Category: Industry Insights

# Special Materials Price Trend Daily Report — May 9, 2026

## Price Overview

| Material | Current Price Range | Weekly Change | Trend |
|———-|———————|————–|——-|
| PTFE Resin (Suspension Medium) | ¥30,000–54,000/ton | Flat | → Stable |
| PEEK Resin (Victrex 450G) | ¥800–1,000/kg | Flat | → Stable |
| Carbon Fiber (T700/12K) | ¥200–220/kg | ↑5–8% | ↑ Slight Rise |
| PI Film (Kaneka) | +20% vs baseline | ↑20% | ↑ Significant Rise |
| Special ZrO2 Ceramic Sheet | ¥18–25/piece | Flat | → Stable |

—

## Key Price Movements

**PI Film: +20% (Kaneka Leads the Charge)**
– Japanese chemical giant Kaneka announced a 20% per-square-meter price increase on PI film products, effective April 16, 2026
– Core drivers: Deteriorating Middle East tensions destabilizing Strait of Hormuz logistics; crude oil and petrochemical feedstock supply disruptions; surging energy and raw material costs
– Peers (Arkéma, DuPont) expected to follow with similar hikes

**Carbon Fiber: +5–8% (Cost-Push Type Increase)**
– Toray announced global price hikes of 10–20% on Torayca carbon fiber and intermediate products (prepreg, fabric, laminate) from January 2026
– Current domestic T700/12K holds at ¥200/kg delivered (tax incl.); wet-spun 3K carbon fiber at ¥220/kg
– China accounted for 52% of global carbon fiber capacity in 2025, yet high-end T800/M-series remain import-dependent with limited pricing power

**PTFE Resin: Stable (Cost Support vs. Demand Pressure)**
– April 2026 PTFE average price: ¥30,000–54,000/ton; suspension medium grain: ¥50,000–52,000/ton
– Fluoro-chemical sector maintains high景气度 under quota-system policies, but downstream AC market inventory pressure caps upside
– Crude oil at high levels provides cost support; expect range-bound consolidation in short term

**PEEK Resin: Stable (High-End Market Calm)**
– Victrex 450G pure resin ~¥880/kg; high-temp grade HT-G22 ~¥650/kg; domestic Jilin University special plastics ~¥356/kg
– Overall quotes steady; imported brands remain tight; US-China trade friction continues to weigh on supply chain

—

## Impact Analysis

**Impact on Procurement Costs:**
1. PI film and carbon fiber represent the largest cost pressure YTD; procurement budgets should reserve 15–20% buffer for further increases
2. PTFE/PVDF price spread persists — PVDF is ~15% more expensive, driving downstream substitution toward PTFE
3. High-grade PEEK (aerospace applications) carries elevated supply uncertainty

**Impact on Supply Chain:**
1. Middle East tensions continue to disrupt global oil & gas supply; chemical feedstock transportation risk is elevated
2. China’s carbon fiber self-sufficiency improving (52% global capacity), but large-tow and T800/M grades remain import-dependent
3. Rare earth ceramics: ZrO2 and key inputs supply-stable; national key R&D projects progressing steadily

—

## Action Recommendations

**Materials Recommended for Price Locking:**
– **PI Film**: Kaneka already raised 20%; other Japanese/Korean suppliers likely to follow suit. Recommend confirming long-term contract pricing with suppliers immediately
– **Carbon Fiber**: Toray’s 10–20% hike now flowing through to spot market. Mainstream grades like T700 present a buying opportunity at current levels

**Materials Recommended for Watch-and-Wait:**
– **PTFE Resin**: Supply-demand standoff; no clear short-term direction. Hold off on bulk purchases until trend clarifies
– **Special Ceramic Raw Materials**: Prices stable; rare earth policy impact limited. Purchase as needed
– **PEEK Resin**: Adequate spot supply; no clear upward signal in near term. Maintain normal inventory levels

—

**Data Sources**: Guidechem, Longzhong Analytics, East Money, Mysteel, Alibaba B2B
**Report Date**: May 9, 2026
**Analyst**: Market Intelligence Officer 🕵️

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*Disclaimer: This report is for reference only. Actual prices subject to supplier quotes.*

# May 2, 2026 New Materials Price Trend Daily Report

## Price Overview

| Material | Current Price Range | WoW Change | Trend |
|———-|———————|————|——-|
| PTFE Resin | 40-54,000 CNY/ton | Flat | Stable |
| PEEK Resin | 171-980 CNY/kg | Flat | Stable |
| Carbon Fiber | 55-150 CNY/sqm | +3.07% | Rising |
| PI Film | 20-20,000 CNY/ton | Flat | Stable |
| Special Ceramic Raw Materials | 3-35 CNY/piece | Flat | Stable |

