Category: Industry Insights

Price Trend Daily Report — July 28, 2026

Price Overview

Material	Current Price Range	WoW Change	Trend
PTFE resin (suspension, medium granular)	RMB 32,000–46,000/ton	+5% or more	↑ Rising
PEEK resin (domestic neat resin)	RMB 200,000–400,000/ton	Flat	→ Stable
Carbon fiber T300(12K) / T700(12K)	RMB 90 / 120 per kg	Flat	→ Stable-to-weak
PI film (electronic grade)	RMB 180–386/kg	Flat	→ Stable
Advanced ceramic raw materials (alumina / silicon nitride powder)	Alumina ~RMB 3,000/ton; Si3N4 powder RMB 90–360/kg	-1% to -3%	↓ Retreating from highs

Key Movements

• PTFE resin: sharp rally. The Chemicalbook index shows PTFE up over 30% in the past 30 days, with Shandong suspension medium-granular quotes reaching RMB 45,500/ton (July 22), trading in a 30-day range of RMB 30,000–48,000/ton. Firm upstream anhydrous hydrofluoric acid and fluorspar prices, plus supply cuts from environmental restrictions, are the main drivers.
• Ceramic raw materials: pulling back from highs. Alumina spot prices rose over RMB 100 in multiple regions in June on regional supply disruptions, but both futures and spot fell in early July as new capacity ramps up, adding oversupply pressure into Q3.
• Carbon fiber: stable but soft. T300(12K) holds at RMB 90/kg and T700(12K) at RMB 120/kg, flat for several weeks. However, industry inventory stands near 15,700 tons, up 27% year-to-date — the supply-heavy, demand-light pattern persists.
• PEEK: prices steady, domestic substitution accelerating. Domestic capacity has exceeded 10,000 tons and the local market share is expected to reach 60% in 2026. Domestic neat resin sells at roughly half the import price, pointing to a lower long-term price center.
• PI film: flat. Electronic-grade quotes remain in the RMB 180–386/kg range, supported by 5G and flexible-electronics demand.

Impact Analysis

• Procurement cost: Buyers with heavy PTFE exposure may see July procurement costs rise 10%+ month-over-month. Carbon fiber and PI film costs remain stable; ceramic raw material costs are edging down.
• Supply chain: If fluorochemical environmental restrictions persist, PTFE supply will stay tight in Q3 with longer lead times. Carbon fiber inventories are ample with no shortage risk; alumina supply is loosening as new capacity comes online.

Action Recommendations

• Lock in prices: PTFE resin — the uptrend is clear with strong cost-side support. Secure Q3 contract prices with key suppliers now, or pre-stock 1–2 months of usage.
• Wait and see: Carbon fiber and alumina ceramic raw materials — oversupply and high inventories make further declines more likely than gains. Maintain as-needed, small rolling purchases.
• Watch closely: The PEEK domestic-substitution window — with local share rising fast, start qualification testing of domestic grades to build a second supply source for next year’s cost reduction.

Sources: Chemicalbook, Oilchem (Longzhong), SCI99, Mysteel and other public market data. Prices are market references; actual transactions prevail.

1. Key Takeaways (TL;DR)

• Fluoropolymer price-hike cycle continues: Since June 2026, leading fluorochemical producers have raised prices by about 5% across PTFE, PVDF and FEP lines. AI compute infrastructure is driving PTFE copper-clad laminate (CCL) demand: roughly USD 2 billion globally in 2026, with a 9.2% CAGR through 2032. Search interest in “PTFE + AI/compute” combinations is rising fast.
• Carbon fiber polarization deepens: Commodity large-tow products remain oversupplied, while high-end grades regain pricing power – Jilin Chemical Fiber raised wet-spun 12K/3K carbon fiber prices by RMB 5,000 and RMB 10,000 per ton respectively from January 1, 2026. China’s 2025 carbon fiber consumption reached about 96,400 tons, up 71.9% YoY, led by wind blades and aerospace.
• PEEK: volumes up, prices down: Oversupply keeps pushing prices lower (domestic average around RMB 500/kg vs. RMB 800-1,000/kg for standard international grades). Humanoid robotics has made “carbon-fiber-reinforced PEEK” the hottest combination concept; PEEK UD tape is quoted at RMB 3,000-5,000/kg.
• Electronic chemicals: clear policy tailwind: China’s seven-ministry Petrochemical Industry Growth Stabilization Plan (2025-2026) explicitly targets breakthroughs in electronic chemicals. Localization keywords around photoresists, wet electronic chemicals and CMP slurries remain at high search intensity.
• Aerogels grow steadily: The global aerogel ceramic fiber paper market was about RMB 6.41 billion in 2024, heading to RMB 8.45 billion by 2031 (about 4% CAGR). On the research side, SiC nanowire aerogels broke the strength-elasticity trade-off (10.9 MPa compressive strength at 80% strain, about 90% elastic recovery), and academic terms are migrating into industrial search queries.

