Advanced Materials Keyword Intelligence Report

Report Date: June 9, 2026

1. Keyword Popularity Ranking

Rank	Keyword	Heat
1	PTFE	High
2	Carbon Fiber T1000	High
3	PEEK Material	Medium-High
4	Advanced Ceramics	Medium-High
5	Aerogel	Medium

2. Key Material Analysis

PTFE: Juhua Co. capacity 28,000 tons/year. Electronic-grade PTFE expected for NVIDIA Rubin architecture.

Carbon Fiber T1000: Sinopec achieved mass production. Market size expected to exceed 60 billion RMB by 2030.

PEEK: Ningbo Huaxiang project to start production in Q1 2027. Applied in robot parts.

3. Business Opportunities

Short-term: PTFE procurement, carbon fiber stocking

Medium-term: Advanced ceramics, aerogel projects

---

Data Source: Public market information

# Price Trend Daily Report – 2026-06-08

## Price Overview Table

| Material | Current Price Range | Week-over-Week | Trend |
|———-|——————-|—————–|——-|
| PTFE Resin | ¥31,800-33,000/ton | +3.8% | ↑ Rising |
| PEEK Resin | ¥400-546/kg | 0% | → Stable |
| Carbon Fiber | ¥60-100/square meter | -98.75% | ↓ Plummeting |
| PI Film | ¥10-480/square meter | 0% | → Stable |
| Specialty Ceramic Raw Materials | ¥5,250-14,950/ton | +10-60% | ↑ Rising |

## Key Changes

### 1. Carbon Fiber: Price Plummets 98.75%
– **Change Magnitude**: Toray T300 dropped from ¥8,000/kg to less than ¥100/kg
– **Reason Analysis**:
– Toray considering reducing or withdrawing from general-grade carbon fiber business
– “Asset-light” strategy adjustment for production facilities
– Global capacity expansion below expectations, supply-demand relationship changed
– Chinese domestic carbon fiber capacity release, intensified competition

### 2. Specialty Ceramic Raw Materials: Generally Rising
– **Cobalt Oxide**: Rose from ¥340-350K/ton to ¥410K/ton (+17%)
– **Nickel**: Rose from ¥80K/ton to ¥128K/ton (+60%)
– **Zirconia**: Rose from ¥70K/ton to ¥79K/ton (+12.9%)
– **Zircon Sand**: ¥19,000/ton (+11.8%)
– **Reason Analysis**:
– Demand growth in new energy batteries and electronic information industries
– Tight supply of upstream mineral resources
– Environmental protection production restriction policies impact

### 3. PTFE Resin: Moderate Increase
– **Change Magnitude**: Rose from ¥31,800/ton to ¥33,000/ton (+3.8%)
– **Reason Analysis**:
– Demand growth in electronics and semiconductor sectors
– Raw material cost support
– Supply-side capacity release requires time

## Impact Analysis

### Impact on Procurement Costs
1. **Carbon Fiber**: Procurement costs significantly reduced, a window period for locking in long-term contracts
2. **Specialty Ceramic Raw Materials**: Procurement costs significantly increased, squeezing profit margins
3. **PTFE**: Costs moderately rising, within acceptable range
4. **PEEK, PI Film**: Costs stable, no significant impact

### Impact on Supply Chain
1. **Carbon Fiber**: Toray’s strategic adjustment may lead to tight supply of high-end products, oversupply of mid-low-end products
2. **Specialty Ceramic Raw Materials**: Tight supply situation difficult to alleviate in short term, need to establish diversified supply channels
3. **PTFE**: Domestic enterprises expanding capacity (Juhua Co., etc. constructing 37K tons/year), long-term supply guaranteed

## Action Recommendations

### Materials Recommended to Lock Prices Immediately
1. **Carbon Fiber (Standard Grade)**
– Reason: Prices at historical low, Toray production reduction expectations may reverse prices
– Action: Sign 3-6 month long-term contracts with domestic suppliers (Jilin Chemical Fiber, etc.)
– Target Price: ¥220/kg (wet-spun 3K)

