分类： Industry Insights

Daily Keyword Intelligence Report — Advanced Materials (2026-09-01)

# Daily Keyword Intelligence Report — Advanced Materials Industry
**Date: September 1, 2026 ｜ Category: Advanced Materials Market Intelligence ｜ Keywords: PTFE / PEEK / Carbon Fiber / Aerogel / Electronic Chemicals / Specialty Ceramics**

## 1. Executive Summary (Conclusion First)

Six hot advanced-materials keywords were monitored today: **PTFE (Polytetrafluoroethylene), PEEK (Polyetheretherketone), Carbon Fiber, Aerogel, Electronic Chemicals (Wet Electronic Chemicals), and Specialty Ceramics**. Combining search heat, competition, and trend signals:

– **Hottest keyword: PEEK** — 2026 is the mass-production元年 (first year) for humanoid robots; per-unit consumption is 6.6–10 kg, showing explosive growth. This is the top keyword to capture this week.
– **Strong policy catalyst: Aerogel** — The new GB 38031-2025 power-battery safety standard took effect July 1, turning aerogel from “optional” to “mandatory,” driving both search and demand upward.
– **High-end bottleneck + localization window: Electronic Chemicals, Specialty Ceramics, Carbon Fiber** — High-end segments remain import-dependent, but localization rates are rising fast, opening a clear long-tail opportunity.
– **Price bottom reversal: Carbon Fiber** — Toray and Jilin Chemical have raised prices; the industry is recovering from a cyclical bottom. Watch high-end T800/T1000 grades.

## 2. Keyword Heat–Competition–Trend Matrix

| Keyword | Heat | Competition | Trend | Core Driver |
|———|——|————-|——-|————-|
| PTFE / Polytetrafluoroethylene | High | Medium | Stable ↑ | Semiconductor cleaning, Li-ion separator coating, 5G copper-clad laminate |
| PEEK / Polyetheretherketone | Very High | Medium (localization window) | Explosive ↑ | Humanoid robot lightweighting |
| Carbon Fiber | High | High (low-end overcrowded) | Divergent ↑ | Low-altitude economy / eVTOL, aerospace |
| Aerogel | High | Medium | Policy-driven ↑ | New power-battery safety standard |
| Electronic Chemicals / Wet Electronic Chemicals | High | High (high-end bottleneck) | Steady ↑ | Semiconductor localization, AI compute |
| Specialty Ceramics / Precision Ceramics | Medium-High | High (high-end oligopoly) | Rising | Semiconductor equipment, new-energy ceramics |

## 3. In-Depth Analysis by Keyword

### 1. PTFE (Polytetrafluoroethylene)
– **Market**: 2026 global market ~USD 3.0–4.3 billion, CAGR ~5.7%–6.6%; Asia-Pacific = 52% of consumption. China apparent demand ~116 kt, but high-end grades remain import-dependent while low-end capacity is oversupplied.
– **Competition**: Medium. CR5 ~62%; Daikin, Chemours, and Dongyue together hold 47%. Tightening PFOA/PFAS regulation is forcing outdated capacity offline.
– **Trend**: Dispersion PTFE emulsion/fine powder is the fastest-growing segment (~8.9% YoY), driven by Li-ion separator coatings and 5G high-frequency laminates; semiconductor-grade and medical-grade e-PTFE are the high-value niches.
– **Content strategy**: Target long-tail terms like “semiconductor-grade PTFE,” “Li-ion separator PTFE coating,” “e-PTFE medical,” avoiding the commoditized generic-resin red ocean.

### 2. PEEK (Polyetheretherketone)
– **Market**: 2026 is the mass-production first year for humanoid robots; per-unit PEEK use is 6.6–10 kg (value ~RMB 3,000–3,500). Every 1 million robots add 6,600–6,900 t of demand, worth ~RMB 2.3–3.5 billion. China PEEK consumption is forecast at 4,358 t in 2026.
– **Competition**: Medium but with a clear window. Victrex, Evonik, and Solvay have long dominated the high end; localization targets are 60% by 2028 and 80% by 2030. MIIT’s “High-Performance Specialty Engineering Plastics Action Plan (2026–2030)” lists PEEK as a key “chokepoint” material.
– **Trend**: Explosive rise. PEEK is being adopted across robot frames/joints/gears; 800V EV platforms, aerospace, and medical implants are scaling in parallel.
– **Content strategy**: Capture high-heat terms like “humanoid robot PEEK,” “carbon-fiber-reinforced PEEK,” “PEEK lightweight material,” tied to the “15th Five-Year Plan” and “localization” narrative.

### 3. Carbon Fiber
– **Market**: China actual consumption reached 96,446 t in 2025 (+71.89% YoY); operating capacity 171.1 kt (52.5% of global); localization rate ~85%–92%.
– **Competition**: Highly divergent. Low-end T300 is severely oversupplied with price wars; high-end T700/T800/T1000 is tight with clear premiums. Toray raised prices 10%–20% in Jan 2026; Jilin Chemical cumulatively +RMB 10k/t — prices are bottoming.
– **Trend**: Divergent rise. The low-altitude economy exceeds RMB 1 trillion in 2026; eVTOL airframe composites >70%; humanoid robots use 5–7 kg of T1000-grade per unit; aerospace consumption may top 10 kt in 2026. Sinopec Shanghai PETROCHEMICAL achieved wet-spin T1000 mass production; Zhongjian Technology broke through T1100.
– **Content strategy**: Focus on high-end long-tail terms “T800/T1000 carbon fiber,” “eVTOL carbon fiber,” “carbon fiber composites low-altitude economy,” avoiding the generic T300 price war.

### 4. Aerogel
– **Market**: 2026 global ~USD 3.86 billion, China = 41.3% (>$1.59 billion); China market projected at RMB 13 billion, possibly RMB 25–30 billion by 2030 (CAGR 15%–20%).
– **Competition**: Medium. 150+ companies in the chain; battery segment CR2 > 50% (concentrated), non-battery segments fragmented.
– **Trend**: Strong policy-driven rise. GB 38031-2025 (effective July 1) mandates upgraded thermal-runaway protection, making aerogel standard; per-vehicle usage rose from 0.8 m² to 1.6 m²; large-format storage cells (500+ Ah) boost demand; production cost down 42% vs 2020.
– **Content strategy**: Target “power-battery aerogel insulation pad,” “energy-storage aerogel,” “building aerogel insulation” long-tail terms, riding the new-standard traffic.

### 5. Electronic Chemicals (Wet Electronic Chemicals)
– **Market**: 2026 China electronic-chemicals market >RMB 235 billion (CAGR 13.8%); wet electronic chemicals ~RMB 18.18 billion (+21.4% YoY). Globally, IC-grade wet chemicals = 70% of the market.
– **Competition**: High, high-end bottleneck. G3-and-below localization ~75%, but G5 ultra-high-purity only ~12%, high-end ArF photoresist <8%, and the G5-grade gap for sub-28nm nodes reaches 70%. - **Trend**: Steady rise. The 15th Five-Year Plan shifts from "building the base" to "breaking chokepoints"; de-Japanification risk aversion accelerates validation; AI compute/advanced packaging lift high-purity demand. - **Content strategy**: Build long-tail terms "G5-grade wet electronic chemicals," "electronic-grade hydrofluoric acid," "wet electronic chemicals localization," tied to the semiconductor self-reliance narrative. ### 6. Specialty Ceramics (Precision Ceramics) - **Market**: 2026 global advanced ceramics >USD 120 billion, specialty ceramics ~USD 85 billion; China output 1.8 Mt (34% of global). Precision ceramic parts for semiconductor equipment grow ~21% YoY.
– **Competition**: High, high-end oligopoly. Japan/EU/US dominate high-end powders and sintering; China has scaled substitution in silicon-nitride bearing balls and alumina substrates but trails 2–3 years in high-end powder purity/sintering consistency. MIIT targets >70% self-supply for 12 core materials by 2027.
– **Trend**: Rising. Silicon nitride, aluminum nitride, and silicon carbide gain share in semiconductor/new-energy/aerospace; ceramic 3D printing accelerates; CMC turbine-blade usage doubles.
– **Content strategy**: Focus on high-end long-tail terms “semiconductor ceramic components,” “silicon-nitride ceramic bearing balls,” “silicon-carbide ceramic substrates.”

## 4. Long-Tail Keyword Strategy & Action Items

**Today’s extracted long-tail keywords (see keywords file)**: humanoid robot PEEK material, eVTOL carbon fiber composites, power-battery aerogel insulation pad, G5-grade wet electronic chemicals, semiconductor equipment precision ceramics, T1000-grade carbon fiber, carbon-fiber-reinforced PEEK, energy-storage aerogel.