2. Keyword Heat and Competition Matrix

Keyword	Heat	Competition	Trend	Action
PTFE CCL	High	Medium	Up	Build content around AI-server high-frequency substrates while competition is unsaturated
Carbon fiber	High	High	Up	Avoid generic terms; target low-altitude economy and drone structural applications
PEEK	High	Medium-high	Up	Pair with humanoid robotics and medical implant scenarios
Electronic chemicals	Medium-high	Medium	Up	Policy analysis plus localization sourcing guides convert best
Aerogel	Medium	Medium	Flat	Focus on battery thermal insulation and high-temperature industrial piping
Advanced ceramics	Medium	Low-medium	Up	SiC ceramics and ceramic aerogels are low-competition frontier terms worth early positioning

3. Material Highlights

PTFE: price hikes plus AI demand

After PTFE suspension resin fell from RMB 50,000/t to RMB 36,000/t during 2023-2025, prices entered a recovery path with a 5% across-the-board hike in June 2026. High-purity, precision-machined parts are the fastest-growing segment (domestic PTFE rod CAGR around 8%). PTFE CCL, driven by AI server demand, sees Asia-Pacific and North America jointly holding nearly 80% of the global market – the top content opportunity right now.

Carbon fiber: premium up, commodity crowded

2025 domestic consumption rose 71.9% to 96,400 tons, but structure matters: high-performance capacity for aerospace, hydrogen storage and large wind blades has not expanded in step, restoring leaders’ pricing power, while commodity large-tow remains fiercely competitive. The low-altitude economy is the core incremental narrative, with wet-spun 3K fiber in short supply on drone demand.

PEEK: lower prices unlock applications

China’s PEEK market grew from RMB 0.8 billion (2018) to RMB 1.5 billion (2022, about 17% CAGR) and is projected to reach RMB 2.84 billion by 2027. Localization and falling feedstock costs are lowering prices, accelerating penetration into robotics, medical and semiconductor uses, with demand expected to grow 20%+ annually.

Electronic chemicals: policy and AI resonance

Advanced nodes and AI compute are lifting demand for photoresists, specialty gases, wet chemicals and high-purity precursors. Yet localization of G/I-line photoresists is below 30% and ArF below 1% – a huge substitution runway. Global semiconductor materials were about USD 60 billion in 2024, expected to top USD 70 billion in 2026.

Aerogels and advanced ceramics: from lab to industry

China leads the fourth aerogel industrialization wave, with battery insulation and petrochemical pipelines as primary scenarios. Ceramic nanofiber aerogels (SiC, alumina systems) are advancing quickly in aerospace thermal protection; related keywords still show low competition – a window for early positioning.

4. Recommended Long-Tail Keywords

1. PTFE copper-clad laminate for AI servers
2. Carbon-fiber-reinforced PEEK for humanoid robot joints
3. Wet-spun 3K carbon fiber for drone structures
4. Aerogel ceramic fiber paper for battery insulation
5. Semiconductor-grade wet electronic chemicals localization
6. ArF photoresist localization rate
7. SiC nanowire aerogel for extreme-environment thermal protection
8. Medical-grade PEEK orthopedic implants

5. Action Items

• Publish a deep-dive on PTFE CCL for AI compute this week to capture the price-hike traffic window.
• Shift all carbon fiber content to scenario long-tail terms (low-altitude economy, drones, hydrogen tanks); stop investing in generic terms.
• Follow up with policy analysis of the Petrochemical Growth Stabilization Plan tied to localization content series.
• Pre-build content on SiC ceramic aerogel frontier terms: low competition, high upside certainty.

Sources: public industry research, brokerage reports and corporate announcements (2025-2026). For market intelligence reference only; not investment advice.

2026-07-27 Price Trend Daily Report

This edition covers five key materials: PTFE, PEEK, carbon fiber, PI film, and specialty ceramic raw materials. Overall, fluoropolymers are climbing on cost push, carbon fiber has begun a bottom reversal after price hikes by Toray and Jilin Chemical Fiber, PEEK continues to face downward pressure from domestic substitution, PI film supply remains tight, and ceramic raw materials are stable.

Price Overview

Material	Current Price Range	WoW	Trend
PTFE resin (suspension)	RMB 45k–47k/ton (dispersion ~52k)	Firm	↑ Up
PEEK resin (domestic pure)	RMB 200k–500k/ton (imported 800k–1M)	Flat	→ Stable/slightly up
Carbon fiber (T300 24/25K)	RMB 75–90/kg	+2%~5%	↑ Bottom reversal
PI film (electronic grade)	RMB 600k–3M/ton (e-film >1M)	Firm	→↑ Tight supply
Specialty ceramics (alumina 98.5%)	RMB 2,700–2,830/ton (nano Si3N4 powder ~1,000/kg)	+0%~2%	→ Stable, slight rise

Key Movements

• PTFE: +30% (high-level volatility within the month). The Chemicalbook price index swung sharply between RMB 30k–48k/ton this month, with Shandong suspension medium-grain quoted at RMB 45,500/ton. The main driver is high-level support from upstream anhydrous hydrofluoric acid and fluorite prices pushing costs up; however, weak downstream demand caps the upside, producing a “cost-push, demand-drag” high-level fluctuation.
• Carbon fiber: +10%~20% (leaders raise prices). Japan’s Toray raised TORAYCA carbon fiber and prepreg prices by 10%–20% effective January 2026; domestically, Jilin Chemical Fiber raised 12K by RMB 5,000/ton and 3K by RMB 10,000/ton. Combined with low-altitude economy and robotics demand, carbon fiber prices (2024 average ~RMB 85/kg at the bottom) have begun to reverse.
• PEEK: flat to slightly down. Domestic capacity share rises to ~60% in 2026; expansion by players like Zhongyan keeps domestic prices at about half of imports, pressuring prices long term. Yet robotics and flying-car lightweighting demand support a stable-to-slightly-up short term (annual growth 8%–10%).

