# New Materials Industry Keyword Heat Daily Report — June 18, 2026\n\n## 1. Core Keyword Heat Overview\n\n| Keyword | Heat Index | Competition | Trend | Core Driver |\n|———|———–|————-|——-|————-|\n| PTFE/Polytetrafluoroethylene | ★★★★★ | High | ↑ Up | Electronic-grade PTFE mass application, AI computing high-frequency transmission |\n| PEEK/Polyetheretherketone | ★★★★☆ | Med-High | ↑ Up | Medical devices, semiconductor equipment customized standard parts |\n| Carbon Fiber | ★★★★★ | High | ↑ Up | T1000-grade mass production, C929 airframe, commercial aerospace |\n| Specialty Ceramics | ★★★★☆ | Medium | ↑ Up | Boron carbide/Silicon carbide demand expansion, nuclear & ballistic applications |\n| Electronic Chemicals/Wet Electronic Chemicals | ★★★★★ | High | ↑ Up | Semiconductor market historic highs, domestic substitution acceleration |\n| Aerogel | ★★★☆☆ | Med-Low | → Flat | EV battery thermal insulation, ultra-elastic ceramic aerogel breakthrough |\n\n## 2. Deep Analysis of Key Keywords\n\n### 2.1 PTFE — Electronic-Grade Application Ignites New Growth\n\n**Price Dynamics:** PTFE suspension medium granules at 33,000 yuan/ton (June 10), recent range 31,800-33,000 yuan/ton, steady with slight uptrend.\n\n**Key Events:**\n- CITIC Securities report: Electronic-grade PTFE poised for mass application driven by AI computing high-frequency/high-speed demand\n- NVIDIA next-gen server Rubin Ultra approaching mass production, industry discussing PTFE for orthogonal backplanes\n- Three downstream demand drivers (military + server high-speed cables + high-speed PCBs) all trending strong growth\n\n**Action:** Focus on electronic-grade PTFE suppliers with high-frequency cable and PCB application capabilities.\n\n### 2.2 PEEK — Customized Standard Parts Become New Growth Window\n\n**Price Dynamics:** Domestic PEEK raw material 500-700 yuan/kg, imported 800-1000 yuan/kg; profiles domestic 1000-1200, imported 1200-1500 yuan/kg.\n\n**Key Events:**\n- Global PEEK market CAGR exceeds 8.3% (S&P Global)\n- Customized standard parts share to exceed 35% (China Plastics Association)\n- Demand surging in medical, new energy, semiconductor equipment for extreme operating conditions\n\n**Action:** Focus on PEEK customized standard parts manufacturers with medical-grade certifications.\n\n### 2.3 Carbon Fiber — T1000-Grade Mass Production Milestone\n\n**Price Dynamics:** Global high-modulus carbon fiber 2026 projected sales of .2 billion, CAGR ~8.4%.\n\n**Key Events:**\n- Domestic T1000-grade 12K small-tow carbon fiber achieves mass production, tensile strength exceeds 6.5 GPa\n- Nearly 50,000 carbon fiber related enterprises in China, concentrated in East China\n- C919/C929 airframe main structural components require T800/T1000 grades\n- Commercial aerospace & satellites fastest growth (CAGR >30%)\n- China carbon fiber market projected to exceed 60 billion yuan by 2030\n\n**Action:** Focus on T800/T1000 carbon fiber producers and aerospace composite product enterprises.\n\n### 2.4 Electronic Chemicals — Semiconductor Explosive Growth\n\n**Key Data:**\n- Q1 2026 global semiconductor market billion, 27% quarter-over-quarter growth, historic record\n- WSTS projects 2026 global semiconductor market at .511 trillion\n- China wet electronic chemicals projected at 18.183 billion yuan in 2026, CAGR >12%\n- IC manufacturing wet electronic chemicals demand alone exceeds 1.1 million tons\n\n**Action:** Focus on high-end wet electronic chemicals domestic substitution vendors, especially G5+ certified enterprises.\n\n### 2.5 Specialty Ceramics — Boron/Silicon Carbide Share Exceeds 40%\n\n**Key Events:**\n- Domestic specialty ceramics market expanding, boron carbide & silicon carbide segments exceed 40% share\n- Nearly 60% of enterprises lack core technology, only producing mid-to-low-end products\n\n### 2.6 Aerogel — Technical Breakthrough but Market Steady\n\n**Key Events:**\n- Donghua University developed ultra-elastic ceramic aerogel surviving 1300°C flames\n- EV battery thermal insulation pads remain primary application\n- Aerogel sector up 1.23% in June\n\n## 3. Weekly Action Recommendations\n\n1. **Priority Layout:** Electronic-grade PTFE and high-end wet electronic chemicals — highest heat, clearest trend\n2. **Medium-term Focus:** T1000 carbon fiber supply chain and PEEK customized standard parts\n3. **Watch Position:** Aerogel technical breakthrough worth tracking, but market not yet erupted\n4. **Risk Alert:** Specialty ceramics low-end overcapacity, must focus on high-end differentiation\n\n—\n*Data Sources: Shengyishe, East Money, CITIC Securities, S&P Global, Gongyanwang, WSTS, Omdia*\n*Report Date: June 18, 2026*

# 2026-06-17 Price Trend Daily Report

## Price Overview Table

| Material | Current Price Range | Weekly Change | Trend |
|———-|———————|—————|——-|
| PTFE Resin | 31,800-33,000 RMB/ton | -3.6% | Declining |
| PEEK Resin | 150-260 RMB/kg | 0% | Stable |
| Carbon Fiber | 80-120 RMB/kg | +2.5% | Rising |
| PI Film | 200-350 RMB/kg | 0% | Stable |
| Special Ceramic Raw Materials | 4,500-12,000 RMB/kg | +1.2% | Slightly Rising |

## Key Changes

### PTFE Resin: Weekly Decline of 3.6%
– **Current Price**: 31,800-33,000 RMB/ton
– **Change Analysis**: According to chemicalbook.com data, PTFE price on June 14 was 31,800 RMB/ton, down 3.6% from 33,000 RMB/ton on June 9
– **Influencing Factors**:
– Declining raw material costs: Upstream chlorodifluoromethane (R22) prices weakening
– Sufficient supply: Major domestic producers like Shandong Dongyue and Fuxin Hengtong maintain normal operating rates with stable supply despite low inventory
– Weak demand: Procurement slowing in downstream chemical and electronics industries

### Carbon Fiber: Weekly Increase of 2.5%
– **Current Price**: 80-120 RMB/kg (T300 grade)
– **Change Analysis**: Prices rising moderately driven by demand from aerospace and new energy vehicles
– **Influencing Factors**:
– Growing demand: Increasing commercial aircraft orders, sustained demand for wind turbine blades and automotive lightweighting
– Tight capacity: High-end carbon fiber still relies on imports; domestic capacity expansion takes time
– Raw material costs: Acrylonitrile price fluctuations affect production costs

### Special Ceramic Raw Materials: Slight Increase of 1.2%
– **Current Price**: 4,500-12,000 RMB/kg (rare earth ceramic additives like high-purity dysprosium oxide)
– **Change Analysis**: Prices of rare earth ceramic additives rising slightly
– **Influencing Factors**:
– Rare earth price rebound: National reserve policies supporting prices of dysprosium oxide, terbium oxide, etc.
– Growing electronic ceramic demand: Increased demand for dielectric ceramics from 5G base stations and new energy vehicles
– Supply concentration: China dominates global rare earth supply; policy impacts significant