**Action items**:
1. Prioritize PEEK + humanoid robot content (highest heat, medium competition); publish 3–5 pieces this week.
2. Ride the aerogel new-standard traffic with a “power-battery safety standard + aerogel” feature.
3. Tie electronic-chemicals / specialty-ceramics content to “localization / 15th Five-Year Plan” policy keywords to lift search weight.
4. Keep carbon-fiber content away from the T300 red ocean; focus on T800/T1000 and low-altitude-economy high-end scenarios.

> Sources: IIM, Persistence Market Research, ChinaIRN, GGII, Baiinfo, CITIC Securities, Kaiyuan Securities and other public industry research (Jul–Aug 2026).

2026年9月1日

2026-08-26 New Materials Price Trend Daily Report

1. Price Overview

Material	Current Price Range	WoW	Trend
PTFE Resin (Suspension Medium)	RMB 32,000-35,000/ton	-1.5%	Soft / Stable
PEEK Resin (Industrial Grade)	RMB 300-500/kg	+1%	Firm to Slightly Higher
Carbon Fiber (T300/12K)	RMB 85-95/kg	+1.5%	Bottom Rebound
PI Film (Electronic Grade)	Basic yellow film RMB 240k-300k/ton; High-end import RMB 1.0M-2.0M/ton	+3%	Rising
Specialty Ceramic Raw Material (Zirconia)	Zr oxychloride RMB 18,500-19,000/ton; Fused zirconia RMB 33,000-33,500/ton	+1% (base)	Divergent Rise

2. Key Movements

PTFE Resin: Suspension medium quoted at RMB 32,000-35,000/ton this week, -1.5% WoW, down ~35% from the June peak of RMB 51,000/ton. Drivers: concentrated low-end capacity released since 2024 with new East China capacity still ramping; downstream chemical and oil & gas buyers purchasing on demand without restocking; upstream fluorite easing to RMB 3,250-3,350/ton and crude softening to USD 68-72/bbl, weakening cost support. Prices have stabilized at the yearly low with limited rebound momentum.
PI Film (Electronic Grade): High-end electronic-grade PI film has risen ~50% over the past six months. Demand from AI servers (Rubin platform), advanced packaging (Chiplet/2.5D/3D) and foldable displays is surging simultaneously; the global electronic-grade PI film shortfall has reached 10,000-12,000 tons, with U.S./Japan/Korea leaders (DuPont, Kaneka, SKC) booked through 2027 and essentially no new capacity. Kaneka raised prices 20% in April; DuPont and others 30-50%. This week basic yellow film (RMB 240k-300k/ton) held steady while high-end imported film (RMB 1.0M-2.0M/ton) kept strengthening.
Specialty Ceramic Raw Material (Zirconia): A “stable base, rising high-end” structural divergence. Zirconium oxychloride at RMB 18,500-19,000/ton (+0.5% WoW); fused zirconia at RMB 33,000-33,500/ton (+26.7% YTD, high-level consolidation). Sinocera raised zirconia powder prices 10-40% from July 27; Japan’s Tosoh halted production due to yttria supply disruption, creating a ~6,000 t/yr global high-end powder gap and pushing yttria-stabilized zirconia (YSZ) into an independent uptrend.
Carbon Fiber: T300/12K at RMB 85-95/kg (+1.5% WoW); T700 at RMB 100-140/kg. Toray raised prices 10-20% in January and Jilin Chemical / Hengshen / Guangwei lifted prices by RMB 5,000-10,000/ton cumulatively this year, confirming a “value recovery” cycle. High-end T800 and above remains tight with firm pricing.
PEEK Resin: Industrial-grade domestic at RMB 300-500/kg, firm-to-slightly-higher (+1% WoW). Demand from semiconductors, EVs and medical is growing; Victrex runs near 95% utilization with no expansion before 2027, keeping imports tight. Domestic substitution can cut cost 30-50%.

3. Impact Analysis

Procurement Cost: The PTFE pullback benefits downstream sealing, anti-corrosion and wire & cable makers on cost; however, rising PI film, high-end zirconia and high-end carbon fiber will directly lift procurement costs for semiconductors, advanced packaging, aerospace and solid-state batteries, with some high-end categories up over 30%.
Supply Chain: Supply of high-end PI film, high-end zirconia and high-end carbon fiber (T800+) remains tight, making long-term contracts the norm and extending lead times; basic zirconia and low-end PTFE supply stay ample. Geopolitics and export controls (yttria) amplify high-end supply uncertainty, accelerating the domestic-substitution window (zirconia, PEEK, carbon fiber).

4. Action Recommendations

Lock prices now: 1) High-end electronic-grade PI film (shortage locked to 2027, prices biased to rise – sign long-term agreements); 2) High-end zirconia powder / YSZ (Tosoh gap, accelerating domestic substitution); 3) High-end carbon fiber T700/T800 (upward pricing channel established); 4) Imported PEEK (annual framework pricing to avoid the expected ~8% increase).
Monitor / wait: 1) PTFE resin (ample capacity, soft prices – buy on demand); 2) Basic electrical-grade PI film (overcapacity, flat pricing); 3) Standard industrial alumina (tracks electrolytic aluminum – purchase opportunistically).

Data sources: 100ppi (SunSirs), Mysteel, CERADIR, Huizheng Insights and public market information. This is market intelligence for reference only and does not constitute investment advice.

2026年8月26日

Daily New Materials Keyword Analysis Report (2026-08-26) | PTFE · PEEK · Carbon Fiber · Advanced Ceramics · Electronic Chemicals · Aerogel

> Market Intelligence Office · Daily Keyword Update · English Edition (Category 177)

## 1. Executive Summary

Based on the latest public industry data and leading research forecasts for August 2026, this report assesses six high-interest new-materials keywords across three dimensions: **search heat, competition intensity, and trend direction**.

**Core takeaway:** The current cycle is driven by two engines — “AI compute + semiconductor localization” and “low-altitude economy + safe batteries + humanoid robots.” The structural divergence is deepening: high-end grades are supply-constrained while commodity grades face overcapacity. Domestic substitution has entered its most demanding phase.

| Keyword | Heat (1-5) | Competition | Trend | Core Driver |
|—|—|—|—|—|
| PTFE | 5 | Low-end High / High-end Med | Divergent Up | NVIDIA Rubin Ultra backplane, semiconductor ultra-pure PFA substitution, PFAS rules |
| PEEK | 5 | Med-High | Strong Up | Humanoid robot mass production, 800V platforms, aerospace, medical |
| Carbon Fiber | 5 | Large-tow Med / High-end High | Structural Up | eVTOL low-altitude economy, hydrogen storage, C929, robots |
| Advanced Ceramics | 4 | Med | Up (high-end substitution) | Semiconductor equipment parts, EV power modules, AI thermal |
| Electronic Chemicals | 5 | Low-end High / High-end Extreme | Rapid Up | Fab expansion, AI compute, G5-grade localization |
| Aerogel | 5 | Med-High | Explosive Up | GB38031 mandate, battery thermal protection, building code |

## 2. In-Depth Analysis

### PTFE | Heat 5 | Divergent Competition | Divergent Up
**Heat:** 2026 global PTFE market ≈ USD 3.12B (MarketsandMarkets, 2026-2031 CAGR 4.4%); another estimate puts it at USD 4.39B (CAGR 6.08%). Pricing: early-June 2026 ≈ RMB 52,000/t (+23.81% YoY), softening to RMB 43,500-48,000/t by July with 72-76% utilization.
**Competition:** Commodity grades face ~30% overcapacity and price wars; high-end electronic/semiconductor grades (ultra-pure PFA) remain monopolized by US/Japan at 60%+ gross margin. China holds ~67% of global capacity but only 60-65% utilization (vs 85% global); top three (Dongyue, Haohua, Juhua) ≈ 57%.
**Trend:** NVIDIA’s next-gen Rubin Ultra servers adopt PTFE as the core orthogonal backplane material, lifting per-cabinet PTFE value from USD 3,000-4,000 to USD 12,000-16,000. Juhua’s 10kt/yr ultra-pure PFA reached mass production (ppt-level metal ions) in May 2026; Shandong Qifu doubled capacity, ending DuPont/Daikin dominance. PFAS regulation (EU 10k-substance restriction, California, China MEE) forces greener processes.