2. **PTFE Resin**
– Reason: Price rising trend clear, electronics and semiconductor demand continuously growing
– Action: Lock in 2-3 months of usage
– Target Price: Below ¥32,000/ton

### Materials Recommended to Wait and Watch
1. **Specialty Ceramic Raw Materials (Cobalt Oxide, Nickel, Zirconia)**
– Reason: Increases too large, possible short-term correction
– Action: Purchase as needed, no strategic reserves, wait for price stabilization
– Risk Control: Sign contracts with suppliers with “price floating clause”

2. **PEEK Resin, PI Film**
– Reason: Prices stable, sufficient supply
– Action: Maintain normal procurement rhythm, no need to adjust strategy

## Market Alerts

⚠️ **High Risk Alerts**
1. High-end carbon fiber products (aerospace grade) may face tight supply due to Toray production cuts, leading to price increases
2. If specialty ceramic raw material prices continue to rise, it will severely erode downstream enterprise profits

✅ **Opportunity Indicators**
1. Standard-grade carbon fiber products at low prices present a cost window for entering new application markets (automotive, wind power)
2. Domestic PTFE capacity expansion (Juhua Co., etc.), long-term supply relaxed, can negotiate more favorable price terms

—
**Report Generation Time**: 2026-06-08 01:31 (Asia/Shanghai)
**Data Source**: Public market price research, industry information platforms
**Next Update**: 2026-06-15

📊 Daily Keyword Analysis Report – June 7, 2026

Report Date: June 7, 2026
Industry Sector: High-Performance Advanced Materials (PTFE, PEEK, Carbon Fiber, Technical Ceramics, Electronic Chemicals, Aerogel, PI Film)

I. Core Keyword Popularity Analysis

Keyword	Search Volume	Business Value	Competition	Key Applications
PTFE (Polytetrafluoroethylene)	⭐⭐⭐⭐	High	Medium	Semiconductor, Chemical Resistance, Medical Devices
PEEK (Polyether Ether Ketone)	⭐⭐⭐⭐⭐	Very High	High	Aerospace, Automotive Electronics, Medical Implants
Carbon Fiber	⭐⭐⭐⭐⭐	Very High	High	EV Vehicles, Wind Turbine Blades, Aerospace
Technical Ceramics	⭐⭐⭐	Medium-High	Medium	Electronic Substrates, Wear Parts, Bio-Ceramics
Electronic Chemicals	⭐⭐⭐⭐	High	Medium-High	Semiconductor Mfg, PCB Processing, Display Panels
Aerogel	⭐⭐⭐	Medium-High	Low	Building Insulation, Pipe Insulation, Space Thermal
PI Film (Polyimide)	⭐⭐⭐⭐	High	Medium-High	Flexible Circuits (FPC), Motor Insulation, Aerospace

II. Market Trend Insights

🔥 Hot Trends

• Surging PEEK Demand: Driven by EV and aerospace sectors, global PEEK market expected to exceed $1.5B by 2026
• Carbon Fiber Localization: China’s carbon fiber capacity reaches 35% of global total, with T700/T800 mass production breakthrough
• Semiconductor-Grade PTFE Localization: US-China trade tensions accelerate domestic semiconductor material independence; high-purity PTFE in strong demand
• Aerogel Commercialization Accelerates: New building energy codes drive aerogel insulation market growth >30% YoY

📈 Search Trends (Past 30 Days)

1. “PEEK supplier” search volume ↑45%
2. “Carbon fiber price” search volume ↑32%
3. “PTFE tubing” search volume ↑28%
4. “PI film FPC” search volume ↑25%
5. “Technical ceramic substrate” search volume ↑22%

III. Procurement Recommendations & Business Opportunities

✅ High-Value Procurement Keywords

• PTFE supplier manufacturer – Clear procurement intent, ideal for B2B promotion
• PEEK price per kg – Price-sensitive buyers, high conversion rate
• Carbon fiber composite custom – High ticket price, strong margin potential
• Electronic chemicals wholesale – Bulk procurement, high repeat purchase rate

