Category: Industry Insights

Price Overview

Material	Current Price Range	WoW Change	Trend
PTFE Resin	41,500-62,000 RMB/ton	+10%	🔴 Significant Increase
PEEK Resin	800-1,200 RMB/kg	Flat	🟡 Stable
Carbon Fiber (T700)	120-180 RMB/kg	+10-20%	🔴 Significant Increase
PI Film	2,000-2,500 RMB/kg	+20%	🔴 Significant Increase
Alumina	2,700-2,800 RMB/ton	-14%	🟢 Pullback
Silicon Nitride Powder	180-300 RMB/kg	Flat	🟡 Stable

Macro Environment

As of April 24, WTI crude stood at USD 95.55/bbl and Brent at USD 105.29/bbl, both hovering at elevated levels. Tensions around the Strait of Hormuz continue, with US sanctions on Iranian maritime trade creating significant geopolitical risk pushing up energy costs globally.

Key Movements

1. PTFE Resin: +10% (Dongyue price adjustment effective April 20)
Shandong Dongyue issued a comprehensive price adjustment on April 20, raising PTFE suspension and dispersion resins by 10%, and concentrates by 8%. The entire fluoropolymer chain followed — FEP +8%, PVDF +10%, FKM +10%, HFP +10%. Cost drivers include rising raw material prices and energy expenses.

2. PI Film: +20% (Kaneka adjustment effective April 16)
Japan’s Kaneka Corporation implemented a 20% per-square-meter price increase for polyimide films starting April 16. The company cited deteriorating Middle East conditions impacting crude oil supply, surging raw material costs, and energy cost inflation. Kaneka stated internal cost-reduction efforts had reached their limit.

3. Carbon Fiber: +10%-20% (Toray global increase since January)
Japan’s Toray raised prices for its flagship “Torayca” carbon fiber and intermediate products (prepregs, fabrics, laminates) by 10-20% globally effective January 2026. By April, the price increase has fully transmitted through the supply chain, reshaping carbon fiber pricing. Rising raw material, energy, and logistics costs are the core drivers.

4. Alumina: -14% Pullback from Highs
Alumina futures retreated from the March 19 peak of 3,136 RMB/ton to 2,695 RMB/ton by April 7, a decline exceeding 14%. Spot prices averaged approximately 2,774 RMB/ton with narrowing gains. West Australian FOB prices convert to roughly 2,716 RMB/ton CIF China, providing some import support. Market sentiment remains cautious.

5. PEEK Resin / Silicon Nitride: Stable
PEEK resin remains in the 800-1,200 RMB/kg range with no significant movement from major brands (Victrex, Solvay). Silicon nitride powder trades steadily at 180-300 RMB/kg with a balanced supply-demand dynamic.

Impact Analysis

Procurement Costs: Synchronized price increases across fluoropolymers, carbon fiber, and PI films are creating significant cost pressure for downstream manufacturers in semiconductor packaging, EV batteries, and aerospace. Estimated combined raw material cost increase: 8-15%.

Supply Chain: Upstream price hikes are accelerating supply chain restructuring. Domestic substitution opportunities are emerging for PTFE and PI films, but short-term supply tightness is expected to persist.

Action Recommendations

Priority	Material	Recommendation
⭐ High	PTFE Resin	Lock in Q2 orders immediately; Dongyue increase effective, further hikes likely
⭐ High	PI Film	Build inventory ahead; Kaneka 20% increase in effect, others likely to follow
⭐ High	Carbon Fiber	Sign long-term contracts to lock pricing; Toray increase still transmitting
🟡 Medium	Alumina	Wait and observe; pullback in progress, watch 2,650 RMB/ton support
🟢 Low	PEEK/Si₃N₄	Maintain normal procurement rhythm; no price increase signals

---

Data sources: Longzhong Info, 100ppi.com, Cngold.org, Eastmoney. Prices are reference ranges; actual transaction prices may vary.

This report was auto-generated by Market Intelligence Officer for reference only and does not constitute investment or procurement advice.

# New Materials Price Trend Daily Report — April 24, 2026

## Price Overview

| Material | Current Price Range | WoW Change | Trend |
|———-|——————-|————|——-|
| PTFE Resin (Suspension) | 34,000-60,000 CNY/ton | -2.9% | ↓ Declining |
| PEEK Resin (Domestic Industrial) | 300,000-500,000 CNY/ton | -3.0% | ↓ Declining |
| Carbon Fiber | 84-90 CNY/kg | +3.1% | ↑ Rising |
| PI Film (Industrial Grade) | 200,000-300,000 CNY/ton | +5.0% | ↑ Rising |
| Specialty Ceramic Raw Material (Alumina) | 2,695-2,774 CNY/ton | -2.0% | ↓ Correcting |

## Key Movements

– **Carbon Fiber: +3.1%, clear bottom-reversal signal.** On April 9, precursor prices surged 41% in a single day — 12K precursor broke through 37,000 CNY/ton and 24K reached 34,000 CNY/ton. Hengshen Co. led the price hike at 5,000-10,000 CNY/ton increase, followed by Jilin Chemical Fiber and Toray. Q1 2026 average price rose 3.07% YoY. The upstream PAN raw material (acrylonitrile) price surge provides cost support, while downstream wind power and low-altitude economy demand recovery is robust. High-end T800+ grades remain in tight supply.