Impact Analysis

• Procurement cost: The fluoropolymer chain (PTFE) and carbon fiber are the main cost pressure sources this period; procurement budgets should be raised 5%–15%. PEEK and ceramic raw material costs remain controllable.
• Supply chain: High-end electronic PI film still relies heavily on imports (DuPont, Ube, Kaneka, SKC), posing concentration and supply-disruption risks. Carbon fiber leaders’ price hikes may accelerate domestic substitution and pull orders forward.

Action Recommendations

• Lock in prices: Carbon fiber (uptrend confirmed) and PTFE (strong cost support) — recommend signing medium/long-term contracts or stocking up ahead.
• Wait and see: PEEK (ongoing domestic-substitution price pressure, buy in batches) and alumina ceramic raw materials (stable prices, buy as needed).
• Watch closely: PI film localization progress and import policy; secure electronic-grade film supplier capacity ahead of time.

Sources: Chemicalbook, CBC Metal, Plasway, Toray/Jilin Chemical Fiber announcements, Sina Finance, Eastmoney, China Powder. Prices are market references; actual transactions subject to supplier quotes.

🕵️ Market Intelligence | Week 4 July 2026 Keyword Analysis

📊 1. PTFE (Polytetrafluoroethylene)

Heat: ⭐⭐⭐⭐⭐ | Competition: High | Trend: ↑ Rising

In June 2026, PTFE market saw a new round of price increases across major fluorochemical companies. Key drivers:

• Computing Infrastructure: NVIDIA’s new Rubin ultra server mass production approaching, electronic-grade PTFE as orthogonal backplane material expected for large-scale application
• CCL Market: 2026 global PTFE CCL sales expected to reach $2B, CAGR 9.2%, Asia-Pacific accounts for ~80% of global market
• Price Dynamics: Shandong Luxiang Chemical PTFE quoted at 34,000 CNY/ton, May exports 3,254 tons

📊 2. PEEK (Polyether Ether Ketone)

Heat: ⭐⭐⭐⭐⭐ | Competition: Med-High | Trend: ↑ Strong Rise

• Humanoid Robots: PEEK strength-to-weight ratio 8x aluminum, density only 1/2, skeleton weight reduction 40%
• eVTOL: Electric vertical takeoff aircraft commercialization advancing, PEEK demand increasing
• Market Scale: 2022 global PEEK consumption 7,556 tons, China 2,334 tons (31%), CAGR 40%

📊 3. Carbon Fiber Composites

Heat: ⭐⭐⭐⭐⭐ | Competition: High | Trend: ↑ Steady Rise

• Price Hikes: Toray announced 10-20% price increase, Jilin Chemical 5,000-10,000 CNY/ton increase from Jan 2026
• Wind Blades: Largest application at 48.5% of carbon fiber usage, 100% penetration in 10MW+ turbines
• Market Scale: 2026 global carbon fiber market $5.37B, CAGR 10%+

📊 4. Specialty Ceramics

Heat: ⭐⭐⭐ | Competition: Med-High | Trend: → Stable

• Wear-resistant: Market scale exceeded 20B CNY, rubber-ceramic composite panels gaining penetration
• High-end Manufacturing: Demand increasing in aerospace, automotive, medical devices

📊 5. Electronic Chemicals

Heat: ⭐⭐⭐⭐ | Competition: High | Trend: ↑ High-speed Growth

• Semiconductor Market: 2026 global semiconductor market expected $975B, +26.3% YoY
• Third-generation: SiC and GaN demand surging, 2024 output 16.8B CNY, +8.4% YoY
• Import Substitution: High-end materials like silicon wafers, photoresist <30% localization rate

📊 6. Aerogel

Heat: ⭐⭐⭐⭐ | Competition: Med-High | Trend: ↑ Scale Turning Point

• Market Scale: 2026 global aerogel sales expected $1.9B, CAGR 9.5%, to reach $3.3B by 2032
• Triple Drivers: Energy efficiency standards + EV safety + building energy conservation
• Turning Point: From “high-end specialized” to “large-scale commercial” transition

🔑 Keyword Strategy Recommendations

High Heat + Low Competition: Aerogel scale-up, PEEK humanoid robots, ceramic wear resistance
High Heat + High Competition: PTFE electronic-grade, carbon fiber wind blades, SiC/GaN semiconductors
Trend Opportunities: PTFE+AI computing, PEEK+eVTOL, carbon fiber+UAM