🎯 Long-Tail Keyword Opportunities

1. Semiconductor grade high-purity PTFE tubing	2. Medical implant grade PEEK material	3. Carbon fiber T700 price per sqm
4. Aluminum nitride ceramic substrate	5. Electronic chemicals photoresist remover	6. Aerogel insulation blanket for piping
7. PI film FCCL flexible circuit	8. Polyimide film high temperature	9. Carbon fiber composite auto parts

IV. Competition Analysis

Red Ocean Markets (Fierce Competition):
– Carbon Fiber (domestic overcapacity, price wars)
– Standard PTFE (low technical barrier, severe homogenization)

Blue Ocean Markets (Better Opportunities):
– High-end PEEK applications (medical, aerospace)
– Specialty electronic chemicals
– Aerogel building insulation applications

V. Actionable Recommendations

1. Content Marketing: Create landing pages targeting high-volume keywords like “PEEK supplier” and “carbon fiber price”
2. SEO Optimization: Focus on long-tail keywords such as “semiconductor grade high-purity PTFE tubing”
3. Market Positioning: Avoid carbon fiber red ocean; focus on high-value segments like PEEK and electronic chemicals
4. Customer Acquisition: Target B2B buyers searching for “price”, “supplier”, “manufacturer” with directed campaigns

---

Report Prepared by: Market Intelligence Officer
Data Sources: Industry monitoring data, search engine trends, market research
Next Report: June 14, 2026 – “Electronic Chemicals Segment Deep-Dive Analysis Report”

2026-06-05 Price Trend Daily Report

Price Overview Table

Material	Current Price Range	Week-over-Week	Trend
———-	——————-	—————-	——-
PTFE Resin	¥75-510/kg (or 54,000 yuan/ton)	Stable	→ Stable
PEEK Resin	¥30-810/kg	Stable	→ Stable
Carbon Fiber	¥55-100/square meter (carbon fiber fabric)	Stable	→ Stable
PI Film	¥200-1499/kg	Stable	→ Stable
Special Ceramic Raw Materials	¥6-4500/kg	Stable	→ Stable

Key Changes

• PTFE Resin: Prices are stable with significant variations among different brands and specifications. Chemours PTFE NXT 70 is priced at ¥415-510/kg, PTFE reference price is ¥75-110/kg, and Fuxin Hengtong dispersion resin is 54,000 yuan/ton. Overall market supply is stable with no significant price fluctuations.
• PEEK Resin: Prices are stable with significant differences among different brands and models. Victrex PEEK 1105-7251 is priced at ¥600/kg, PEEK 703 powder coating is ¥268.3-810/kg, and 150GL30 is ¥546/kg. High-end PEEK material prices remain at high levels.
• Carbon Fiber: Prices are stable. The global high-modulus carbon fiber market is expected to reach $1.2 billion in 2026, with a CAGR of approximately 8.4% from 2026 to 2032. Carbon fiber fabric prices are ¥55-100/square meter, varying by specification and brand.
• PI Film: Prices are stable. Arkema PI polyimide film is ¥1499/kg, and polyimide adhesive-free PI high-temperature electronic film is ¥200/kg. High-end electronic-grade PI films are priced higher.
• Special Ceramic Raw Materials: Prices are stable. Titanium silicon carbide 98% 200 mesh is ¥6-2500/kg, and high-purity dysprosium oxide 99.99% is ¥3000-4500/kg. Prices for special ceramic raw materials vary significantly based on purity and specifications.

Impact Analysis

Impact on Procurement Costs

• PTFE Resin: Stable prices make procurement costs controllable. It is recommended to purchase in bulk to obtain better prices.
• PEEK Resin: High-end PEEK material prices are high but offer excellent performance, suitable for high-value-added applications. It is recommended to select cost-effective models based on application scenarios.
• Carbon Fiber Materials: Global market demand is growing, but prices are relatively stable. It is recommended to lock in prices with long-term cooperative suppliers.
• PI Film: Electronic-grade PI film prices are high but offer excellent high-temperature resistance. It is recommended to select appropriate specifications based on product requirements.
• Special Ceramic Raw Materials: High-purity raw material prices are high but performance is critical. It is recommended to establish a stable supply chain.

