分类： Industry Insights

Advanced Materials Keyword Analysis Report (June 2026): PTFE, PEEK, Carbon Fiber, Advanced Ceramics, Electronic Chemicals, Aerogel

I. Executive Summary

This report analyzes six high-value advanced materials keywords based on the latest market data as of June 2026: PTFE, PEEK, Carbon Fiber, Advanced Ceramics, Electronic Chemicals, and Aerogel. It covers search trends, competitive intensity, market outlook, and long-tail keyword recommendations to support B2B content marketing and SEO strategy in the advanced materials sector.

II. Keyword-by-Keyword Analysis

2.1 PTFE (Polytetrafluoroethylene)

Dimension	Data / Outlook
Latest Price	31,800 RMB/ton (June 16, 2026)
CAGR	Steady growth projected for 2026–2031
Core Applications	Aerospace, petrochemical, mechanical, electronics, construction, textiles
Competition Intensity	Medium-High — concentrated capacity; high-end products still import-dependent
Search Trend	“PTFE seals”, “PTFE tubing” and other downstream application terms rising steadily

Opportunity: Soluble/modified PTFE is a high-growth niche, with strong demand from semiconductor and chemical processing sectors.

2.2 PEEK (Polyether Ether Ketone)

Dimension	Data / Outlook
Global Market CAGR	8.3% (2023–2026, S&P Global)
China Market Size	Projected RMB 16.7 billion by 2027, CAGR >13%
Custom Standard Parts Share	Expected to exceed 35% (China Plastics Engineering Association)
Humanoid Robot Demand	195 tons of PEEK per 100K humanoid robots
Competition Intensity	High — domestic substitution accelerating; A-share tickers (e.g., Wote, Kent) attracting investor attention

Opportunity: PEEK wear-resistant part lifespan is set for a “step-change leap” before 2026, driven by material modification, structural design, and process innovation.

2.3 Carbon Fiber

Dimension	Data / Outlook
High-Modulus Carbon Fiber Global Sales	USD 1.2 billion (2026E), USD 1.946 billion by 2032 (CAGR 8.4%)
China Market Share (2032E)	34%
Aerospace Share	~45% (largest application segment)
Commercial Space CAGR	>30% — driven by Qianfan/Guowang constellation deployments
Type-IV Hydrogen Storage Cylinders	Carbon fiber accounts for 60% of cylinder cost; second-largest incremental market
Chopped Carbon Fiber CAGR	11.1% (2026–2032), reaching USD 820 million by 2032

Opportunity: PAN-based carbon fiber process is mature, but high-modulus (T800/T1000) capacity remains tight — massive domestic substitution potential.

2.4 Advanced Ceramics

Dimension	Data / Outlook
Target Market Size	China advanced ceramics market targeting RMB 12 trillion by 2030
Domestic Production Rate Target	60% by 2030
Core Applications	Electronics, machinery, chemicals, aerospace, biomedical
Competition Intensity	Medium — high-end structural ceramics, functional ceramics, electronic ceramics leading growth

Opportunity: Zibo (“China Ceramics Famous City”) is building an advanced ceramics industry cluster, with significant policy tailwinds.

2.5 Electronic Chemicals

Dimension	Data / Outlook
Core Drivers	Advanced-node lithography hitting physical limits + AI compute demand surge
Key Materials	Photoresists, electronic specialty gases, wet electronic chemicals, CMP slurries, high-purity precursors
Domestic Substitution Urgency	High — insufficient high-end supply, high technical barriers, long certification cycles
Industry Characteristic	Consumable repeat-purchase model with long-term offtake agreements; earnings certainty higher than optical modules or equipment

Opportunity: The 2026 Hangzhou High-End Electronic Chemicals Forum focuses on “domestic substitution and technology breakthrough” — a key bellwether event for the industry.

2.6 Aerogel

Dimension	Data / Outlook
Global Market Sales	USD 1.9 billion (2026E), USD 3.3 billion by 2032 (CAGR 9.5%)
Regional Pattern	North America dominant; Asia-Pacific (China as core) fastest-growing; Europe stable
Ceramic Fiber Paper Market	USD 809 million (2024), projected USD 1.106 billion by 2031 (CAGR 4.7%)
Core Advantage	99.8% porosity; thermal conductivity as low as 0.018 W/(m·K)

Opportunity: Multi-component aerogels are a rising R&D focus, driven by building thermal insulation and new energy (battery thermal barriers) applications.

III. Comprehensive Heat & Competition Assessment

Keyword	Search Heat	Competition	Trend Direction
PTFE	★★★☆☆	★★★☆☆	Stable upward
PEEK	★★★★★	★★★★☆	Rapid rise
Carbon Fiber	★★★★☆	★★★★★	Sustained high
Advanced Ceramics	★★★☆☆	★★☆☆☆	Policy-driven rise
Electronic Chemicals	★★★★☆	★★★★★	Domestic substitution accelerating
Aerogel	★★★☆☆	★★★☆☆	Building efficiency + NEV dual-driver

IV. Recommended Long-Tail Keywords (5–8)

PEEK material humanoid robot application — search volume surging, medium competition, strong conversion intent
T800 carbon fiber domestic substitution — policy dividend + supply gap, high-value B2B procurement keyword
soluble PTFE semiconductor grade — blue-ocean niche, high technical barrier, high customer value
electronic specialty gas domestic manufacturer — one of the hottest search terms under the domestic substitution theme
aerogel battery thermal barrier — NEV application exploding, high long-tail traffic value
advanced ceramics precision structural parts custom — customization trend clear, high ticket size
chopped carbon fiber reinforced nylon composite — core material for automotive light-weighting, strong industrial search volume