## Impact Analysis

### Impact on Procurement Costs
1. **PTFE Resin**: Price decline reduces raw material costs for seals, pipe linings, and other products; appropriate to increase inventory currently
2. **Carbon Fiber**: Price increase raises composite material costs; recommend locking in long-term supply contracts
3. **Special Ceramic Raw Materials**: Rising rare earth raw material prices create cost pressure for electronic ceramic and dielectric ceramic producers

### Impact on Supply Chain
1. **Supply Stability**: PTFE and PEEK supply stable; high-end carbon fiber still relies on imports, posing supply chain risks
2. **Inventory Strategy**: PTFE can be stocked up at current low prices; carbon fiber requires advance orders to secure supply
3. **Alternative Solutions**: Consider using PFA, FEP as PTFE alternatives; explore bio-based composite materials as carbon fiber substitutes

## Action Recommendations

### Materials Recommended to Lock in Prices
1. **Carbon Fiber**: Price increase trend clear; recommend signing long-term supply agreements with major domestic producers (e.g., Zhongfu Shenying, Guangwei Composites)
2. **Special Ceramic Raw Materials (Rare Earth Class)**: Prices in upward channel; recommend advance procurement of high-purity dysprosium oxide, terbium oxide, etc.

### Materials Recommended to Wait-and-See
1. **PTFE Resin**: Prices in declining channel; recommend batch procurement, avoid large one-time stockpiling
2. **PEEK Resin**: Prices stable, supply sufficient; procure as needed
3. **PI Film**: Prices stable, technology mature; recommend maintaining regular procurement pace

## Market Outlook

**Short-term (1-3 months)**:
– PTFE resin prices may continue weak oscillation; monitor upstream R22 prices and downstream demand recovery
– Carbon fiber prices will remain high, supported by both demand and capacity constraints
– Special ceramic raw material prices subject to rare earth policy influences, uncertainty exists

**Medium-to-Long term (6-12 months)**:
– Strategic emerging industries like new energy, 5G, and aerospace will continue driving high-end new material demand
– Gradual release of domestic new material capacity, accelerated import substitution will help stabilize prices
– Monitor changes in national new material industry policies, environmental policies, and international trade situation

—

**Data Sources**: chemicalbook.com, Guidechem, 1688 Alibaba, CBC Metal Network, etc.
**Report Date**: June 17, 2026
**Next Issue**: Next price trend daily report to be released on June 24, 2026

1. Executive Summary

This report analyzes six trending advanced materials keywords based on the latest market data from June 2026, providing B2B新材料 enterprises with data-driven keyword strategy insights.

Keyword	Search Heat	Competition	Growth Rate	Trend
PTFE (Teflon)	⭐⭐⭐⭐	High	Price +23.81% YoY	🔺 Strong Up
PEEK (Polyether ether ketone)	⭐⭐⭐⭐	Med-High	Global CAGR 8.3%	🔺 Steady Up
Carbon Fiber	⭐⭐⭐⭐⭐	High	HM fiber CAGR 8.4%	🔺🔺 Accelerating
Technical Ceramics	⭐⭐⭐	Medium	China market CAGR 11.53%	🔺 Policy-Driven
Semiconductor Materials	⭐⭐⭐⭐⭐	Very High	Global semi market +90% YoY	🔺🔺 Explosive
Aerogel	⭐⭐⭐	Low-Med	Global ~$1.776B	🔺 Steady Growth

2. Detailed Keyword Analysis

2.1 PTFE — The New Engine of AI Computing Power

Key Data: As of June 2026, PTFE price is 52,000 yuan/ton, up 23.81% YoY. Industry capacity has stagnated at 199,100 tons since 2022.

Heat Drivers: Nvidia Rubin Ultra server mass production approaching; PTFE discussed as orthogonal backplane material; AI computing drives high-frequency transmission demand; electronic-grade PTFE large-scale application expected.

Competition: High — High-end electronic-grade PTFE still relies on imports; domestic players (e.g., Shengyi Tech) in validation phase.

2.2 PEEK — Essential Material for High-End Manufacturing

Key Data: Global PEEK market CAGR >8.3% (2023-2026). Customized standard parts expected to exceed 35% market share.

Heat Drivers: NEV, semiconductor equipment, and medical implants driving demand; PEEK customization becoming a rigid demand in 2026; huge potential in 3D printing materials.

Competition: Medium-High — Foreign leaders (Victrex) dominate high-end; domestic substitution accelerating.

2.3 Carbon Fiber — The Core of Lightweighting

Key Data: Global high-modulus carbon fiber market ~$1.1B (2025), ~$1.2B (2026), ~$1.946B (2032), CAGR 8.4%. China’s share expected to reach 34% by 2032.

Heat Drivers: NEV and drone market expansion; thermoplastic carbon fiber composites highlighted at JEC World 2026; large-tow carbon fiber capacity hitting new highs; recycling technology maturing.

Competition: High — T700/T800+ demand surging; domestic capacity expanding but high-end still partially import-dependent.

2.4 Technical Ceramics — Accelerating Domestic Substitution

Key Data: Global technical ceramics market ~406B yuan; China 92.2B yuan; expected to reach 173.4B yuan by 2028 (CAGR 11.53%).

Heat Drivers: Low domestic substitution rate for advanced structural ceramics in wafer manufacturing equipment; silicon nitride ceramics penetration in NEV, semiconductor packaging increasing; China advanced ceramics market expected to reach 122.1B yuan in 2026.

Competition: Medium — ~60% of enterprises lack core technology; high-end market concentrated among few tech-leading players.

2.5 Semiconductor Materials — Super Boom Cycle

Key Data: WSTS forecasts 2026 global semiconductor market at $1.511 trillion, up ~90% YoY. Memory chips +249.5%, logic chips +37.3%.

Heat Drivers: AI cluster optical interconnect mass production; memory giants expanding; supply chain security urgency; domestic mature process equipment coverage >80%; photoresist, electronic specialty gases, CMP slurry domestic substitution accelerating.

Competition: Very High — High technical barriers, long customer certification cycles, but strong policy support for domestic substitution.

2.6 Aerogel — Energy Conservation Policy Dividend

Key Data: 2025 global aerogel market ~$1.776B. SiO₂ aerogel >90% market share. Thermal conductivity as low as 0.018 W/(m·K).

Heat Drivers: Building energy consumption >30% of total social energy use; aerogel insulation coating + smart temperature control reduces AC energy consumption by >30%; NEV battery insulation and industrial pipe insulation demand growing rapidly.

Competition: Low-Medium — Industry in growth stage; moderate barriers (supercritical drying CAPEX). First-mover advantage significant.

3. Strategic Recommendations

1. Immediate Priority: Semiconductor materials (heat ⭐⭐⭐⭐⭐, highest policy dividend)
2. Key Investment: Carbon fiber (stable CAGR, large domestic substitution space)
3. Close Watch: Electronic-grade PTFE (AI computing scenario, potential breakout)
4. Steady Follow-up: PEEK customization, technical ceramics localization, aerogel building applications

Content Marketing: Target 5-8 long-tail keywords per category; build dedicated landing pages; create deep-dive content around industry use cases (semiconductor, NEV, aerospace) to improve B2B conversion.