### PEEK | Heat 5 | Med-High | Strong Up
**Heat:** 2026 global PEEK market ≈ USD 1.28B (+7.9% YoY); electronics & semiconductor is the #1 application (38.5%), automotive (incl. EV) 22.3%, medical 14.7%, aerospace 11.2%. China’s capacity share >32%.
**Competition:** Top five (Victrex, Solvay, Evonik, Jilin Joinature, Junhua) ≈ 71.3%; Victrex leads at 38.6%. Chinese players hold cost advantage in standard grades but face certification barriers in medical/aerospace long-fiber.
**Trend:** 2026 is the first year of humanoid-robot mass production — 6.6-10kg PEEK per unit, China demand >2,500t in 2026 (≈RMB 2.52B market, projected RMB 35B by 2030). EV 800V platforms (motor end-caps, battery insulation brackets, 30-40% weight reduction), C919 saving 200-300kg/aircraft. MIIT action plan targets 60% self-sufficiency by 2028 and 80% by 2030.

### Carbon Fiber | Heat 5 | Large-tow Med / High-end High | Structural Up
**Heat:** H1 2026 saw a profit-cycle rebound — Toray raised prices 10-20% from Jan 2026, Jilin Chemical/Hengshen/Guangwei followed with +RMB 5,000-10,000/t. Global demand ≈ 142kt in 2026 (+10.9% YoY); China consumption 67kt (47.2% of global).
**Competition:** Sharp price bifurcation — T300 12K RMB 80-90/kg, T700 RMB 100-140/kg, T800 RMB 180-240/kg, aerospace/T1200 RMB 800-1,200/kg. Commodity utilization <70%; T700+ >85%; M40X+ high-end self-sufficiency <22%. **Trend:** Three growth poles — ① Low-altitude economy: China's market >RMB 1T in 2026, eVTOL airframe composites >70%; ② Hydrogen storage: Type-IV tank carbon fiber demand +35% YoY; ③ Aerospace: C929 planned >50% composites. “Low-end clearing, high-end expanding” structure.

### Advanced Ceramics | Heat 4 | Med | Up (high-end substitution)
**Heat:** 2026 global advanced/specialty ceramics ≈ USD 105B (broad; China 41.8%, +9.6% YoY); narrow specialty segment ≈ USD 11.36B (CAGR 7.39%). Semiconductor-equipment ceramics demand grows fastest (+14.2%); EV ceramic relays/substrates +11.8%.
**Competition:** Low-end alumina products <15% gross margin, homogenized; high-end semiconductor precision ceramics (electrostatic chucks, wafer carriers, ceramic heaters) dominated by Kyocera, CoorsTek, NGK. High-purity SiC powder (≥99.999%) spot +38% ($87→$120/kg, Jan 2024-Apr 2026). **Trend:** Boron nitride ceramics — combining insulation + thermal conductivity + heat resistance — are the hottest sub-segment for AI compute/semiconductors. EV 800V power-module insulation substrates and PV inverters scaling up. Import dependency for high-purity feedstock fell to 29.3% (2025). ### Electronic Chemicals | Heat 5 | Low-end High / High-end Extreme | Rapid Up **Heat:** China wet electronic chemicals market ≈ RMB 18-20B in 2026 (+20%+ YoY); total electronic chemicals >RMB 300B (+~25%). Global wet electronic chemicals ≈ USD 4.68B (2026, CAGR 6.9%).
**Competition:** Low-end reagents (G3 and below; PV G1/G2) localization >75-99%, thinning margins; high-end G5 (≤14nm, metal impurities ≤10ppt) only 25-30% localized; ArF/EUV photoresist <10% — severe bottleneck. **Trend:** Multiple 12-inch fabs ramping; AI chips and 3D NAND raise per-wafer clean/etch cycles ~40%. The 15th Five-Year Plan targets 85% overall electronic-chemicals self-sufficiency. Advanced packaging (FC-BGA, 3D-IC) is a new growth vector. PFAS-free formulations and waste recovery (>80%) become green-entry thresholds.

### Aerogel | Heat 5 | Med-High | Explosive Up
**Heat:** 2026 global aerogel insulation market ≈ USD 4.59B (2025-2030 CAGR ~18.9%); China holds 58.7% of capacity. EV-battery aerogel pads contributed 41.3% of global demand in 2025 (largest single application); segment 2025 USD 376M → 2026 USD 482M (+28.3%), 2032 USD 1.288B.
**Competition:** Commodity aerogel insulation is over-supplied and homogenized; high-precision, high-barrier grades for batteries/ESS are tight; automotive-grade/ESS-specific tracks have high barriers and better margins (~40% gross). Top five ≈ 67% share.
**Trend:** GB 38031-2025 “EV Traction Battery Safety Requirements” became mandatory on 2026-07-01, making aerogel a “must-have” from “nice-to-have.” GB/T 46993-2025 “Aerogel Blanket for Buildings” landed the same day, opening building-insulation blue ocean. Atmospheric-pressure drying >63% of output (≈35% cheaper than supercritical), driving cost down and substitution of rockwool/fiberglass.

## 3. Synthesis & Action Items
1. **Traffic focus:** Highest-certainty traffic sits in five clusters: “PTFE + AI servers,” “PEEK + humanoid robots,” “aerogel + battery new standard,” “electronic chemicals + G5 substitution,” “carbon fiber + low-altitude economy.” Prioritize deep-dive and buyer’s-guide content.
2. **Competition avoidance:** Generic PTFE, T300 carbon fiber, and PV/generic wet chemicals are price-war red oceans — anchor content on high-end grades and import-substitution narratives.
3. **Long-cycle cultivation:** Semiconductor precision ceramics, T1100/M-series high-modulus carbon fiber, and G5 wet chemicals are long-certification tracks — run “substitution-progress” series to build authority.
4. **Compliance lens:** PFAS (PTFE), CBAM (carbon fiber), REACH (electronic chemicals), GB38031 (aerogel) shape export and procurement decisions — embed compliance framing.

## 4. Long-Tail Keywords
(See content-pipeline/keywords/2026-08-26.md — 8 long-tail keywords listed.)

1. PTFE orthogonal backplane NVIDIA Rubin Ultra server material
2. PEEK humanoid robot joint structural parts lightweight mass production
3. T800 carbon fiber Type-IV hydrogen storage tank winding material
4. Aerogel EV battery insulation pad GB38031 mandatory standard
5. Semiconductor electrostatic chuck boron nitride precision ceramic localization
6. G5 wet electronic chemicals high-purity hydrofluoric acid 12-inch
7. Electronic-grade ArF photoresist immersion localization breakthrough
8. Low-altitude economy eVTOL carbon fiber composite airframe

2026年8月26日

Industry Trade Show Opportunity Scan (2026-08-25): Global PTFE, Composites & Advanced Ceramics Calendar

2026-08-25 Industry Trade Show Opportunity Scan

Bottom line: The next 3-6 months (Sep 2026 – Feb 2027) are the densest exhibition window of the year. Domestically, the best play is the mid-October combination of “TFE China (dedicated PTFE show, Shanghai) + IACE Shenzhen (advanced ceramics)” — they open just two days apart, so one trip covers both the fluoromaterials and the ceramics customer base. Overseas, the top picks are CAMX (Atlanta, September) and Formnext (Frankfurt, November). The most urgent item is China Composites Expo in Shanghai, which opens on September 1 — visitor pre-registration closes within days.

1. Upcoming Exhibitions

Exhibition	Date	Location	Scale	Value
China Composites Expo (CCE 2026), 29th edition	Sep 1-3	NECC, Shanghai	Last edition: 852 exhibitors / 71,000 sqm / 27,607 visitors	★★★★ Full carbon fiber & composites value chain
Vietnam Plas 2026	Sep 9-12	SECC, Ho Chi Minh City	625 exhibitors from 22 countries / 23,000 sqm	★★★ Captures SE Asian capacity shift
ICIF China (Int’l Chemical Industry Fair)	Sep 15-17	SNIEC, Shanghai	Organized by CPCIF, long-established	★★★ Upstream fluorochemical feedstock
CAMX 2026	Sep 21-24	Atlanta, USA	North America’s largest composites show (ACMA/SAMPE)	★★★★★ Aerospace / automotive / wind Tier-1 buyers
Kompozyt-Expo	Oct 7-8	Krakow, Poland	Central & Eastern Europe regional show	★★ Entry test for Eastern Europe
TFE China 2026 (Shanghai Int’l PTFE Products & Materials Expo)	Oct 12-16	NECC, Shanghai	Co-located with CIIF; 35,000+ trade visitors expected	★★★★★ Most precisely targeted PTFE audience
IACE Shenzhen 2026 (South China Int’l Advanced Ceramics Expo)	Oct 14-16	Shenzhen World Exhibition Center (Bao’an)	30,000 sqm / 300+ exhibitors / 40,000 visits / 80+ technical talks	★★★★ Semiconductor & new-energy ceramic components
Turkcomposite 2026	Oct 21-23	Istanbul, Turkey	100 exhibitors / 10,000 visitors / 65% decision-makers	★★★ Dual reach into Europe and the Middle East
13th China Int’l Fluorosilicone Materials Expo	Oct 27-29	Shenzhen World Exhibition Center (Bao’an)	Core show of “Asia Materials Week”	★★★★ Benchmark event for the full fluorosilicone chain
Advanced Engineering	Nov 4-5	Birmingham, UK	UK’s largest engineering & manufacturing event	★★★ UK aerospace supply chain
Carbon Korea 2026	Nov 4-6	Seoul, South Korea	Korea’s dedicated carbon fiber show	★★★ Korean electronics / automotive
Plastics & Rubber Indonesia	Nov 17-20	JIExpo, Jakarta, Indonesia	650+ exhibitors / 20,000 sqm / 20,000+ visitors	★★★ SE Asia’s largest plastics & rubber show
Formnext 2026	Nov 17-20	Frankfurt, Germany	World’s leading additive manufacturing expo	★★★★ Gateway for PEEK & high-performance polymer AM
Vietnam (HCMC) New Materials Expo	Nov 25-27	Saigon Exhibition & Convention Center	Hosted by Vietnam’s Ministry of Industry and Trade	★★★ High-performance fibers / engineering plastics
Shanghai Int’l Fluoroplastics Industry Chain Expo	Dec 9-11	SNIEC, Shanghai	Co-located with semiconductor expo	★★★ Fluoromaterials × semiconductor crossover traffic
JEC World 2027	Mar 2-4, 2027	Paris Nord Villepinte, France	1,300+ exhibitors, visitors from 100+ countries	★★★★★ Booth must be locked now