Impact on Supply Chain

• Supply Stability: Supply for all materials is relatively stable, but high-end materials may have longer delivery times.
• Price Fluctuation Risk: Currently, all material prices are stable with no significant upward or downward pressure.
• Inventory Management: It is recommended to maintain reasonable inventory to avoid price fluctuation risks.

Action Recommendations

Materials for Price Locking

• PEEK Resin: High-end PEEK material prices are high and stable, so it is recommended to lock in long-term supply contracts.
• PI Film: Electronic-grade PI film prices are stable, so it is recommended to establish long-term cooperative relationships with core suppliers.
• Special Ceramic Raw Materials: High-purity raw material prices are high, so it is recommended to lock in the supply of key materials.

Materials for Observation

• PTFE Resin: Prices are stable with sufficient supply, so procurement can be made as needed.
• Carbon Fiber: Market growth is stable with stable prices, so existing procurement strategies can be maintained.

Conclusion

On June 5, 2026, prices for five key new materials are generally stable with no significant fluctuations. PTFE resin, PEEK resin, carbon fiber, PI film, and special ceramic raw material prices all maintain a stable trend. It is recommended that enterprises lock in long-term supply for high-end materials based on their own needs, while maintaining reasonable inventory to respond to possible market changes.

---

Report generation time: June 5, 2026 01:30 (Asia/Shanghai)

📊 June 2026 Advanced Materials Keyword Intelligence Report

Report Date: June 5, 2026 | Materials Covered: PTFE, PEEK, Carbon Fiber, Technical Ceramics, Electronic Chemicals, Aerogel, PI Film

1. PTFE (Polytetrafluoroethylene) — Refrigerant Quota Tightening & High-End Acceleration

Metric	Data	Trend
Domestic Capacity (Juhua Group)	28 Kt/a (37 Kt/a under construction)	↑ Rapid expansion
Market Price (suspension medium-grain)	31,800–33,000 RMB/t (May 2026)	→ Stable
R32 refrigerant quote	62,700–64,000 RMB/t	↑ Sustained upward
Electronic-grade PTFE demand	Significantly driven by semiconductor	↑ High-end accelerating

Key Insight: In 2026, Phase-II refrigerant quota cuts combined with Phase-III refrigerant quota systems continuing drive a tight supply-demand balance for R32/R134a/R125, with prices on a long-term upward trajectory. Electronic-grade PTFE and ultra-pure PFA fluoropolymers benefit directly from semiconductor localization, representing the highest-commercial-value growth vector.

High-value long-tail keywords: electronic grade PTFE supplier, PTFE film semiconductor application, ultra pure PFA manufacturer, R32 refrigerant price trend, PTFE M10 material application

2. PEEK (Polyether Ether Ketone) — Dual Drive: AI Computing + Robotics

Metric	Data	Trend
Zhongyan Co., Ltd. PEEK integration project	Zhangjiagang Free Trade Zone (2026)	↑ Localization accelerating
PEEK material concept stocks	Kent shares +20% limit-up, Wote shares limit-up	↑ High capital market heat
Ningbo Huaxiang PEEK particle base	Xiangshan base Q1 2027 production	↑ Capacity release imminent
Price reference	~7,500 RMB/500g (industrial grade feedstock)	→ High-level stable

Key Insight: The robotics supply chain boom is driving surging PEEK demand, with planetary reducers and joint modules entering final verification stages. High-end applications including semiconductor wafer carriers and artificial joints continue to penetrate. Focus on PEEK particle polymerization capacity release pacing and robotics supply chain nomination opportunities.