– **PI Film: +5.0%, Middle East tensions drive cost increases.** Japan’s Kaneka Corporation raised PI film prices by 20% effective April 16, citing deteriorating Middle East situation affecting Hormuz Strait transport stability, crude oil and petroleum supply disruptions, and significant raw material and energy cost increases. Global PI film capacity remains concentrated in DuPont (US), Ube Industries/Kaneka/Toray-DuPont (Japan), and SKC (Korea). Domestic substitution potential is substantial but short-term supply remains tight.

– **PTFE Resin: -2.9%, oversupplied market weighs on prices.** Shandong Luxi Chemical’s suspension PTFE quoted at 34,000 CNY/ton, down 1,000 CNY/ton. Dispersion grade stable around 54,000 CNY/ton. Overall ample supply with tepid downstream demand creates continued downward pressure.

– **PEEK Resin: -3.0%, domestic substitution continuously compressing prices.** Domestic industrial-grade PEEK dropped to 300,000-500,000 CNY/ton vs. imported 800,000-1,200,000 CNY/ton. Medical grade remains elevated at 800,000-1,000,000 CNY/ton. Domestic substitution rate rose from 18% (2020) to 42%, with 60% policy target for 2026. Downward price trend continues.

– **Specialty Ceramic Raw Material (Alumina): -2.0%, correcting from highs.** Alumina futures main contract dipped to 2,695 CNY/ton, down over 14% from the March 19 peak of 3,136 CNY/ton. Spot national average at ~2,774 CNY/ton with narrowing gains. Limited new capacity but weakening demand keeps market in low consolidation.

## Impact Analysis

**Procurement Cost Impact:** Rising carbon fiber and PI film prices will directly pressure downstream industries — wind power, consumer electronics, and flexible displays. Carbon fiber product costs expected to increase 3-5%, PI film-related FPC costs up 5-8%. PTFE and PEEK price declines benefit sealing component and medical device manufacturers.

**Supply Chain Impact:** Middle East transport risks continue to destabilize chemical raw material supply chains. Japanese manufacturer price hikes (Shin-Etsu PVC, Kaneka PI film) may trigger cascading effects. Carbon fiber precursor supply tightness may transmit downstream — monitor June delivery orders for production scheduling risks.

## Action Recommendations

**Lock Prices Now:**
– Carbon Fiber: Uptrend confirmed — lock Q2 volumes ASAP, prioritize quarterly agreements with domestic suppliers
– PI Film: Kaneka already raised 20% — evaluate domestic alternatives and pre-stock inventory

**Wait and Watch:**
– PTFE Resin: Oversupplied, further downside possible — defer bulk purchases
– PEEK Resin: Domestic substitution accelerating, prices still declining — purchase as needed
– Alumina: Correcting from highs — wait for stabilization signals before building positions

—
*Data Sources: Shengyishe, Zhuochuang Information, East Money, Sina Finance, Alibaba B2B*
*Report Date: April 24, 2026*

📋 Keyword Heat Map Overview

Keyword	Heat Level	Competition	Trend	Key Drivers
PEEK (Polyether Ether Ketone)	🔥🔥🔥🔥🔥 Extreme	High	↑ Rising	Localization acceleration; Hengbo Corp raises USD 250M for Malaysia PEEK facility; sector +1.31% on Apr 21 with USD 48M institutional inflow
Electronic Chemicals	🔥🔥🔥🔥🔥 Extreme	Med-High	↑ Surging	Sector rallied +2.4% on Apr 21 leading A-shares; Huate Gas & Jinhong Gas surged +10%+; continued strength on Apr 23
PTFE (Polytetrafluoroethylene)	🔥🔥🔥 Med-High	High	→ Stable	Steady demand in filtration and sealing; Dongyue DF-2046 priced at USD 11-16/kg; application diversification ongoing
Special Ceramics	🔥🔥🔥 Med-High	Medium	↑ Rising	Semiconductor wafer chucks & EV battery thermal management drive growth; hexagonal boron nitride (h-BN) emerging as key material
Aerogel	🔥🔥🔥🔥 High	Medium	↑ Rising	Building energy efficiency mandates accelerate aerogel coatings adoption; thermal conductivity as low as 0.036 W/(m·K); EV fire blankets expand
PI Film (Polyimide)	🔥🔥🔥 Med-High	Med-High	↑ Rising	FPC and OLED substrate demand growth; domestic PI film substitution for electronics advancing
Carbon Fiber Composites	🔥🔥🔥 Medium	High	→ Stable	Aerospace/wind power/H2 tank applications stable; T700/T800 domestic production ratio improving

📊 Deep Dive: Top Keywords

1. PEEK — Localization Enters Industrialization Phase

Market Data: Global PEEK market reached USD 992M in 2024, projected to exceed USD 1.56B by 2031 (CAGR 6.8%). Imported prices previously at USD 110,000-170,000/ton.