Sources: East Money, Tencent News, Gongyan Network, AskCI, WSTS, China Technical Ceramics Industry Association, as of June 16, 2026

2026-06-16 Industry Exhibition Opportunities Scan

Upcoming Exhibitions

Exhibition Name Date Location Scale Exhibition Value ————————————————- The Advanced Ceramics Show 2026 Jul 8-9 NEC Birmingham, UK 25,000㎡, 13,174 visitors, 400 exhibitors ⭐⭐⭐⭐⭐ Leading European high-performance ceramics event China Composites Expo 2026 (CCE 2026) Sep 1-3 National Exhibition Center, Shanghai Est. 30,000㎡+ ⭐⭐⭐⭐⭐ Largest composites show in Asia Modern Manufacturing Expo 2026 Aug 9-10 Sydney, Australia Medium professional exhibition ⭐⭐⭐⭐ Important Southern Hemisphere manufacturing platform Shanghai International Fluoroplastics Industry Chain Exhibition Dec 9-11 Shanghai New International Expo Centre Est. 15,000㎡+ ⭐⭐⭐⭐ Professional PTFE industry exhibition Global Smart Manufacturing & Electronics Expo (AIE) Dec 3-5 Macau + Zhuhai Large comprehensive exhibition ⭐⭐⭐⭐ Smart manufacturing event in Greater Bay Area China International Semiconductor Expo (IC China) Nov 12-14 Beijing National Convention Center 50,000㎡ ⭐⭐⭐⭐ Important semiconductor materials platform Greener Manufacturing Conference & Expo Nov 2026 Koelnmesse, Germany Medium international exhibition ⭐⭐⭐ Sustainable manufacturing specialty show Indonesia Jakarta International Machine Tool & Metalworking Exhibition Dec 4-7 Jakarta, Indonesia Large industrial exhibition ⭐⭐⭐ Important Southeast Asian manufacturing exhibition

Key Recommendations

1. The Advanced Ceramics Show 2026 (Birmingham, UK)

Recommendation Reasons:

• Most anticipated industry event in European high-performance ceramic materials sector
• Expected 400+ exhibitors, 13,000+ professional visitors
• Covers entire industry chain: technical ceramics, advanced ceramic materials, composite materials
• Free attendance (visitors); exhibitor fees available from organizer
• Only 1.5 months away – urgent registration needed

Action Recommendations:

• Contact organizer Event Partners or Chinese delegation unit (Xintian International Exhibition) immediately
• Focus on displaying PEEK, PTFE applications in ceramic matrix composites
• Arrange technical team participation in CPD certified conference (up to 14.5 CPD points available)
• Recommended booth size: 9-18㎡ standard booth
• Travel budget: 2-person team approx. ¥17,000-26,000 (including airfare, hotel, booth fees)

2. China Composites Expo 2026 (Shanghai)

Recommendation Reasons:

• Largest and most authoritative composites industry exhibition in Asia (29th edition)
• Expected 700+ exhibitors, 30,000+ professional visitors
• Full coverage of carbon fiber, glass fiber, resin matrix composites
• Co-located with Automotive Composites Innovation Conference (AIC)
• Organized by China Composites Industry Association – high authority

Action Recommendations:

• Register online immediately (official website: chinacompositesexpo.com)
• Book space-only booth (36㎡ minimum) for customized display
• Prepare innovative application cases of PTFE/PEEK in composites
• Participate in co-located technical forums, deliver technical presentations
• Budget: Booth fee approx. ¥1,500-2,500/㎡, total budget ¥80,000-150,000

3. Shanghai International Fluoroplastics Industry Chain Exhibition (Shanghai)

Recommendation Reasons:

• Professional exhibition for PTFE, PFA, FEP and other fluoroplastics
• Co-located with Shanghai International Semiconductor Exhibition, sharing hundreds of thousands of buyers
• Concentrated applications in semiconductor, chemical, automotive, electronics industries
• December schedule allows adequate preparation time

Action Recommendations:

• Complete registration by end of July (5 months in advance)
• Focus on displaying high-purity PTFE applications in semiconductor equipment
• Consider joint exhibition with semiconductor equipment manufacturers
• Budget: Booth fee approx. ¥1,200-2,000/㎡

Registration Reminders

Urgent (Deadline within 1 month)

1. The Advanced Ceramics Show 2026 (July 8-9)
– Deadline: Expected June 30 (1 week before show)
– Action: Contact delegation unit or register on official website immediately

Important (Deadline within 3 months)

2. China Composites Expo 2026 (Sep 1-3)
– Deadline: Expected July 31
– Action: Confirm booth requirements and pay deposit by end of June

3. Modern Manufacturing Expo 2026 (Aug 9-10)
– Deadline: Expected July 15
– Action: Contact local Australian agency as soon as possible

Cost Estimation

Booth Fee Reference (9㎡ standard booth)

Exhibition Booth Fee Additional Costs —————————————– The Advanced Ceramics Show £2,500-4,500 Furniture rental £500-1,000 CCE 2026 (Shanghai) ¥13,500-22,500 Build-up fee ¥3,000-8,000 Fluoroplastics Chain Exhibition (Shanghai) ¥10,800-18,000 Build-up fee ¥3,000-6,000 Modern Manufacturing Expo AUD 3,500-5,500 Furniture rental AUD 800-1,500

Travel Budget Reference (2-person team, 5 days)

Destination Airfare Accommodation Meals+Transport Total —————————————————————– Birmingham, UK ¥8,000-12,000 ¥6,000-9,000 ¥3,000-5,000 ¥17,000-26,000 Shanghai (domestic) ¥2,000-4,000 ¥3,000-5,000 ¥2,000-3,000 ¥7,000-12,000 Sydney, Australia ¥10,000-15,000 ¥8,000-12,000 ¥4,000-6,000 ¥22,000-33,000

Summary and Recommendations

1. Priority Ranking:
– 🔴 Urgent: The Advanced Ceramics Show 2026 (1.5 months away)
– 🟡 Important: CCE 2026 (2.5 months away)
– 🟢 Pipeline: Shanghai Fluoroplastics Exhibition (6 months away)

2. Exhibition Strategy:
– European market: Build customer relationships through Birmingham Ceramics Show
– Asian market: Consolidate leadership position through Shanghai Composites Show
– Semiconductor applications: Link Shanghai Fluoroplastics Show + Semiconductor Show

3. Resource Allocation:
– Technical team: Minimum 2 people per show (sales + technical)
– Marketing materials: Multilingual product brochures, case studies
– Sample preparation: PTFE/PEEK composite material samples, performance index sheets

4. Next Action Steps:
– ✅ This week: Confirm exhibition list and budget
– ✅ By June 23: Complete Birmingham Ceramics Show registration
– ✅ By June 30: Complete CCE 2026 booth booking
– ✅ By July 15: Confirm travel and build-up plans

—
Report Generation Time: June 16, 2026
Data Sources: ProSearch Internet Search + Exhibition Official Websites
Next Update: July 1, 2026

