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  • 2026-05-14 Industry Exhibition Opportunities Scan (Issue 2)

    # 2026-05-14 Industry Exhibition Opportunities Scan (Issue 2)

    ## Upcoming Exhibitions

    | Exhibition | Date | Location | Scale | Exhibitor Value |
    |———|——|——|——|———-|
    | 2026 Future Industry New Materials Expo (FINE) | Jun 10-12 | Shanghai New Int’l Expo Centre (SNIEC) | 40,000㎡ / 800+ exhibitors | ⭐⭐⭐⭐⭐ PEEK leaders converge, humanoid robotics + low-altitude economy |
    | Shenzhen Int’l New Materials & Innovation Expo | Jun 10-12 | Shenzhen World (Bao’an) | 70,000㎡ / 1000 exhibitors | ⭐⭐⭐⭐ Largest new materials expo in South China |
    | Shenzhen Hot-Thermoplastic Composites Show | Jun 10-12 | Shenzhen World (Bao’an) | Themed zone | ⭐⭐⭐⭐ Full value chain of thermoplastic composites |
    | The Advanced Ceramics Show (UK) | Jul 8-9 | Birmingham NEC | 20,000㎡ / 400 exhibitors | ⭐⭐⭐⭐ Europe’s core advanced ceramics platform, triple show |
    | Jiangsu Carbon Fiber Industry Conference | Aug 17-19 | Suzhou | 1000+ attendees | ⭐⭐⭐⭐ Industry-academia-research matchmaking |
    | Formnext Asia (Additive Manufacturing) | Aug 26-28 | Shenzhen World (Bao’an) | 20,000㎡ / 350+ exhibitors | ⭐⭐⭐⭐ 3D printing × new materials crossover |
    | China Int’l Composites Exhibition (29th) | Sep 1-3 | Shanghai NECC | 100,000㎡ / 1000+ exhibitors | ⭐⭐⭐⭐⭐ Largest composites show in Asia-Pacific |
    | ICIF China (23rd Int’l Chemical Industry Fair) | Sep 15-17 | Shanghai SNIEC | — | ⭐⭐⭐ Fluoroplastics/PTFE upstream-downstream |
    | CAMX 2026 | Sep 21-24 | Georgia World Congress Center, Atlanta | 32,000㎡ / 580+ exhibitors | ⭐⭐⭐⭐ Largest composites show in North America, 26K visitors |
    | 26th CIIF New Materials Exhibition | Sep 23-27 | Shanghai NECC | 288,000㎡ / 2665 exhibitors | ⭐⭐⭐⭐⭐ Core sector of China Int’l Industry Fair |
    | AMI Compounding & Recycling Expo | Sep 23-24 | Congress Centre Frankfurt | 16,000㎡ / 300 exhibitors | ⭐⭐⭐ Europe’s professional plastics compounding show |
    | Fakuma (Germany) | Oct 12-16 | Friedrichshafen Messe | 90,000㎡ / 1639 exhibitors | ⭐⭐⭐⭐ Global benchmark for plastics processing technology |
    | Shanghai Int’l Fluoroplastics Chain Exhibition | Dec 9-11 | Shanghai SNIEC | — | ⭐⭐⭐⭐ Dedicated PTFE show, co-located with semiconductor expo |

    ## Key Recommendations

    ### Exhibition A: 2026 Future Industry New Materials Expo (FINE) — Jun 10-12, Shanghai

    **Latest Update:** As of today (May 14), 200+ new materials research teams have confirmed participation. The organizer expects 5,000+ partner companies and investors. Exhibition area expanded to 40,000㎡ with 800+ exhibitors, 200 technical presentations, and 60,000+ professional visitors.

    **Five Focus Areas:** Advanced semiconductors, advanced batteries, lightweighting, low-carbon sustainability, thermal management

    **Recommendation Reasons:**
    – N4 Hall “Lightweight Functional & Sustainable Materials” precisely matches PEEK and carbon fiber composites companies
    – Leading PEEK enterprises gather: Jida Tesu, Huitong, Pengfulong, Junhua, Dalian Luyang, Huaxiang, etc.
    – Humanoid robot industrialization boom drives clear demand for joint/gear components
    – Low-altitude economy (eVTOL) creates urgent demand for lightweight materials

    **Action Suggestions:**
    1. ⚠️ Only 27 days until opening — booth booking must happen immediately
    2. Prepare PEEK application cases and data for robot joints and eVTOL structural parts
    3. Pre-invite key clients; secure technical presentation slots
    4. Prepare cost-reduction talking points (Ningbo Huaxiang’s 120K-ton production line, potential 25% raw material cost reduction)

    ### Exhibition B: China Int’l Composites Exhibition (29th) — Sep 1-3, Shanghai

    **Recommendation Reasons:**
    – Established since 1995, 29 consecutive editions — the largest and most historic composites show in Asia-Pacific
    – 100,000㎡, 1000+ exhibitors, 20,000+ professional visitors
    – Shanghai-Shenzhen dual-city synergy covering East and South China core markets
    – Full value chain: carbon fiber, glass fiber, thermoplastic composites

    **Action Suggestions:**
    1. Complete booth booking before end of June; prioritize main aisle or innovation zone
    2. Apply for “Technical Presentation Session” to enhance brand exposure
    3. Showcase T800/T1000 carbon fiber products, wind power and automotive lightweighting cases

    ### Exhibition C: CAMX 2026 — Sep 21-24, Atlanta

    **Latest Data:** 32,000㎡, 580+ exhibitors, 26,000+ visitors. Jointly organized by ACMA and SAMPE, the premier composites event in North America.