This Week:

• Hengbo Corp announced up to CNY 1.8B private placement for Malaysia and Taizhou PEEK precision components facilities — signaling upgrade from material supply to precision manufacturing
• PEEK sector gained +1.31% on Apr 21 with institutional net inflow of CNY 344M
• East Money Research published report on Apr 23: “Localization Accelerating! PEEK Application Diversification” highlighting aerospace, medical devices, and automotive as core drivers

Sourcing Keywords: PEEK precision injection molding supplier, PEEK gear manufacturer China, PEEK aerospace components OEM, domestic PEEK material price

2. Electronic Chemicals — Semiconductor Supply Chain Rally

This Week:

• Sector surged +2.4% on Apr 21, leading A-share market; Huate Gas & Jinhong Gas both gained +10%+
• Continued strength on Apr 23 with electronic chemicals and semiconductor sectors opening higher
• USD 71M institutional outflow on Apr 21 (profit-taking), offset by retail + day-trader inflows — short-term trading activity elevated

Key Segments: Electronic specialty gases (Huate Gas, Jinhong Gas, Zhongchuan Gas), wet electronic chemicals (Hongchang Electronics), photoresist materials

Sourcing Keywords: electronic specialty gas supplier, semiconductor wet chemicals manufacturer, photoresist raw material supplier China

3. Aerogel — Industrial Insulation to Building Energy Efficiency

Market Signals:

• Aerogel coatings gaining rapid adoption in building retrofits — only 2-3mm thickness achieves equivalent insulation to traditional materials
• Calcium-silicate based aerogel breakthrough with combined insulation + Class A fire resistance
• EV segment: Battery thermal insulation sheets and fire blankets driving demand; aerogel blanket sales exceeding 400 units/month on e-commerce

Sourcing Keywords: silica aerogel blanket supplier, aerogel insulation coating price, aerogel thermal insulation wholesale, aerogel building materials manufacturer

💡 Sourcing & R&D Action Items

1. PEEK: Monitor domestic PEEK capacity ramp-up; Hengbo Malaysia facility expected to reduce SEA PEEK precision parts pricing by 15-20%
2. Electronic Chemicals: Short-term overheated — wait for pullback. Long-term semiconductor localization thesis for Huate/Jinhong remains intact
3. Aerogel: Building energy efficiency policy window is open — evaluate aerogel coatings for retrofit projects
4. Special Ceramics: h-BN for semiconductor has high demand certainty — secure supplier relationships now

Sources: East Money, Sina Finance, Sohu Finance, industry research reports. For informational purposes only, not investment advice.

### 2026-04-23 Industry Exhibition Opportunity Scan

**Upcoming Exhibitions**

| Exhibition | Date | Location | Scale | Value |
|———–|——|———-|——-|——-|
| Ceramics Expo USA | 2026.05.05-06 | Cleveland, USA | 600 exhibitors / 60K visitors | ⭐⭐⭐⭐⭐ |
| SAMPE China Conference | 2026.06.10-12 | Beijing, CIEC | 320 exhibitors / 10K visitors | ⭐⭐⭐⭐⭐ |
| The Advanced Ceramics Show UK | 2026.07.08-09 | Birmingham, UK | 400 exhibitors / 13K visitors | ⭐⭐⭐⭐ |
| 3rd Intl Congress on Materials Science | 2026.07.15-17 | Milan, Italy | Academic conference | ⭐⭐⭐ |
| China Composites Expo CCE | 2026.09.01-03 | Shanghai NECC | Industry flagship | ⭐⭐⭐⭐⭐ |
| ICIF China | 2026.09.15-17 | Shanghai SNIEC | 2,500 exhibitors / 90K visitors | ⭐⭐⭐⭐⭐ |
| CAMX – Composites & Advanced Materials Expo | 2026.09.21-24 | Atlanta, USA | 580 exhibitors / 26K visitors | ⭐⭐⭐⭐⭐ |
| CIIF New Materials Zone | 2026.10.12-16 | Shanghai NECC | 2,800 exhibitors / 200K visitors | ⭐⭐⭐⭐ |
| Film Expo Shenzhen (Fluorosilicone) | 2026.10.27-29 | Shenzhen World | 450 exhibitors / 40K visitors | ⭐⭐⭐⭐⭐ |
| Shanghai Fluoroplastics Industry Chain Expo | 2026.12.09-11 | Shanghai SNIEC | PTFE-focused platform | ⭐⭐⭐⭐ |

**Top Recommendations**

– **SAMPE China (June, Beijing)**: The most authoritative advanced composites expo in China. Full coverage of carbon fiber, PEEK, high-temp resins. AVIC Composite and other leaders attend. Direct access to aerospace and rail transit buyers. Action: Apply for booth now; prepare technical presentation materials.
– **Ceramics Expo USA (May, Cleveland)**: North America’s largest ceramics technology expo. Covers structural and functional ceramics across the value chain. Strong buyer presence from semiconductor and new energy sectors. Action: Registration closing imminently — complete this week.
– **Film Expo Shenzhen (October, Shenzhen)**: China’s only PTFE/fluorosilicone-focused trade show. 450 exhibitors, 40K buyers with precise targeting of electronics, semiconductor, and display end-users. Action: Lock booth by end of August; showcase PTFE films, seals, and flagship products.
– **CAMX (September, Atlanta)**: North America’s #1 composites expo. Carbon fiber, PEEK, and thermoplastic composites are core topics. Access to US automotive and aerospace supply chains. Action: Book booth before June; begin US visa process.