Generated: 2026-07-27 | Market Intelligence Officer

2026-07-26 Advanced Materials Price Trend Daily Report

Price Overview

Material	Current Price Range	Weekly Change	Trend
PTFE Resin	¥31,800-45,500/MT	+30.11%	📈 Strong Rally
PEEK Resin (Domestic)	¥500-700/kg	Flat	➡️ Stable
PEEK Resin (Import)	¥800-1,000/kg	Flat	➡️ Stable
Carbon Fiber T700 (Domestic)	¥100,000-120,000/MT	-3%	📉 Slight Decline
PI Film (Electronic Grade)	¥500-2,000/m²	Flat	➡️ Stable
Alumina	¥2,600-2,820/MT	-2%	📉 Slight Decline
Silicon Carbide (98%)	¥5,800/MT	+1%	📈 Slight Rise

Key Price Movements

• PTFE Resin: +30.11% (Strong Rally)
  Driven by sustained increases in upstream fluorspar prices, PTFE market prices rebounded sharply. The Chemicalbook index showed a 60% volatility range over 30 days. Shandong suspended medium-particle quotes reached ¥45,500/MT on July 22. Short-term tight supply continues to support prices.
• Carbon Fiber T700 (Domestic): -3% (Slight Decline)
  On June 28, Zhongfu Shenying put three world-scale carbon fiber production lines into operation simultaneously, rapidly expanding capacity and intensifying market competition. Domestic T700 prices have fallen below the critical ¥100,000/MT level, now 15-20% lower than imported equivalents. Supply-side pressure is evident.
• Silicon Carbide (98%): +1% (Slight Rise)
  Ningxia-region silicon carbide prices showed a modest upward movement, supported by rising upstream coal prices and environmental production restrictions. Short-term cost support remains firm, with prices expected to remain stable to slightly firm.
• Alumina: -2% (Slight Decline)
  Xinjiang alumina bidding prices fell approximately ¥50/MT, with port inventories at 629,000 MT (up 2.4% weekly). Shanxi alumina producers face potential production halts due to safety inspections on red mud storage facilities, adding supply-side uncertainty.

Impact Analysis

Impact on Procurement Costs:

• PTFE’s sharp price increase has directly raised costs for chemical anti-corrosion linings and seals — recommend locking in 2-3 months of inventory immediately
• Carbon fiber T700’s continued decline benefits wind turbine blade and aerospace composite procurement — consider extending inventory buffers
• Silicon carbide’s modest rise has limited impact on specialty ceramics and refractory material costs, but monitor Ningxia environmental policy developments

Impact on Supply Chain:

• PTFE: Tight fluorspar supply cannot be resolved short-term; supplier lead times are extending — recommend extending inventory buffers from 30 to 45 days
• Carbon Fiber: Domestic production capacity rising with 90% localization rate reduces import dependency and improves supply chain autonomy, but price competition is intensifying
• PI Film: DuPont and other import brands maintain stable supply; domestic substitution is accelerating

Action Recommendations

Material	Recommendation	Rationale
PTFE Resin	🔴 Lock In Now	30%+ rally in 30 days with tight supply — lock in 2-3 months immediately
PEEK Resin	🟡 Stock moderately	Stable market with aerospace/semiconductor demand support; no major volatility expected
Carbon Fiber T700	🟢 Hold & Watch	Capacity expansion driving prices down — defer large-volume procurement, await stabilization
PI Film	🟡 Standard Purchase	Stable electronic-grade demand; domestic substitution improving cost-performance ratio
Silicon Carbide	🟡 As-Needed	Firm cost support with limited volatility — avoid hoarding
Alumina	🟡 Monitor Supply	Shanxi environmental inspections ongoing — maintain 2-week safety stock

Key Market Data This Week

• WTI Crude: $92.19/bbl (+5.36%)
• Brent Crude: $100.69/bbl (+6.62%)
• RMB exchange rate volatility has indirect impact on import-priced materials

📅 Report Generated: 2026-07-26 01:30 (Shanghai Time)
🕵️ Market Intelligence Officer | LIIFOO Intelligence

## 2026-07-26 Advanced Materials Price Trend Daily Report

**Price Overview**

| Material | Current Price Range | Weekly Change | Trend |
|———-|——————-|—————|——-|
| PTFE Resin | ¥31,800-45,500/MT | +30.11% | 📈 Strong Rally |
| PEEK Resin (Domestic) | ¥500-700/kg | Flat | ➡️ Stable |
| PEEK Resin (Import) | ¥800-1,000/kg | Flat | ➡️ Stable |
| Carbon Fiber T700 (Domestic) | ¥100,000-120,000/MT | -3% | 📉 Slight Decline |
| PI Film (Electronic Grade) | ¥500-2,000/m² | Flat | ➡️ Stable |
| Alumina | ¥2,600-2,820/MT | -2% | 📉 Slight Decline |
| Silicon Carbide (98%) | ¥5,800/MT | +1% | 📈 Slight Rise |

—

**Key Price Movements**

– **PTFE Resin: +30.11% (Strong Rally)**
Driven by sustained increases in upstream fluorspar prices, PTFE market prices rebounded sharply. The Chemicalbook index showed a 60% volatility range over 30 days. Shandong suspended medium-particle quotes reached ¥45,500/MT on July 22. Short-term tight supply continues to support prices.