Also worth tracking: JEC Forum Middle East (Dec 8-9, Riyadh), ICERP (Dec 14-16, Mumbai), ACTC (Feb 9-11, 2027, Knoxville, USA), Chongqing High-Performance Composites Expo (Oct 16-18), Suzhou Int’l Plastics & Rubber Expo (Nov 18-20).

2. Top Picks

1. TFE China 2026 + IACE Shenzhen 2026 (October one-two punch, highest priority)
Why: TFE China is the only show in China dedicated to PTFE products and materials — the most precisely targeted audience of the entire year. IACE Shenzhen opens only two days later, covering semiconductor, new-energy and medical ceramics buyers, and runs alongside the South China Powder Metallurgy Expo; over 60% of its visitors come from materials and end-product manufacturing.
Action: Contact the TFE China organizer this week to confirm remaining booths (prime locations expected to sell out by month-end). Complete free visitor pre-registration for IACE in parallel and pre-book meetings with 3-5 target exhibitors. Prepare bilingual literature and samples for semiconductor sealing and corrosion-resistant parts.

2. CAMX 2026 (Sep 21-24, Atlanta, USA)
Why: North America’s largest advanced materials show, with the highest density of aerospace (Boeing supply chain), automotive (GM/Ford Tier-1) and defense buyers. Demand for PEEK and PTFE in aircraft interiors and medical implants is growing visibly.
Action: The exhibiting window for this year has effectively closed — attend as a visitor and pre-book customer meetings. US visa processing needs 4-8 weeks, so start now. Lock a 2027 booth on site and evaluate ACMA membership discounts. Bring FDA/NSF and other North American compliance documentation.

3. Formnext 2026 (Nov 17-20, Frankfurt, Germany)
Why: The world’s leading additive manufacturing event and the shortest path for PEEK, PPS and similar high-performance polymer powders/filaments to enter Europe’s high-end manufacturing supply chain.
Action: Main halls are tight — attend as a visitor this year. Secure Schengen visas before October. Prioritize meetings with medical and aerospace AM service bureaus to validate the technical and certification bar for high-performance polymer powders.

4. JEC World 2027 (March 2027, Paris)
Why: The world’s number-one composites event, with 1,300+ exhibitors and buyers from 100+ countries — a must for international brand building.
Action: Early-bird booth pricing typically expires by end of October. Submit the booth application within October, or lose on both price and floor position.

3. Registration Deadlines

Most urgent — CCE 2026 (opens Sep 1): visitor pre-registration closes this week; without it you queue on site and forfeit the free badge.
CAMX 2026: booths essentially sold out; early-bird attendee rates usually end two weeks before the show; start US visa processing immediately.
TFE China 2026 / IACE Shenzhen 2026: booths still on sale, prime positions expected to sell out by end of August; IACE free visitor pre-registration is already open.
Formnext 2026: main halls near capacity; complete Schengen visas before October.
JEC World 2027: submit early-bird booth application before end of October.
Plastics & Rubber Indonesia: free entry, but pre-registration required.

4. Cost Estimates

Booth fees (reference)

Domestic standard booth (9 sqm): approx. RMB 12,000-18,000; raw space RMB 800-1,500/sqm
CAMX (USA): approx. USD 3,500-4,500 per 9 sqm; ACMA members get discounts
Formnext (Germany): raw space approx. EUR 400-600/sqm
JEC World 2027: approx. EUR 4,000-15,000 depending on size and location
SE Asia shows (Indonesia / Vietnam): approx. USD 1,500-3,500 per 9 sqm

Travel budget (flights, hotels, visas included)

Domestic show, 2 people × 3 days: RMB 8,000-12,000
Southeast Asia, 2 people × 5 days: RMB 20,000-30,000
USA, 2 people × 6 days: RMB 50,000-70,000
Europe, 2 people × 6 days: RMB 45,000-60,000

Budget allocation recommendation: Concentrate Q4 resources on exhibiting at TFE China (booth + build + travel, RMB 30,000-50,000 total). Attend CAMX and Formnext as a visitor this year to control cost (under RMB 60,000 per show), and use the October window to lock the JEC World 2027 booth. Keep the total Q4 exhibition budget at RMB 150,000-200,000 — roughly 60% into precisely targeted domestic shows and 40% into overseas market intelligence and customer visits.

Verification note: dates, scale figures and costs above are compiled from public sources. Confirm with each event’s official website or organizer before registering.

2026年8月25日

2026-08-25 New Materials Price Trend Daily Report

Price Overview

Material	Current Price Range	WoW	Trend
PTFE Resin (Suspension Medium)	32,000-34,000 CNY/t	-1.5%	📉 Down
PEEK Resin (Industrial Grade)	320-500 CNY/kg	+3.0%	📈 Up
Carbon Fiber (T300/12K)	85-95 CNY/kg	+1.5%	📈 Steady Rise
PI Film (Electronic Grade)	280,000-1,500,000 CNY/t	+4.0%	📈 Up (High-end Shortage)
Specialty Ceramic Raw Material (Fused Zirconia)	33,000-34,000 CNY/t	+1.5%	📈 Up

Key Movements

PTFE Resin: -1.5%. Low-end general-purpose grades remain soft. Domestic PTFE capacity expanded rapidly through 2026, leaving supply ample; downstream chemical and oil & gas buyers purchase on demand with no concentrated restocking. Fluorite has pulled back to 3,250-3,350 CNY/t and crude oil to 68-72 USD/bbl, weakening cost support. Intensified competition has pushed trader quotes lower. Expected to oscillate within 31,000-35,000 CNY/t.
PEEK Resin: +3.0%. Global supply tightness drives the uptrend. Victrex capacity utilization has risen to ~95% with no new capacity before 2027; demand from semiconductor packaging, EV batteries, humanoid robots and eVTOL is expanding simultaneously, with Q2 2026 standard granules already ~8% higher YoY. Domestic industrial-grade offers strong value (30%-50% below imports), but the overall price center is moving up with DFBP monomer costs and FX.
PI Film (Electronic Grade): +4.0%. High-end shortage is worsening. Kaneka raised all PI film prices 20% in April and overseas majors (DuPont etc.) are up 30%-50% YTD; the global electronic-grade PI film gap has reached 10,000-12,000 t, with US/Japan/Korea leaders locked through 2027. Demand for high-thermal PI (AI servers) and PSPI (advanced packaging) is growing exponentially. Basic electrical grades are stable while high-end and CPI optical film (20-30M CNY/t) keep strengthening.
Specialty Ceramic Raw Material (Zirconia): +1.5%. Structural price gains are clear. Sinocera raised zirconia powder prices 10%-40% from July 27; yttria export controls triggered Tosoh’s shutdown, creating a ~6,000 t/yr rigid gap in global high-end nano-zirconia; fused zirconia is up ~27% YTD and standard zirconia ~29%. Downstream PCB grinding media, MLCC and solid-state batteries provide firm support.

Impact Analysis

On Procurement Cost: PEEK, high-end PI film and yttria-stabilized zirconia are in an upward channel with supply constrained by locked orders and shutdowns, pressuring both spot cost and lead time. PTFE, by contrast, is a buyer’s market with low cost and ample negotiation room.
On Supply Chain: A “low-end loose, high-end tight” bifurcation persists. Carbon fiber, high-end PI film and YSZ have weak supply elasticity—secure long-term agreements and qualified suppliers early. Standard zirconia and PTFE are well supplied with low supply-chain risk.