## Key Movements

– **Carbon Fiber**: +3.07% (Q1 2026 avg price YoY)
– Cause: Sharp rise in acrylonitrile feedstock prices, strong cost support
– Supply/Demand: T800+ grades in continued short supply; demand booming in wind blades, aerospace, low-altitude economy

– **PTFE Resin**: Flat
– Supply: Operating rates moderate, inventory at low levels
– Demand: Steady in chemical corrosion resistance sector

– **PEEK Resin**: Flat (high-end prices firm)
– Supply: Import brands (Victrex, Solvay) dominate
– Demand: Steady growth in medical devices, aerospace

– **PI Film**: Flat
– Jiaxing project 1,600-ton capacity, 70% utilization
– CPI film (pilot line) still optimizing, supply constrained

## Impact Analysis

### Procurement Costs
Carbon fiber price increases will transmit to downstream products like wind blades and drone airframes, with Q2 product costs expected to rise 5-8%. PEEK and PI film prices remain elevated; procurement budgets for high-end materials need adequate buffer.

### Supply Chain
– Carbon Fiber: Tight supply of domestic T700/T800 grades, urgent need for import substitution
– PTFE: Low inventory, monitor northern production region restarts
– PEEK: Stable supply from Victrex/Solvay, but longer lead times

## Action Recommendations

### Materials Recommended for Price Locking
1. **Carbon Fiber** – In upward channel, lock in Q2-Q3 volumes
2. **PEEK Resin** – High-grade supply limited, secure long-term partnerships

### Materials Recommended for Observation
1. **PTFE** – Stable supply, no significant volatility signals near-term
2. **PI Film** – Wait for CPI film pilot line scale-up, prices may decline

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Published on [liifoo.cn](https://www.liifoo.cn)

# Price Trend Daily Report — May 8, 2026

**Price Overview**
| Material | Current Price Range | WoW Change | Trend |
|———-|———————|————|——-|
| PTFE Resin | CNY 30,000–54,000/ton | Flat | Stable |
| PEEK Resin | CNY 65–980/kg | Flat | Stable |
| Carbon Fiber | CNY 3,460–3,610/ton (sheet) | +0.3% | Slight Rise |
| PI Film | CNY 180–2,000/kg | +2.5% | Moderate Rise |
| Special Ceramic Raw Materials | CNY 3–100/piece | Flat | Stable |

**Key Movements**

– PI Film: +2.5% (Ruihuatech hit limit-up on May 6, capital interest rising; driven by 5G and aerospace demand growth)
– Carbon Fiber: +0.3% (acrylonitrile cost support; premium T800-grade remains in tight supply; Q1 average price +3.07% YoY)

**Impact Analysis**

– On procurement costs: PTFE and PEEK prices are stable, offering a favorable procurement window; carbon fiber cost pressure is persistent — long-term contracts recommended; PI film faces continued upward pressure due to strong end-market demand
– On supply chain: High-end carbon fiber (T800+) remains supply-constrained; general ceramics are loosely supplied; PI film tightening on aerospace and new-energy demand

**Actionable Recommendations**

– Lock in prices: Carbon fiber (high-end T800), PI film (upward trend is clear)
– Monitor: PTFE, PEEK, special ceramics (prices steady; opportunistic purchasing recommended)

Price Overview

Material	Current Price Range	WoW	Trend
PTFE Resin	¥100-260/kg	±0%	➡️ Stable
PEEK Resin	¥980-1,500/kg	+1%~2%	↗️ Slight Up
Carbon Fiber (T700)	¥150k-180k/ton	+3%~5%	⬆️ Rising
PI Film	¥5.5-30/㎡ (std) / ¥2,000/kg (high-end)	±0%	➡️ Stable
High-Purity Alumina	¥95-450/kg	-1%~2%	↘️ Slight Decline

🔴 Key Changes

Carbon Fiber: Jilin Chemical Fiber raised all specifications by ¥5,000/ton in April, driven by sustained acrylonitrile cost increases and surging low-altitude economy demand. According to Kaiyuan Securities, Q1 2026 average carbon fiber price rose 3.07% YoY. T800+ high-end grades remain in persistent tight supply-demand imbalance. Since March, sharp acrylonitrile price increases have provided strong cost-side support. Wet-process 3K carbon fiber, a core material for the low-altitude economy (UAV structural components at 70-90%, eVTOL core modules), continues to see robust demand.