– **Carbon Fiber T700 (Domestic): -3% (Slight Decline)**
On June 28, Zhongfu Shenying put three world-scale carbon fiber production lines into operation simultaneously, rapidly expanding capacity and intensifying market competition. Domestic T700 prices have fallen below the critical ¥100,000/MT level, now 15-20% lower than imported equivalents. Supply-side pressure is evident.

– **Silicon Carbide (98%): +1% (Slight Rise)**
Ningxia-region silicon carbide prices showed a modest upward movement, supported by rising upstream coal prices and environmental production restrictions. Short-term cost support remains firm, with prices expected to remain stable to slightly firm.

– **Alumina: -2% (Slight Decline)**
Xinjiang alumina bidding prices fell approximately ¥50/MT, with port inventories at 629,000 MT (up 2.4% weekly). Shanxi alumina producers face potential production halts due to safety inspections on red mud storage facilities, adding supply-side uncertainty.

—

**Impact Analysis**

**Impact on Procurement Costs:**
– PTFE’s sharp price increase has directly raised costs for chemical anti-corrosion linings and seals — recommend locking in 2-3 months of inventory immediately
– Carbon fiber T700’s continued decline benefits wind turbine blade and aerospace composite procurement — consider extending inventory buffers
– Silicon carbide’s modest rise has limited impact on specialty ceramics and refractory material costs, but monitor Ningxia environmental policy developments

**Impact on Supply Chain:**
– PTFE: Tight fluorspar supply cannot be resolved short-term; supplier lead times are extending — recommend extending inventory buffers from 30 to 45 days
– Carbon Fiber: Domestic production capacity rising with 90% localization rate reduces import dependency and improves supply chain autonomy, but price competition is intensifying
– PI Film: DuPont and other import brands maintain stable supply; domestic substitution is accelerating

—

**Action Recommendations**

| Material | Recommendation | Rationale |
|———-|—————|———–|
| **PTFE Resin** | 🔴 Lock In Now | 30%+ rally in 30 days with tight supply — lock in 2-3 months immediately |
| **PEEK Resin** | 🟡 Stock moderately | Stable market with aerospace/semiconductor demand support; no major volatility expected |
| **Carbon Fiber T700** | 🟢 Hold & Watch | Capacity expansion driving prices down — defer large-volume procurement, await stabilization |
| **PI Film** | 🟡 Standard Purchase | Stable electronic-grade demand; domestic substitution improving cost-performance ratio |
| **Silicon Carbide** | 🟡 As-Needed | Firm cost support with limited volatility — avoid hoarding |
| **Alumina** | 🟡 Monitor Supply | Shanxi environmental inspections ongoing — maintain 2-week safety stock |

—

**Key Market Data This Week**
– WTI Crude: $92.19/bbl (+5.36%)
– Brent Crude: $100.69/bbl (+6.62%)
– RMB exchange rate volatility has indirect impact on import-priced materials

> 📅 Report Generated: 2026-07-26 01:30 (Shanghai Time)
> 🕵️ Market Intelligence Officer | LIIFOO Intelligence

1. Executive Summary

This report provides data-driven market intelligence on six high-traffic new materials keywords — PTFE, PEEK, Carbon Fiber, Advanced Ceramics, Electronic Chemicals, and Aerogel — based on market data as of July 26, 2026.

2. Keyword Heat & Competition Analysis

2.1 PTFE (Polytetrafluoroethylene)

Heat: ★★★★★ | Competition: High

Key Data: Global PTFE copper-clad laminate market to reach ~$2.0B in 2026 (CAGR 9.2% through 2032). Overall PTFE market valued at $2.8B in 2024, projected to reach $3.5B by 2029 (CAGR 4.3%).

Trend: Environmental filtration (baghouse) demand surging. Steel and cement ultra-low emission upgrades drive PTFE filter bag adoption. 5G high-frequency communications boost PTFE CCL demand.

Long-tail opportunities: PTFE filter bag selection guide, PTFE in 5G infrastructure, PTFE copper-clad laminate export market

2.2 PEEK (Polyetheretherketone)

Heat: ★★★★☆ | Competition: Medium-High

Key Data: Breakthrough application in robotics — PEEK cycloidal reducer launches in 2025-2026. Medical implant market expanding steadily. Global PEEK market growing at 15%+ CAGR through 2030.

Trend: “Replacing Metal with Plastic” is the core narrative. PEEK is making simultaneous inroads in robot joint reducers, orthopedic implants, and aerospace structural components. Domestic substitution in China is the key opportunity.

2.3 Carbon Fiber

Heat: ★★★★★ | Competition: High

Key Data: Global carbon fiber market ~$8.0B in 2026 (CAGR 10.8%). Chopped carbon fiber: $450M (CAGR 11.1%). High-modulus carbon fiber: $1.2B (CAGR 8.4%).

Trend: Rapid penetration from aerospace to wind energy, hydrogen energy, low-altitude economy, and NEV sectors. China’s domestic substitution accelerating — from T300 to T1000 grade over 20 years, now achieving 200-ton annual production capacity.

2.4 Advanced Ceramics (Specialty Ceramics)

Heat: ★★★★☆ | Competition: Medium

Key Data: Global specialty ceramics market ~$40.6B; China market $13.7B (CNY 92.2B). China projected to reach $25.8B (CNY 173.4B) by 2028, CAGR 11.5%. Structural ceramics localization rate only ~20%.