    **Recommendation Reasons:**
    – Largest composites show in North America — the primary platform for entering the US market
    – Products cover carbon/glass fiber composites, technical textiles, organic peroxides, innovative manufacturing processes
    – Dedicated International Visitors Program
    – Conference + Exhibition dual-track (Conference: Sep 21-24, Exhibition: Sep 22-24)

    **Action Suggestions:**
    1. Complete booth booking + visa processing before July (US B1 visa takes 4-6 weeks)
    2. Prepare English product brochures and technical documentation
    3. Research US tariff policies on Chinese composites products in advance

    ## New Highlights This Issue

    ### 🆕 The Advanced Ceramics Show UK (Jul 8-9)
    One of Europe’s most anticipated advanced ceramics events. Triple show format:
    – The Advanced Ceramics Show
    – Advanced Materials Show
    – Battery Cells & Systems Expo

    **Ideal for advanced ceramics companies expanding into European markets.** 400 exhibitors from 34 countries, 15,000 professional visitors.

    ### 🆕 Fakuma Germany (Oct 12-16)
    Global benchmark for plastics processing technology. Biennial event, 90,000㎡, 1,639 exhibitors, 40,000 visitors. **Overlaps with Shanghai CIIF dates** — choose based on market priorities.

    ### 🆕 Shanghai Int’l Fluoroplastics Chain Exhibition (Dec 9-11)
    Dedicated PTFE exhibition, co-located with Shanghai Int’l Semiconductor Exhibition. **Shares hundreds of thousands of semiconductor buyers.** Fluoroplastics in semiconductor applications (piping, seals, linings) is the fastest-growing sub-segment.

    ## Registration Reminders

    | Urgency | Exhibition | Deadline | Days Remaining |
    |———|———–|———-|—————|
    | 🔴 Urgent | FINE 2026 (Shanghai) | Opening imminent | 27 days |
    | 🟡 Soon | UK Advanced Ceramics Show | Jul 8 | 55 days |
    | 🟡 Soon | Jiangsu Carbon Fiber Conference | Aug 17 | 95 days |
    | 🟢 Normal | Shanghai Composites Exhibition | Sep 1 | 110 days |
    | 🟢 Normal | CAMX 2026 | Sep 21 | 130 days |
    | 🔵 Comfortable | Shanghai CIIF | Sep 23 | 132 days |
    | 🔵 Comfortable | Fakuma | Oct 12 | 151 days |
    | 🔵 Comfortable | Shanghai Fluoroplastics Show | Dec 9 | 209 days |

    ## Cost Estimation

    ### Booth Cost Reference (RMB equivalent)

    | Exhibition | Standard Booth (9㎡) | Raw Space (36㎡ min) | Notes |
    |———|—————|————–|——|
    | FINE 2026 (Shanghai) | ¥15,000-25,000 | ¥1,500-2,500/㎡ | Premium hall pricing |
    | UK Advanced Ceramics Show | €3,500-5,000 | €350-500/㎡ | European pricing |
    | Shanghai Composites Exhibition | ¥25,000-35,000 | ¥2,500-3,500/㎡ | Asia-Pacific premium show |
    | CAMX 2026 | $3,500-5,500 | $350-500/㎡ | USD pricing |
    | Shanghai CIIF | ¥20,000-30,000 | ¥2,000-3,000/㎡ | National-level expo |
    | Fakuma | €4,000-6,000 | €400-600/㎡ | Biennial, high demand |
    | Shanghai Fluoroplastics Show | ¥15,000-25,000 | ¥1,500-2,500/㎡ | Emerging show, good value |

    ### Travel Budget Reference (3-person team)

    | Item | Domestic Shows | European Shows | US Shows |
    |——|———|———|———|
    | Round-trip Flights | ¥3,000-8,000 | ¥8,000-15,000 | ¥30,000-50,000 |
    | Accommodation (5 nights) | ¥4,000-8,000 | ¥15,000-25,000 | ¥10,000-15,000 |
    | Meals & Allowance | ¥2,000-3,000 | ¥5,000-8,000 | ¥5,000-8,000 |
    | Exhibit Shipping | ¥2,000-5,000 | ¥5,000-15,000 | ¥10,000-30,000 |
    | Visa Fees | — | ¥1,500 | ¥1,500 |
    | Miscellaneous | ¥2,000 | ¥3,000 | ¥5,000 |
    | **Total** | **¥13,000-26,000** | **¥37,000-67,000** | **¥62,000-110,000** |

    ## Exhibition Strategy Suggestions

    ### 1. Priority Ranking (Updated)

    **S-Level (Must Attend):**
    – FINE 2026 (Jun) — Only 27 days away, act immediately
    – Shanghai Composites Exhibition (Sep) — Industry benchmark, plan ahead

    **A-Level (Key):**
    – Shenzhen New Materials Expo (Jun) — Core South China market entry
    – CAMX 2026 (Sep) — Only recommended North America show
    – Shanghai CIIF (Sep) — National platform, full value chain coverage

    **B-Level (Optional):**
    – UK Advanced Ceramics Show (Jul) — European market testing
    – Shanghai Fluoroplastics Show (Dec) — PTFE professional track

    ### 2. Exhibition Focus This Issue

    – **PEEK Materials:** Humanoid robot joints/gears, eVTOL lightweight structures, medical implants
    – **Carbon Fiber:** T800/T1000 premium products, wind turbine blades, automotive lightweighting
    – **Advanced Ceramics:** Semiconductor ceramic components, new energy battery ceramic separators
    – **PTFE/Fluoroplastics:** Semiconductor seals, chemical anti-corrosion linings

    ### 3. Marketing Timeline

    | Milestone | Actions |
    |———|——–|
    | 3 months before show | Release exhibition preview, invite key clients |
    | 1 month before show | Announce booth number, launch appointment system |
    | 1 week before show | Intensive teaser: technology previews, schedule release |
    | During show | Daily updates, live streaming, customer interviews |
    | 7 days post-show | Lead follow-up, deal conversion |
    | 30 days post-show | ROI analysis, next show booth evaluation |

    ## Risk Warnings

    1. **CAMX USA:** US-China trade frictions continue — closely monitor composites export tariff policies, consult customs agents in advance
    2. **FINE 2026 time pressure:** Only 27 days until opening — if participating, must register this week
    3. **European visas:** UK Advanced Ceramics Show requires UK visa processing — initiate by mid-June
    4. **Fakuma vs. Shanghai CIIF date conflict:** Both shows overlap Oct 12-16 — choose based on market priorities