**Registration Reminders**

– ⚠️ **Ceramics Expo USA** — Opens May 5, only 12 days away! Emergency registration ongoing
– **SAMPE China** — Opens June 10; confirm booth by end of April
– **CAMX** — Early-bird pricing typically ends in June; secure your spot early

**Cost Estimates**

| Item | Domestic (China) | International |
|——|——————|————–|
| Standard Booth (9 sqm) | ¥12,000-18,000 | $3,000-5,000 |
| Raw Space (per sqm) | ¥1,200-1,800 | $300-500/sqm |
| Booth Construction | ¥15,000-50,000 | $8,000-25,000 |
| Travel (per person / 4 days) | ¥3,000-5,000 | ¥15,000-30,000 |
| Sample Shipping | ¥2,000-5,000 | ¥8,000-20,000 |

> Data sources: Official exhibition websites and exhibitor service provider public quotes. Actual costs subject to organizer confirmation. Report date: April 23, 2026.

Price Overview

Material	Current Price Range	WoW	Trend
PTFE Suspension Resin (Medium Grain)	47,000-54,000 CNY/ton	Flat	→ Stable
PEEK Resin (Industrial Grade)	300,000-500,000 CNY/ton	-3%~0%	↓ Slight Decline
PEEK Resin (Medical Grade)	800,000-1,000,000 CNY/ton	Flat	→ Stable
Carbon Fiber (T300/T700 General Grade)	84-90 CNY/kg	+3.1%	↑ Bottom Rebound
Carbon Fiber Precursor	37,000 CNY/ton	+41%	↑↑ Sharp Surge
PI Film (Electronic Grade)	180-500 CNY/m²	Flat	→ Stable
Alumina (Futures)	2,601-2,675 CNY/ton	-2.6%	↓ Slight Pullback
Zirconia Powder (Industrial Grade)	28-30 CNY/kg	Flat	→ Stable

Key Changes

• Carbon Fiber Precursor: +41% — On April 9, precursor prices surged 41% in a single day, breaking through 37,000 CNY/ton. Hengshen Co. led the price increase at 5,000-10,000 CNY/ton, followed by Jilin-series, Shanghai-series, and Toray. This rally is driven by rising acrylonitrile costs and a fundamental supply-demand reversal. Q1 2026 average carbon fiber price rose 3.07% YoY, ending a three-year downtrend.
• PTFE Suspension Medium Grain: Flat — Oilchem reported 47,000-54,000 CNY/ton on April 17. Luxi Chemical recently cut 1,000 CNY/ton to 34,000 CNY/ton, but the overall market remains stable with no major supply disruptions.
• PEEK Industrial Grade: Slight Decline — Domestic PEEK prices have fallen from a peak of 800,000-1,200,000 CNY/ton to 300,000-500,000 CNY/ton. Localization rate increased from 18% (2020) to 42%, with a 2026 policy target of 60%. Accelerating substitution continues to push industrial-grade prices down, while medical-grade remains firm at 800,000-1,000,000 CNY/ton.
• Alumina Futures: -2.6% — AO2605 closed at 2,673 CNY/ton with a weekly drop of 2.6%. Capacity release and loose inventory are the main drivers, with cautious market sentiment prevailing.

Impact Analysis

Procurement Cost Impact

• Carbon fiber precursor surge will transmit to finished products, raising cost pressure for wind turbine blades and hydrogen storage tanks. T800+ high-end grades remain in tight supply with greater price elasticity.
• PEEK domestic substitution dividend continues; industrial-grade procurement costs expected to decline further, benefiting semiconductor and automotive component manufacturers.
• Weakening alumina reduces cost support for specialty ceramic raw materials, but powder processing has lagged price transmission — limited short-term impact.

Supply Chain Impact

• Carbon fiber price hikes may trigger advance order locking by downstream customers. Short-term demand pulse combined with insufficient supply elasticity could push Q2 price center further upward.
• PI film electronic-grade demand remains stable (FPC, battery separators). Domestic Kapton alternatives are scaling up, reducing import dependency.

Actionable Recommendations

Lock-in Prices

• Carbon Fiber: Precursor surge is a clear signal; finished product price increases are highly likely. Recommend securing Q2 T700-and-below general-grade order volumes in advance.
• PTFE Suspension Medium Grain: Currently stable, but fluorine chemical supply chain faces environmental production curbs. H2 supply contraction risk warrants moderate inventory building.

Wait and Watch

• PEEK Industrial Grade: Domestic substitution accelerating; further price decline expected. Avoid large-volume lock-in; adopt small-batch, high-frequency procurement strategy.
• Alumina: Futures continuing to weaken; supply-loose pattern unchanged. Wait for lower price levels before large-order procurement.
• PI Film: Prices stable; domestic alternatives emerging. Recommend monitoring domestic Kapton film mass-production progress before making procurement decisions.

New Materials Industry Keyword Intelligence Report – April 23, 2026

1. Core Keyword Trend Overview

Keyword	Trend	Competition	Key Applications	Recent Developments
PTFE (Polytetrafluoroethylene)	Sustained High	High	Chemical processing, electronics, medical devices, filtration	PTFE micropowder wax market active; Zhejiang Quzhou production hub pricing from ¥140/kg; ePTFE membrane demand growing in air purification
PEEK (Polyetheretherketone)	Strong Growth	Medium-High	Semiconductor, medical implants, aerospace, EV	Domestic production rate rose from 18% (2020) to 42%, targeting 60% by 2026; Chinese domestic price ¥300-500k/ton vs imported ¥800-1200k/ton
Carbon Fiber	Price Surge	Medium	Aerospace, EV, sports equipment, construction reinforcement	Q1 2026 average price up 3.07% YoY; Heshun Technology’s M-grade carbon fiber pilot production successful
Aerogel	Steady Growth	Medium	Building insulation, EV battery thermal management, aerospace	2026 Shenzhen International Aerogel Industry Exhibition scheduled for June 10-12
PI Film (Polyimide)	High-end Demand	Medium-High	Flexible PCB, spacecraft, battery insulation	Global polyester film market projected to grow from $39.25B (2025) to $62.67B (2032), CAGR 6.9%
Advanced Ceramics	Stable Demand	Medium	Semiconductor substrates, electronic packaging, wear parts	Semiconductor localization driving demand for high-purity alumina and silicon nitride ceramics
Electronic Chemicals	Policy-driven	High	Chip manufacturing, PCB, display panels	Domestic semiconductor supply chain autonomy accelerating high-purity electronic chemicals substitution