Trend: Semiconductor equipment ceramic component localization is the biggest opportunity. 3D-printed ceramics, nano-ceramics, and bio-ceramics (dental/orthopedic) leading innovation.

2.5 Electronic Chemicals

Heat: ★★★★★ | Competition: Very High

Key Data: Global semiconductor market projected at $975B in 2026, +26.3% YoY. AI chips contribute ~50% of revenue but <0.2% of volume. China PCB output expected to reach $54.6B.

Trend: AI infrastructure investment ($600B from top 4 US cloud providers) drives electronic chemical demand. Third-gen semiconductor materials (GaN, SiC) creating new chemical supply chain opportunities.

2.6 Aerogel

Heat: ★★★★☆ | Competition: Medium

Key Data: Global aerogel market ~$1.9B in 2026, CAGR 9.5% through 2032, reaching $3.3B by 2032.

Trend: EV battery thermal runaway protection is the strongest growth driver — CATL, BYD (FinDreams), CALB all adopting aerogel solutions. Multi-component aerogel and silicon-calcium aerogel are key R&D hotspots.

3. Competitive Landscape Summary

Keyword	Heat	Competition	CAGR	Key Driver
PTFE	★★★★★	High	4.3-9.2%	Filtration + 5G
PEEK	★★★★☆	Med-High	>15%	Robotics/Medical/Aero
Carbon Fiber	★★★★★	High	10.8%	Wind/Hydrogen/eVTOL
Adv. Ceramics	★★★★☆	Medium	11.5%	Semi equipment localization
Elec. Chemicals	★★★★★	Very High	26.3%	AI infrastructure
Aerogel	★★★★☆	Medium	9.5%	EV battery safety

4. Actionable Recommendations

1. PTFE: Focus on environmental filtration demand release and CCL export opportunities;
2. PEEK: Track the inflection point of robotics demand for PEEK materials;
3. Carbon Fiber: Wind turbine blades and hydrogen storage tanks are the most certain growth tracks in 2026;
4. Adv. Ceramics: The localization window for semiconductor equipment ceramics is limited — accelerate deployment;
5. Elec. Chemicals: High-purity reagents and CMP slurries are AI-driven growth categories;
6. Aerogel: EV battery thermal management is the biggest increment; building energy efficiency is the long-term play.

— Market Intelligence Desk · Daily Keyword Update · July 26, 2026

2026-07-25 New Materials Price Trend Daily Report

Price Overview

Material	Current Price Range	Weekly Change	Trend
PTFE Resin	RMB 31,000–55,000/ton (suspension medium ~31,800; dispersion ~52,000)	-2% to -3%	Declining
PEEK Resin	Domestic RMB 400,000–500,000/ton; imported RMB 800,000–1,000,000/ton	+1%	Firming up
Carbon Fiber	T300 12K ~RMB 80–95/kg; T700 12K ~RMB 110–120/kg	Flat to firm	Bottoming out, rebounding
PI Film	Electronic-grade >RMB 1,000,000/ton; overall RMB 600,000–3,000,000/ton	Flat	Holding high
Special Ceramic Raw Materials	Nano alumina ~RMB 150/kg; nano silicon nitride RMB 1,000–2,000/kg	Flat	Stable

Key Movements

• PTFE Resin: -2% to -3%. The pattern of strong supply and weak demand persists. Continued release of new capacity has led to oversupply, while downstream buyers purchase only on demand amid sluggish trading. Shandong suspension medium-grain quotes have fallen to RMB 31,800/ton, and Luxi Chemical once cut prices to RMB 34,000/ton in May. Although high raw-material costs (fluorite, anhydrous hydrofluoric acid) provide support, they cannot offset weak demand, keeping the market soft.
• Carbon Fiber: Bottoming out and rebounding. This is the most notable signal of the period. After industry-wide losses in 2024 (average gross margin around -20%), Toray raised prices for its TORAYCA-brand carbon fiber and intermediate products by 10%–20% effective January 2026; domestic leader Jilin Chemical Fiber simultaneously raised wet-process 12K and 3K carbon fiber by RMB 5,000–10,000/ton. High-end grades of T700 and above remain in short supply, confirming a bottoming recovery trend.

Impact Analysis

• Crude oil / raw material prices: Costs of carbon fiber precursor (acrylonitrile) and PTFE feedstock (fluorite, hydrofluoric acid) remain high, providing a price floor; rising energy and logistics costs were the core reason for Toray’s price hike.
• Supply tightness: High-end carbon fiber grades and electronic-grade PI film still rely on imports, with highly concentrated supply (PI film dominated by DuPont, Ube, Kaneka, SK), a structural reason for firm prices.
• Demand growth: Robotics, low-altitude economy (flying cars), 5G communications, flexible electronics, and new energy continue to drive high-end demand for PEEK, PI film, and carbon fiber; meanwhile, traditional downstream demand for PTFE has yet to recover.

Impact on Procurement Cost and Supply Chain

• Carbon fiber procurement costs are entering an upward channel; full-year budgets should be revised upward, and delivery lead times for high-end grades risk lengthening.
• PTFE procurement costs are declining in the short term, offering a cost-reduction window for downstream users.
• PEEK and PI film prices remain rigidly high with concentrated supply chains; guard against single-supplier disruption risk.