    —

    **Report Generation Time:** May 14, 2026
    **Data Collection:** Based on publicly available exhibition information and organizer official data
    **Suggested Action Window:** Decide FINE 2026 participation this week; complete September show bookings by end of June

  • May 14, 2026 Advanced Materials Market Intelligence: AI-Driven Semiconductor Materials Surge 7.71%, Carbon Fiber Stabilizes at 84,250 CNY/ton, PTFE Electronic Resin Demand Soars

    Key Materials Heat Index and Price Tracking

    Material Heat Index Latest Price WoW Market Dynamics
    PTFE ★★★★★ 31,800 CNY/ton → Flat AI server-driven electronic resin demand surging; high-speed CCL PTFE supply gap widening
    Carbon Fiber ★★★★★ 84,250 CNY/ton ↑ +0.30% Price stabilizing after decline; localization rising; wind/NEV demand steady
    Semiconductor Materials ★★★★★ – ↑ +7.71% Largest sector gainer; AI drives global semi revenue to $1.29T forecast
    Electronic Chemicals ★★★★☆ – ↑ +4.22% PCB upstream boom; electronic cloth/HVLP Cu foil demand surging
    PEEK ★★★★☆ – ↑ Steady Fuchun Dyeing PEEK project ramping; humanoid robot application outlook strong
    Aramid Fiber ★★★★☆ 78,600 CNY/ton ↑ +3.25% Notable price increase; defense/aerospace demand driving
    PI Film ★★★★☆ – → Stable OLED tandem tech + advanced packaging driving demand
    Advanced Ceramics ★★★☆☆ – ↑ Growing Semiconductor focus ring domestic substitution accelerating
    Aerogel ★★★☆☆ – → Stable Shenzhen International Expo June 2026; insulation demand growing

    AI-Driven Surge: Semiconductor Materials and Electronic Chemicals Lead

    • Sector Performance: Semiconductor materials +7.71% WoW, electronic chemicals +4.22%, advanced materials index +3.70%
    • Core Driver: AI server penetration accelerating; 2026 global semiconductor revenue forecast at $1.29T (+52.8% YoY)
    • Material Mapping: PPO, hydrocarbon resin, bismaleimide resin, and PTFE emerging as mainstream materials for AI server high-speed CCL
    • Supply Gap: Electronic cloth and HVLP copper foil supply tight; domestic substitution accelerating

    Carbon Fiber: Price Stabilization Signal

    • Latest Quote: 84,250 CNY/ton, +0.30% WoW
    • Trend Signal: First stabilization after consecutive declines; bottom may be confirmed
    • Demand Side: Wind turbine blades, NEV, pressure vessels demand remains steady
    • Supply Side: Localization rate rising; large-tow capacity ramping up

    PTFE: Electronic Application Demand Surging

    • Price: 31,800 CNY/ton, stable at high levels (cumulative gain 70%-85% over 2025-2026)
    • New Demand: AI server high-speed CCL PTFE electronic resin demand surging
    • Supply: Refrigerant quota constraints + fluorochemical supply tight; strong price support

    Sourcing Recommendations

    1. PTFE Electronic Grade: AI-driven demand surge — lock in electronic resin grade supplier capacity early
    2. Carbon Fiber: Stabilization signal appearing — moderate procurement increase; large-tow offers best value
    3. Semiconductor Ceramics: Global semi capex rising — focus ring / ESC demand rigid; prioritize certified suppliers
    4. Electronic Chemicals: PCB upstream boom continues — monitor electronic cloth/HVLP Cu foil substitution opportunities
    5. Aramid: Upward price trend — lock in long-term agreements

    Data Sources: East Money, Sina Finance, OilChem, BOC International Research | Generated: 2026-05-14

  • May 13, 2026 Special Materials Price Trend Daily Report

    # Special Materials Price Trend Daily Report — May 13, 2026

    ## Price Overview

    | Material | Current Price Range | Weekly Change | Trend |
    |———-|———————|—————|——-|
    | PTFE Resin | CNY 31,800-33,000/ton (domestic suspended mid-grade) | Flat | → Stable |
    | PEEK Resin | CNY 500-1,100/kg (by brand/grade) | Flat | → Stable |
    | Carbon Fiber | T700 12K 90-120 CNY/kg; avg 84 CNY/kg | Stabilizing & rising | ↑ Moderate Rise |
    | PI Film | Electrical-grade uniaxial 130-170 CNY/kg, biaxial 180-220 CNY/kg | +13~18% | ↑↑ Sustained Rise |
    | Special Ceramics (ZrO2) | 80-89 CNY/kg (99%-99.99%) | Flat | → Stable |

    —

    ## Key Price Movements

    **PI Film: Electrical-Grade Continues Upward (+13~18%)**
    – South China market (Apr 22): electrical-grade PI film prices rose narrowly; uniaxial 130-170 CNY/kg (+20-30 vs. Jan), biaxial 180-220 CNY/kg (+30-70 vs. Jan)
    – Price drivers: ① Kaneka’s 20% hike (effective Apr 16) continues transmitting; ② upstream PMDA/ODA cost support; ③ Ruihuatai (688323) limit-up on May 6 keeps sentiment elevated
    – Significant price stratification: low-end electrical grade 200K CNY/ton; electronic grade 250K-1M CNY/ton; high-end electronic (COF) 1M-2M CNY/ton; CPI up to 20M-30M CNY/ton

    **Carbon Fiber: Stabilization & Recovery Signal Clear**
    – Mar 2026: domestic carbon fiber market average ~84 CNY/kg, +0.3% MoM, ending consecutive declines
    – By grade: T300 12K 80-90 CNY/kg; T700 12K 90-120 CNY/kg; T800 12K 180-240 CNY/kg
    – High-end (T800/T1000/M-series): Zhongfu Shenying and other leaders proactively raised prices 10-20% since Feb
    – Mid-low end (T300/T700 12K): bottomed in Q4 2025 (48-52 CNY/kg), recovering to 60-70 CNY/kg in Mar 2026
    – Construction carbon fiber prices up 8.7% overall (MOHURD data)