2. Key Events This Week

• Carbon Fiber Price Surge Continues: Q1 2026 average price up 3.07% YoY with strong acrylonitrile cost support; further upside expected in Q2.
• PEEK Localization Accelerating: Domestic production rate targeting 60% by 2026; major capacity expansion by Changchun Jida, Zhongyan Advanced Materials.
• Heshun Technology M-grade Carbon Fiber Breakthrough: 350 ton/year M-grade project completed full-process pilot production – milestone for high-modulus carbon fiber domestic substitution.
• Aerogel Industry Exhibition: 6th Shenzhen International Aerogel Industry Exhibition (June 10-12) vendor registration now open.

3. Recommended Long-tail Keywords (High Commercial Value)

1. PEEK material supplier China 2026
2. PTFE micropowder wholesale price per kg
3. carbon fiber manufacturer domestic substitute
4. aerogel insulation panel price
5. PI film polyimide flexible circuit board supplier
6. PEEK medical grade manufacturer
7. PTFE filter bag industrial dust collection
8. high modulus carbon fiber M grade price

4. Procurement Recommendations

• PEEK: Prime window for domestic substitution – evaluate Changchun Jida, Zhongyan Advanced Materials; medical-grade still requires imported or certified domestic sources.
• Carbon Fiber: Clear upward price trend – secure Q2-Q3 procurement contracts early; monitor new capacity from Heshun Technology.
• PTFE: Ample supply with stable pricing; focus on high-value segments like ePTFE membranes.
• Aerogel: Building energy efficiency policies and EV battery thermal management driving demand surge.

Data sources: 10jqka Finance, Toutiao, B2B168, P5W Network. Report generated: April 23, 2026

### Daily Price Trend Report – April 22, 2026

**Price Overview**

| Material | Current Price Range | WoW Change | Trend |
|———-|——————-|————|——-|
| PTFE Resin (Medium Granular) | 47,000-49,000 CNY/ton | -1.5% | ↓ Slight Decline |
| PTFE Dispersion Resin | 54,000 CNY/ton | Flat | → Stable |
| PEEK Resin (Domestic) | 300,000-500,000 CNY/ton | -3.2% | ↓ Substitution-Driven |
| PEEK Resin (Import/Medical Grade) | 800,000-1,000,000 CNY/ton | Flat | → High Stable |
| Carbon Fiber (T300/T700) | 84 CNY/kg | +3.1% | ↑ Bottoming Out |
| PI Film (Domestic) | 800,000-1,500,000 CNY/ton | Flat | → Stable Demand |
| PI Film (Import Kapton Grade) | >1,500,000 CNY/ton | Flat | → Firm High |
| Alumina (Ceramic Grade) | 2,774 CNY/ton | +0.8% | → Pulling Back |
| Silicon Nitride Powder (Industrial) | 420-700 CNY/kg | Flat | → Stable |

**Key Changes**

– **Carbon Fiber**: +3.1%, clear bottoming-out signal. Q1 2026 average price up 3.07% YoY, with March reference price recovering to 84 CNY/kg. Shandong Yongcheng announced a 10% price hike across all grades effective May 1. Jilin Chemical Fiber raised all specifications by 5,000 CNY/ton. Sharply rising acrylonitrile costs provide strong cost-side support. Demand from wind turbine blades, aerospace, and low-altitude economy continues to grow, with T800+ grades in tight supply.

– **PTFE Resin**: Luxi Chemical cut quote to 34,000 CNY/ton, down 1,000 CNY/ton WoW. Mainstream medium granular quotes at 47,000-49,000 CNY/ton; dispersion resin holds at 54,000 CNY/ton. Ample capacity and weak downstream demand keep prices under pressure.

– **PEEK Resin**: Domestic substitution accelerating. Localization rate rose from 18% (2020) to 42%, targeting 60% by 2026. Domestic industrial-grade PEEK dropped to 300,000-500,000 CNY/ton vs. 800,000-1,200,000 CNY/ton for imports. Global PEEK market projected to grow at 20.26% CAGR, reaching 32.6 billion CNY by 2032.

– **Alumina**: Pulling back from highs. Futures main contract fell over 14% from March peak of 3,136 CNY/ton to 2,695 CNY/ton. Spot average at 2,774 CNY/ton with narrowing gains (+0.8%), market sentiment turning cautious.

– **PI Film & Silicon Nitride Powder**: Prices remain broadly stable. PI Film supported by FPC/renewable energy demand at high levels; silicon nitride supply structure stable with no significant price fluctuations.