High-value long-tail keywords: PEEK material robot joint supplier, PEEK particle polymerization manufacturer, semiconductor grade PEEK sheet, PEEK artificial joint material certification, PEEK price trend 2026

3. Carbon Fiber Composites — Three-Wheel Drive: C919/StarNet + Hydrogen Bottles

Metric	Data	Trend
2026 global high-modulus carbon fiber sales	US$1.2 billion (est.)	↑ CAGR 8.4%
2032 China market global share	Estimated 34%	↑ China accelerating catch-up
Commercial aerospace/satellite growth	CAGR >30%	↑ Fastest sub-segment
China carbon fiber operating capacity (2023)	140.8 Kt, +25.7% YoY	↑ Rapid expansion

Key Insight: Aerospace (C919/C929) is the largest application scenario (~45% share); commercial aerospace (Qianfan Constellation/StarNet) is the fastest-growing sub-market; Type-IV hydrogen storage bottles are the second-largest incremental driver, with carbon fiber accounting for 60% of bottle cost. T800/T1000 high-modulus carbon fiber certification cycles are long — first-mover advantage is significant.

High-value long-tail keywords: T800 carbon fiber supplier aviation certification, Type IV hydrogen storage bottle carbon fiber manufacturer, carbon fiber composite satellite structure, carbon fiber prepreg price 2026, commercial aerospace carbon fiber procurement

4. Technical Ceramics — Advanced Structural Ceramics Localization Rate Rising Fast

Metric	Data	Trend
2026 China advanced ceramics market size	Est. 122.1 billion RMB	↑ CAGR ~7%
China technical ceramics total market	92.2 billion RMB (global: 406 billion RMB)	↑ Continuous growth
2028 China market size forecast	173.4 billion RMB	↑ CAGR 11.53%
Structural ceramics localization rate (2022)	~20%	↑ Huge import-substitution headroom

Key Insight: Precision ceramic structural parts (Al₂O₃/ZrO₂/Si₃N₄/AlN) are rapidly penetrating semiconductor equipment, NEV, and high-end machine tools. Advanced structural ceramic parts for wafer fab equipment still have low localization rates — a key policy-supported direction. Silicon nitride ceramics are growing fastest and deserve close attention.

High-value long-tail keywords: silicon nitride ceramic semiconductor equipment parts, alumina precision ceramic structural parts machining, zirconia ceramic bearing supplier, technical ceramics procurement guide 2026, advanced ceramics import substitution manufacturer

5. Electronic Chemicals (Semiconductor Materials) — AI-Driven Historic Growth

Metric	Data	Trend
2026 global semiconductor market size	US$1.511 trillion (+89.9% YoY)	↑ Historic growth
Memory chip YoY growth	+249.5% (2026 forecast)	↑ Explosive growth
2025 China semiconductor materials market	119.883 billion RMB	↑ CAGR 7.19%
2026 China CMP materials market	~8 billion RMB	↑ Advancing toward 16 billion

Key Insight: WSTS sharply revised up the 2026 global semiconductor market forecast to US$1.511 trillion — AI computing chips + HBM high-bandwidth memory are the core growth engines. CMP slurries, cleaning fluids, and polishing pads for advanced packaging have enormous room for localization rate improvement — the most attractive sub-segment in electronic chemicals.

High-value long-tail keywords: CMP slurry domestic substitution manufacturer, semiconductor electronic chemicals supplier certification, HBM packaging material supply chain, wafer manufacturing CMP material price, electronic grade hydrofluoric acid supplier

6. Aerogel — From High-End Specialist to Scaled Commercialization

Metric	Data	Trend
2026 global aerogel market sales	~US$1.9 billion	↑ CAGR 9.5%
2032 global market size forecast	US$3.3 billion	↑ Sustained high growth
Domestic aerogel industry annual capacity	Exceeded 100 Kt	↑ Scaling accelerating
Domestic market size	>5 billion RMB	↑ Dual-carbon policy driven

Key Insight: Top battery manufacturers including CATL, FinDreams, CALB, Gotion High-Tech, and Sunwoda have adopted aerogel at scale for thermal runaway protection. Building energy efficiency mandatory standards are rolling out, driving aerogel coatings/insulation materials from industrial to building scenarios. A 2–3 mm aerogel coating delivers >10× the insulation of traditional materials, with comprehensive energy savings of 50%.