PEEK Resin: High import dependency persists. Prices slightly up to ¥980-1,500/kg due to global supply chain tightness and growing demand in aerospace/medical sectors. Major suppliers including Victrex (UK) and Solvay (US) maintain firm pricing.

High-Purity Alumina: Spot prices peaked and pulled back in April. Metallurgical-grade alumina futures dropped over 14% from March high of ¥3,136/ton to ¥2,695/ton. High-purity grades (3N-5N) weakened in tandem. SCI99 monitoring shows increasing supply disruptions but weak demand; spot prices consolidating at low levels post-May Day holiday.

📊 Impact Analysis

• Procurement Costs: Sustained carbon fiber price increases create significant pressure on wind blade and low-altitude economy procurement; UAV and eVTOL manufacturers should monitor cost pass-through capabilities
• Supply Chain: T800+ carbon fiber supply tightness is intensifying, potentially extending lead times; high-purity alumina price declines benefit ceramic substrate and sapphire manufacturers
• PTFE/PI Film: Prices remain stable. While DIC raised epoxy resin and curing agent prices in April (up to ~¥19/kg increase), the pass-through to PTFE and PI film is limited, with manageable impact on semiconductor and flexible electronics industries

✅ Action Recommendations

• Lock Prices — Carbon Fiber (T700+): Tight supply-demand plus acrylonitrile cost support suggests further upside. Recommend advance price locking for T700+ grades, securing 3-6 months of volume
• Wait and See — High-Purity Alumina: Price in correction channel; no urgency to lock, await lower entry levels
• Purchase as Needed — PTFE/PI Film: Current stable pricing requires no advance stocking; maintain regular procurement rhythm
• Monitor PEEK Alternatives: With persistently high PEEK prices, evaluate domestic substitution progress and track Chinese suppliers’ pricing dynamics

Data Sources: Longzhong Info, SCI99, East Money, 100ppi, Kaiyuan Securities Research | Report Date: May 7, 2026

Price Overview

Material	Current Price Range	WoW	Trend
PTFE Dispersion Resin	50,000-58,000 CNY/ton	Flat	→ Stable
PEEK Pure Resin (Imported)	350-980 CNY/kg	+2%~3%	↑ Slight Increase
Carbon Fiber (T300 Grade)	120,000-145,000 CNY/ton	+5%~8%	↑↑ Significant Rise
PI Film (Domestic)	475-600 CNY/kg	Flat	→ Stable
Specialty Ceramic Raw Materials (Al2O3 75%)	2,000-2,400 CNY/ton	Flat	→ Stable

Key Changes

• Carbon Fiber: +5%~8% — The most significant move this week. Jilin Chemical Fiber raised all grades by 5,000 CNY/ton in early April, followed by an additional 10,000 CNY/ton hike on wet-process 3K carbon fiber. PAN precursor surged past 37,000 CNY/ton, up 41% WoW. Drivers: ① Sharp rise in acrylonitrile feedstock costs; ② Middle East tensions pushing energy prices higher; ③ Explosive demand growth from low-altitude economy, UAVs, and wind energy; ④ Sustained supply shortage for T800+ high-end grades.
• PEEK Pure Resin: +2%~3% — Imported Victrex 450G quotes edging higher; high-end medical/semiconductor grades tightening. DIC raised epoxy resin and curing agent prices effective April 15 (up to 280 JPY/kg), signaling cost pressure across specialty resins.
• PTFE Dispersion Resin: Flat — Fuxin Hengtong quoted at 54,000 CNY/ton, unchanged. Hexafluoropropylene at 36,400 CNY/ton with stable supply. Juhua’s 44,000-ton TFE capacity expansion underway, potentially easing mid-term supply.
• PI Film: Flat — Domestic PI film around 475 CNY/kg; DuPont high-end grades at 2,000 CNY/kg. Electronics-grade PI film demand driven by flexible circuits and OLED, but accelerating domestic substitution caps upward price movement.
• Specialty Ceramic Raw Materials: Flat to Firm — Bauxite (Al2O3 75%) at 2,400 CNY/ton. Guocai Materials explicitly monitoring zirconia powder market changes and preparing to adjust pricing strategies — a price hike is anticipated.