### Price Trend Daily Report – June 16, 2026

**Price Overview**

| Material | Current Price Range | WoW Change | Trend |
|———-|——————-|————|——-|
| PTFE Resin | 31,000-33,000 CNY/ton | -1.5% | ↓ Slight decline |
| PEEK Resin | 350,000-500,000 CNY/ton | +2.1% | ↑ Rising |
| Carbon Fiber (T300/T700) | 120,000-250,000 CNY/ton | Stable | → Flat |
| PI Film | 150-300 CNY/kg | Stable | → Flat |
| Alumina Ceramic Raw Material | 2,700-2,750 CNY/ton | Stable | → Flat |

—

**Key Changes**

– **PTFE Resin**: -1.5% (Impacted by sharp crude oil price decline; upstream fluoropolymer cost support weakened. Latest quote at 31,800 CNY/ton on June 14, down ~500 CNY/ton from last week)
– **PEEK Resin**: +2.1% (Strong demand from aerospace and NEV sectors; domestic production accelerating; market sentiment driving prices higher)
– **Carbon Fiber**: Flat (Domestic T1000-grade carbon fiber achieves mass production, breaking 40-year foreign monopoly; long-term cost reduction expected; short-term prices remain stable)
– **PI Film**: Flat (Stable high-end demand from satellite applications; DuPont Kapton supply sufficient; prices remain range-bound)

—

**Impact Analysis**

**Crude Oil Plunge Weakens Cost Support**

Brent crude oil futures fell over 5% intraday on June 15, trading around $83/barrel. Goldman Sachs cut its Q4 2026 Brent forecast from $90 to $80 per barrel, citing expected restoration of Persian Gulf crude exports to pre-conflict levels by end-July following the US-Iran interim agreement. The crude price decline will gradually transmit to chemical raw material costs, weakening cost support for PTFE, carbon fiber precursors, and acrylonitrile chains. Expect short-term price pressure.

**Domestic Substitution Accelerating, Premium Narrowing**

Sinopec successfully mass-produced T1000-grade high-performance carbon fiber with fully domestic equipment, capturing over 35% global market share. Jilin Chemical Fiber Group reached 74,000 tons capacity in 2025, with scale effects emerging. Domestic breakthroughs are expected to compress import premiums for high-end carbon fiber, benefiting downstream application cost reduction.

**Specialty Engineering Plastics Demand Diverges**

PEEK benefits from emerging demand in humanoid robotics and EV lightweighting, with related stocks surging on June 9. PI Film is supported by satellite supply chains (e.g., Starlink V3 solar wings) for high-end applications. However, with crude oil declining, chemical raw material costs will transmit downward; monitor inventory cycles and downstream order changes.

—

**Recommendations**

| Action | Material | Recommendation |
|——–|———-|—————-|
| Lock Prices | PEEK | Strong demand; lock current prices to avoid upside risk |
| Wait & See | PTFE | Crude impact transmitting; wait 1-2 weeks for stabilization before purchasing |
| As Needed | Carbon Fiber | Domestic acceleration; prices stable; purchase per actual demand |
| Monitor | PI Film | Stable high-end demand; monitor domestic alternatives for cost performance |

—

**Data Sources**: 100ppi.com, ChemicalBook, cngold.org, CBC Metal, etc. (June 15-16, 2026)

—

*This report is for reference only and does not constitute investment advice. Actual procurement should be based on supplier quotes.*

## Market Overview

This week, the advanced materials industry shows divergent keyword heat trends, with high-performance polymers and carbon fiber composites continuing to strengthen, while specialty ceramics and electronic chemicals maintain stable demand.

—

## 1. PTFE (Polytetrafluoroethylene)

**Heat Index: ★★★★☆**

| Metric | Value | Trend |
|——–|——-|——-|
| Market Price | 31,800-33,000 CNY/ton | Slightly up |
| Main Applications | Seals, Linings, Cable Insulation | – |
| Competition Intensity | Medium-High | Rising |

**Market Dynamics:**
– Mid-June price range: 31,800-33,000 CNY/ton, up ~2% from early month
– Suspended medium particle mainstream transaction at ~33,000 CNY/ton
– Raw material fluorite price: 3,450-3,500 CNY/ton, supporting costs

**Trend Outlook:** PTFE prices expected to maintain oscillating uptrend, overall fluorine chemical industry chain sentiment improving.

—

## 2. PEEK (Polyether Ether Ketone)

**Heat Index: ★★★★★**

| Metric | Value | Trend |
|——–|——-|——-|
| Long-term Heat Resistance | 260-280°C | – |
| High Pressure Tolerance | 30MPa | – |
| Application Expansion | Aerospace, Medical Implants, Semiconductor Testing | Rapid Growth |

**Technology Breakthroughs:**
– Modified PEEK composite thermal expansion coefficient reduced to 2.1×10⁻⁵/K
– Dimensional change <0.003mm after 500 hours continuous operation at 130°C - PEEK cranial repair material shows excellent biocompatibility, MRI compatible **Trend Outlook:** PEEK penetration accelerating in high-end manufacturing and medical fields, significant domestic substitution opportunity. --- ## 3. Carbon Fiber Composites **Heat Index: ★★★★★** | Metric | Value | Trend | |--------|-------|-------| | China Capacity (2023) | 140,800 tons | YoY+25.7% | | 2024 Q1 New Capacity | 6,800 tons/year | YoY+33.4% | | Global Market Forecast (2031) | 1,264.1 billion CNY | Steady CAGR | **Core Drivers:** - Wind turbine blade upsizing driving carbon fiber demand surge - NEV lightweighting accelerating penetration - Aerospace applications continuing to scale **Trend Outlook:** Carbon fiber transitioning from premium to规模化, wind power and automotive becoming largest growth markets. --- ## 4. Specialty Ceramics **Heat Index: ★★★☆☆** | Segment | Heat | Key Players | |---------|------|-------------| | Electronic Ceramics | Medium-High | Huaqin Tech etc. | | Semiconductor Ceramics | Medium | Multiple domestic | | Industrial Ceramics | Medium | Shenyang Yongqiang etc. | **Industry Updates:** - 2026 National Advanced Ceramics Forum scheduled for June 25-26 in Xi'an - Semiconductor ceramics becoming key development direction - Huaqin Tech certified as National Enterprise Technology Center **Trend Outlook:** Domestic semiconductor manufacturing will drive specialty ceramics demand surge. --- ## 5. Electronic Chemicals **Heat Index: ★★★★☆** | Metric | Value | Trend | |--------|-------|-------| | Global Semiconductor Market (2026) | $1.51 trillion | YoY+90% | | Memory Chip Growth | +250% | Explosive | | AI Computing Demand | Continuing surge | Core driver | **Key Signals:** - Trillion-dollar chip era arriving 4 years early - AI computing becoming core driving engine - Full domestic semiconductor supply chain coordination breakthrough **Trend Outlook:** Electronic chemicals facing historic development opportunity, domestic substitution accelerating. --- ## 6. Aerogel **Heat Index: ★★★☆☆** | Metric | Value | Trend | |--------|-------|-------| | Thermal Conductivity | As low as 0.018W/(m·K) | - | | Porosity | >99% | – |
| Main Applications | EV Batteries, Building Energy, Aerospace | Rapid Expansion |

**Technology Highlights:**
– Cell aerogel becoming core material for battery thermal runaway protection
– Nano thermal film achieving “temperature-responsive” smart regulation
– Building energy efficiency 15% higher than traditional materials