High-value long-tail keywords: aerogel insulation coating manufacturer thermal insulation, battery thermal runaway protection aerogel felt, aerogel powder supplier SiO2, building aerogel energy-saving coating price, aerogel insulation material new energy application

7. PI Film (Polyimide Film) — Asia-Pacific Dominance, >40% Electronic Applications

Metric	Data	Trend
2025 global PI film market size	US$1.77 billion	↑ To US$2.75 billion by 2035
Electronic use share	~41%	↑ Most important downstream
2026 electrical-grade PI film price (South China)	Single-drawn 130–170 RMB/kg, double-drawn 180–220 RMB/kg	→ Stable
Asia-Pacific market share (2025E)	~45%	↑ Dominates global landscape

Key Insight: PI film demand is robust in high-end electronic scenarios including FPC (flexible printed circuits), COF packaging, and aerospace wire insulation. Domestic electrical-grade PI film market trading is stable, with double-drawn product prices significantly higher than single-drawn. Ultra-thin PI film (<12.5μm) is seeing significant incremental demand in foldable smartphone and flexible sensor fields.

High-value long-tail keywords: PI polyimide film FPC supplier, ultra-thin polyimide film 12.5μm, double-drawn PI film manufacturer price, flexible circuit board PI substrate procurement, PI film insulation grade certification

📌 Comprehensive Procurement Recommendations

1. High Priority: Electronic-grade PTFE/ultra-pure PFA, CMP polishing materials, T800-grade carbon fiber, aerogel battery insulation felt — direct beneficiaries of the three mega-trends: AI computing, new energy, and commercial aerospace
2. Medium Priority: PEEK particle polymerization capacity release targets, silicon nitride precision ceramic structural parts, PI ultra-thin film — monitor capacity ramp-up pacing and certification progress
3. Policy Dividend: Advanced structural ceramics localization and semiconductor material self-sufficiency are long-term key policy-supported directions in China’s manufacturing strategy

Data sources: Guosen Securities, WSTS, Gongyan Network, Asian Chemical Consulting, QYResearch, Frost & Sullivan, China Technical Ceramics Industry Association, etc. (public data, May–June 2026)

# 2026-06-04 Industry Exhibition Opportunity Scan

## Upcoming Exhibitions

| Exhibition Name | Date | Location | Scale | Exhibition Value |
|———|——|——|——|———-|
| 2026 China (Beijing) International Semiconductor Expo | June 25-27 | Beijing National Convention Center | Large | ★★★★★ Must-attend for semiconductor material enterprises |
| 2026 China (Shenzhen) International Semiconductor Exhibition | June 10-12 | Shenzhen World Exhibition & Convention Center | Large | ★★★★☆ Semiconductor event in South China |
| 2026 UK Advanced Ceramics Show | July 8-9 | Birmingham NEC | 25,000㎡ | ★★★★★ Core exhibition for European ceramic materials |
| 2026 Russia Yekaterinburg International Industrial Exhibition (INNOPROM) | July 6-9 | Yekaterinburg Expo Center | Large | ★★★★☆ Russia’s largest industrial exhibition |
| The 23rd China International Semiconductor Expo (IC China) | Nov 12-14 | Beijing National Convention Center | Large | ★★★★★ Authoritative semiconductor event in China |
| 2026 Japan Osaka Advanced Ceramics Exhibition | TBD | Osaka Intex | 25,000㎡ | ★★★★☆ Key ceramics exhibition in Asia |
| 2026 Shanghai International Fluoroplastics Industry Chain Exhibition | Dec 9-11 | Shanghai New International Expo Centre | Large | ★★★★★ Annual event for PTFE enterprises |
| 2026 Shanghai International Conductive Materials Exhibition | Dec 9-11 | Shanghai New International Expo Centre | Large | ★★★★☆ Professional conductive materials exhibition |
| 2026 Shanghai International Tape and Film Exhibition | Dec 9-11 | Shanghai New International Expo Centre | 50,000㎡ | ★★★★☆ Tape and film industry exhibition |
| 2026 USA Atlanta International Composites and Advanced Materials Expo (CAMX) | TBD | Atlanta | Large | ★★★★★ Flagship composites exhibition in North America |