V. Actionable Recommendations

Content priority ranking: PEEK > Electronic Chemicals > Carbon Fiber > Aerogel > PTFE > Advanced Ceramics
Key events to monitor: 2026 Hangzhou Electronic Chemicals Forum, Zibo Advanced Ceramics Exhibition, humanoid robot supply chain matching
SEO strategy: Publish one in-depth technical article for each of the 7 long-tail keywords, with interlinked anchor text

Data sources: Gongyan Network, AskCI Consulting, 51 Industry Report Network, S&P Global, China Plastics Engineering Association. Data as of June 2026.

2026年6月25日

2026-06-24 Price Trend Daily Report

# 2026-06-24 Price Trend Daily Report

**Report Date:** June 24, 2026
**Monitored Materials:** PTFE Resin, PEEK Resin, Carbon Fiber, PI Film, Specialty Ceramic Raw Materials

—

## 1. Price Overview Table

| Material | Current Price Range (CNY/ton) | Weekly Change | Trend | Remarks |
|———-|——————————-|—————|——-|———|
| PTFE Suspension Resin | 50,000 – 62,000 | +1~2% | ↑ Slightly Up | Driven by electronic-grade demand |
| PTFE Dispersion Resin | 54,000 | Flat | → Stable | Low inventory |
| PEEK Resin | 285,000 – 680,000 | +3~5% | ↑ Rising | Strong demand in high-end applications |
| Carbon Fiber (T300) | 80,000 – 100,000 | -5~8% | ↓ Declining | Overcapacity, oversupply |
| Carbon Fiber (T700) | 150,000 – 250,000 | -3~5% | ↓ Slightly Declining | Accelerated localization |
| PI Film (Standard) | 180,000 – 280,000 | +2~3% | ↑ Rising | Driven by new energy demand |
| PI Film (Electronic Grade) | 350,000 – 600,000 | +5~8% | ↑ Significantly Rising | Semiconductor packaging demand |
| Oxygen Zirconium Chloride | ~35,000 – 45,000 | +8~10% | ↑ Significantly Rising | Price increased by 1,500 CNY/ton on June 18 |
| Zirconium Dioxide | ~80,000 – 120,000 | +10~12% | ↑ Significantly Rising | Price increased by 4,500 CNY/ton on June 18 |
| Fused Zirconia | ~60,000 – 90,000 | +5~8% | ↑ Rising | Price increased by 2,000 CNY/ton on June 18 |
| Aluminum Oxide | 2,725 | +0.4% | → Stable | Price stable |

—

## 2. Key Price Movement Analysis

### 🔴 Significant Price Increases

**1. Zirconium Series (Oxygen Zirconium Chloride, Zirconium Dioxide, Fused Zirconia)**
– **Price Increase:** Cumulative increase of ~30% year-to-date; Dongfang Zirconium Industry announced its second price increase of the year on June 18
– **Analysis:**
– Tight supply of upstream zircon sand; global zirconium mines concentrated in few locations in Australia and South Africa, with declining ore grades
– Zircon sand spot prices up nearly 25% year-to-date, costs passing through to downstream
– Demand side: Growth in new energy and electronics sectors; AI servers and 800V high-voltage automotive electronics driving MLCC capacitor production expansion
– Semiconductor precision packaging ceramic components continuously expanding high-end powder applications
– **Outlook:** Short-term supply-demand gap difficult to quickly resolve; prices likely to remain elevated

**2. PI Film (Electronic Grade)**
– **Price Increase:** Weekly +5~8%
– **Analysis:**
– Ruihuatai’s semiconductor-grade PI film has passed evaluation by Korean semiconductor companies, with small-batch supply underway
– New energy power batteries creating new demand; high-flexibility PI heating films gaining market share with process advantages
– AI servers and high-end electronic packaging demand continuing to grow

### 🟡 Stable to Slightly Rising

**3. PTFE Resin**
– **Price Increase:** Weekly +1~2%
– **Analysis:**
– CITIC Construction Securities research report: Rapid growth in high-frequency and high-speed demand such as computing power; electronic-grade PTFE expected to see large-scale application
– Three major downstream demand drivers (military + server high-speed cables + high-speed boards) all expected to grow significantly
– With NVIDIA’s new-generation server Rubin Ultra production approaching, the industry is actively discussing using PTFE materials as orthogonal backplanes

**4. PEEK Resin**
– **Price Increase:** Weekly +3~5%
– **Analysis:**
– Growing demand in high-end applications such as humanoid robots, new energy vehicles, and aerospace
– Institutions predict domestic PEEK demand will exceed 16.7 billion CNY in 2027
– Domestic PEEK material concept stocks up 11.32% on average year-to-date; Far East shares up 214.04%

### 🟢 Declining Prices

**5. Carbon Fiber (All Series)**
– **Price Decline:** T300 weekly -5~8%, T700 weekly -3~5%
– **Analysis:**
– Significant capacity expansion: Domestic carbon fiber total capacity ~120,000 tons in 2023, increased to 162,000 tons in 2025, expected to exceed 181,000 tons in 2026
– Toray considering reducing or withdrawing from general-grade carbon fiber business, intensifying price competition
– Toray T300 carbon fiber prices dropped from 8,000 CNY/kg to less than 100 CNY/kg (historical reference)
– Domestic companies achieving technological breakthroughs: Shanghai Petrochemical mastering T1000-grade high-performance carbon fiber key technology, achieving mass production