**Impact Analysis**

– **Procurement Costs**: Carbon fiber price hikes expected to add 5-10% cost pressure for wind energy, hydrogen storage, and 3D printing sectors. PEEK domestic substitution continues to deliver cost-reduction benefits. PTFE price declines benefit sealing and anti-corrosion pipe manufacturers.
– **Supply Chain**: Carbon fiber precursor prices rising in tandem (12K at 37,000 CNY/ton, 24K at 34,000 CNY/ton), transmitting price increase signals downstream. Monitor actual execution of May price adjustments. Alumina decline benefits ceramic substrate and refractory material cost positions.

**Action Recommendations**

– 🔒 **Lock Prices**: Carbon fiber — concentrated price increase signals with multiple May hikes pending; consider advance orders or inventory buildup. Domestic PEEK — substitution window open with prices in a declining channel; ideal timing for domestic sourcing transition.
– 👀 **Wait and See**: PTFE — oversupply unlikely to reverse short-term, further downside possible; delay bulk purchases. Alumina — futures correction ongoing; wait for price stabilization before committing.
– ✅ **Buy as Needed**: PI Film, Silicon Nitride Powder — balanced supply-demand with no sharp movement expected; maintain normal procurement cadence.

—
*Data Sources: Longzhong Info, Shengyishe, Zhuochuang Info, Sina Finance, Kaiyuan Securities Research. This report is for reference only and does not constitute investment advice.*

### Industry Exhibition Opportunities Scan – April 21, 2026

**Upcoming Exhibitions**

| Exhibition Name | Date | Location | Scale | Exhibition Value |
|—————-|——|———-|——-|——————|
| Ceramitec Munich | Mar 24-26, 2026 | Munich, Germany | 80,000㎡/900 exhibitors/150K visitors | ⭐⭐⭐⭐⭐ World’s Top Ceramics Exhibition |
| JEC World | Mar 31-Apr 2, 2026 | Paris, France | 1,400+ exhibitors/46K visitors | ⭐⭐⭐⭐⭐ World’s Largest Composites Show |
| Ceramics Expo | May 5-6, 2026 | Detroit, USA | 20,000㎡/600 exhibitors | ⭐⭐⭐⭐ North America’s Core Ceramics Platform |
| China International Plastics Exhibition | Oct 28-30, 2026 | Nanjing, China | 70,000㎡/1,000+ exhibitors/80K visitors | ⭐⭐⭐⭐⭐ Asia’s Plastics Industry Benchmark |
| China International Industry Fair (CIIF) | Oct 12-16, 2026 | Shanghai, China | 280,000㎡/3,000 exhibitors | ⭐⭐⭐⭐⭐ China’s #1 Manufacturing Exhibition |
| China Composites Expo | Sep 1-3, 2026 | Shanghai, China | Asia’s Largest Composites Exhibition | ⭐⭐⭐⭐⭐ Composites Industry Wind Vane |
| Advanced Ceramics Show | Jul 8-9, 2026 | Birmingham, UK | 25,000㎡/400 exhibitors | ⭐⭐⭐⭐ Europe’s Advanced Ceramics Specialist Show |
| SAMPE Conference & Exhibition | Apr 27-30, 2026 | Seattle, USA | Materials & Manufacturing Excellence | ⭐⭐⭐⭐ North America’s Composites Technology Frontier |
| PTC ASIA | Nov 3-6, 2026 | Shanghai, China | 110,000㎡/1,800 exhibitors | ⭐⭐⭐⭐ Power Transmission Industry Event |
| Shenzhen Thermoplastic Composites Expo | Jun 10-12, 2026 | Shenzhen, China | New Materials Special Zone | ⭐⭐⭐⭐ South China New Materials Gateway |

**Top Recommendations**

**1. JEC World 2026, France**
– **Why Recommend**: The world’s #1 composites exhibition, covering the complete industrial ecosystem from material R&D, manufacturing processes to end applications. JEC World 2026 expects to attract 1,400+ exhibitors and approximately 46,000 professional visitors from over 100 countries
– **Action Advice**: Ideal for PTFE, PEEK, carbon fiber and other high-performance material companies. Focus on connecting with customers in aerospace, automotive, and new energy sectors. Sustainable materials, advanced manufacturing, recycling and circular technologies will be key themes in 2026
– **Registration Alert**: Exhibition concluded (Mar 31-Apr 2, 2026). Recommend monitoring 2027 exhibition information

**2. Ceramitec 2026, Munich, Germany**
– **Why Recommend**: One of the world’s largest and most important ceramics industry exhibitions, held biennially. Display scope covers ceramic raw materials, production equipment, products, application technologies, and material testing
– **Action Advice**: Ideal for advanced ceramics and specialty ceramics companies to exhibit. Core platform for entering the European market. The exhibition provides direct dialogue opportunities with global ceramics industry decision-makers
– **Registration Alert**: Exhibition concluded (Mar 24-26, 2026). Next edition expected in 2028

**3. China International Industry Fair (CIIF 2026)**
– **Why Recommend**: China’s only industry exhibition with the country’s name, and the longest-running industrial exhibition since its founding in 1999. CIIF 2026 plans over 300,000 square meters of exhibition space with 9 professional exhibitions covering the New Materials Industry Show (NMIS)
– **Action Advice**: First choice for domestic exhibitions, covering smart manufacturing, green energy and other frontier fields. The New Materials Industry Show is an ideal platform for showcasing PTFE, PEEK, carbon fiber and other products
– **Registration Alert**: Scheduled for Oct 12-16, 2026. Recommend contacting organizers 3-6 months in advance to book booth space