    **PTFE Resin: Stable (Consolidating at Lower Levels)**
    – Domestic suspended mid-grade mainstream quotes: CNY 31,800-33,000/ton (May 7-9), flat vs. last week
    – Shandong Yihe 31,800 CNY/ton (May 9); Shandong Hongyang 33,000 CNY/ton (May 8)
    – Down significantly from 2024 peaks of 43,000-45,000 CNY/ton; currently in low-level consolidation

    **PEEK Resin: Stable (Multi-Brand Competitive Landscape Clear)**
    – Victrex 150G pure resin: 900-1,000 CNY/kg; Shangfu authorized agent spot 920 CNY/kg
    – Victrex 150P general-purpose: 680-700 CNY/kg; food-grade 450G/150G: 865-1,000 CNY/kg
    – Victrex electronics-grade 450G: 650-800 CNY/kg; bulk customer price 650 CNY/kg
    – Aerospace grade: 450G pure resin 530-550 CNY/kg (Shanghai bonded), 90HMF40 (40% CF) 920-950 CNY/kg
    – Solvay 950-1,100 CNY/kg; Evonik 880-980 CNY/kg; Toray 900-1,050 CNY/kg
    – Domestic PEEK (Zhongyan, Pengfulong): 500-600 CNY/kg, 35-45% below import
    – **Notable change**: Evonik quotes shifted from prior 500-600 CNY/kg range to 880-980 CNY/kg — significant increase requiring monitoring for brand repositioning vs. supply tightening

    **Special Ceramics Raw Materials: Stable**
    – Zirconia (99.5%-99.99%): 89 CNY/kg (Hubei Zhixingyuan, May 7-10), flat vs. last week
    – Zirconia (99%): 80 CNY/kg (Hunan Yongshuo, May 11)
    – Zirconia (99.5%): 32,000 CNY/ton (Hubei Qibajiu, May 11)
    – High-purity nano-zirconia (4N): 81,000 CNY/ton, lithium battery cathode additive
    – Solid-state battery electrolyte precursor nano-zirconia: 480,000 CNY/ton
    – Fused zirconia (≥98.5%): 28,000-29,000 CNY/ton

    —

    ## Impact Analysis

    **Impact on Procurement Costs:**
    1. PI film electrical-grade continues rising — South China uniaxial +18% vs. Jan, biaxial +47%, increasing cost pressure on motor/cable downstream
    2. Carbon fiber recovery signal clear — T700 12K rebounded from bottom 48-52 to 90-120 CNY/kg; carbon fiber composite costs may face new upward cycle
    3. PEEK Evonik quote shift (500-600 → 880-980 CNY/kg) — if confirmed as systematic repricing, will push overall PEEK procurement costs higher
    4. PTFE at cyclical low — 31,800-33,000 CNY/ton is 25-30% below 2024 peaks, window for locking long-term pricing

    **Impact on Supply Chain:**
    1. PI film domestic substitution accelerating — Ruihuatai limit-up reflects optimism on domestic capacity expansion, but high-end electronic grade still heavily import-dependent (60-80%)
    2. Carbon fiber localization improving — T700 domestic capacity adequate (Zhongfu Shenying, Guangwei), T800+ still dependent on Toray and other Japanese suppliers
    3. Solid-state battery nano-zirconia demand (480K CNY/ton) growing significantly, potentially diverting traditional zirconia capacity

    —

    ## Action Recommendations

    **Materials Recommended for Immediate Price Locking:**
    – **PI Film (Electrical-Grade)**: Uniaxial + biaxial both trending up; Kaneka transmission not yet complete. Lock Q3 long-term contracts now
    – **Carbon Fiber T700/12K**: Bottom reversal signal clear. Build positions on dips, lock H2 volume

    **Materials Recommended for As-Needed Purchasing:**
    – **PTFE Resin**: Currently at cyclical low. For annual volume >50 tons, consider 6-12 month contract pricing
    – **PEEK Resin**: Evonik anomaly needs follow-up. If systematic repricing confirmed, accelerate domestic substitution (500-600 CNY/kg) share
    – **Special Ceramic Raw Materials (ZrO2)**: Stable, ample supply. Maintain normal inventory

    **Key Watch Items:**
    – PEEK Evonik quote shift from 500-600 to 880-980 CNY/kg — confirm whether brand repositioning or supply tightening signal
    – Carbon fiber T800 domestic progress — currently 180-240 CNY/kg; if Zhongfu Shenying T800 capacity ramps, price may decline

    —

    **Data Sources**: Business Society, Chemicalbook, Baidu Zhidao, Longzhong Info, Sohu (Shangfu New Materials), Sina Finance, China Report Hall, Mysteel, Guidechem
    **Report Date**: May 13, 2026
    **Analyst**: Market Intelligence Officer 🕵️