—

## 3. Impact Factor Analysis

### 1. Crude Oil Price Impact
– **Current Prices:** WTI ~74-77 USD/barrel, Brent ~77-81 USD/barrel
– **Recent Trend:** Mid-June oil prices fell significantly; WTI dropped from 84.88 USD/barrel to 74.03 USD/barrel, Brent from 87.33 USD/barrel to 77.66 USD/barrel
– **Impact on New Materials:** Oil price decline provides some cost relief for PTFE and other fluororesins, but demand pull from electronic-grade products is stronger, keeping prices relatively stable

### 2. Supply-Side Factors
– **Zircon Sand Supply Tightness:** Global zirconium resources concentrated, declining ore grades, long new capacity investment cycles
– **Carbon Fiber Capacity Release:** Domestic carbon fiber capacity continuously expanding, oversupply situation intensifying
– **PTFE Low Inventory:** Plants operating at moderate rates, low inventory providing price support

### 3. Demand-Side Factors
– **AI Computing Infrastructure:** Driving demand for high-frequency and high-speed materials like PTFE and PI film
– **New Energy Vehicles:** Driving demand for lightweight materials like carbon fiber, PI film, and PEEK
– **Semiconductor Packaging:** Driving demand for high-end materials like electronic-grade PI film and high-purity zirconium dioxide
– **Humanoid Robots:** Becoming an important new growth driver for PEEK materials

—

## 4. Impact on Procurement Costs

| Material Category | Procurement Cost Impact | Recommendation |
|——————-|————————|—————-|
| Zirconium Series | Significantly Rising (+30% YTD) | Urgently lock in long-term contracts, establish dual-supplier system |
| PI Film (Electronic Grade) | Rising (+5~8% weekly) | Stock in advance, lock in quarterly framework agreements |
| PTFE Resin | Slightly Rising (+1~2%) | Moderately stock up, monitor electronic-grade demand changes |
| PEEK Resin | Rising (+3~5%) | Batch procurement, monitor humanoid robot market demand |
| Carbon Fiber | Declining (-5~8%) | Delay procurement, wait for further price declines |
| Aluminum Oxide | Basically Flat | Procure as needed |

—

## 5. Impact on Supply Chain

1. **Zirconium Industry Chain:** Domestic companies with complete industry chain layout and mastery of high-end powder mass production processes become core beneficiaries; industry structure facing restructuring opportunities. Downstream customers, considering supply chain security, are beginning to establish dual-supplier systems, accelerating domestic substitution.

2. **Carbon Fiber Industry Chain:** Oversupply leading to intensified price competition; small and medium enterprises facing elimination pressure; industry concentration expected to increase. Domestic companies’ technological breakthroughs (T1000-grade, T1200-grade) will gradually replace imports.

3. **PTFE Industry Chain:** Electronic-grade PTFE demand growing rapidly; traditional application fields stable; industry chain overall healthy.

4. **PI Film Industry Chain:** High-end electronic-grade products in short supply; companies with technological strength expected to gain higher market share.

—

## 6. Action Recommendations

### 🔒 Materials for Which to Immediately Lock Prices

1. **Oxygen Zirconium Chloride / Zirconium Dioxide / Fused Zirconia**
– **Reason:** Up ~30% year-to-date; short-term supply-demand gap difficult to quickly resolve; prices likely to remain elevated
– **Action:**
– Immediately sign 3-6 month long-term contracts with suppliers
– Establish dual-supplier system to reduce dependency on single supplier
– Monitor developments of leading companies like Dongfang Zirconium Industry and Sanhuan Group

2. **Electronic-Grade PI Film**
– **Reason:** AI servers and semiconductor packaging demand exploding; supply cannot meet demand
– **Action:**
– Stock in advance, lock in quarterly framework agreements
– Monitor capacity release of domestic leading companies like Ruihuatai and Dongying Xinbang

### 📊 Materials for Which to Moderately Stock Up

3. **PTFE Resin (Electronic Grade)**
– **Reason:** Computing infrastructure driving demand; prices stable to slightly rising
– **Action:** Moderately increase inventory (1-2 months usage); monitor NVIDIA new-generation server production progress

4. **PEEK Resin**
– **Reason:** Humanoid robots and new energy vehicle demand growing, but prices already at high levels
– **Action:** Batch procurement; avoid hoarding at high prices

### ⏳ Materials for Which to Wait and Delay Procurement

5. **Carbon Fiber (All Series)**
– **Reason:** Capacity continuously releasing; price decline trend clear
– **Action:**
– Delay large procurement; wait for further price declines
– Monitor Jilin Chemical Fiber’s 400,000-ton carbon fiber project progress (2026 production)
– Prioritize domestic T700 and T800-grade products for better cost-performance

