Metal Network (cbcie.com) – Metal material prices 6. Toutiao, Tencent News – Industry major event reports
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Disclaimer: This report is for reference only and does not constitute investment advice. Market price fluctuations are affected by multiple factors. Please combine with your company’s specific situation for actual procurement decisions.