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

  • 2026-05-12 Industry Exhibition Opportunities Scan

    # 2026-05-12 Industry Exhibition Opportunities Scan

    ## Upcoming Exhibitions

    | Exhibition Name | Date | Location | Scale | Value for Exhibitors |
    |———|——|——|——|———-|
    | 2026 Future Industry New Materials Expo (FINE) | June 10-12 | Shanghai New International Expo Centre | 30,000㎡+ | ⭐⭐⭐⭐⭐ Focus on PEEK, lightweight materials, humanoid robotics, NEV applications |
    | 2026 Shenzhen International Carbon Fiber Composites Exhibition | June 10-12 | Shenzhen International Convention & Exhibition Center | 20,000㎡+ | ⭐⭐⭐⭐ Core market in South China, upstream-downstream industry chain docking |
    | 2026 High-Performance Composites Exhibition | June 10-12 | Shenzhen International Convention & Exhibition Center | 20,000㎡+ | ⭐⭐⭐⭐ Focus on carbon fiber, graphene, bio-based materials |
    | 2026 Jiangsu Carbon Fiber Industry Conference | Aug 17-19 | Suzhou | 1000+ attendees | ⭐⭐⭐⭐ Industry-academia-research deep docking, policy interpretation |
    | 2026 China International Composites Industry Tech Exhibition | Sep 1-3 | Shanghai National Exhibition and Convention Center | 100,000㎡ | ⭐⭐⭐⭐⭐ Largest composites exhibition in Asia-Pacific, 1000+ exhibitors, 20,000+ visitors |
    | 2026 Shanghai International Carbon Fiber Materials & Tech Achievement Exhibition | Sep 23-27 | National Exhibition Center (Shanghai) | 270,000㎡ | ⭐⭐⭐⭐⭐ Theme exhibition of China International Industry Fair, 2556 exhibitors |
    | 2026 CAMX (Composites and Advanced Materials Expo) | Sep 21-24 | Atlanta, USA | 20,000㎡ | ⭐⭐⭐⭐ Largest composites exhibition in North America, premier choice for entering US market |
    | 2026 Shanghai International PTFE Products & Materials Exhibition | Oct 12-16 | National Exhibition Center (Shanghai) | 30,000㎡ | ⭐⭐⭐⭐ Professional PTFE exhibition, co-located with China International Industry Fair |

    ## Key Recommendations

    ### Exhibition A: 2026 Future Industry New Materials Expo (FINE) – June 10-12, Shanghai

    **Recommendation Reasons:**
    – N4 features “Lightweight Functional and Sustainable Materials Exhibition”, focusing on core application scenarios such as humanoid robot components, NEV structural parts, and low-altitude aircraft
    – Leading PEEK enterprises gather: Jida Tesu, Huitong, Pengfulong, Junhua, Dalian Luyang, Huaxiang, etc.
    – Highly aligned with the 2026 humanoid robot industrialization boom, with clear downstream application demand

    **Action Suggestions:**
    1. Contact the organizing committee immediately to book exhibition space (limited booths expected to remain)
    2. Prepare application cases of PEEK materials in robot joints and gears
    3. Focus on showcasing cost reduction solutions (Ningbo Huaxiang’s 120,000-ton production line put into operation, raw material costs may drop by 25%)

    ### Exhibition B: 2026 China International Composites Industry Tech Exhibition – Sep 1-3, Shanghai

    **Recommendation Reasons:**
    – Largest and most influential professional composites technology exhibition in Asia-Pacific region
    – Exhibition area of 100,000㎡, 1000+ exhibitors, 20,000+ professional visitors
    – Since its establishment in 1995, it has become an important wind vane for global composites industry development

    **Action Suggestions:**
    1. Complete booth reservation 3 months in advance (before June), preferably choose main aisle location
    2. Apply for “Innovative Product Exhibition Area” or “Technical Presentation Time Slot” to enhance brand exposure
    3. Prepare application cases of carbon fiber and composites in wind power, automotive, and aerospace fields

    ## Registration Reminders

    **Exhibitions with Approaching Registration Deadlines:**
    – ⚠️ **2026 Future Industry New Materials Expo (FINE)** – Opens June 10, booth booking should be acted on immediately
    – ⚠️ **2026 Shenzhen International Carbon Fiber Composites Exhibition** – Opens June 10, registration is about to close

    **Suggested Immediate Actions:**
    1. June exhibitions: Contact the organizing committee immediately to confirm booth
    2. September exhibitions: Complete booth booking and design plan before end of June
    3. CAMX USA: Need to handle visa in advance, suggest completing registration before July

    ## Cost Estimation

    ### Exhibition Booth Cost Reference (RMB)

    | Exhibition | Standard Booth (9㎡) | Raw Space (36㎡ min) | Remarks |
    |——|—————|————–|——|
    | FINE 2026 (Shanghai) | 15,000-20,000 | 1,500-2,000元/㎡ | Includes basic booth construction |
    | Shenzhen Carbon Fiber Exhibition | 12,000-18,000 | 1,200-1,800元/㎡ | High cost-performance in South China region |
    | Shanghai Composites Exhibition | 25,000-35,000 | 2,500-3,500元/㎡ | Top-tier exhibition in Asia-Pacific, higher price |
    | CAMX USA | $3,000-5,000 | $300-500/㎡ | Additional customs, shipping costs required |
    | Shanghai PTFE Exhibition | 20,000-30,000 | 2,000-3,000元/㎡ | Co-located with China International Industry Fair |

    ### Travel Budget Reference (Based on 3-person team)

    | Item | Domestic Exhibition | Overseas Exhibition (USA) |
    |——|———|—————|
    | Round-trip Transportation | 3,000-8,000 RMB | 30,000-50,000 RMB |
    | Accommodation (5 nights) | 4,000-8,000 RMB | 10,000-15,000 RMB |
    | Meals & Allowance | 2,000-3,000 RMB | 5,000-8,000 RMB |
    | Exhibit Shipping | 2,000-5,000 RMB | 10,000-30,000 RMB |
    | Other Miscellaneous | 2,000 RMB | 5,000 RMB |
    | **Total** | **13,000-24,000 RMB** | **60,000-110,000 RMB** |

    ## Exhibition Strategy Suggestions

    ### 1. Priority Ranking
    **S-Level (Must Attend):** Shanghai Composites Exhibition (Sep), FINE 2026 (Jun)
    **A-Level (Key):** Shenzhen Carbon Fiber Exhibition (Jun), Shanghai Carbon Fiber Exhibition (Sep)
    **B-Level (Optional):** CAMX USA (Sep), Shanghai PTFE Exhibition (Oct)

    ### 2. Exhibition Focus
    – **PEEK Materials**: Focus on displaying robot components, medical implant applications
    – **Carbon Fiber**: Showcase T800/T1000 grade high-end products, narrative of breaking Japan-US monopoly
    – **Composites**: Wind power blades, automotive lightweight, low-altitude economy applications