### 📝 Indicators to Continuously Monitor

1. **Crude Oil Prices:** Impact fluororesin costs; current WTI 74-77 USD/barrel, Brent 77-81 USD/barrel
2. **Zircon Sand Prices:** Impact zirconium costs; up nearly 25% year-to-date
3. **AI Computing Infrastructure Investment:** Impact PTFE and PI film demand
4. **Humanoid Robot Industrialization Progress:** Impact PEEK demand
5. **Carbon Fiber Capacity Release Progress:** Jilin Chemical Fiber 400,000-ton project, Shanghai Petrochemical T1000-grade mass production progress

—

## 7. Data Sources and Disclaimer

**Data Sources:**
– Longzhong Information (oilchem.net)
– Business News (100ppi.com)
– Eastmoney.com
– CNGold (cngold.org)
– Tencent News, Cailian Press and other financial media

**Data Collection Period:** June 18, 2026 – June 24, 2026

**Disclaimer:** This report is for reference only and does not constitute procurement or investment decision advice. Market price fluctuations are affected by various factors; please make decisions cautiously based on actual circumstances.

—

**Report Prepared by:** Market Intelligence Officer
**Release Time:** June 24, 2026 01:30 (Asia/Shanghai)

2026年6月24日

June 2026 Advanced Materials Keyword Analysis Report: PTFE/PEEK/Carbon Fiber/Specialty Ceramics/Electronic Chemicals/Aerogel

Executive Summary

This report provides an in-depth analysis of six high-opportunity advanced materials keywords—PTFE, PEEK, Carbon Fiber, Specialty Ceramics, Electronic Chemicals, and Aerogel—across three dimensions: search volume, competition intensity, and development trends, providing data-driven support for B2B advanced materials content marketing and SEO strategy.

Keyword Volume & Competition Analysis

Keyword	Search Volume	Competition	2026 Market Size	CAGR
PTFE/Teflon	High ↑	High	Price +23.81% YoY	14.15%(2020-2025)
PEEK/Polyether ether ketone	Med-High ↑	Medium	Global CAGR 8.3%	Custom parts >35%
Carbon Fiber	High ↑↑	High	$1.2B in 2026	8.4%(2026-2032)
Specialty Ceramics	Medium ↑	Low-Med	China ¥122.1B	7%(2022-2026)
Electronic Chemicals/Semiconductor Materials	Very High ↑↑↑	Very High	Global $1.5T	+89.9% YoY
Aerogel	Med-High ↑	Low-Med	Global ¥12B+	20%+ growth

Key Trend Insights

3.1 PTFE: AI Computing Power Drives Electronic-Grade Surge

PTFE, known as the “plastic king” for its excellent dielectric properties, is experiencing a major demand shift in 2026. With NVIDIA Rubin ultra server mass production approaching, the industry is actively evaluating PTFE as the orthogonal backplane material. Electronic-grade PTFE is poised for large-scale adoption in high-speed cables and high-speed boards. Pricing: PTFE reached ¥52,000/ton in June 2026, up 23.81% YoY. Supply-demand dynamics are tightening, marking the start of a new upcycle.

3.2 PEEK: Customization Becomes a High-End Manufacturing Imperative

Global PEEK market CAGR exceeds 8.3%, with customized standard parts expected to exceed 35% of the market. Key growth drivers: medical (implant-grade PEEK), new energy (battery structural parts), and semiconductor equipment (plasma-resistant components). PEEK wear part lifespan is set for a step-change improvement by 2026, driven by material modification and structural design advances.

3.3 Carbon Fiber: Aerospace + Commercial Space Dual Engine

Global high-modulus carbon fiber sales are projected at $1.2B in 2026, reaching $1.946B by 2032. T800/T1000-grade carbon fiber is a critical material for C919/C929 airframe primary structures, satellite thrust tubes, and missile casings. Commercial space is the fastest-growing segment (CAGR>30%), driven by Qianfan/Guowang constellation deployments. Type-IV hydrogen storage bottles are the second-largest growth driver.

3.4 Specialty Ceramics: The Bottleneck in Semiconductor Equipment Localization

China advanced ceramics market size is projected at ¥122.1B in 2026. Structural ceramics for semiconductor equipment (etch chambers, electrostatic chucks, robotic arms) have only ~20% domestic substitution rate—a critical “chokepoint.” Silicon nitride penetration in new energy and semiconductor packaging is accelerating; global ceramic-grade silicon nitride revenue was ~¥754M in 2025, projected to reach ¥1.197B by 2032.

3.5 Electronic Chemicals: A Landmark Year for Semiconductors

WSTS forecasts global semiconductor market size to exceed $1.5T in 2026, a staggering +89.9% YoY. China semiconductor materials market is ~¥119.9B. Wet electronic chemicals, specialty gases, photoresists, and CMP materials demand is surging across the board. AI chip capacity expansion is the core driver.

3.6 Aerogel: Building Energy Efficiency + “Dual Carbon” Policy Tailwinds

Global nano-aerogel market exceeded ¥12B in 2025, with 20%+ growth expected in 2026. Thermal conductivity as low as 0.015 W/(m·K) enables rapid substitution of traditional insulation in building envelopes, industrial pipelines, and new energy battery packs. The 14th Five-Year Plan for building energy efficiency explicitly encourages high-performance insulation materials.