Impact Analysis

Procurement Cost Impact

• Carbon fiber price hikes most severely impact wind blade, aerospace, and low-altitude economy procurement, adding 5,000-10,000 CNY/ton in cost
• Modest PEEK increases have limited impact on semiconductor/medical high-end parts, but import-dependent buyers should monitor FX risk
• PTFE and PI film stability means sealing and flexible circuit sectors see manageable short-term costs

Supply Chain Impact

• Carbon fiber supply chain tightening intensifies — domestic leaders (Jilin Chemical Fiber, Hengshen, Guangwei) have all issued price increase notices; Japan’s Toray raising prices in parallel, signaling global supply contraction
• Middle East geopolitical risks continue driving crude oil and acrylonitrile prices higher, sustaining carbon fiber cost support in the near term
• Zirconia powder price hike expectations rising — downstream dental and specialty ceramics firms should lock in prices early

Actionable Recommendations

• Lock Prices Now: Carbon fiber (especially T700/T800 high-end grades) and zirconia powder — price increase cycle underway; delayed procurement carries significant cost risk
• Strategic Restocking: Imported PEEK pure resin — moderate increases but tightening supply; semiconductor/medical buyers should secure H2 volumes during Q2
• Monitor Only: PTFE dispersion resin and PI film — stable supply-demand fundamentals, no major volatility risk in the near term; maintain normal procurement cadence
• Key Watch: Acrylonitrile price trajectory and Middle East situation evolution — these are the core variables determining carbon fiber’s next price direction

Data sources: 100ppi.com, East Money, Alibaba, Guidechem, company announcements. Report date: May 6, 2026.

Daily Advanced Materials Keywords Intelligence — May 6, 2026

1. Key Keywords & Heat Rating

Keyword	Heat	Trend	Key Driver
PTFE (Polytetrafluoroethylene)	★★★★☆	↓ Price Pressure	Luxi Chemical down 1,000 RMB/ton
PEEK (Polyetheretherketone)	★★★★★	↑ Strong Breakout	Skull repair + 3D printing + PEEK fabric
Carbon Fiber	★★★★★	↑ Rising	Global 380kt, China 45% share
Aerogel	★★★★☆	↑ Accelerating	Battery thermal + Building energy
PI Film	★★★★☆	→ Steady	Domestic substitution advancing
Electronic Chemicals	★★★★★	↑ Price Surge	Semiconductor supply chain rally

2. Deep Analysis by Segment

1. PTFE — Price Pressure, Supplier Competition Intensifies

• Price Dynamics: Luxi Chemical PTFE price cut to 34,000 RMB/ton; domestic avg ~50,000 RMB/ton
• Supply Landscape: Shandong Dongyue, Shenzhou, Shanghai Sanfu lead with stable supply; mid-sized processors compete intensely
• Hot Applications: PTFE liquid filter bags, anti-corrosion pipes, custom seals in high demand
• Procurement Advice: Lock in long-term agreements during price pressure; focus on dispersion (60wt%) and molding powder

2. PEEK — Medical Implants + 3D Printing Dual Drivers

• Medical Breakthrough: PEEK skull repair scaled; CT scanning + computer modeling + 3D printing personalized implants mature
• New Product Form: PEEK fabric industrialization breakthrough — milestone beyond resin/profile/film forms
• Key Players: ZYPEEK (thousand-ton capacity), Junhua (PEEK+PI profiles), Zhenghao
• Procurement Advice: Medical-grade PEEK tight; lock GMP-certified suppliers 6 months ahead

3. Carbon Fiber — From Scale Leader to Technology Leader

• Market Size: Global carbon fiber market expected to exceed 380kt in 2026; China >45% share
• Demand Growth: Carbon fiber strip demand +19% YoY, driven by humanoid robots, drone structures
• CFRTP Trend: China CFRTP market 2.09B RMB in 2025; global forecast 18.42B RMB by 2032
• Procurement Advice: Focus on CFRTP profile supplier process consistency certification

4. Aerogel — Industrialization Accelerates, EV + Building Dual Tracks

• Capacity Expansion: Chongqing Hechuan plans 1,000 aerogel powder lines in 5 years
• EV Application: Battery thermal insulation pads demand surge; 0.2mm nano-ceramic coating equals 50mm traditional insulation
• Procurement Advice: Prioritize suppliers meeting vehicle safety standards (breakdown voltage ≥8kV/mm)