    ### 3. Marketing Timeline
    – **3 months before exhibition**: Release exhibition preview, invite key customers
    – **1 month before exhibition**: Announce booth number, highlight previews, launch meeting reservation system
    – **During exhibition**: Daily battle reports, live streaming, customer interviews
    – **After exhibition**: Lead follow-up, deal conversion, ROI analysis

    ## Risk Warnings

    1. **CAMX USA**: Need to monitor impact of China-US trade frictions on composites exports, suggest understanding tariff policies in advance
    2. **Tight booth availability**: June exhibitions are urgent, suggest immediate action
    3. **Visa processing**: US exhibitions require visa application 3-4 months in advance, suggest initiating immediately

    —

    **Report Generation Time:** May 12, 2026
    **Data Collection:** Based on publicly available exhibition information
    **Suggested Action Window:** Immediately start June exhibition registration, complete September exhibition booking before end of June

  • May 12, 2026 Special Materials Price Trend Daily Report

    # Special Materials Price Trend Daily Report — May 12, 2026

    ## Price Overview

    | Material | Current Price Range | Weekly Change | Trend |
    |———-|———————|—————|——-|
    | PTFE Resin | CNY 31,800-33,000/ton (domestic suspended mid-grade) | Flat | → Stable |
    | PEEK Resin | CNY 650-1,000/kg | Flat | → Stable |
    | Carbon Fiber | Sector index ref. May 8 +1.79% | Data updating | ↑ Ref. Rise |
    | PI Film | +20% vs baseline; sector leader limit-up | +20% | ↑↑ Strong Rise |
    | Special Ceramics (ZrO2) | CNY 89/kg | Flat | → Stable |

    —

    ## Key Price Movements

    **PI Film: +20% (Sector Leader Limit-Up Effect Persists)**
    – Ruihuatai (688323), China’s leading PI film manufacturer, hit the 20% limit-up on May 6. Market sentiment remains elevated
    – Kaneka’s 20% price hike (effective April 16) continues transmitting through downstream channels; buyers adopt wait-and-see stance
    – Double-drawn PI film (0.025mm): ~CNY 330/roll (Taobao channel, May 6)
    – Middle East tensions persist; upstream raw materials PMDA and ODA prices remain under pressure

    **PTFE Resin: Stable (Adequate Domestic Supply)**
    – May 5-11: domestic suspended mid-grade PTFE mainstream quotes CNY 31,800-33,000/ton, essentially flat vs. last week
    – Shandong Yihe Fine Chemical (31,800 CNY/ton), Shandong Hongyang Chemical (33,000 CNY/ton) maintain stable quotes
    – Import PTFE (Chemours Teflon, Daikin Neoflon): CNY 200,000-380,000/ton; high-end specs supply slightly tight
    – Cumulative increase 70-85% over 2025-2026; currently in high-level consolidation phase

    **PEEK Resin: Stable (Multi-Brand Pricing Transparent)**
    – Victrex food-grade 450G/150G: CNY 865-1,000/kg (May 10)
    – Victrex electronics-grade 450G: CNY 650-800/kg; bulk customer price CNY 650/kg
    – Victrex 150P general-purpose: CNY 680-700/kg; 150G pure resin: CNY 900-1,000/kg
    – Solvay KT-820: CNY 950-1,100/kg; Evonik: CNY 720-800/kg
    – Shangfu New Materials domestic PEEK: CNY 500-600/kg, 35-45% lower than import, outstanding cost-performance
    – All brand quotes consistent with last week; ample spot supply, wide procurement options

    **Carbon Fiber: Data Updating (Sector Extends Strength)**
    – No specific 2026 May carbon fiber quotes collected today
    – Reference May 8 sector data: Carbon fiber sector index (BK1171) closed at 1991.86, +1.79% daily
    – Toray’s announced 10-20% price hike (Jan 2026) continues penetrating domestic market
    – Reference Aug 2025 data: Japanese carbon fiber ex-factory price 259 CNY/kg, up 5.1% MoM

    **Special Ceramics Raw Materials: Stable**
    – Zirconia (99.5%-99.99%, 10-500nm): 89 CNY/kg (Hubei Zhixingyuan, May 7), flat vs. last week
    – Zirconium hydroxide (45% content): 28 CNY/kg (Hunan Yongshuo, May 11)
    – Nano-grade zirconia (D50 <1μm): 81 CNY/kg (Jiangsu Xinsu, Apr 28) — nano-grade significantly higher than industrial grade - Ordinary fused zirconia (98%-99%): CNY 27,000-27,500/ton; high-purity grade (99.5%): CNY 28,000-30,000/ton --- ## Impact Analysis **Impact on Procurement Costs:** 1. PI film cumulative cost increase ~15-20% YTD; Ruihuatai limit-up further reinforces price hike expectations — downstream cost pressure continues to build 2. PTFE domestic material 31,800-33,000 CNY/ton still 70%+ above 2024 baseline, but flat wow — short-term costs manageable 3. PEEK multi-brand competitive landscape clear; Shangfu domestic material 500-600 CNY/kg provides cost-down substitution space **Impact on Supply Chain:** 1. Ruihuatai limit-up reflects market expectations for accelerated PI film domestic substitution; domestic capacity expansion plans merit attention 2. Middle East tensions continue disrupting global chemical supply chains; PI film key raw materials PMDA/ODA delivery cycles face extension risks 3. Zirconia and specialty ceramic raw materials: adequate domestic supply (89 CNY/kg), high supply chain security --- ## Action Recommendations **Materials Recommended for Immediate Price Locking:** - **PI Film**: Kaneka hike implemented + clear Ruihuatai limit-up signal; high probability of follow-on hikes by Japanese/Taiwanese suppliers. Confirm Q2-Q3 long-term contract pricing immediately to avoid subsequent price hike risks - **Carbon Fiber T700/12K**: Sector strength + Toray transmission effect continues; appropriately stock on dips, lock down H2 volume **Materials Recommended for As-Needed Purchasing:** - **PTFE Resin**: Domestic prices stable; import high-end tight. Purchase ordinary specs as needed; lock high-end specs in advance - **Special Ceramic Raw Materials (ZrO2)**: 89 CNY/kg, stable, ample supply. Maintain normal inventory - **PEEK Resin**: Ample spot, multiple brands in full competition; procurement side can fully compare prices, maintain normal inventory **Data Note:** Carbon fiber latest quotes not collected today. Continuously monitor sector index and leading enterprise pricing announcements. --- **Data Sources**: Longzhong Info, Business Society, Sohu (Shangfu New Materials), East Money, Taobao, 1688, Chemicalbook **Report Date**: May 12, 2026 **Analyst**: Market Intelligence Officer 🕵️ --- *Disclaimer: This report is for reference only. Actual prices subject to supplier quotes.*