Content Marketing Recommendations

PTFE: Target “electronic-grade PTFE high-frequency high-speed application” and “PTFE orthogonal backplane server” to capture AI computing-derived material demand traffic.
PEEK: Build long-tail keyword coverage around “PEEK custom parts” and “PEEK wear part lifespan” for medical/NEV/semiconductor niches.
Carbon Fiber: Focus on “C919 carbon fiber supplier,” “commercial space carbon fiber,” and “hydrogen bottle carbon fiber” for certification and supply chain analysis content.
Specialty Ceramics: Target high-value B2B keywords like “semiconductor equipment ceramic parts” and “silicon nitride ceramic substrate” to match local substitution procurement demand.
Electronic Chemicals: Cover high-heat industry keywords: “wet electronic chemicals local substitution,” “specialty gas public companies,” “photoresist technology roadmap.”
Aerogel: Target “aerogel insulation coating,” “nano-aerogel insulation blanket,” and “aerogel battery thermal barrier” to capture building energy efficiency policy dividends.

Data Sources

Orient Securities, Gongyan Network, S&P Global, China Plastics Industry Association Engineering Plastics Committee, WSTS, AskCI, Frost & Sullivan, Industry Research Network (Data as of June 2026)

2026年6月24日

2026-06-23 Industry Exhibition Opportunities Scan

Upcoming Exhibitions

Exhibition Name	Date	Location	Scale	Exhibition Value
The Advanced Ceramics Show	Jul 08-09	Birmingham NEC, UK	25,000㎡/400 exhibitors/13,174 visitors	⭐⭐⭐⭐⭐ Premier ceramic materials show in Europe
Bio Asia Pacific	Sep 02-04	Bangkok, Thailand	20,000㎡/415 exhibitors/13,165 visitors	⭐⭐⭐ Emerging Southeast Asian market
Vietnam Plas	Sep 09-12	Ho Chi Minh City, Vietnam	23,000㎡/700 exhibitors/20,390 visitors	⭐⭐⭐⭐ Important ASEAN plastics & rubber show
Lubricant Expo Europe	Sep 15-17	Dusseldorf, Germany	TBD	⭐⭐⭐⭐ Leading lubricant technology exhibition in Europe
CAMX (The Composites and Advanced Materials Expo)	Sep 21-24	Atlanta, USA	32,000㎡/580 exhibitors/26,000 visitors	⭐⭐⭐⭐⭐ Largest composites show in North America
The Advanced Materials Show	Oct 06-07	Pittsburgh, USA	23,000㎡/405 exhibitors/20,000 visitors	⭐⭐⭐⭐⭐ Largest advanced materials show in the US
Shanghai International Polyurethane Exhibition	Oct 12-16	Shanghai, China	32,000㎡/500 exhibitors/50,000 visitors	⭐⭐⭐⭐ Leading polyurethane show in China
Automotive Non-Metallic Materials Conference & Exhibition	Oct 19-21	Shanghai, China	TBD	⭐⭐⭐⭐⭐ Core exhibition for PTFE/PEEK end-user applications
BIO-Europe Autumn	Nov 09-11	Cologne, Germany	15,000㎡/221 exhibitors/12,000 visitors	⭐⭐⭐ Premier B2B biotechnology platform in Europe
China (Yunnan) Green Chemical New Materials & Anti-corrosion Equipment Expo	Nov 16-18	Kunming, China	TBD	⭐⭐⭐ Chemical new materials show in Southwest China
China (Dongguan) International Surface Treatment Exhibition	Nov 26-28	Dongguan, China	TBD	⭐⭐⭐ Surface treatment technology show in South China
The 6th Shanghai International Titanium Materials & Processing Equipment Exhibition	Dec 09-11	Shanghai, China	TBD	⭐⭐⭐⭐ Professional titanium materials show in China
AABC (Advanced Automotive Battery Conference)	Dec 07-10	San Diego, USA	15,000㎡/238 exhibitors/13,000 visitors	⭐⭐⭐⭐ Premier automotive battery technology conference

—

Key Recommendations

1. CAMX 2026 (Sep 21-24, Atlanta, USA)

Recommendation Reasons:

Largest and most authoritative composites exhibition in North America, co-organized by ACMA and SAMPE
Expected 580 exhibitors and 26,000 professional visitors, covering entire carbon fiber, fiberglass, and composites supply chain
PTFE, PEEK, and other high-performance polymers in composites applications are key exhibition topics
High-level technical conferences held concurrently, best window to understand North American composites market

Action Recommendations:

Contact organizers ACMA/SAMPE immediately for booth reservation (Estimated booth cost: $35-50/sq ft)
Focus on connecting with North American buyers in aerospace, automotive lightweighting, and new energy sectors
Prepare English technical documentation and samples, highlighting material performance advantages in extreme environments

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2. Automotive Non-Metallic Materials Conference & Exhibition (Oct 19-21, Shanghai, China)

Recommendation Reasons:

Focuses on automotive non-metallic materials frontier technologies; PTFE (seals, wiring harnesses) and PEEK (bearings, gears) are core topics
Automakers + parts suppliers + materials enterprises converge for precise downstream application customer matching
Led by Beijing Guohua New Materials Technology Research Institute, with high industry authority
Under lightweighting and electrification trends, high-performance polymer demand is exploding

Action Recommendations:

Contact organizer Beijing Guohua New Materials Technology Research Institute for registration (Expected deadline: end of August)
Prepare automotive industry-focused PPT, highlighting: temperature resistance, wear resistance, chemical corrosion resistance data
Set up physical sample display area, offer free sample trial service

—

3. The Advanced Materials Show (Oct 06-07, Pittsburgh, USA)

Recommendation Reasons:

Largest advanced materials technology professional exhibition in the US, covering technical ceramics, electronic materials, 2D materials, composites
405 exhibitors and 20,000 professional visitors, end applications covering aerospace, defense, semiconductors, batteries
Pittsburgh is a major US materials science hub (Carnegie Mellon University, PPG, Alcoa headquarters)
Concurrent seminars provide latest industry insights

Action Recommendations:

Book booth as early as possible (Estimated booth cost: $30-45/sq ft)
Focus on displaying: high-purity PTFE applications in semiconductors, PEEK cases in aerospace
Arrange technical staff to attend, collect competitor information and technology trends

—

Registration Reminders

Exhibition Name	Expected Registration Deadline	Urgency Level
CAMX 2026 (Atlanta, USA)	Early bird ended (May 29), regular registration until Sep 11	🔴 Urgent (Booths limited)
Automotive Non-Metallic Materials Conference (Shanghai)	Expected end of August 2026	🟡 Medium (Recommended to contact before July)
The Advanced Materials Show (Pittsburgh, USA)	Expected mid-August 2026	🟡 Medium
The Advanced Ceramics Show (Birmingham, UK)	Approaching (Opens Jul 8)	🔴 Extremely Urgent (Immediate action required if exhibiting)

—

Cost Estimation

Booth Cost Reference (9㎡ Standard Booth)

Exhibition	Standard Booth Cost (USD)	Raw Space Cost (USD/㎡)
CAMX 2026 (USA)	$4,500-6,500	$350-500
The Advanced Materials Show (USA)	$4,000-5,500	$300-450
The Advanced Ceramics Show (UK)	£3,000-4,500	£250-350
Vietnam Plas (Vietnam)	$2,500-3,500	$200-300
Shanghai Local Exhibitions (China)	¥25,000-35,000	¥2,000-3,000

Travel Budget Reference (Per Person, 5 Days)

Destination	Airfare (USD)	Accommodation (USD)	Meals & Transport (USD)	Total (USD)
Atlanta, USA	1,200-1,800	1,000-1,500	500-800	2,700-4,100
Pittsburgh, USA	1,200-1,800	800-1,200	400-600	2,400-3,600
Birmingham, UK	900-1,400	800-1,200	400-600	2,100-3,200
Dusseldorf, Germany	900-1,300	800-1,200	400-600	2,100-3,100
Ho Chi Minh City, Vietnam	400-700	300-500	200-300	900-1,500
Bangkok, Thailand	400-700	300-500	200-300	900-1,500

—

Strategic Recommendations

1. Priority Ranking: CAMX 2026 > Automotive Non-Metallic Materials Conference > The Advanced Materials Show
– CAMX is the entry ticket to North American composites market, must attend
– Automotive Non-Metallic Materials Conference is the core exhibition for PTFE/PEEK downstream applications, precise customer matching
– The Advanced Materials Show covers high-end applications in semiconductors and aerospace

2. Booth Strategy:
– Choose booths along main aisles; if budget allows, select 30-50㎡ raw space (for customized design)
– Booth design should highlight core value proposition: “High Temperature, Corrosion Resistance, Lightweighting”

3. Staffing Configuration:
– At least 2 people per exhibition (1 sales + 1 technical engineer)
– Technical staff must have English technical communication capability

4. Follow-up:
– Send email invitations to target customers 2 weeks before exhibition
– Collect business cards + requirement information during exhibition
– Complete follow-up on all leads within 1 week after exhibition

—

Report Generated: June 23, 2026
Data Sources: Jufair.com, Qufair.com, Official exhibition websites
Next Update: September 23, 2026

2026年6月23日

2026-06-23 Price Trend Daily Report
2026-06-23 Price Trend Daily Report

Price Overview Table

| Material | Current Price Range | Week-over-Week | Trend |
| ———-| ———————| —————-| ——-|
| PTFE Resin | 33,000-62,000 RMB/ton | +1.36% | ↑ Rising |
| PEEK Resin | 500-1,500 RMB/kg | +2.1% | ↑ Rising |
| Carbon Fiber (T300/T700) | 200-300 RMB/kg | -0.5% | → Stable |
| PI Film | 0.5-2,000 RMB/sq.m | +1.8% | ↑ Rising |
| Specialty Ceramic Raw Materials (Alumina) | 2,685-2,735 RMB/ton | 0% | → Stable |
Key Changes