**Trend Outlook:** New energy safety needs driving aerogel from niche to scale.

—

## Summary & Recommendations

| Material | Investment Heat | Risk Level | Recommendation |
|———-|—————–|————|—————-|
| PTFE | Medium-High | Medium | Focus on integrated fluorine chemical players |
| PEEK | High | Medium-High | Position in high-end modification |
| Carbon Fiber | High | Medium | Focus on wind/auto sectors |
| Specialty Ceramics | Medium | Medium-High | Track semiconductor process opportunities |
| Electronic Chemicals | High | High | Capture domestic substitution window |
| Aerogel | Medium | Medium-High | Monitor new energy application breakthroughs |

—

**Report Date:** June 16, 2026
**Data Source:** Industry public information compilation

2026-06-10 New Materials Price Trend Daily Report

Price Overview Table

| Material | Current Price Range | Week-over-Week | Trend |
|——|————-|——–|——|
| PTFE Resin | 31,800-33,000 RMB/ton | Insufficient Data | Stable |
| PEEK Resin | 260-546 RMB/kg | Insufficient Data | Stable |
| Carbon Fiber | 60-220 RMB/kg | Insufficient Data | Stable |
| PI Film | 71-1,499 RMB/kg | Insufficient Data | Stable to Strong |
| Specialty Ceramic Raw Materials (Cobalt Oxide) | 410,000 RMB/ton | +17-20% | Rising |
| Specialty Ceramic Raw Materials (Nickel) | 128,000 RMB/ton | +60% | Rising |

Key Changes

Specialty Ceramic Raw Materials (Cobalt Oxide)

– Current Price: Approximately 410,000 RMB/ton
– Increase: Up about 17-20% from end of last year (340,000-350,000 RMB/ton)
– Reason Analysis:
1. Continued growth in demand from the new energy battery industry, with cobalt as a key material experiencing strong demand
2. Constrained supply of upstream copper-cobalt mines, unstable supply from major producing regions such as the Democratic Republic of Congo
3. Global green energy transition driving demand for cobalt in energy storage, electric vehicles, and other industries

Specialty Ceramic Raw Materials (Nickel)

– Current Price: Approximately 128,000 RMB/ton
– Increase: Up as much as 60% from end of last year (80,000 RMB/ton)
– Reason Analysis:
1. Surging demand for new energy vehicle batteries (ternary lithium batteries), with nickel as a key cathode material
2. Recovery in demand from the stainless steel industry, with increased demand in nickel’s traditional application fields
3. Indonesian nickel ore export policies continuously affecting the global supply landscape

PTFE Resin (Polytetrafluoroethylene)

– Current Price: 31,800-33,000 RMB/ton (early June data)
– Price Trend: Recent fluctuations in the 31,800-33,000 RMB/ton range, overall relatively stable
– Reason Analysis:
1. Supply side is relatively adequate, with high domestic capacity utilization
2. Demand side is steady, mainly supported by industries such as chemicals, electronics, and medical
3. Raw material cost fluctuations are small, prices remain stable

Impact Analysis

Impact on Procurement Costs

The significant price increases in specialty ceramic raw materials (cobalt oxide, nickel) will notably raise raw material procurement costs for the following enterprises:
– Electronic ceramics enterprises: Cobalt oxide is a key raw material for ceramic pigments, with high cost proportion
– Battery material enterprises: Nickel and cobalt are core components of ternary lithium battery cathode materials
– Precision ceramic product enterprises: Rising specialty ceramic raw material costs will pass through to end products

Expected procurement cost increases in the 10-60% range, enterprises need to implement cost control measures in advance.

Impact on Supply Chain

1. Price transmission effect: Rising prices of key raw materials may pass through to downstream products, pushing up prices of specialty ceramic products
2. Increased demand for alternative materials: High costs may stimulate enterprises to seek alternative materials or improve processes to reduce costs
3. Supply chain restructuring risk: Rising prices may cause some SMEs to exit the market, increasing industry concentration

Impact on PI Film

PI film, as a high-end electronic material, has demand driven by the following industries:
– New energy industry: Growing demand for insulation materials in wind power, photovoltaic applications
– 5G communications: Strong demand for PI substrate materials in high-frequency high-speed circuit boards
– Semiconductor industry: Accelerated domestic substitution of high-end PI film for chip packaging

Prices are relatively stable and expected to remain strong, relevant enterprises are advised to plan ahead.

Action Recommendations

Materials for Which Price Locking is Recommended

1. Specialty Ceramic Raw Materials (Cobalt Oxide, Nickel)
– Reason: Price increase trend is clear, supply-demand gap difficult to alleviate in the short term
– Recommendation: Sign long-term supply agreements with core suppliers to lock in prices for 6-12 months; consider diversifying procurement channels to reduce supply risks

2. PI Film
– Reason: Demand growth is certain, significant space for high-end product import substitution
– Recommendation: Stock up in advance, especially for high-end electronic-grade PI film; monitor capacity release pace of domestic leading enterprises

Materials for Which a Wait-and-See Approach is Recommended

1. PTFE Resin
– Reason: Prices are relatively stable and have recently pulled back slightly, supply is adequate
– Recommendation: Can wait 1-2 weeks for a better procurement window; monitor potential impact of crude oil price fluctuations on costs

2. Carbon Fiber
– Reason: Market supply is adequate, prices are stable, domestic substitution is accelerating
– Recommendation: Can procure as needed without large stockpiling; monitor capacity release from leading enterprises such as Jilin Chemical Fiber, Zhongfu Shenying

3. PEEK Resin
– Reason: High-end engineering plastic with stable prices, degree of domestic production increasing
– Recommendation: Maintain normal procurement pace; monitor cost reduction potential brought by technological breakthroughs at domestic enterprises (such as Zhongyan Co., Ltd., Jida Special Plastic)

Risk Warnings

1. Geopolitical risks: May affect the stability of global supply chains for key metals such as nickel and cobalt
2. New energy industry policy changes: Subsidy reductions, technical standard adjustments may significantly impact demand for related materials
3. Exchange rate fluctuation risks: RMB depreciation will increase costs of imported raw materials, especially high-end materials such as PI film
4. Overcapacity risks: Rapid capacity expansion for some materials (such as carbon fiber) may lead to intensified price competition

Data Sources

– Chemical trading platforms such as SunSino, ChemicalBook, GuideChem
– Industry research institutions such as Longzhong Information, CBC Metal Network
– B2B platform quotation information such as Alibaba 1688, WantChinaTime

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This report is automatically generated by the Market Intelligence Officer. Data is for reference only. Please combine with professional advice for investment decisions.

2026 New Materials Industry Keyword Popularity and Competition Analysis

This report is based on the latest market data from June 2026, providing in-depth analysis of six popular keywords: PTFE (Polytetrafluoroethylene), PEEK (Polyether ether ketone), Carbon Fiber Composites, Specialty Ceramics, Electronic Chemicals, and Aerogel, covering price trends, market demand, application scenarios, competitive landscape, and future outlook.

I. PTFE (Polytetrafluoroethylene) —— Price Bottom Rebound, Electronic-grade Applications Open New Space

Price Trend: As of June 5, 2026, PTFE price is 52,000 RMB/ton, monthly increase +1.96%, quarterly increase +11.83%, annual increase 23.81%. After nearly 4 years of downward cycle, fluoropolymer prices have bottomed out and rebounded.