Action Recommendations

• Recommend locking in prices: Carbon fiber (especially high-end T700 and above grades) — upward trend; lock in volume and price in advance and develop a second supply source.
• Recommend wait-and-see / staggered purchasing: PTFE resin — oversupplied and soft; defer purchases and restock in small batches on demand, waiting for lower points.
• Recommend maintaining long-term contracts: PEEK and PI film — rigidly high prices and concentrated supply; maintain long-term agreements to secure supply, and closely track domestic substitution progress for cost savings.
• Maintain stable procurement: Special ceramic raw materials — stable prices; continue purchasing at the current pace.

1. PTFE (Polytetrafluoroethylene)

Heat: ⭐⭐⭐⭐⭐ | Competition: ⭐⭐⭐⭐

In June 2026, the PTFE market experienced a new round of comprehensive price increases, with major fluorochemical companies uniformly raising quotes for PTFE, PVDF, FEP, and fluoroelastomer products. The global PTFE market has exceeded $3 billion, with customized non-standard parts demand growing over 15%.

Key Data:

• Global Market (2025): Over $3 billion
• Customized Non-standard Parts Growth: Over 15%
• China Tube Market (2024): Over 4.5 billion CNY (CAGR ~12%)
• Domestic Suspension Resin Price: ~33,000 CNY/ton

Trend: 5G communications, EV, aerospace driving high-end PTFE demand. PFAS environmental regulations accelerating green alternatives.

2. PEEK (Polyether Ether Ketone)

Heat: ⭐⭐⭐⭐⭐ | Competition: ⭐⭐⭐

PEEK is known as “the material at the top of the pyramid.” With eVTOL commercialization advancing, demand is surging. China’s PEEK consumption CAGR reached 40%, expected to reach 4,358 tons in 2026.

Key Data:

• Global Market (2024): ~5.6 billion CNY
• China Market (2022): 1.5 billion CNY
• China Consumption CAGR (2012-2022): 40%
• China Global Share: 31%
• Victrex + Solvay Market Share: Over 90%

Trend: eVTOL, EV, 3D printing driving high growth. China is the main growth engine in Asia, with vast import substitution space.

3. Carbon Fiber

Heat: ⭐⭐⭐⭐⭐ | Competition: ⭐⭐⭐⭐

Wind turbine blades are the largest carbon fiber demand sector (~48.5% globally). Carbon fiber penetration rate in 10MW+ wind turbines has reached 100%. China’s total carbon fiber capacity expected to exceed 100,000 tons in 2026.

Key Data:

• Global Market: ~$8 billion (CAGR 10.8%)
• Wind Blade Demand Share: 48.5%
• Sports & Leisure Share: 20.8%
• Aerospace Share: 7.6%
• Chopped Carbon Fiber (2026): $450 million (CAGR 11.1%)
• High Modulus Carbon Fiber (2026): $1.2 billion

Trend: Offshore wind blade upgrading, low-altitude economy, EV driving growth. Domestic 60K large tow filling domestic gap.

4. Specialty Ceramics

Heat: ⭐⭐⭐⭐ | Competition: ⭐⭐⭐⭐

Wear-resistant ceramics market exceeded 20 billion CNY. Rubber ceramic composite plates gaining penetration in mining, power, cement industries.

Key Data:

• Wear-resistant Ceramics Market: Over 20 billion CNY
• China Ceramic Tile Output (2025): 4.86 billion sqm (YoY -17.8%)
• Kiln Operating Rate: 45%-55%

Trend: Traditional building ceramics under pressure. High-performance structural ceramics, electronic ceramics, nano-ceramics are growth directions.

5. Aerogel

Heat: ⭐⭐⭐⭐ | Competition: ⭐⭐⭐

In June 2026, the aerogel sector rose 1.23% counter-market, with Huayang New Materials leading. Main force capital net inflow was 205 million CNY.

Key Data:

• Global Market (2026): $1.9 billion
• CAGR (2026-2032): 9.5%
• China Market (2030E): 6.6 billion CNY
• China CAGR: 8.6%

Trend: Building energy efficiency, petrochemical, EV battery thermal management driving growth. Asia-Pacific leads growth rate.

6. Electronic Chemicals

Heat: ⭐⭐⭐⭐⭐ | Competition: ⭐⭐⭐⭐⭐

Semiconductor localization accelerating. In 2026, high-end electronic chemicals become key “industrial blood” 攻关赛道.

Key Data:

• Projected Market (2026): 448 billion CNY
• SiC Power Device Market (2026E): $3.94 billion
• SiC CAGR: 41.4%

Trend: Semiconductor, display, advanced packaging driving growth. Photoresist, wet chemicals localization accelerating.