  • May 11, 2026 Special Materials Price Trend Daily Report

    # Special Materials Price Trend Daily Report — May 11, 2026

    ## Price Overview

    | Material | Current Price Range | Weekly Change | Trend |
    |———-|———————|—————|——-|
    | PTFE Resin | CNY 30,000-62,000/ton (domestic mid-grade) | Flat | → Stable |
    | PEEK Resin | CNY 650-1,000/kg | Flat | → Stable |
    | Carbon Fiber | Sector index +1.79% (May 8) | +1.79% | ↑ Slight Rise |
    | PI Film | +20% vs baseline; sector leader hits limit-up | +20% | ↑↑ Strong Rise |
    | Special Ceramics (ZrO2) | CNY 89/kg | Flat | → Stable |

    —

    ## Key Price Movements

    **PI Film: +20% (Sector Leader Hits Limit-Up, Market Sentiment Strong)**
    – Ruihuatai (688323), China’s leading PI film manufacturer, hit the 20% limit-up on May 6, closing at CNY 28.79 with CNY 436M turnover
    – Drivers: PI film tech breakthroughs + capacity expansion + land preparation — triple positive catalysts
    – Kaneka’s 20% price hike (effective April 16) continues transmitting through downstream channels
    – Middle East tensions persist; raw material cost pressure remains elevated

    **PTFE Resin: Stable (Multi-Spec Quotes Flat)**
    – May 7 Longzhong Info: PTFE mid-grade quotes CNY 44,500-62,000/ton (multiple specs)
    – Import PTFE mainstream CNY 200,000-350,000/ton (Chemours Teflon CNY 280,000-380,000/ton, Daikin Neoflon CNY 260,000-350,000/ton)
    – Cumulative increase 70-85% over 2025-2026; currently consolidating at high levels

    **PEEK Resin: Stable (Detailed Multi-Brand Pricing Available)**
    – Victrex food-grade 450G/150G: CNY 865-1,000/kg (May 10)
    – Victrex electronics-grade 450G: CNY 650-800/kg; bulk customer CNY 650/kg
    – Victrex 150P general-purpose: CNY 680-700/kg; 150G pure resin: CNY 900-1,000/kg
    – Solvay KT-820: CNY 950-1,100/kg; Evonik: CNY 720-800/kg
    – All brand quotes broadly unchanged from last week; ample spot supply

    **Carbon Fiber: Slight Rise (Sector Extends Strength)**
    – Carbon fiber sector index (BK1171) closed at 1991.86 on May 8, +1.79% daily
    – Toray’s announced 10-20% price hike (Jan 2026) continues penetrating domestic market
    – Reference: Jilin Chemical Fiber raised wet-process 3K carbon fiber by CNY 10,000/ton; T700/12K by CNY 3,000/ton

    —

    ## Impact Analysis

    **Impact on Procurement Costs:**
    1. PI film cumulative cost increase ~15-20% YTD, compounded by limit-up sentiment — follow-on hikes highly probable
    2. PTFE domestic mid-grade stable at CNY 44,500-62,000/ton range, but still 70%+ above 2024 base
    3. PEEK pricing transparency improved across multiple brands — increased room for procurement negotiation

    **Impact on Supply Chain:**
    1. Ruihuatai limit-up signals market expectations for accelerated PI film domestic substitution; capacity expansion signals positive
    2. Middle East tensions continue disrupting global chemical transport; extended delivery cycles
    3. Zirconia and specialty ceramic raw materials: adequate domestic supply (CNY 89/kg), low supply chain risk

    —

    ## Action Recommendations

    **Materials Recommended for Immediate Price Locking:**
    – **PI Film**: Kaneka hike implemented + clear limit-up signal; high probability of follow-on hikes by Japanese/Taiwanese suppliers. Confirm Q2-Q3 long-term contract pricing immediately
    – **Carbon Fiber T700/12K**: Sector strength + Toray transmission; appropriately stock on dips

    **Materials Recommended for As-Needed Purchasing:**
    – **PTFE Resin**: High-level sideways trading; no clear short-term direction. Wait and observe
    – **Special Ceramic Raw Materials (ZrO2)**: CNY 89/kg, stable, ample supply. Purchase as needed
    – **PEEK Resin**: Ample spot, stable quotes, multiple brands available. Maintain normal inventory

    —

    **Data Sources**: Longzhong Info, Business Society, East Money, Sina Finance, Sohu, GuideChem, 1688
    **Report Date**: May 11, 2026
    **Analyst**: Market Intelligence Officer 🕵️

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

  • May 2026 Advanced Materials Market Intelligence: PTFE Leads Price Surge, Carbon Fiber Localization Hits 86%

    📊 Key Materials Market Overview

    Material Heat Index Price Trend Market Dynamics
    PTFE (Polytetrafluoroethylene) ★★★★★ ↑ 70%-85% Leading fluoropolymer gainer, CNY 30,000-54,000/ton
    PEEK (Polyetheretherketone) ★★★★☆ ↑ Stable rise Concept stocks active, capacity ramp-up phase
    Carbon Fiber ★★★★★ ↓ Declining Localization rate 86%, capacity exceeds 100kt in 2026
    PI Film ★★★★☆ → Stable Global market $1.77B, 41% for electronics
    Aerogel ★★★☆☆ → Stable Shenzhen Expo June 2026, insulation demand growing
    Advanced Ceramics ★★★★☆ ↑ Growing Semiconductor focus ring CAGR 14.1%
    Electronic Chemicals ★★★★☆ ↑ 2.96% Sector up, Feilac Materials leading