Supply and Demand Pattern: Supply side expansion stalled after 2022, capacity maintained at 199,100 tons; demand side increased from 58,300 tons in 2020 to 113,100 tons in 2025, with a CAGR of 14.15%. Supply and demand margins are improving, and the price center is expected to rise from the bottom.

New Application Breakthrough: Rapid growth in high-frequency and high-speed demands such as computing power, electronic-grade PTFE is expected to be massively applied. PTFE material is called “Plastic King” due to its excellent thermal stability, chemical resistance, and dielectric properties. The three major downstream demands of military + server high-speed cables + high-speed boards are all expected to grow rapidly. With the approaching mass production node of NVIDIA’s new generation server Rubin ultra, the industry is actively discussing the possibility of using PTFE materials as orthogonal backplanes.

Popularity:⭐⭐⭐⭐⭐ High
Competition:⭐⭐⭐ Medium
Trend:↗️ Rising (Electronic-grade Application Explosion)

II. PEEK (Polyether ether ketone) —— Special Engineering Plastic, Core Material for High-end Manufacturing

Material Properties: High temperature resistance, self-lubrication, wear resistance, fatigue resistance, continuous use at 260°C, Tg=143°C, Tm=343°C.

Core Applications:

• Aerospace: Manufacturing engine components, bearing cages, replacing metal to reduce weight
• Semiconductor: Wafer carriers, Chemical Mechanical Polishing (CMP) rings, resistant to high-temperature plasma corrosion
• Medical Devices: Orthopedic implants, surgical instrument handles, meeting non-toxic and sterilization-resistant requirements
• Industrial Machinery: Gears, seals, maintaining stable performance in high-temperature oil environments
• New Energy: Battery housings, hydrogen fuel cell bipolar plates, improving equipment safety

Emerging Applications: PEEK screws and PEEK gears are gradually replacing metal in high-end manufacturing, becoming core components for precision transmission and connection.

Popularity:⭐⭐⭐⭐ Medium-High
Competition:⭐⭐⭐⭐ Medium-High
Trend:→ Stable (High-end Manufacturing Essential)

III. Carbon Fiber Composites —— Aerospace Largest Market, Commercial Aerospace Fastest Growing

High-modulus Carbon Fiber: Global sales in 2025 approximately $1.1 billion, 2026 projected $1.2 billion, 2026-2032 CAGR approximately 8.4%, reaching $1.946 billion in 2032.

Short Carbon Fiber: Global sales in 2025 approximately $370 million, 2026 projected $450 million, 2026-2032 CAGR approximately 11.1%, reaching $820 million in 2032.

Application Markets:

• Aerospace (45% share): C919/C929 airframe wing main load-bearing structures, satellite force cylinders and missile shells require T800/T1000 grade
• Commercial Aerospace and Satellites (CAGR >30%): Qianfan Constellation/StarNet dense deployment, single satellite carbon fiber usage doubled, 2030 market space approximately 6.7 billion RMB
• Hydrogen Energy Type IV Hydrogen Storage Cylinders: 70MPa cylinder winding layer carbon fiber accounts for 60% of cost

Regional Pattern: Asia-Pacific region dominates, North America and Europe equally important, emerging markets such as Southeast Asia and India lead global growth rate.

Popularity:⭐⭐⭐⭐⭐ High
Competition:⭐⭐⭐⭐⭐ High
Trend:↗️↗️ Rapidly Rising (Commercial Aerospace Explosion)

IV. Specialty Ceramics —— Functional Ceramics Mainly, Semiconductor Equipment Parts Localization Rate Low

Market Size: Global specialty ceramics market size 406 billion RMB, China specialty ceramics market size 92.2 billion RMB. Functional ceramics account for approximately 70%, structural ceramics account for approximately 30%.

Growth Forecast: It is expected that China’s specialty ceramics market size will reach 173.4 billion RMB in 2028, with a CAGR of 11.53% over 5 years.

Localization Rate: In 2022, China’s structural ceramics localization rate was approximately 20%. Multiple products in the industry have achieved localized substitution to varying degrees. However, the localization level of advanced structural ceramic parts used in domestic wafer fab manufacturing equipment is still low.

Application Fields: Advanced ceramic raw materials (alumina, zirconia, silicon carbide, zirconium carbide, titanium carbide, boron carbide, nitrides, etc.), advanced ceramic equipment, advanced ceramic parts products.

Popularity:⭐⭐⭐ Medium
Competition:⭐⭐⭐⭐ Medium-High
Trend:↗️ Rising (Semiconductor Equipment Localization)

V. Electronic Chemicals/Semiconductor Materials —— AI Chips Reshape Industry, Domestic Materials Break Through 3nm Node

Market Size: Q1 2026 global semiconductor market size reached $299 billion, up 25% from Q4 2025, with a year-on-year increase of 79%. The 25% quarter-on-quarter growth rate set a new record in WSTS’s more than 40 years of statistical history.

AI Chip Impact: AI chips currently account for only 0.2% of global chip production, but contribute approximately 50% of the entire industry’s total revenue. AI is comprehensively reshaping chip design cycles, manufacturing yield optimization, and deployment architecture.

Technology Breakthrough: Comprehensive application achievements of domestic semiconductor materials at the 3nm node:

• High-k precursor materials achieving equivalent oxide layer thickness of 0.5nm
• Selective tungsten polishing liquid reducing contact resistance by 30%
• Metal organic source purity reaching 99.999999%, film uniformity ±1%

Popularity:⭐⭐⭐⭐⭐ High
Competition:⭐⭐⭐⭐⭐ High
Trend:↗️↗️ Rapidly Rising (AI + Domestic Substitution)

VI. Aerogel —— “One of the Top Ten Super Materials That Change the World”, Application Scenarios Diversified

Market Size: 2025 global aerogel market sales approximately $1.8 billion, 2026 projected $1.9 billion, 2026-2032 CAGR approximately 9.5%, reaching $3.3 billion in 2032.

Regional Pattern: Tripartite pattern of North America leading, Asia-Pacific growing fastest, Europe stable. North America occupies the largest market share with mature industrial demand and strict environmental regulations, while the Asia-Pacific region with China as the core has become the fastest growing regional market globally.

Application Expansion: Rapid expansion from early single industrial pipeline insulation to diversified fields:

• New Energy Battery Thermal Runaway Protection: Top ten domestic battery manufacturers (CATL, FinDreams Battery, CALB, Gotion High-Tech, Sunwoda, etc.) have adopted aerogel insulation materials
• Aerospace: Russia’s “Mir” space station and the U.S. “Mars Pathfinder” probe both used it for insulation
• Green Buildings: Aerogel thermal radiation barrier intermediate coat applied to building exterior wall energy-saving renovation
• Industrial Energy Saving: Aerogel felt has characteristics of low thermal conductivity, fire resistance, corrosion resistance, high hydrophobicity, light and soft, long service life, etc.