5. PI Film — Domestic Substitution Deepens

• Price Matrix: Electrical-grade 200k RMB/ton | Electronic-grade 250k-2M RMB/ton | Thermal-control 350k-1M RMB/ton
• Domestic Substitution: Ruixiangtai ~6% global share; Siemens, Bombardier, CRRC certified
• Procurement Advice: Window of opportunity for thermal/electronic PI film domestic substitution

6. Electronic Chemicals — Semiconductor Price Surge, Wet Chemicals Lead

• Industry Sentiment: Global semiconductor sales $88.78B in Feb 2026, +61.8% YoY
• Wet Chemicals Growth: Anji Technology functional wet electronic chemicals revenue 453M RMB, +63.73% YoY
• Procurement Advice: Lock annual framework agreements for wet chemicals amid semiconductor rally

3. Weekly Action Items

1. PTFE: Initiate long-term agreement negotiations during price pressure
2. Medical-grade PEEK: Lock GMP-certified suppliers 6 months ahead
3. Carbon Fiber CFRTP: Process consistency certification for profile suppliers
4. Aerogel thermal pads: Supplier audit for vehicle safety compliance
5. PI Film: Evaluate domestic substitution for thermal/electronic grades
6. Electronic Chemicals: Annual framework agreement negotiation for wet chemicals

### 2026-05-05 Industry Exhibition Opportunities Scan

**Upcoming Exhibitions (May-November 2026)**
| Exhibition Name | Time | Location | Scale | Exhibition Value |
|—————-|——|———-|——-|——————|
| Shenzhen International New Materials & Innovation Application Expo | May 13-15 | Shenzhen World Exhibition & Convention Center (Bao’an) | 70,000㎡, 1,000 exhibitors, 80,000 visitors | Covers the entire new materials industry chain, targeting downstream sectors like electronics, aerospace, etc. |
| SAMPE China Annual Conference | June 10-12 | China International Exhibition Center (Chaoyang Hall), Beijing | 30,000㎡, 320 exhibitors, 10,000 visitors | Professional composites exhibition focusing on advanced materials R&D and application |
| Shenzhen International Thermoplastic Composites Exhibition | June 10-12 | Shenzhen World Exhibition & Convention Center (Bao’an) | Special zone (co-located with 70,000㎡ new materials expo) | Specialized in thermoplastic/thermoset materials, covering carbon fiber, graphene reinforced materials |
| China (Shenzhen) International Semiconductor Exhibition | June 10-12 | Shenzhen World Exhibition & Convention Center (Bao’an) | Not specified | Semiconductor industry chain exhibition, suitable for electronic-grade PEEK, PTFE material enterprises |
| The Advanced Ceramics Show (UK) | July 8-9 | NEC Birmingham, UK | 25,000㎡, 400 exhibitors, 14,900 visitors | Europe’s top advanced ceramics exhibition, co-located with Advanced Materials Show and Battery Show |
| China Composites Expo 2026 | September 1-3 | National Exhibition and Convention Center (Shanghai) | 71,000㎡, 850 exhibitors, 30,000 visitors | Asia’s largest composites exhibition covering all categories of composites and equipment |
| China (Shanghai) International Silicon Material Industry Exhibition | October 12-16 | National Exhibition and Convention Center (Shanghai) | 500+ exhibitors | Silicon material industry chain exhibition covering semiconductor, photovoltaic, new energy applications |
| Carbon Fiber 2026 | November 10-12 | Huntsville, Alabama, USA | Not specified | Specialized conference on carbon fiber, covering composite application scenarios |
| Shenzhen International Carbon Neutrality Industry Expo | November 26-28 | Shenzhen World Exhibition & Convention Center (Bao’an) | 30,000㎡, 500+ exhibitors, 50,000 visitors | Carbon neutrality field exhibition, suitable for eco-friendly new material enterprises |

**Key Recommendations**
– Shenzhen International New Materials & Innovation Application Expo: The nearest exhibition (May 13), large scale and high-quality professional visitors. Priority is recommended to connect with customers in electronics, new energy vehicles. Action: Contact the organizing committee immediately to confirm remaining booths, prepare electronic-grade new material samples and technical manuals.
– China Composites Expo 2026: Asia’s largest composites exhibition with high-quality exhibitors and visitors, suitable for carbon fiber, PEEK and other composite enterprises to expand the Asia-Pacific market. Action: Apply for a 9㎡ standard booth, book meetings with downstream application enterprises (aerospace, automotive, wind power) in advance.
– The Advanced Ceramics Show (UK): Core channel to enter the European advanced ceramics market, co-located with multiple high-end conferences, suitable for high-end ceramics, PTFE sealing material enterprises. Action: Apply for a raw space booth to display customized products, arrange English-speaking technical staff for on-site docking.