📊 Heat Ranking Summary

Material	Heat	Competition	Growth Potential
Carbon Fiber	⭐⭐⭐⭐⭐	⭐⭐⭐⭐	Very High
PEEK	⭐⭐⭐⭐⭐	⭐⭐⭐	Very High
PTFE	⭐⭐⭐⭐⭐	⭐⭐⭐⭐	High
Electronic Chemicals	⭐⭐⭐⭐⭐	⭐⭐⭐⭐⭐	Very High
Aerogel	⭐⭐⭐⭐	⭐⭐⭐	High
Specialty Ceramics	⭐⭐⭐⭐	⭐⭐⭐⭐	Medium

Generated: July 25, 2026 | Source: Market Intelligence Officer

1. PTFE (Polytetrafluoroethylene)

Heat: ⭐⭐⭐⭐⭐ | Competition: ⭐⭐⭐⭐

In June 2026, the PTFE market experienced a new round of comprehensive price increases, with major fluorochemical companies uniformly raising quotes for PTFE, PVDF, FEP, and fluoroelastomer products. The global PTFE market has exceeded $3 billion, with customized non-standard parts demand growing over 15%.

Key Data:

• Global Market (2025): Over $3 billion
• Customized Non-standard Parts Growth: Over 15%
• China Tube Market (2024): Over 4.5 billion CNY (CAGR ~12%)
• Domestic Suspension Resin Price: ~33,000 CNY/ton

Trend: 5G communications, EV, aerospace driving high-end PTFE demand. PFAS environmental regulations accelerating green alternatives.

2. PEEK (Polyether Ether Ketone)

Heat: ⭐⭐⭐⭐⭐ | Competition: ⭐⭐⭐

PEEK is known as “the material at the top of the pyramid.” With eVTOL commercialization advancing, demand is surging. China’s PEEK consumption CAGR reached 40%, expected to reach 4,358 tons in 2026.

Key Data:

• Global Market (2024): ~5.6 billion CNY
• China Market (2022): 1.5 billion CNY
• China Consumption CAGR (2012-2022): 40%
• China Global Share: 31%
• Victrex + Solvay Market Share: Over 90%

Trend: eVTOL, EV, 3D printing driving high growth. China is the main growth engine in Asia, with vast import substitution space.

3. Carbon Fiber

Heat: ⭐⭐⭐⭐⭐ | Competition: ⭐⭐⭐⭐

Wind turbine blades are the largest carbon fiber demand sector (~48.5% globally). Carbon fiber penetration rate in 10MW+ wind turbines has reached 100%. China’s total carbon fiber capacity expected to exceed 100,000 tons in 2026.

Key Data:

• Global Market: ~$8 billion (CAGR 10.8%)
• Wind Blade Demand Share: 48.5%
• Sports & Leisure Share: 20.8%
• Aerospace Share: 7.6%
• Chopped Carbon Fiber (2026): $450 million (CAGR 11.1%)
• High Modulus Carbon Fiber (2026): $1.2 billion

Trend: Offshore wind blade upgrading, low-altitude economy, EV driving growth. Domestic 60K large tow filling domestic gap.

4. Specialty Ceramics

Heat: ⭐⭐⭐⭐ | Competition: ⭐⭐⭐⭐

Wear-resistant ceramics market exceeded 20 billion CNY. Rubber ceramic composite plates gaining penetration in mining, power, cement industries.

Key Data:

• Wear-resistant Ceramics Market: Over 20 billion CNY
• China Ceramic Tile Output (2025): 4.86 billion sqm (YoY -17.8%)
• Kiln Operating Rate: 45%-55%

Trend: Traditional building ceramics under pressure. High-performance structural ceramics, electronic ceramics, nano-ceramics are growth directions.

5. Aerogel

Heat: ⭐⭐⭐⭐ | Competition: ⭐⭐⭐

In June 2026, the aerogel sector rose 1.23% counter-market, with Huayang New Materials leading. Main force capital net inflow was 205 million CNY.

Key Data:

• Global Market (2026): $1.9 billion
• CAGR (2026-2032): 9.5%
• China Market (2030E): 6.6 billion CNY
• China CAGR: 8.6%

Trend: Building energy efficiency, petrochemical, EV battery thermal management driving growth. Asia-Pacific leads growth rate.

6. Electronic Chemicals

Heat: ⭐⭐⭐⭐⭐ | Competition: ⭐⭐⭐⭐⭐

Semiconductor localization accelerating. In 2026, high-end electronic chemicals become key “industrial blood”攻关赛道.

Key Data:

• Projected Market (2026): 448 billion CNY
• SiC Power Device Market (2026E): $3.94 billion
• SiC CAGR: 41.4%

Trend: Semiconductor, display, advanced packaging driving growth. Photoresist, wet chemicals localization accelerating.

📊 Heat Ranking Summary

Material	Heat	Competition	Growth Potential
Carbon Fiber	⭐⭐⭐⭐⭐	⭐⭐⭐⭐	Very High
PEEK	⭐⭐⭐⭐⭐	⭐⭐⭐	Very High
PTFE	⭐⭐⭐⭐⭐	⭐⭐⭐⭐	High
Electronic Chemicals	⭐⭐⭐⭐⭐	⭐⭐⭐⭐⭐	Very High
Aerogel	⭐⭐⭐⭐	⭐⭐⭐	High
Specialty Ceramics	⭐⭐⭐⭐	⭐⭐⭐⭐	Medium

Generated: July 25, 2026 | Source: Market Intelligence Officer