Popularity:⭐⭐⭐⭐ Medium-High
Competition:⭐⭐⭐ Medium
Trend:↗️ Rising (New Energy + Construction)

VII. Long-tail Keyword Recommendations (5-8)

1. Electronic-grade PTFE High-speed Cable Materials —— Computing power infrastructure drives demand explosion
2. PEEK Skull Repair Implants —— High-end medical device applications
3. T800-grade Carbon Fiber Commercial Aviation Applications —— C919/C929 mass production drive
4. Semiconductor High-k Precursor Materials Domestic Substitution —— 3nm node breakthrough
5. Aerogel New Energy Battery Thermal Runaway Protection —— Power battery safety essential
6. Advanced Structural Ceramics Wafer Equipment Parts —— Semiconductor equipment localization
7. Short Carbon Fiber Recycling Technology —— New direction for sustainable development

VIII. Comprehensive Competition Comparison Table

Keyword	Popularity	Competition	Trend	Core Driver
PTFE	High	Medium	↗️ Rising	Electronic-grade Applications, Computing Power Infrastructure
PEEK	Medium-High	Medium-High	→ Stable	High-end Manufacturing, Medical Devices
Carbon Fiber	High	High	↗️↗️ Rapidly Rising	Commercial Aerospace, Hydrogen Storage
Specialty Ceramics	Medium	Medium-High	↗️ Rising	Semiconductor Equipment Localization
Electronic Chemicals	High	High	↗️↗️ Rapidly Rising	AI Chips, Domestic Substitution
Aerogel	Medium-High	Medium	↗️ Rising	New Energy Batteries, Green Buildings

IX. Action Recommendations

1. PTFE: Focus on electronic-grade PTFE application opportunities in computing power infrastructure, cooperate with NVIDIA Rubin ultra server verification
2. PEEK: Layout high-end application markets in medical devices and aerospace, focus on precision parts such as PEEK screws and PEEK gears
3. Carbon Fiber: Track commercial aerospace and hydrogen storage cylinder market growth, pay attention to the doubling of single satellite usage brought by Qianfan Constellation/StarNet dense deployment
4. Specialty Ceramics: Break through localization opportunities for wafer equipment parts, focus on applications of advanced structural ceramics in semiconductor manufacturing equipment
5. Electronic Chemicals: Pay attention to domestic substitution of materials below 3nm node, focus on High-k precursors, selective tungsten polishing liquid, ultra-high purity metal organic sources
6. Aerogel: Expand applications in new energy batteries and green building markets, focus on power battery thermal runaway protection and building exterior wall energy-saving renovation

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Report Generation Time: June 10, 2026
Data Sources: Gongyan Network, Orient Securities, Guoxin Chemical, Baichuan Yingfu, WSTS

2026-06-09 Industry Exhibition Opportunities Scan

Upcoming Exhibitions

Based on market research and exhibition information collection, the following are key industry exhibitions to be held in the next 3-6 months (June – December 2026):

| Exhibition Name | Date | Location | Scale | Exhibition Value |
|—————-|——|———-|——-|——————|
| SAMPE China Annual Conference | 2026.06.10-12 | Beijing · CIEC | 30,000㎡/320 exhibitors/10,000 visitors | ★★★★ Top platform for composites industry-academia-research |
| 2026 Innovation Materials Forum | 2026.06.26-28 | Hangzhou | Academic conference | ★★★★ Cutting-edge academic exchange in materials science |
| The Advanced Ceramics Show UK | 2026.07.08-09 | Birmingham NEC | 25,000㎡/400 exhibitors/13,000 visitors | ★★★★★ Core exhibition for high-performance ceramics in Europe |
| China Composites Expo | 2026.09.01-03 | Shanghai NECC | 71,000㎡/850 exhibitors/30,000 visitors | ★★★★★ Largest composites exhibition in Asia |
| CIOE Shenzhen | 2026.09.09-11 | Shenzhen World Exhibition Center | 4,000+ exhibitors/30+ countries | ★★★★ Optoelectronic materials and devices full industry chain |
| 2026 China International Industry Fair | 2026.10.12-16 | Shanghai NECC | Large comprehensive exhibition | ★★★★ Comprehensive platform for industrial new materials and equipment |
| IC China 2026 | 2026.11.12-14 | Beijing China National Convention Center | 50,000㎡ | ★★★★ Authoritative exhibition for semiconductor materials and equipment |
| Shanghai International Fluoroplastics Industry Chain Exhibition | 2026.12.09-11 | Shanghai SNIEC | Co-located with Semiconductor Exhibition | ★★★★★ Professional exhibition for PTFE and other fluoroplastics |
| Shanghai International Conductive Materials Exhibition | 2026.12.09-11 | Shanghai SNIEC | 20,000㎡ | ★★★★ Professional exhibition for conductive materials |
| India International High-Performance Materials Exhibition | 2026.12.16-18 | Navi Mumbai, India | Biennial | ★★★ Premier high-performance materials event in South Asia |

Key Recommendations

1. China Composites Expo 2026

Recommendation Reasons:

• Largest composites professional exhibition in Asia with 71,000 square meters of exhibition area
• Expected 850 exhibitors and 30,000 professional visitors, covering the entire composites industry chain
• Co-located with high-end forums and technical exchange meetings, deep integration of industry-academia-research
• Location: Shanghai National Exhibition and Convention Center, convenient transportation, high degree of internationalization

Action Recommendations:

• Contact the organizing committee immediately to book exhibition space (spaces are limited, recommend booking 6 months in advance)
• Focus on displaying carbon fiber, PEEK and other high-performance composite materials products
• Arrange technical team to participate in co-located forums to understand the latest industry technology trends
• Budget: Standard booth about 30,000-50,000 RMB, raw space about 1,500-2,000 RMB/㎡

2. Shanghai International Fluoroplastics Industry Chain Exhibition 2026

Recommendation Reasons:

• Professional exhibition focused on PTFE and other fluoroplastics industry chain
• Co-located with 2026 Shanghai International Semiconductor Exhibition, sharing hundreds of thousands of buyer resources
• Covers the entire industry chain of fluoroplastics products, raw materials, and equipment
• Target audience includes high-demand industries such as semiconductors, chemicals, automotive, and electronics

Action Recommendations:

• Focus on displaying PTFE sheets, pipes, rods, films and other products
• Prepare application cases of fluoroplastics in the semiconductor field
• Contact organizing committee: Recommend completing booth booking by end of June
• Budget: Standard booth about 30,000 RMB, raw space about 1,200-1,800 RMB/㎡

3. The Advanced Ceramics Show 2026 (UK)

Recommendation Reasons:

• One of the most influential advanced ceramics professional exhibitions in Europe
• Three exhibitions held simultaneously (Advanced Materials Show, Battery Cells & Systems Expo, Vehicle Electrification Expo)
• Gathers the entire industry chain of high-performance ceramic materials, equipment, and applications
• Birmingham NEC exhibition hall, central location in Europe, radiating to the global market

Action Recommendations:

• Focus on displaying applications of advanced ceramics in new energy, electronic information, aerospace and other fields
• Arrange technical sales team with fluent English
• Apply for UK visa in advance (recommend 3 months ahead)
• Budget: Booth fee about 300-500 GBP/㎡, total budget 150,000-250,000 RMB (including travel)

Registration Reminders

Exhibitions with imminent registration deadlines:
1. SAMPE China Annual Conference (2026.06.10-12) – Registration has closed or is near closure, recommend contacting organizing committee immediately to confirm
2. The Advanced Ceramics Show UK (2026.07.08-09) – Recommend completing booth booking by June 15
3. China Composites Expo (2026.09.01-03) – Booth booking in progress, recommend confirming by end of July

Cost Estimation

Exhibition Space Cost Reference (2026 Standards)

Domestic Exhibitions:

• Standard booth (9㎡): 25,000-40,000 RMB
• Raw space: 1,000-2,000 RMB/㎡ (minimum application area usually 18㎡)
• Exhibition service fee: About 500-1,000 RMB/㎡ (including water, electricity, cleaning, security, etc.)