Action Recommendations

Lock prices now: PEEK resin (annual framework pricing), high-end electronic-grade PI film (qualify domestic substitutes early, lock long-term contracts), yttria-stabilized/nano-composite zirconia (domestic-substitution window—prioritize price and volume locks), T700+ carbon fiber (high-end shortage, build coverage early).
Monitor / wait: PTFE resin (low and soft—buy on demand, avoid stockpiling), standard electrical-grade PI film and standard zirconia (ample supply, prices track base feedstock—purchase opportunistically).

Data sources: 100ppi, Mysteel, Baiinfo, public research and industry news. For reference only.

2026年8月25日

Daily Keyword Monitoring Report — New Materials Industry (2026-08-25)

Scope: PTFE, PEEK, Carbon Fiber, Advanced Ceramics, Electronic Chemicals, Aerogel ｜ Date: August 25, 2026

1. Executive Summary

The six tracked material keywords show a structural “high-end shortage vs. low-end oversupply” pattern. Five macro drivers — AI compute, humanoid robots, NEVs, low-altitude economy, and semiconductor localization — are pulling demand for high-performance materials, while commodity grades face overcapacity and price competition. Policy tailwinds (MIIT’s Specialty Engineering Plastics Action Plan, GB 38031-2025 battery safety standard, 15th Five-Year new-materials plan) are the strongest deterministic catalysts.

2. Heat / Competition / Trend Matrix

Keyword	Heat	Competition	Trend	Core Signal
PTFE	High	Medium-High	Divergent up	High-end electronic grade cabinet value up to $12k–16k
PEEK	Very High	Medium	Strong up	Humanoid-robot mass production year; 6.6–10 kg/unit
Carbon Fiber	High	High	Bottoming rebound	T700+ tight; T300 utilization <70%
Advanced Ceramics	High	Medium-High	Steady up	Semiconductor precision ceramics ~3x in 3 yrs
Electronic Chemicals	Very High	Medium	Volume+Price up	G5 ultra-pure localization only ~12%
Aerogel	Very High	Medium	Explosive up	New mandatory standard makes it must-have

3. Deep Dive

PTFE

Heat High. Commodity grades overbuilt (China ~67% of global capacity, utilization 60–65%, ~30% low-end surplus); high-end electronic/semiconductor grades surging. NVIDIA Rubin Ultra adopts PTFE as core orthogonal-backplane material, cabinet value rising from $3k–4k to $12k–16k.
Competition Medium-High. Dongyue/Haohua/Juhua “Big Three” ~57% of China capacity. Overseas PFAS rules tighten.
Trend Divergent up. Price ~RMB 52k/t early June (+23.81% YoY), soft-stabilized to RMB 43.5k–48k/t by late July. Export recovery to ME/SEA/LatAm/Africa.
Action: Prioritize semiconductor-grade ultra-pure PFA/PTFE and AI-server HF substrates; avoid commodity-grade price wars.

PEEK

Heat Very High. Humanoid robots (2026 mass-production year, 6.6–10 kg/unit), NEV 800V platforms, C919, low-altitude economy. China PEEK market >RMB 5B in 2026; global >$1.2B.
Competition Medium. Top 5 (Victrex, Solvay, Evonik, Zhongyan, Junhua) 71.3%; China capacity >32%, localization 12%→28.7%, net exporter since 2025.
Trend Strong up. Cost fell from RMB 500k–800k/t to ~RMB 140k/t. MIIT+NDRC July 2026 Action Plan targets 60% self-sufficiency by 2028, 80% by 2030; National Big Fund Phase II included.
Action: Lock certification and capacity for robot joints, 800V motor insulation, aero structures.

Carbon Fiber

Heat High. Wind (largest, >30%), hydrogen storage (Type IV +35%), low-altitude eVTOL (>70% composite), humanoid robots (5–7 kg/unit), aerospace.
Competition High. Structural split: T300 utilization <70%, price RMB 120→90/kg (-25%); T700+ utilization >85%, price >RMB 300/kg. China 40–61% of global capacity, 65–85% self-sufficient.
Trend Bottoming rebound. Toray +10–20% Jan 2026, Jilin Chemical +RMB 10k/t, Hengshen +RMB 10k/t April; high-end tight. MIIT target 80% high-end self-sufficiency by 2028.
Action: Pre-qualify domestic T700/T800+; lock long-term agreements on commodity grades; focus hydrogen bottles, eVTOL, robots.

Advanced Ceramics

Heat High. Semiconductor equipment (electrostatic chuck, ceramic heater, susceptor), power-device AIN substrates, 5G/6G dielectric ceramics, aero hot-section. China advanced-ceramics market ~RMB 130B in 2026, 5-yr CAGR >12%.
Competition Medium-High. Functional 77% (MLCC, substrate, filter), structural 23%. Top 5 ~45% global; semiconductor precision ceramics import-substitution space large (~3x in 3 yrs).
Trend Steady up. Global advanced ceramics CAGR 6–10%; China semiconductor structural ceramics ~RMB 12.5B in 2026.
Action: Focus semiconductor-equipment ceramic parts and automotive power-device substrates localization; avoid commodity alumina red ocean.

Electronic Chemicals

Heat Very High. AI compute chips, wafer-fab expansion (2026 +480k wafers/month 12-inch), “de-Japanization” supply security. China wet e-chemicals ~RMB 18.2B in 2026, CAGR >12%; total e-chemicals >RMB 300B, ~25% YoY.
Competition Medium. High-end import-dependent: G5 ultra-pure ~12% local, ArF photoresist <8%, some e-gases <10%; commodity grades largely domestic.
Trend Volume+Price up. Functional wet chemicals +14.2% vs commodity +8.3%; high-grade gross margin 45%+. 2026 = key node from validation to volume adoption.
Action: Capture G5 ultra-pure reagents, ArF photoresist, e-specialty gases, CMP materials substitution; exploit 1–3 yr fabs qualification lead time.

Aerogel

Heat Very High. GB 38031-2025 (EV battery safety) effective July 1, 2026 raised thermal-runaway threshold, making aerogel “must-have”. Global market ~$4.59B in 2026, CAGR 15–18.9%; battery insulation pad $376M (2025) → $482M (2026), CAGR 28.3%.
Competition Medium. Top 5 (Aspen, Cabot, Zhongning, Nano, Alison) 67.2%; automotive-grade and storage-specific high-end high-barrier, high-margin; commodity low-end homogeneous.
Trend Explosive up. Atmospheric drying >54.7% (35% cheaper vs supercritical); China production cost -40% since 2020; building aerogel blanket standard GB/T 46993-2025 opens second blue ocean.
Action: Bind top battery makers’ automotive-grade certification; expand building insulation, storage safety, ultra-thin (<0.5mm) formats.

4. Long-tail Keywords

PTFE semiconductor-grade ultra-pure PFA localization
PEEK humanoid-robot lightweight structural parts
Carbon fiber Type IV hydrogen storage winding material
Aerogel power-battery insulation pad GB38031
Advanced ceramic electrostatic chuck semiconductor equipment
Wet electronic chemicals G5 ultra-pure hydrofluoric acid
Electronic-grade ArF immersion photoresist localization
Low-altitude economy eVTOL carbon fiber composites

5. Intelligence Conclusion

Thesis unchanged: premiumization + localization is the common logic; avoid commodity, overweight scarce high-end.
Strongest catalyst: mandatory policy standards (aerogel GB38031, PEEK action plan, carbon-fiber self-sufficiency targets).
Risk warning: PFAS regulation (PTFE), low-end overcapacity (carbon fiber/PTFE/aerogel commodity), long certification cycles (e-chemicals/ceramics).

2026年8月25日

Advanced Materials Price Trend Daily, 24 Aug 2026 | Brent Breaks $94 and Reignites Costs, PI Film Lands a Second 20%+ Hike, PTFE Grades Split Further

Price Trend Daily Report – 2026-08-24

Key takeaway: Brent crude surged 6.4% in a single week to break $94/bbl, lifting the cost floor across the entire chain. PI film’s second round of 20%+ hikes has landed in July–August, making it the only genuine seller’s market this period. PTFE grade divergence is widening — commodity powder under pressure while electronic grades hold. High-end and low-end zirconia have fully decoupled.