    🔥 PTFE: Fluoropolymer Price Leader

    • Price Performance: Cumulative gain 70%-85% in 2025-2026, outpacing PVDF (~10% gain)
    • Current Pricing: Suspension mid-grain PTFE CNY 50,000-52,000/ton; latest quote CNY 31,800/ton
    • Key Drivers: Strong raw material cost support + supply contraction + refrigerant quota tightening
    • End Markets: Chemical sealing, semiconductor, aerospace applications continue growing

    🚀 Carbon Fiber: China’s Localization Breakthrough

    • Localization Rate: Climbed to 86% in 2025, explosive demand growth
    • Capacity Outlook: Total capacity expected to exceed 100,000 tons in 2026
    • Price Trend: Overall decline, cost-sensitive applications gaining advantage
    • Application Expansion: NEV, wind turbine blades, pressure vessels driving demand

    📈 PI Film: Electronics-Driven Growth

    • Market Size: Global $1.77B in 2025, projected $2.75B by 2035 (CAGR 4.52%)
    • Demand Structure: 41% electronics, 23% insulation applications
    • Growth Drivers: Advanced semiconductor packaging + EV 800V high-voltage systems
    • China Progress: Guofeng New Materials with 12 production lines, entering global first tier

    🎯 Sourcing Recommendations

    1. PTFE: Lock in long-term contracts at current highs; monitor Q2-Q3 supply dynamics
    2. Carbon Fiber: Price decline window – domestic large tow offers strong value
    3. PI Film: Electronic-grade tight – engage domestic suppliers early
    4. Advanced Ceramics: Semiconductor demand rigid – prioritize suppliers with international equipment certifications

    Data Sources: Sci99, 100PPI, East Money, Industry Reports | Generated: 2026-05-10

  • May 10, 2026 Special Materials Price Trend Daily Report

    # Special Materials Price Trend Daily Report — May 10, 2026

    ## Price Overview

    | Material | Current Price Range | Weekly Change | Trend |
    |———-|———————|—————|——-|
    | PTFE Resin | ¥31,800/ton | Flat | → Stable |
    | PEEK Resin | ¥800-1,000/kg | Flat | → Stable |
    | Carbon Fiber | Sector +1.79% | +1.79% | ↑ Slight Rise |
    | PI Film | +20% vs baseline | +20% | ↑ Significant Rise |
    | Special Ceramics (ZrO2) | ¥89/kg | Flat | → Stable |

    —

    ## Key Price Movements

    **PI Film: +20% (Sustained Transmission)**
    – Kaneka’s 20% price increase (effective April 16, 2026) continues to transmit through downstream channels
    – Middle East tensions persist; Hormuz Strait transport risks remain elevated, keeping raw material costs under pressure

    **Carbon Fiber: +1.79% (Sector Strength)**
    – Carbon fiber sector index (BK1171) closed at 1991.86 on May 8, up 1.79% for the day
    – Toray’s announced 10-20% price hike (effective January 2026) continues to penetrate the domestic spot market

    **PTFE Resin: Stable (High-Level Consolidation)**
    – Manufacturer quotes: ¥31,800/ton on both May 3 and May 5 — flat week-over-week
    – Cumulative PTFE price increase reached 70-85% over 2025-2026; currently in a high-level digestion phase

    **PEEK Resin: Stable**
    – Victrex 450G ~¥880/kg; high-temp grade HT-G22 ~¥650/kg; overall market quotes stable

    —

    ## Impact Analysis

    **Impact on Procurement Costs:**
    1. PI film cumulative cost increase ~15-20% YTD; procurement budgets need buffer for further adjustments
    2. Carbon fiber sector strength; T700/12K and other mainstream grades face follow-on price pressure in spot market
    3. PTFE in consolidation, but still 70%+ above 2024 base levels; cost-side pressure remains

    **Impact on Supply Chain:**
    1. Middle East tensions continue to disrupt global oil & gas supply chains; int’l chemical feedstock transport cycles extended
    2. Zirconia and other specialty ceramic raw materials: domestic supply adequate, prices stable, low supply chain risk

    —

    ## Action Recommendations

    **Materials Recommended for Price Locking:**
    – **PI Film**: Kaneka hike already implemented; high probability of follow-on hikes by other Japanese/Taiwanese suppliers. Recommend immediately confirming Q2-Q3 long-term contract pricing with suppliers
    – **Carbon Fiber**: Sector strength + Toray transmission effect; T700 and other mainstream grades can be appropriately stocked on dips

    **Materials Recommended for Watch-and-Wait:**
    – **PTFE Resin**: High-level sideways trading; short-term direction unclear. Recommend waiting until consolidation ends before deciding
    – **Special Ceramic Raw Materials (ZrO2)**: ¥89/kg, stable price, ample supply. Purchase as needed
    – **PEEK Resin**: Ample spot supply, no clear price increase signals. Maintain normal inventory levels

    —

    **Data Sources**: Business Society (生意社), East Money, Sina Finance, Sohu, Jiangxi Shuobang
    **Report Date**: May 10, 2026
    **Analyst**: Market Intelligence Officer 🕵️

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

  • May 9, 2026 Special Materials Price Trend Daily Report

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

    ## Price Overview

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

    —

    ## Key Price Movements

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

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

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

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

    —

    ## Impact Analysis

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

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

    —

    ## Action Recommendations

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

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

    —

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

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

  • May 2, 2026 New Materials Price Trend Daily Report

    # May 2, 2026 New Materials Price Trend Daily Report

    ## Price Overview

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

    ## Key Movements

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

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

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

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

    ## Impact Analysis

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

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

    ## Action Recommendations

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

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

    —

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