1. PTFE Resin: +1.36% (Slight Increase)

Analysis:
- Raw material fluorite prices remain high (3,400-3,500 RMB/ton), providing strong cost support
- Hydrofluoric acid prices stable at 5,400-6,300 RMB/ton, enabling price transmission along the industry chain
- Fluorochemical product prices such as R22 and R134a generally increased by 6.3%, driving PTFE prices upward
- Some enterprises have low inventory and moderate operating rates, leading to slight supply tightness
- Global PEEK market CAGR exceeds 8.3% (2023-2026 forecast, S&P Global)
- Customized standard parts proportion expected to exceed 35%, with growing demand in high-end application fields
- Strong demand in medical, new energy, semiconductor equipment, and other demanding working condition fields
- Domestic PEEK quality still lags behind imported products, with high import dependency keeping prices elevated
- Polyacrylonitrile (PAN) raw material cost fluctuations
- Market supply relatively sufficient, with leading enterprises such as Weihai Guangwei maintaining stable production capacity
- T700 carbon fiber yarn (12K/24K) prices maintained at 200-300 RMB/kg
- T1000 high-performance carbon fiber prices higher (1,400-3,500 RMB/kg), but market demand limited
- DuPont PI film (300HN) prices around 2,000 RMB/kg, with high-end products in short supply
- Electronic-grade PI film (25um/50um) demand growing, applied in FPC, chip packaging, and other fields
- High-temperature resistant PI film applications expanding in new energy, 5G base stations, and other fields
- Transparent PI film (CPI) supply chain tight, with domestic manufacturers such as Wuxi Shunxuan still ramping up production capacity
- Alumina (Al2O3≥98.5%) national average price 2,705 RMB/ton, prices stable
- Zirconia (ceramic grade) prices 55-120 RMB/kg, sufficient supply
- High-end ceramic raw materials such as silicon nitride and silicon carbide prices stable
- Downstream demand for ceramic substrates, MLCC, etc. stable, but no explosive growth seen
- SunSirs Fluorochemical Channel (http://www.100ppi.com/chanye/fhg.html)
- Alibaba 1688 (https://www.1688.com)
- Longzhong Information Network (https://material.oilchem.net)
- Guojin Securities Research Report
- S&P Global Market Research Report
- CBC Metal Network (http://www.cbcie.com)
—
Report Date: June 23, 2026
Analyst: Market Intelligence Officer
Contact: [Please insert your contact information]
2026年6月23日

Weekly New Materials Keyword Analysis Report | June 23, 2026 – PTFE, PEEK, Carbon Fiber, Special Ceramics, Electronic Chemicals, Aerogel

Executive Summary

This week (June 17-23, 2026), the new materials sector shows strongest momentum in electronic chemicals, driven by AI server and HBM memory demand; PEEK customization growing rapidly in medical and semiconductor fields; and high-modulus carbon fiber demand surge from aerospace and commercial space sectors. Below is a detailed breakdown across six key segments.

1. PTFE (Polytetrafluoroethylene)

Heat Level: The fluorochemical index stands at 1997.28, down 3.52% in May, indicating a post-stimulus consolidation phase. Market concentration remains high with leading players holding 70%+ share.
Key Applications: Sealing in chemical industry, high-purity transfer tubing, medical devices, aerospace components.
Trend Outlook: Stable with M10 material application emerging as new growth point. Rating: +++++

2. PEEK (Polyether Ether Ketone)

Heat Level: Global PEEK market CAGR 8.3% (2023-2026), with custom precision parts share expected to exceed 35%. Strong demand from medical devices, EV motors, and semiconductor equipment.
Key Drivers: Manufacturing precision requirements tightening to 0.001mm; medical implants driving bio-compatible PEEK demand; semiconductor equipment requiring high-purity, corrosion-resistant components.
Trend Outlook: Strong upward momentum. Rating: +++++

3. Carbon Fiber Composites

Heat Level: Global market reached $53.7 billion in 2025; high-modulus carbon fiber expected to hit $1.2 billion in 2026 with CAGR of 8.4%. Aerospace holds 45% share; commercial space growing at >30% CAGR.
Key Applications: C919/C929 fuselage and wings, satellite structures, hydrogen storage tanks (Type IV), commercial space launch vehicles.
Trend Outlook: Accelerating growth driven by commercial aerospace and new energy. Rating: +++++

4. Special Ceramics

Heat Level: Precision ceramic structural parts customization demand continuously warming. Four major materials: Alumina (high-temp insulation), Zirconia (toughness/wear), Silicon Nitride (thermal shock), Aluminum Nitride (thermal conductivity) each occupy critical positions.
Key Applications: Semiconductor manufacturing, medical devices, industrial wear parts, electronics thermal management.
Trend Outlook: Steady upward. Rating: ++++

5. Electronic Chemicals

Heat Level: Global electronic chemicals market grew 15.4% in 2020-2021, projected to grow 7.5% annually through 2026 — 2x the pace of specialty chemicals average. HBM and advanced packaging driving demand surge.
Key Products: Photoresists, electronic specialty gases, wet chemicals, CMP slurries, high-purity precursors. Electronic-grade sulfuric acid market at $371M globally in 2025.
Trend Outlook: Rapid acceleration. Rating: +++++

6. Aerogel

Heat Level: Global aerogel market expected at $1.9 billion in 2026, CAGR 9.5% through 2032, reaching $3.3 billion. Asia-Pacific led by China is the fastest-growing region globally.
Key Applications: Industrial insulation, building energy efficiency (China’s dual-carbon policy), high-end thermal insulation coatings.
Trend Outlook: Stable growth. Rating: ++++

📊 Comprehensive Rankings

Rank	Keyword	Heat	Competition	Trend	Score
1	Electronic Chemicals	⭐⭐⭐⭐⭐	⭐⭐⭐⭐⭐	↑↑	5/5
2	Carbon Fiber Composites	⭐⭐⭐⭐⭐	⭐⭐⭐⭐⭐	↑	5/5
3	PEEK Materials	⭐⭐⭐⭐⭐	⭐⭐⭐	↑	5/5
4	PTFE	⭐⭐⭐⭐	⭐⭐⭐⭐	→	4/5
5	Aerogel	⭐⭐⭐	⭐⭐⭐	↑	4/5
6	Special Ceramics	⭐⭐⭐	⭐⭐⭐⭐	↑	4/5