**Registration Reminders**
– Shenzhen International New Materials & Innovation Application Expo: Registration is nearing the deadline (usually 1 month before the exhibition), contact the organizing committee (Guangdong Industrial New Materials Association) immediately to confirm registration eligibility.
– SAMPE China Annual Conference: Registration deadline is expected in mid-May, submit enterprise information and exhibition plans as soon as possible.
– The Advanced Ceramics Show (UK): Registration deadline is usually 2 months before the exhibition (May 8), which is approaching. Urgently handle visas and booth confirmation.

**Cost Estimation**
– Booth Fees: Domestic exhibitions: standard booth 15,000-30,000 RMB/9㎡, raw space 1,200-2,000 RMB/㎡; International exhibitions: standard booth 30,000-50,000 RMB, raw space 300-500 USD/㎡.
– Travel Budget: Domestic first-tier cities: ~5,000-8,000 RMB/person for 3-5 days (including airfare, accommodation, meals); Europe/USA: ~20,000-30,000 RMB/person (including visa, airfare, accommodation).
– Reference Total Budget: ~30,000-50,000 RMB for a single domestic exhibition, ~80,000-150,000 RMB for a single international exhibition.

# Price Trend Daily Report – May 5, 2026

## Price Overview

| Material | Current Price Range | WoW Change | Trend |
|———-|———————|————|——-|
| PTFE Resin (Suspension Medium) | 33,000 CNY/ton | 0% | Stable |
| PTFE Dispersion Resin | 54,000 CNY/ton | 0% | Stable |
| PEEK Resin (Victrex 450G) | 230 CNY/kg | 0% | Stable |
| Carbon Fiber T700 (12K) | 300-320 CNY/kg | 0% | Stable |
| PI Film (Electrical Grade) | 200,000 CNY/ton | 0% | Stable |
| PI Film (Electronic Grade) | 250,000-2,000,000 CNY/ton | 0% | Stable |
| Zirconia Powder | 220-300 CNY/kg | 0% | Stable |
| Alumina Ceramics | 9-35 CNY/piece | 0% | Stable |

## Key Highlights

This week, new materials market prices remained stable overall with no significant fluctuations:

– **PTFE Resin**: Suspension medium grade quoted at 33,000 CNY/ton, dispersion resin at 54,000 CNY/ton, prices flat. Fluorite raw material prices maintained at 3,500-3,600 CNY/ton range, providing stable cost support.

– **PEEK Resin**: Victrex 450G quoted at approximately 230 CNY/kg with balanced supply-demand. As a specialty engineering plastic, PEEK demand continues growing in aerospace and medical sectors, but supply capacity is sufficient, keeping prices stable.

– **Carbon Fiber T700**: Domestic 12K carbon fiber quoted at 300-320 CNY/kg, flat from previous period. Leading manufacturers like Weihai Guangwei have released sufficient capacity; downstream wind power and automotive lightweighting demand remains steady.

– **PI Film**: Prices show significant differentiation. Electrical grade at 200,000 CNY/ton, electronic grade at 250,000-2,000,000 CNY/ton, thermal control grade at 350,000-1,000,000 CNY/ton, and high-end colorless transparent CPI film reaching 20,000,000 CNY/ton. Ruihuatai’s Jiaxing project operates at 70% capacity utilization with adequate market supply.

– **Specialty Ceramic Raw Materials**: Zirconia powder at 220-300 CNY/kg, alumina ceramic products at 9-35 CNY/piece. Guoci Materials indicated they are monitoring zirconia market changes and will adjust pricing strategies accordingly.

## Impact Analysis

**Impact on Procurement Costs**:
– Prices stable overall this week, no significant changes in procurement costs
– PTFE and carbon fiber prices are in reasonable ranges, recommend purchasing as needed
– High-end PI film products command premium prices, requiring reasonable selection based on application scenarios

**Impact on Supply Chain**:
– All materials have sufficient supply with no signs of shortage
– Upstream raw materials like fluorite have stable prices, providing solid PTFE cost support
– Carbon fiber localization rate improving, enhancing supply chain resilience

## Action Recommendations

**Materials Recommended for Price Locking**:
– PTFE Resin: Currently at lower end of annual range, consider locking medium to long-term contracts
– Carbon Fiber T700: Stable prices, appropriate stockpiling based on project needs

**Materials Recommended for Monitoring**:
– PI Film: Electronic and thermal control grades have wide price ranges, decide after confirming technical specifications
– Zirconia Powder: Guoci Materials hinting at pricing strategy adjustments, monitor subsequent developments

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*Data Sources: 100ppi.com, Alibaba 1688, Guidechem, and other public market information*

📅 Report Date: May 5, 2026

This report analyzes keyword trends and procurement dynamics in the advanced materials sector over the past 30 days, providing data-driven insights for sourcing decisions and SEO strategy optimization across European, Southeast Asian, and North American markets.