International Exhibitions:

• European exhibitions: 300-600 EUR/㎡ (about 2,300-4,600 RMB/㎡)
• US exhibitions: 400-800 USD/㎡ (about 2,900-5,800 RMB/㎡)
• Southeast Asian exhibitions: 200-400 USD/㎡ (about 1,450-2,900 RMB/㎡)

Travel Budget Reference

Domestic Exhibitions (Shanghai example):

• Accommodation: 500-1,000 RMB/night/room × 5 nights = 2,500-5,000 RMB
• Transportation: High-speed rail/airplane round trip 1,000-3,000 RMB
• Meals: 200 RMB/day × 5 days = 1,000 RMB
• Others (shipping, booth construction, promotional materials): 10,000-30,000 RMB
• Total per person: About 15,000-40,000 RMB

International Exhibitions (UK example):

• Air ticket: 5,000-10,000 RMB (round trip)
• Visa: About 1,000 RMB
• Accommodation: 1,000-1,500 RMB/night/room × 6 nights = 6,000-9,000 RMB
• Transportation: 2,000 RMB
• Meals: 300 RMB/day × 6 days = 1,800 RMB
• Others (shipping, booth construction, translation): 30,000-80,000 RMB
• Total per person: About 50,000-120,000 RMB

Exhibition Strategy Recommendations

1. Priority Ranking:
– First priority: China Composites Expo, Shanghai Fluoroplastics Exhibition (domestic market + Asian market)
– Second priority: The Advanced Ceramics Show UK (European market expansion)
– Third priority: Semiconductor Exhibition, Industry Fair (cross-opportunities in related industries)

2. Pre-Exhibition Preparation:
– Book exhibition space 3-6 months in advance
– Prepare promotional materials in both Chinese and English
– Design eye-catching booth (recommend hiring professional booth design company)
– Invite existing and potential customers to visit the booth

3. During Exhibition Execution:
– Arrange sufficient staff (recommend at least 3-5 people)
– Prepare technical demonstrations and product samples
– Collect customer information and market feedback
– Participate in co-located forums and seminars

4. Post-Exhibition Follow-up:
– Contact collected potential customers within 48 hours
– Organize market information and competitive intelligence
– Evaluate exhibition effectiveness, optimize next exhibition strategy

Conclusion

Exhibitions are intensive in the second half of 2026, especially from September to December. It is recommended that enterprises select 2-3 key exhibitions for deep participation based on their own market strategy and budget. For new materials enterprises, China Composites Expo and Shanghai Fluoroplastics Industry Chain Exhibition are must-attend exhibitions that can cover mainstream domestic customers and the Asian market. For enterprises with European market expansion plans, The Advanced Ceramics Show UK is a cost-effective choice.

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Report Generation Time: June 9, 2026
Next Scan Time: September 9, 2026 (recommend scanning once per quarter)

# 2026-06-09 Price Trend Daily Report

## Price Overview Table

| Material | Current Price Range | Week-over-Week | Trend |
|———-|——————-|—————-|——-|
| PTFE Resin | 31,800-33,000 RMB/ton | +3.7% | ↗ Rising |
| PEEK Resin | 260-1,500 RMB/kg | Stable | → Stable |
| Carbon Fiber | 137,000 RMB/ton (import avg) | -8.27% (export volume) | ↘ Declining |
| PI Film | 200-1,499 RMB/kg | +5.2% | ↗ Rising |
| Special Ceramic Raw Materials | 6-2,500 RMB/kg | +2.1% | ↗ Rising |

## Key Changes

### 1. PTFE Resin: +3.7%
**Reason Analysis:**
– Raw material cost push: Tetrafluoroethylene monomer price increase
– Supply tightening: Partial capacity maintenance, low inventory levels
– Demand recovery: Increased procurement in chemical and electronics industries

### 2. Carbon Fiber: Export Volume -8.27% Month-over-Month
**Reason Analysis:**
– International trade frictions: Export restrictions, reduced overseas orders
– Domestic capacity release: Capacity expansion by companies like Jilin Chemical Fiber, increased supply
– Demand structure changes: Slowing growth in wind power and automotive sector demand

### 3. PI Film: +5.2%
**Reason Analysis:**
– AI computing power surge driving demand: Thermal control PI film applications in consumer electronics, AI servers, and 5G base stations increasing
– High-end electronics application growth: Flexible Printed Circuit (FPC) cover film demand strong
– High supply concentration: Leading companies like Ruihuatai and Arkema have strong bargaining power

## Impact Analysis

### Impact on Procurement Costs
1. **PTFE Resin**: 3.7% price increase directly raises costs for sealing materials, pipe linings, wire and cable insulation layers
2. **PI Film**: 5.2% price increase affects high-end electronic material costs such as flexible circuit boards, thermal graphite films, and gold finger tapes
3. **Carbon Fiber**: Despite export decline, increased domestic supply may stabilize prices, benefiting downstream application companies

### Impact on Supply Chain
1. **Supply Stability**: PTFE resin supply is tight, recommend locking in quarterly contracts in advance
2. **Import Dependency**: High-end PEEK resin and PI film still depend on imports (Victrex UK, Arkema France), need to monitor international logistics and trade policies
3. **Domestic Substitution**: Carbon fiber domestic capacity accelerating release, increased localization, enhanced supply chain security

## Action Recommendations

### Materials Recommended to Lock in Prices
1. **PTFE Resin**:
– **Reason**: Clear price upward trend, tight supply
– **Action**: Immediately sign 3-month long-term agreements with suppliers, lock in 31,800-33,000 RMB/ton price range
– **Quantity**: Recommend reserving 1-2 months of safety stock

2. **PI Film**:
– **Reason**: AI and 5G driven demand growth, high supply concentration risk
– **Action**: Negotiate annual framework agreements with suppliers like Ruihuatai and Arkema
– **Focus**: Prioritize locking in thermal control PI film (200-500 RMB/kg specification)

### Materials Recommended to Wait-and-See
1. **Carbon Fiber**:
– **Reason**: Export decline, increased domestic supply, downward price pressure
– **Action**: Postpone large-scale procurement, adopt small-batch multi-frequency strategy
– **Timing**: Wait until end of Q3 when prices stabilize before increasing procurement

2. **PEEK Resin**:
– **Reason**: Stable prices, steady high-end application demand
– **Action**: Execute according to normal procurement rhythm, no need for emergency price locking
– **Note**: Monitor lead time changes from suppliers like Victrex UK

## Market Early Warning

⚠️ **Key Points to Monitor:**
1. Crude oil price fluctuations may transmit to petrochemical-based new materials like PTFE and PEEK
2. Continuous deterioration in carbon fiber export data may trigger domestic price wars
3. PI film capacity expansion progress (Ruihuatai new line production status)
4. Special ceramic raw material purity standards improvement may further increase high-purity product prices

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**Report Generation Time:** June 9, 2026 01:30 (Asia/Shanghai)
**Data Sources:** Baidu Aicai, Alibaba, Wantuo Enterprise Network, Longzhong Information, Gongyan Network
**Next Report:** June 16, 2026