Price Overview

Material	Current Price Range	WoW	Trend
PTFE resin (suspension medium granule)	RMB 44,000–46,000/t (Shandong low end 31,800)	-1% to 0%	Weak, choppy ↘
PTFE resin (suspension fine powder)	RMB 47,000–50,000/t	0%	Relatively resilient →
PTFE dispersion resin / dispersion emulsion	RMB 44,000–46,000 / 28,000–30,000/t	0%	Stable →
PEEK resin (domestic virgin)	RMB 300,000–400,000/t (imported 550,000–1,000,000)	0%	Stable to slightly weak →
Carbon fibre T300-12K (Jilin)	RMB 100/kg	0% (MoM +5.3%)	Bottoming and recovering ↗
Carbon fibre T700-12K	RMB 105–135/kg	0%	Range-bound at the bottom →
PI film (electrical grade, 25μm)	Uniaxial 110–170 / biaxial 170–220 RMB/kg	+1% to +2%	Confirmed uptrend ↑
PI film (electronic grade)	RMB 200–500/kg; high-end MPI approx. RMB 2.5m/t	+2% to +3%	Seller’s market ↑↑
Fused zirconia	RMB 33,250/t	0%	Stalemate at highs →
Zircon sand 65% / zirconium oxychloride	RMB 11,300 / 19,000 per t	Zircon sand easing	Divergent ↘→
Alumina (metallurgical grade)	RMB 2,692.9/t	-0.5%	Weak and declining ↘
[Cost driver] Brent crude	USD 94.39/bbl	+6.4%	Sharp rally ↑↑
[Cost driver] Anhydrous HF	RMB 14,700–16,500/t	0% (+40% YTD)	Firm at highs ↑
[Cost driver] Yttria (China domestic)	RMB 60.7/kg	0% (+21% YTD)	Firm at highs ↑

Notable Moves

Brent crude: +6.4% week on week. Brent settled at USD 94.39/bbl on 21 August and WTI at USD 87.06/bbl, a sixth consecutive session of gains and a three-week high. Crude transiting the Strait of Hormuz has fallen from a normal ~21.6 million bpd to 4.9 million bpd, with only 73 vessel transits in the week (versus 91 the prior week). The IEA now puts the Q3 global deficit at 1.8 million bpd, and observed global inventories fell 69 million barrels in July to below 7.9 billion barrels — the first time since April 2025. The US Treasury Secretary has said the “largest coordinated economic isolation in history” against Iran will be detailed on 24 August. This is the biggest variable this period: cost floors for acrylonitrile, dianhydrides/diamines and the fluorochemical chain will move up systemically, with pass-through expected within two to four weeks.

PI film: second round of 20%+ hikes confirmed. After a 20%–30% rise in Q2, prices went up more than 20% again in July–August — two rounds stacked. UBE has 80% of its electronic-grade capacity locked by downstream long-term contracts, and Kaneka, having raised global prices 20% on 16 April, is preparing another increase. The gap is structural: industry demand of 28,000 t against supply of 18,000 t. PSPI (DRAM/HBM passivation) demand is roughly 400 t in 2026, doubling to 800 t in 2027; MPI (memory packaging and optical modules) goes from 3,000–4,000 t to 7,000 t. Global supply sits with five or six offshore producers with no new capacity planned before 2030 — only incremental debottlenecking — and they prioritise Samsung, SK Hynix and TSMC. Shortage is expected to persist beyond 2028, with mainland China the tightest region.

PTFE: structural divergence widening. Mainstream suspension medium granule is under pressure at RMB 44,000–46,000/t while Shandong low-end quotes remain at RMB 31,800/t — an intra-month spread above 40%. Upstream fluorspar and anhydrous HF stay firm and R22 quota controls keep supply tight, so the cost floor holds, but pass-through remains blocked. Leading producers have softened list prices modestly, mid-size and small plants face growing destocking pressure and are discounting more actively. Commodity powder is falling hardest; high-end electronic and lithium-battery fine powders are relatively resilient.

Zirconia: high and low end fully decoupled. Zircon sand 65% has eased to about RMB 11,300/t and zirconium oxychloride holds at RMB 19,000/t, yet high-end yttria-stabilised zirconia is on an independent uptrend. Japan’s Tosoh has suspended dental-grade powder supply after losing yttria feedstock, creating a shortfall of roughly 6,000 t/year at the high end, and Sinocera raised zirconia powder prices 10%–40% effective 27 July. Year to date, zircon sand is up 17%, zirconium oxychloride 36% and yttria 21%.

Carbon fibre: flat on the week, recovering on the month. Jilin T300/12K stands at RMB 100/kg (+5.3% MoM) and T300/25K at RMB 90/kg (+5.9%); Jiangsu T700/12K is flat at RMB 105/kg while Guotai Dacheng offers T700/12K at RMB 135/kg. Industry cost is RMB 114,145/t (+3.2% MoM) with gross margin still negative at RMB -10,002/t. Inventory has eased slightly to 13,230 t, July output reached 11,295 t (+9.5% MoM) and utilisation was 69.8%. The rebound is cost-driven repair, not demand-led.

PEEK: flat. Domestic virgin resin is RMB 300,000–400,000/t and imported material RMB 550,000–1,000,000/t. The humanoid-robot narrative has cooled, and continued domestic capacity ramp-up at Zhongyan and Jida plus import substitution has rebalanced supply and demand.

Impact Analysis

Procurement cost. The oil rally will lift acrylonitrile, BPDA/PMDA dianhydrides and diamines within two to four weeks, feeding directly into PI film and carbon fibre precursor costs. PI film is the largest cost item this period and electronic grades have entered a “price without volume” phase — packaging, optical-module and AI-server BOMs must be repriced immediately (PI content is worth roughly RMB 20 per 800G optical module and RMB 32.7 per 1.6T unit). Commodity PTFE and metallurgical alumina remain low and are the only categories where cost can still be squeezed this period. High-end zirconia, by contrast, directly raises costs for dental, MLCC and PCB grinding-media applications.

Supply chain. PI film — especially PSPI and MPI — and high-end yttria-stabilised zirconia are seller’s markets with lengthening lead times, and offshore capacity is reserved for offshore majors, so Chinese buyers must secure volume via long-term contracts and prepayment. Buyers retain leverage in PTFE, but the same strategy cannot be applied to commodity and electronic grades alike. Carbon fibre has ample domestic capacity and the best supply elasticity, with part of Zhongfu Shenying’s 30,000 t Lianyungang project already onstream. Tanker risk premiums will simultaneously raise landed costs and insurance on imported material.

Actionable Recommendations

Materials to lock in now

PI film (electronic grade / MPI / PSPI) — sign three- to six-month contracts or an annual framework. Securing volume matters more than securing price right now; a 10%–15% premium for allocation is acceptable. Start qualifying a domestic second source in parallel (Rui Hua Tai’s MPI has passed certification at two memory makers and already ships into optical modules).
High-end zirconia powder (yttria-stabilised / dental grade) — Tosoh’s 6,000 t/year gap remains unfilled; lock Q4 allocation with Sinocera or another domestic leader as soon as possible.
Carbon fibre T700-12K — cost is up 3.2% MoM with industry margins negative, and RMB 105/kg sits close to cash cost. Lock three to six months forward.
PTFE dispersion resin and high-end electronic fine powder — producer inventories are low and a catch-up move with HF is likely. Build two to four weeks of cover early.

Materials to monitor

PTFE commodity suspension medium granule — the weak, choppy phase has not ended and the supply-demand balance remains soft. Wait two to four weeks for confirmed stabilisation and build inventory in tranches rather than all at once.
Alumina (metallurgical grade) — supply strong, demand weak. September is expected to range-trade low at RMB 2,580–2,780/t (monthly average near 2,680). Two to three weeks of safety stock is sufficient.
PEEK standard industrial grade — domestic capacity keeps expanding and the price centre is drifting lower, so buy to need. Only aerospace- and medical-certified grades warrant annual framework agreements.

Signals to watch closely: daily vessel transits through the Strait of Hormuz and Iranian export loadings; the US sanctions detail due 24 August; China’s fuel price adjustment window at midnight on 28 August (institutions estimate an increase of about RMB 370/t, equal to RMB 0.27–0.30 per litre of gasoline); further developments in yttria export controls; and the timing of Kaneka’s next PI price increase letter.

This report is compiled from publicly available market data for reference only. Procurement decisions should factor in your own inventory position, payment terms and supplier relationships.

Market Intelligence Officer | New Materials Price Trend Monitoring | 2026-08-24

2026年8月24日

New Materials Daily Keyword Analysis Report (2026-08-24) | PTFE · PEEK · Carbon Fiber · Advanced Ceramics · Electronic Chemicals · Aerogel

Market Intelligence Officer · Daily Keyword Update · English Edition (Category 177)

1. Daily Overview

This report assesses six trending new-materials keywords across three dimensions — **search heat, competition intensity, and trend direction** — based on August 2026 public industry data and leading research forecasts.

**Key takeaway:** Premiumization, import substitution, and emerging applications (AI compute, low-altitude economy, safe batteries) are the dominant themes. Low-end commodity grades face overcapacity while high-end grades are in short supply.