**4. China Composites Expo 2026**
– **Why Recommend**: The largest and most influential composites professional exhibition in Asia. The 29th edition will be held Sep 1-3, 2026 at the National Exhibition and Convention Center (Shanghai)
– **Action Advice**: The wind vane of the composites industry, covering the complete industrial chain. Suitable for showcasing carbon fiber, glass fiber, resin matrix composites and other products
– **Registration Alert**: Sep 1-3, 2026. Booth space requires advance booking

**5. Ceramics Expo 2026, USA**
– **Why Recommend**: One of North America’s largest ceramics and refractory materials exhibitions, showcasing various types of ceramic products, raw materials, process technologies, equipment, and high-temperature materials
– **Action Advice**: Effective channel for entering the North American market, with high-quality visitors. Suitable for advanced ceramics and specialty ceramics companies to expand US business
– **Registration Alert**: Scheduled for May 5-6, 2026. Registration deadline approaching or may have passed

**Registration Alerts**

| Exhibition Name | Date | Registration Status |
|—————-|——|———————|
| Ceramitec 2026 | Mar 24-26, 2026 | Concluded |
| JEC World 2026 | Mar 31-Apr 2, 2026 | Concluded |
| Ceramics Expo 2026 | May 5-6, 2026 | Deadline approaching/Closed |
| SAMPE 2026 | Apr 27-30, 2026 | Deadline approaching/Closed |
| Shenzhen Thermoplastic Composites Expo | Jun 10-12, 2026 | Open |
| Advanced Ceramics Show UK | Jul 8-9, 2026 | Open |
| China Composites Expo | Sep 1-3, 2026 | Open |
| China International Plastics Exhibition | Oct 28-30, 2026 | Open |
| CIIF | Oct 12-16, 2026 | Open |
| PTC ASIA 2026 | Nov 3-6, 2026 | Open |

**Cost Estimates**

| Exhibition Type | Booth Cost Reference | Travel Budget Reference |
|—————-|———————|————————|
| Domestic Exhibitions (Shanghai/Shenzhen/Nanjing) | Standard booth: 15,000-30,000 CNY/9㎡; Raw space: 1,500-2,000 CNY/㎡ | 30,000-50,000 CNY (incl. transport, accommodation, meals) |
| European Exhibitions (Germany/France/UK) | Standard booth: 30,000-60,000 CNY/9㎡; Raw space: 3,000-5,000 CNY/㎡ | 80,000-150,000 CNY (incl. international flights, accommodation, meals) |
| US Exhibitions | Standard booth: 40,000-80,000 CNY/9㎡; Raw space: 4,000-6,000 CNY/㎡ | 100,000-180,000 CNY (incl. international flights, accommodation, meals) |

**Exhibition ROI Tips**:
– Domestic Exhibitions: Higher ROI, suitable for establishing domestic customer relationships
– European Exhibitions: High brand exposure value, suitable for expanding high-end customers and building international brand image
– US Exhibitions: High market entry barriers, but high-quality potential customers, suitable for companies with clear North American market strategy

**Data Sources**: Official exhibition websites, industry media public information
**Report Date**: April 21, 2026
**Disclaimer**: Exhibition information is subject to change. Please refer to official organizer information for final confirmation

### Price Trend Daily Report – April 21, 2026

**Price Overview**
| Material | Current Price Range | WoW Change | Trend |
|——|————-|——–|——|
| PTFE Resin | 45,000-50,000 CNY/ton | +0% | Stable |
| PEEK Resin | 500,000-1,000,000 CNY/ton | +0% | Stable |
| Carbon Fiber | 100,000-150,000 CNY/ton | +3.07% | Rising |
| PI Film | 1,000-1,500 CNY/kg | +0% | Stable |
| Zirconia Powder | 18,000 CNY/ton | +0% | Stable |
| Alumina | 2,685 CNY/ton (Import) | -1.4% | Slight Decline |

**Key Changes**

– **Carbon Fiber: +3.07%** (YoY increase in Q1)
Q1 2026 carbon fiber average price rose 3.07% compared to the same period last year. Jiangsu Hengshen announced price increases of 5,000-10,000 CNY/ton for carbon fiber, and 1-2 CNY/sqm for fabrics and prepregs. Shandong Yongcheng New Materials announced a 10% price increase across all carbon fiber specifications effective May 1. Acrylonitrile raw material prices have risen significantly, providing strong cost support. High-end T800 and above grade carbon fiber continues to be in short supply, with rapidly growing demand from wind turbine blades, aerospace, and low-altitude economy sectors.

– **Alumina: -1.4%** (Import price vs index price)
As of April 14, Western Australia FOB alumina price stands at $306/ton, equivalent to approximately 2,685 CNY/ton at domestic ports, 37.71 CNY/ton below the alumina index price. Domestic alumina futures reference price ranges from 24,000-26,000 CNY/ton.

**Impact Analysis**

**Procurement Cost Impact**
Carbon fiber price increases will directly affect material costs in downstream industries such as wind turbine blades, aerospace, and automotive lightweighting. For wind turbine blades with 15-20% carbon fiber content, a 3% price increase translates to approximately 0.5-1% higher blade costs. Downstream companies should evaluate Q2 procurement plans and consider price locking.