🎯 Top Long-tail Keywords This Week

Electronic chemicals domestic substitution semiconductor
Carbon fiber T800 aerospace lightweight
PEEK new energy vehicle motor
Aerogel industrial insulation dual-carbon
Aluminum nitride ceramic thermal management electronics
Electronic-grade sulfuric acid wafer cleaning
High-modulus carbon fiber commercial space
PTFE M10 material application

Published: June 23, 2026 | Source: New Materials Market Intelligence

2026年6月23日

📈 Specialty Materials Price Trend Report | June 22, 2026 — PTFE Steady-Firm, Zr-Based Ceramics Up

📊 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

2026年6月22日

June 2026 New Materials Keyword Heat Analysis Report

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)

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

IV. Action Recommendations

Content Marketing: Create technical whitepapers around "Electronic-grade PTFE + AI Computing" to capture emerging demand awareness
SEO Layout: Optimize long-tail keywords like "domestic photoresist" "T800 carbon fiber" with high conversion potential
Competitor Monitoring: Track enterprises like Shengyi Technology, Guoji Jinggong, Zhongming Ceramics
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年6月22日

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.

2026年6月21日

Advanced Materials Keyword Heat Report | June 21, 2026

## 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*

2026年6月21日

2. Automotive Non-Metallic Materials Conference & Exhibition (Oct 19-21, Shanghai, China)

3. The Advanced Materials Show (Oct 06-07, Pittsburgh, USA)

2. PEEK Resin: +2.1% (Steady Increase)

3. Carbon Fiber (T300/T700): -0.5% (Slight Decline)

4. PI Film: +1.8% (Moderate Increase)

5. Specialty Ceramic Raw Materials (Alumina): 0% (Stable)

Impact Analysis

Impact on Procurement Costs

Impact on Supply Chain

Action Recommendations

Materials Recommended to Lock in Prices

Materials Recommended to Wait-and-See

Risk Warnings

Data Sources

分类： Industry Insights

I. Executive Summary

II. Keyword-by-Keyword Analysis

2.1 PTFE (Polytetrafluoroethylene)

2.2 PEEK (Polyether Ether Ketone)

2.3 Carbon Fiber

2.4 Advanced Ceramics

2.5 Electronic Chemicals

2.6 Aerogel

III. Comprehensive Heat & Competition Assessment

IV. Recommended Long-Tail Keywords (5–8)

V. Actionable Recommendations

Executive Summary

Keyword Volume & Competition Analysis

Key Trend Insights

3.1 PTFE: AI Computing Power Drives Electronic-Grade Surge

3.2 PEEK: Customization Becomes a High-End Manufacturing Imperative

3.3 Carbon Fiber: Aerospace + Commercial Space Dual Engine

3.4 Specialty Ceramics: The Bottleneck in Semiconductor Equipment Localization

3.5 Electronic Chemicals: A Landmark Year for Semiconductors

3.6 Aerogel: Building Energy Efficiency + “Dual Carbon” Policy Tailwinds

Content Marketing Recommendations

Data Sources

2026-06-23 Industry Exhibition Opportunities Scan

Upcoming Exhibitions

Key Recommendations

1. CAMX 2026 (Sep 21-24, Atlanta, USA)

2. Automotive Non-Metallic Materials Conference & Exhibition (Oct 19-21, Shanghai, China)

3. The Advanced Materials Show (Oct 06-07, Pittsburgh, USA)

Registration Reminders

Cost Estimation

Booth Cost Reference (9㎡ Standard Booth)

Travel Budget Reference (Per Person, 5 Days)

Strategic Recommendations

2026-06-23 Price Trend Daily Report

Price Overview Table

Key Changes

1. PTFE Resin: +1.36% (Slight Increase)

2. PEEK Resin: +2.1% (Steady Increase)

3. Carbon Fiber (T300/T700): -0.5% (Slight Decline)

4. PI Film: +1.8% (Moderate Increase)

5. Specialty Ceramic Raw Materials (Alumina): 0% (Stable)

Impact Analysis

Impact on Procurement Costs

Impact on Supply Chain

Action Recommendations

Materials Recommended to Lock in Prices

Materials Recommended to Wait-and-See

Risk Warnings

Data Sources

Executive Summary

1. PTFE (Polytetrafluoroethylene)

2. PEEK (Polyether Ether Ketone)

3. Carbon Fiber Composites

4. Special Ceramics

5. Electronic Chemicals

6. Aerogel

📊 Comprehensive Rankings

🎯 Top Long-tail Keywords This Week

📊 Price Overview

🔴 Key Price Movements

📉 Impact Analysis

Procurement Cost Impact

Supply Chain Impact

✅ Actionable Recommendations

Lock in prices for:

Monitor / observe for:

June 2026 New Materials Industry Keyword Heat Analysis Report

I. Core Keyword Heat Ranking

II. In-Depth Keyword Analysis

2.1 PTFE (Polytetrafluoroethylene) — AI Computing Drives New Demand

2.2 Electronic Chemicals — Main Battlefield of Domestic Substitution

2.3 Carbon Fiber — High Modulus Market Accelerating

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

2.5 Advanced Ceramics — Key Materials for Semiconductor Equipment

2.6 Aerogel — Energy Storage Thermal Runaway Protection Exploding

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

IV. Action Recommendations

2026-06-21 New Material Price Trend Daily Report