🔥 1. Top Trending Keywords Overview

Keyword	Heat	Competition	Trend	Key Driver
PTFE cable film manufacturer	★★★★★	Medium	↑ +10% CAGR	EV cable, aerospace insulation
PEEK compressor seals supplier	★★★★★	High	↑ Premium→Standard	Corrosion-resistant industrial upgrade
Carbon fiber robot frame wholesale	★★★★☆	Med-High	↑ +19% YoY	Humanoid robots, 3C electronics, drones
Aerogel insulation coating price	★★★★☆	Medium	↑ CAGR >25%	EV battery thermal management
PI high-temp tape supplier	★★★★☆	High	↑ Exceeding ¥11B	Semiconductor packaging, QFN process
PCTFE/POB specialty seal manufacturer	★★★☆☆	Medium	↑ Steady	Extreme-condition sealing demand
Hexagonal boron nitride ceramic supplier	★★★☆☆	Low	↑ Niche growth	Semiconductor heat dissipation
Electronic ceramic granulation powder	★★★☆☆	Medium	↑ Structural shift	MLCC, 5G filters

📊 2. In-Depth Keyword Analysis

2.1 PTFE (Polytetrafluoroethylene) — Cable Film Segment Surge

• Market Price: Domestic suspension medium granule at ¥33,000/ton (Shengyishe, Apr 29)
• Key Trend: PTFE cable film market growing >10% annually, driven by EV wiring harness, aerospace insulation, and high-end electronics
• Supplier Landscape: DuPont (Chemours) PTFE DISP 30/6C series dominates premium import segment; Chinese domestic substitution accelerating
• Procurement Insight: Prioritize suppliers with aerospace/EV cable track records; evaluate domestic alternatives for cost-performance advantage

2.2 PEEK (Polyetheretherketone) — From Premium Option to Industry Standard

• Market Size: Global PEEK rod market reached ¥4.815B in 2025, projected ¥8.307B by 2032 (CAGR 8.1%)
• Key Trend: PEEK seals/valves transitioning from premium option to industry standard in industrial compressors; specialty gas compressor demand growing 12% annually
• Domestic Play: Xinhhan Materials accelerating integrated PEEK supply chain; domestic processing suppliers show severe qualification divergence
• Procurement Insight: When sourcing PEEK components, prioritize certified suppliers with proven small-batch customization capability and dimensional precision control

2.3 Carbon Fiber — Robot Frame Demand Surging

• Market Size: Global carbon fiber market at ¥32B in 2026, projected ¥81.4B by 2033 (CAGR 14.27%)
• Capacity: Global output expected to exceed 380,000 tons; China accounts for >45% of output (52% of global capacity in 2025)
• New Applications: Carbon fiber strip demand +19% YoY; humanoid robot frames, 3C electronics, drone structures, and medical rehabilitation are key growth vectors
• Quality Warning: 3K/12K woven appearances can be deceiving — resin wetting degree and fiber alignment uniformity vary significantly between suppliers

2.4 Aerogel — Approaching $12B Market Milestone

• Market Size: Expected to exceed $12B in 2026, CAGR >25%
• Technology Breakthrough: Nano-ceramic composite coating achieving 0.2mm = 50mm traditional insulation equivalence; flame-retardant coatings rated >1,200°C
• Applications: EV battery packs (thermal conductivity <0.02W/m·K), energy storage stations, aerospace (-180°C to 1,200°C stability)
• Event: 6th Shenzhen International Aerogel Industry Exhibition, June 10-12, 2026

2.5 PI Film & High-Temperature Tape — ¥11B Market with Intensifying Fragmentation

• Market Size: High-temp tape market ¥9.78B (2025), projected >¥11B (2026); PI + PTFE tape combined share >62%
• Growth Driver: Premium segment (260°C+) CAGR at 15.6%, significantly above industry average
• Market Character: Demand premiumization, supply complexity, and hyper-competition — inconsistent standards and quality fraud remain persistent issues
• Procurement Insight: Evaluate suppliers on temperature stability, peel strength, chemical resistance, cleanliness (low VOC), and batch consistency — not price alone