Keyword	Heat (1-5)	Competition	Trend	Core Driver
PTFE (Polytetrafluoroethylene)	5	Low-end high / High-end medium	Divergent up	AI server orthogonal backplanes, semiconductor wet chemicals, export recovery
PEEK (Polyetheretherketone)	4	Medium-high	Steady up	Semiconductor wafer carriers, medical implants, humanoid robots
Carbon Fiber	5	Large-tow medium / High-end high	Structural up	Low-altitude eVTOL, hydrogen storage, C929
Advanced Ceramics	4	Medium	Steady up	Semiconductor equipment parts, NEV, biomedical
Electronic Chemicals	5	Low-end high / High-end extreme	Fast up	Wafer fab expansion, AI compute, import substitution
Aerogel	4	Medium	Explosive up	Power-battery thermal protection, building energy code

2. In-Depth Keyword Analysis

PTFE (Polytetrafluoroethylene) | Heat 5 | Divergent Competition | Divergent Up

**Heat:** 2026 global PTFE market ~USD 3.12B (MarketsandMarkets, 2026-2031 CAGR 4.4%), with other estimates at USD 4.39B (CAGR 6.08%). Suspension PTFE trades at RMB 43,500-48,000/t with 72-76% utilization; low-end stays soft.

**Competition:** Low-end commodity grades face ~30% overcapacity and同质化 price wars. High-end electronic/semiconductor grades (ultra-pure PFA) remain dominated by US/Japan. China holds ~67% of global capacity but only 60-65% utilization; Dongyue, Haohua and Juhua control ~57%.

**Trend:** Catalyst — NVIDIA’s next-gen Rubin Ultra server uses PTFE as the core orthogonal backplane material, lifting per-cabinet PTFE value from USD 3,000-4,000 to USD 12,000-16,000. Ultra-pure PFA import substitution and recovery in Middle East/SEA/LatAm exports. Tightening PFAS regulation drives green-process upgrade.

PEEK (Polyetheretherketone) | Heat 4 | Medium-High | Steady Up

**Heat:** 2026 global PEEK market ~USD 1.28-1.86B (CAGR 7-8.4%). Asia-Pacific contributes 42-58% of incremental demand; China’s capacity share exceeds 42%.

**Competition:** Global CR5 ~76-88%; Victrex and Solvay lead. Chinese players (Zhongyan, Pengfulong) lifted localization from <12% (2020) to 28.7% (2026) via capacity and grade certification.

**Trend:** Four gold tracks — humanoid robots (6.6-10kg/unit), NEV 800V platforms (insulated magnet wire/battery brackets), aerospace (C919 saves 200-300kg/fuselage), medical implants (95% bone fusion). MIIT’s 2026-2030 action plan targets 60% self-sufficiency by 2028, 80% by 2030.

Carbon Fiber | Heat 5 | Large-tow Medium / High-end High | Structural Up

**Heat:** 2026 China capacity >180kt (global ~240kt, China 52%), output ~96.8kt, utilization >85%. T1000-grade achieved mass production.

**Competition:** Low-end T300/T400 abundant and price-war driven (standard modulus fell from RMB 120/kg to 90/kg); high-end T700+ at >85% utilization with some grades still imported. CR5 ~58%.

**Trend:** Three增量 — (1) Low-altitude economy: domestic market may exceed RMB 1T in 2026, eVTOL composites >70% of airframe; (2) Hydrogen storage: cylinder carbon fiber demand +72% YoY; (3) Aerospace: C929 composites >50%, commercial-space localization accelerating.

Advanced Ceramics | Heat 4 | Medium | Steady Up

**Heat:** 2026 global technical/advanced ceramics ~USD 15.1B (CAGR 6.7%) to ~USD 105B (broad advanced-ceramics basis); China advanced-ceramics market approaches RMB 130B (5-yr CAGR >12%). Pan-semiconductor structural ceramics ~RMB 12.5B in 2026.

**Competition:** Low-end alumina products <15% gross margin,同质化; high-end semiconductor precision ceramics (electrostatic chuck, wafer susceptor, ceramic heater) led by Kyocera, CoorsTek, CeramTec — large substitution space.

**Trend:** NEV (AlN power-semiconductor substrates, sensors) automotive-grade ceramics >25% YoY; semiconductor localization tripled precision-ceramics demand in 3 years; 5G/6G dielectric ceramics and zirconia bioceramics expanding.

Electronic Chemicals | Heat 5 | Low-end High / High-end Extreme | Fast Up

**Heat:** 2026 China wet electronic chemicals >RMB 18.18B (+21.4% YoY); total electronic chemicals ~RMB 300B (+~25%). Global wet chemicals 2024 ~USD 10.1B.

**Competition:** Low-end G3-and-below reagents >75-80% localized, thin margins; high-end G5 (≤10ppt metals) only 12-30% localized; ArF/EUV photoresist <8-10% — severe bottleneck.

**Trend:** 12-inch wafer fabs mass commissioning lifts ultra-pure H2SO4, HF, developer demand; AI-server liquid-cooling fluorinated fluids are a brand-new track; SiC/GaN specialty etchants ~RMB 5B in 2026. The 15th-FYP prioritizes EUV-support reagents and high-purity specialty gases.

Aerogel | Heat 4 | Medium | Explosive Up

**Heat:** 2026 global aerogel insulation ~USD 4.92B (CAGR ~18-19%); China >58% of global capacity. Battery aerogel pads contributed 41.3% of 2025 global demand — the single largest application.

**Competition:** Generic thermal-insulation aerogel oversupplied and同质化; high-precision/flame-retardant grades for power and storage batteries are tight; automotive-grade/storage-specific segments have high barriers and better margins. CR5 ~67%.

**Trend:** From 1 Jul 2026, GB 38031-2025 (EV power-battery safety) and GB/T 46993-2025 (building aerogel blanket) took effect — aerogel shifts from “optional” to “mandatory”. Large-format 500+/600+Ah storage cells raise thermal-management difficulty; by 2030, 500+Ah products may exceed 70% share, strongly lifting storage-aerogel demand.

3. Synthesis & Action Recommendations

1. **Traffic focus:** Highest-certainty traffic sits in “PTFE + AI server”, “PEEK + humanoid robot”, “aerogel + battery code”, “electronic chemicals + import substitution” — prioritize deep technical and procurement-guide content.

2. **Avoid the red ocean:** Generic PTFE, T300 carbon fiber and commodity wet chemicals are price-war zones; steer content toward high-end grades and substitution narratives.

3. **Long-cycle nurture:** Semiconductor precision ceramics, T1100 carbon fiber and G5 wet chemicals are long-certification tracks suited to “substitution progress” series.

4. **Compliance angle:** PFAS (PTFE), CBAM (carbon fiber) and REACH (electronic chemicals) affect export buyers — embed compliance perspective in content.

4. Long-Tail Keywords

PTFE film 5G high-frequency substrate; PEEK humanoid-robot joint lightweight; carbon fiber eVTOL low-altitude structure; automotive-grade aerogel battery insulation pad; semiconductor alumina ceramic electrostatic chuck localization; G5 wet electronic chemicals 12-inch wafer import substitution; carbon aerogel storage-battery thermal protection; T1100 high-modulus carbon fiber aerospace composite.

2026年8月24日

2026-08-23 Price Trend Daily Report

Price Overview

Material	Current Price Range	WoW	Trend
PTFE Resin (Suspension Mid-grade)	RMB 32k–47k/t (benchmark 43k)	~0%	→ Weakly stable
PTFE Resin (Dispersion)	RMB 50k–54k/t	0%	→ Stable
PEEK Resin (Domestic Standard)	RMB 300k–400k/t	0%	→ Stable to slightly weak
PEEK Resin (Imported)	RMB 550k–1,000k/t	0%	→ Stable
Carbon Fiber (T300 12K)	RMB 90k–100k/t	+5.3%	↗ Bottoming and recovering
Carbon Fiber (T700 12K)	RMB 105k–135k/t	Flat to slightly up	↗ Bottoming and recovering
PI Film (Electrical/Standard Electronic)	RMB 200–500/kg (elec. 110–220)	+1% to +2%	↑ Confirmed uptrend
PI Film (High-end/Semiconductor)	RMB 800–1,500/kg+	+0.5% to +2%	↑ Firm
Alumina (Metallurgical)	RMB 2,700–2,800/t	-1%	↘ Weak
Zirconia (Fused)	≥ RMB 33,000/t	+26.7% YTD	↑ High and firm
Silicon Nitride Powder (High-purity)	RMB 80k–150k/t	+0.5%	→ Stable but tight

Key Movements

Carbon Fiber (T300): +5.3% — ends a half-year decline. Toray raised TORAYCA 10%–20% from January; Jilin Chemical followed with +RMB 5k–10k/t. Inventories are falling from highs, and the low-altitude economy (eVTOL/UAV) being added to the 15th Five-Year Plan further boosts demand expectations.
PI Film: +1% to +2% — Kaneka’s 20% April hike keeps transmitting, backed by PMDA/ODA feedstock costs. AI-server and foldable-screen demand is pulling. Global high-end PI film gap stands at ~10k–12k t, with overseas orders locked through 2027.
Zirconia: +26.7% YTD — zircon sand +17% YTD, yttria export controls, and Tosoh’s supply halt (~6k t/yr gap). Guoci raised zirconia powder prices 10%–40% from July 27.
Alumina: -1% — ample supply, high social inventories (~6.49 Mt); smelter capacity near the 45 Mt ceiling caps the upside. Range-bound.
PTFE / PEEK: weakly stable / stable-to-weak — PTFE low-end oversupply with HF (+40% YTD) cost support but off-season demand capping the rebound; PEEK domestic capacity release rebalancing supply-demand, price under pressure.