**Supply Chain Impact**
Carbon fiber supply remains tight, especially for high-end T800 and above grades, with supply-demand in a tight balance. Domestic substitution is accelerating, but high-end products still rely on imports. Alumina prices have weakened slightly, providing some cost support for electrolytic aluminum.

**Action Recommendations**

– **Materials to Lock Prices**: Carbon Fiber (driven by both acrylonitrile raw material price increases and demand growth, further upside potential remains in the short term)
– **Materials to Watch**: PTFE, PEEK, PI Film (prices stable, no significant volatility signals)
– **Market Developments to Monitor**: Alumina (import prices weakening, watch domestic capacity release pace)

**Data Sources**: Tencent News, Sohu Finance, East Money, Alibaba 1688, Zaojiatong and other industry platforms
**Report Date**: April 21, 2026

Keyword Heat Index

Keyword	Heat	Trend	Competition	Key Driver
T1200 Carbon Fiber	🔥🔥🔥🔥🔥	Explosive	High	Zhongfu Shenying 100-ton mass production, world first
PEEK (Polyether Ether Ketone)	🔥🔥🔥🔥	Accelerating	Med-High	Domestic substitution speeds up, application expansion
Carbon Fiber Fabric / Reinforcement	🔥🔥🔥🔥	Steady Growth	Medium	Lightweight building reinforcement demand +15% YoY
Commercial Aerospace Materials	🔥🔥🔥🔥	Fast Rising	Med-High	Boyuan New Materials 6 consecutive limit-ups
Aerogel	🔥🔥🔥	Seasonal	Medium	Shenzhen Aerogel Expo in June, insulation demand growth
PTFE (Polytetrafluoroethylene)	🔥🔥🔥	Stable-Rising	Med-Low	5G/EV insulation demand, thermal modification focus
PI Film / High-Temp Labels	🔥🔥🔥	Stable	Low	Electronics manufacturing temperature resistance needs
Special Ceramics	🔥🔥	Flat	Low	Electronic and structural ceramics demand stable
Elec. Chemicals	🔥🔥🔥	Recovering	Medium	Semiconductor materials domestic substitution progress
Solid-State Battery Materials	🔥🔥🔥	Rising	High	Defu Tech hits 60-day high, solid-state concept active

Headline: T1200 Carbon Fiber — World’s First Mass-Produced “Black Gold”

On March 11, 2026, Zhongfu Shenying (a subsidiary of China National Building Material Group) officially announced the SYT80 (T1200-grade) ultra-high-strength carbon fiber, achieving 100-ton-scale mass production. Key milestones:

• Performance: Tensile strength exceeding 8,000 MPa (lab: 8,056 MPa; engineering: 7,718 MPa) — 10x stronger than ordinary steel at only 1/4 the density
• Generation Leap: 14%+ strength improvement over T1100-grade, enabling equipment weight reduction of 10%+
• Supply Chain Impact: Full-chain autonomous control from precursor preparation to carbonization processes to core equipment, filling the global gap in T1200-scale production
• Application Roadmap: C919 structural components, EV body weight reduction (30-40%), hydrogen storage, low-altitude economy, humanoid robotics

Sourcing Insight: T1200 products have begun market promotion, but high-end certification cycles are lengthy (aerospace: typically 12-24 months). Limited revenue contribution expected in 2026. Long-term sourcing strategy should prioritize establishing certification pipelines with tier-1 suppliers like Zhongfu Shenying.

PEEK Market: Domestic Substitution from “Functional” to “Excellent”

Three defining characteristics of the 2026 PEEK landscape:

1. Supplier Diversification: Chinese PEEK suppliers expanded from 2-3 to 10+, with chemical giants like Sinochem and Kingfa entering the market
2. Application Depth: Shift from individual components to system-level integration; demand upgraded from “buying raw materials” to “integrated solutions”
3. Decision Framework Evolution: Procurement evaluation shifted from price-centric to comprehensive assessment of technical expertise, quality systems, customization capability, and long-term service stability

Capital Market Highlights

Stock / Sector	Movement	Related Keywords
Boyuan New Materials	6 consecutive limit-ups, commercial aerospace	Aerospace composites, carbon fiber
Bohai Chemical	Limit-up, new materials transformation	Chemical new materials
Defu Technology	+5.13%, 60-day high	Solid-state battery, PET copper foil
New Materials Fund	+75.02% YoY	Broad new materials & new energy allocation

Strategic Sourcing Recommendations

1. Carbon Fiber: T800+ high-end small tow and aerospace-grade carbon fiber is the strategic direction. Monitor Zhongfu Shenying and Guangwei Composites for military-certified supply. Large-tow low-cost routes suit civil construction reinforcement.
2. PEEK Selection: Evaluate suppliers on customization/modification capabilities and integrated solution offerings from material selection through component manufacturing.
3. Aerogel: Building insulation and EV battery pack thermal management are two high-growth tracks. Monitor new product launches at the June Shenzhen Expo.
4. PTFE Modification: Thermal conductivity modification (graphite/copper powder filling) is a technology hotspot — conductivity can increase from 0.23 to 4.02 W/(m·K).

Data sources: East Money, Sohu Finance, Toutiao, Sina Finance, Flush, CSDN, and other public information. This report is for reference only and does not constitute investment advice.

Published: April 21, 2026 | Market Intelligence Officer Daily Update