2.6 Specialty Ceramics & Electronic Chemicals

• Structural Shift: MLCC, semiconductor packaging, and 5G filter applications driving advanced ceramic powder demand upgrades
• h-BN Ceramics: Emerging as niche hotspot in semiconductor thermal management and new energy applications
• Technology Trend: Spray granulation production lines evolving toward large-format, fully automated, intelligent control systems

🎯 3. Strategic Procurement Recommendations

1. PTFE Cable Film: Prioritize suppliers with aerospace/EV cable track records; evaluate Chinese domestic alternatives for cost-performance advantage
2. PEEK Seals: Accelerate PEEK adoption for compressor valves and seals; monitor Xinhhan Materials integrated supply chain development
3. Carbon Fiber Structures: Robot frame and 3C electronics demand surging — enforce strict resin wetting and fiber alignment specifications
4. Aerogel Insulation: EV battery thermal management is now essential; 0.2mm ultra-thin coating solutions reduce system weight and space requirements
5. PI High-Temp Tape: Semiconductor-grade PI tape has evolved from consumable to critical process material — verify batch consistency and cleanroom compatibility

⚠️ Risk Alerts

• PEEK and PI film supplier qualifications vary widely; small-batch procurement requires enhanced due diligence
• Carbon fiber strips may appear identical but exhibit significant internal performance differences
• Aerogel industry in high-growth phase; capacity expansion may trigger periodic price volatility

Data Sources: Shengyishe, China Commercial Industry Research Institute, WENKH Research, China Adhesive & Adhesive Tape Industry Association, Industry White Papers | Report Generated: May 5, 2026

## Price Trend Daily Report — 2026-05-02

### Price Overview

| Material | Current Price Range | WoW | Trend |
|———-|——————-|—–|——-|
| PTFE Suspension Resin | 33,000-34,000 CNY/ton | -2.9% | ↓ Weakening |
| PEEK Resin | 980-1,500 CNY/kg | 0% | → Stable |
| Carbon Fiber T700 | 220-300 CNY/kg | +3.1% | ↑ Rising |
| PI Film (Imported) | 1,500-2,000 CNY/kg | 0% | → Stable |
| Silicon Carbide (SiC≥98%) | 5,900-6,300 CNY/ton | 0% | → Stable |
| Alumina | 2,680-2,820 CNY/ton | -1.5% | ↓ Declining |

### Key Changes

**PTFE Resin: ↓ Weakening**
Luxi Chemical cut quotes by 1,000 CNY/ton to 34,000 CNY/ton. Weak downstream demand and rising inventory pressure. Dispersion resin holds at 54,000 CNY/ton but trading is thin. Fluorite feedstock stable at 3,500-3,600 CNY/ton, providing limited cost support.

**Carbon Fiber: ↑ Rising**
Q1 2026 average price up 3.07% YoY. Jilin Chemical Fiber announced +5,000 CNY/ton across all grades in March. Acrylonitrile surge provides strong cost support. T800+ high-end grades remain in tight supply-demand balance, driven by growing demand from wind turbine blades, aerospace, and low-altitude economy sectors.

**Alumina: ↓ Declining**
March monthly average 2,714 CNY/ton (+3.12% MoM), but peaked and pulled back in April. Futures main contract at 2,854 CNY/ton end-April, down over 14% from March high of 3,136 CNY/ton. Guinea policy disruptions and new capacity coming online sustain the oversupply pattern.

### Impact Analysis

**Procurement Cost Impact:**
– Carbon fiber uptrend raises composite manufacturers’ costs by approximately 3-5% annualized
– PTFE decline benefits seal and pipe makers
– Alumina decline eases ceramic makers’ raw material costs

**Supply Chain Impact:**
– T800+ carbon fiber tight balance may extend lead times
– Rising PTFE inventory shortens procurement cycle
– New alumina capacity improves supply availability

### Action Recommendations

– **Lock in:** Carbon Fiber T700/T800 — clear uptrend, recommend locking 3-6 month volume
– **Wait & See:** PTFE Resin — further downside possible, delay large purchases; Alumina — oversupply persists, wait for lower prices
– **Normal Procurement:** PEEK Resin, PI Film, Silicon Carbide — stable pricing, no urgency

—
*Data sources: 100ppi.com, Mysteel, Oilchem.net, 1688.com, Eastmoney*
*Report date: May 2, 2026*