Impact Analysis

Procurement cost: Rising PI film and zirconia lift costs for electronic packaging, MLCC, PCB grinding media and dental ceramics; PTFE and carbon fiber remain low and controllable; slightly weaker alumina is marginally favorable.
Supply chain: PI film and high-end zirconia are seller’s markets with extended lead times — early order-locking is required; carbon fiber localization improves resilience; PTFE low-end oversupply gives buyers leverage but opens substitution avenues.

Action Recommendations

Lock prices: PI film (order 3 months ahead), high-end zirconia (annual volume contracts), carbon fiber T700 (3–6 month forward pricing — bottoming signal is clear).
Watch / Wait: PTFE (weakly stable; limited downside but rebound capped by inventory — restock in batches on dips), alumina (weak range-bound — buy as needed), domestic standard PEEK (capacity release rebalancing supply-demand, price under pressure).

2026年8月23日

Daily New Materials Keyword Analysis Report | 2026-08-23

# Daily New Materials Keyword Analysis Report | 2026-08-23

> Market Intelligence perspective | Tracks monitored: PTFE / PEEK / Carbon Fiber / Advanced Ceramics / Electronic Chemicals / Aerogel
> Sources: public industry research, corporate filings and market monitoring (August 2026)

## 1. Overview

This issue scans six new-materials tracks across three dimensions — search heat, competition intensity, and trend. The common threads running through all tracks are **AI compute, domestic substitution, and mandatory policy standards**.

| Track | Heat | Competition | One-line Conclusion |
|——-|——|————-|——————–|
| PTFE | ★★★★★ | ★★★☆ | Electronic-grade lifted by AI compute; price and substitution up |
| PEEK | ★★★★☆ | ★★★★ | Medical and aerospace high-end grades lead growth |
| Carbon Fiber | ★★★★★ | ★★★☆ | Prices bottom out and rebound; low-altitude economy opens 2nd curve |
| Advanced Ceramics | ★★★★☆ | ★★★★ | Semiconductor equipment and power modules drive structural growth |
| Electronic Chemicals | ★★★★★ | ★★★★ (high-end ★★★★★) | G5 ultra-high-purity gap ~70%; deep substitution stage |
| Aerogel | ★★★★☆ | ★★★☆ | New national standard mandates; battery safety a certain增量 |

## 2. Per-Track Heat · Competition · Trend

### 2.1 PTFE (Polytetrafluoroethylene)
– **Price signal**: Major fluorochemical producers raised all product lines ~5% from June 2026; suspension mid-grain at RMB 51k–52k/t, +23.81% YTD; high-end electronic-grade ~RMB 150k/t, nearly 3x standard grade.
– **Market size**: China consumption 186kt in 2025 (~RMB 8.5bn); global ~USD 3.0bn in 2026, CAGR 6.6%.
– **Key drivers**: AI compute (NVIDIA Rubin Ultra orthogonal backplane adopts PTFE), semiconductor localization, new energy.
– **Competition**: Dongyue, Haohua/Zhongzhou Chenguang and Juhua together hold 57%; Juhua’s ultra-pure PFA mass production accelerates electronic-grade substitution.
– **Trend**: Electronic-grade PTFE for high-frequency high-speed copper-clad laminates is the strongest elasticity segment for the next 3 years.

### 2.2 PEEK (Polyetheretherketone)
– **Market size**: Global ~USD 1.28bn in 2026, CAGR 7.9%.
– **Application mix**: Electrical & electronics 38.5%, automotive 22.3%, medical 14.7%, aerospace 11.2%.
– **Competition**: Victrex leads at 38.6%, top-5 ~71.3%; China capacity share 32%, localization rate 28.7%.
– **Trend**: Medical implant-grade and humanoid-robot joint parts are the fastest-growing scenes (~12% YoY medical); CF-PEEK composites and 3D-printing filaments are the technology high ground.

### 2.3 Carbon Fiber
– **Price signal**: Toray raised prices 10%–20% in Jan 2026; Jilin Chemical Fiber hiked twice for a cumulative RMB 10k/t; T700 RMB 100–140/kg, T800 RMB 180–240/kg, aerospace T1200 RMB 800–1,200/kg.
– **Market size**: Global demand 142kt in 2026 (+10.9% YoY); China 52.5% of global, localization >85%.
– **Growth tracks**: Low-altitude economy (eVTOL airframe composites >70%), commercial space, humanoid robots (5–7kg/unit), hydrogen storage (Type IV) cylinders.
– **Trend**: Structural divergence — general grades oversupplied, T800+ tight; domestic high-end qualification is the main line.

### 2.4 Advanced Ceramics
– **Market size**: Global technical ceramics USD 15.1bn in 2026 (CAGR 6.7%); broad advanced ceramics ~USD 105bn (CAGR 6.3%); China USD 41.26bn in 2026, 41.8% of global.
– **Focus**: Electronic components 38.5%; semiconductor equipment ceramic parts demand +14.2%; IGBT/SiC power modules pull AlN and Si3N4 substrates.
– **Trend**: Electrostatic chucks, ceramic substrates (AMB/DPC), HTCC/LTCC are core substitution battlegrounds; high-end powders and sintering equipment still partly imported.

### 2.5 Electronic Chemicals (Wet Electronic Chemicals)
– **Market size**: China ~RMB 18.18–20bn in 2026; global wet electronic chemicals ~USD 6.8–9.0bn in 2026.
– **Localization**: General grades 50%–80%; G5 ultra-high-purity (metal impurities <10ppt) only 10%–30%, supply gap ~70%. - **Key drivers**: Wafer-fab expansion (China fabs may reach 71 by 2027), AI chips, advanced nodes (<3nm), policy (15th Five-Year Plan names it + 13% export rebate). - **Trend**: Shift from "scale dividend" to "technology premium"; G5 ultra-high-purity and functional wet chemicals are the main battleground; 1–3 year customer qualification forms the moat. ### 2.6 Aerogel - **Market size**: Global aerogel insulation ~USD 4.28–4.59bn in 2026, CAGR 15%–18.9%; battery insulation pads USD 376m (2025) → USD 482m (2026), CAGR 28.3%. - **Policy driver**: GB 38031-2025 (effective 2026-07-01) makes aerogel "mandatory" from "optional" in battery safety design. - **Trend**: Ambient-pressure drying 63.4% of output (cost −35%); China 58.7% of global capacity; three engines — EV battery safety, energy storage, building energy efficiency. ## 3. Integrated Trend Outlook 1. **AI compute is a common engine** across materials: PTFE backplanes, higher wet-chemical consumption, ceramic substrates (AI packaging) all benefit. 2. **Substitution moves from "general" to "high-end deep water"**: G5 wet chemicals, electronic-grade PTFE, aerospace-grade carbon fiber, AMB ceramic substrates are the focus. 3. **Mandatory standards create certain demand**: aerogel GB 38031 and the electronic-chemical Five-Year Plan turn "optional" into "must-have". 4. **New scenarios open a second curve**: low-altitude economy, humanoid robots, energy storage are new demand sources. ## 4. Action Recommendations - **Content**: Prioritize three high-heat long-tail keywords — electronic-grade PTFE, carbon-fiber eVTOL, aerogel battery safety (see keyword library file). - **Customer acquisition**: Build an integrated "material + process + service" content matrix for top semiconductor/new-energy accounts. - **Monitoring**: Weekly track Toray/Jilin carbon-fiber quotes, Juhua electronic-grade PTFE, CATL aerogel usage, and wafer-fab qualification dynamics. --- *Auto-generated by the Market Intelligence Officer. Data as of 2026-08-23, for B2B new-materials market decision reference.*

2026年8月23日