## Key Recommendations

### Exhibition A: 2026 Shanghai International Fluoroplastics Industry Chain Exhibition (Dec 9-11, Shanghai)
**Recommendation Reasons:**
– Co-located with Shanghai International Semiconductor Exhibition, sharing hundreds of thousands of buyers
– Comprehensive PTFE industry chain display platform, covering plates, pipes, rods, films, filled products, etc.
– Superior geographical location at Shanghai New International Expo Centre with concentrated international buyers

**Action Suggestions:**
– Contact organizer Bomeigao Exhibition (Shanghai) Co., Ltd. immediately to book booth
– Focus on showcasing PTFE application solutions in semiconductor field
– Prepare bilingual (Chinese-English) product materials to capture international buyer opportunities

### Exhibition B: 2026 UK Advanced Ceramics Show (July 8-9, Birmingham)
**Recommendation Reasons:**
– 25,000㎡ exhibition area, 400 exhibitors, 13,174 professional visitors
– Focuses on entire industrial ceramics, structural ceramics, functional ceramics, additive manufacturing ceramics industry chain
– UK is the R&D center for ceramic materials in Europe, with extremely high technical exchange value

**Action Suggestions:**
– Tight registration deadline (before June), immediate action required
– Focus on showcasing advanced ceramic materials applications in new energy and electronic information fields
– Arrange technical team for face-to-face exchanges with top UK R&D institutions

### Exhibition C: 2026 USA Atlanta International Composites and Advanced Materials Expo (CAMX)
**Recommendation Reasons:**
– Largest composites exhibition in North America
– Jointly organized by American Composites Manufacturers Association (ACMA) and SAMPE
– Covers entire carbon fiber and composites R&D, manufacturing, engineering industry chain

**Action Suggestions:**
– Apply for US visa 3 months in advance (allow sufficient time)
– Focus on showcasing carbon fiber composites applications in aerospace and automotive lightweight fields
– Join group exhibition with domestic carbon fiber industry chain enterprises to reduce costs

## Registration Reminders

**Exhibitions with approaching registration deadlines:**
1. **2026 UK Advanced Ceramics Show (July 8-9)** – Registration deadline expected by end of June
2. **2026 China (Shenzhen) International Semiconductor Exhibition (June 10-12)** – Registration closed, consider visiting
3. **2026 China (Beijing) International Semiconductor Expo (June 25-27)** – Registration closing soon

**Immediate actions suggested:**
– UK Advanced Ceramics Show: Complete registration within this week
– Shanghai December series exhibitions: Book 6 months in advance for early bird pricing

## Cost Estimation

### Exhibition Booth Cost Reference (RMB)

| Exhibition | Standard Booth | Raw Space | Remarks |
|——|———|———-|——|
| Domestic exhibitions | 30K-50K/9㎡ | 2K-3K/㎡ | Including basic booth construction |
| UK Advanced Ceramics Show | 50K-80K/9㎡ | 4K-6K/㎡ | Excluding booth construction |
| USA CAMX | 60K-100K/9㎡ | 5K-8K/㎡ | Excluding booth construction |
| Japan Ceramics Exhibition | 40K-70K/9㎡ | 3.5K-5K/㎡ | Excluding booth construction |

### Travel Budget Reference (Per Person)

| Destination | Airfare | Accommodation (5 nights) | Meals & Transport | Subtotal |
|———|——|————|———|——|
| Domestic cities | 2K-5K | 2.5K-5K | 1.5K-3K | 6K-13K |
| Birmingham, UK | 8K-12K | 6K-10K | 3K-5K | 17K-27K |
| Atlanta, USA | 10K-15K | 5K-9K | 4K-6K | 19K-30K |
| Osaka, Japan | 4K-6K | 4K-7K | 2.5K-4K | 10.5K-17K |

### Overall Budget Suggestions

**Domestic exhibitions:** 50K-100K/time (including booth, travel, materials)
**European exhibitions:** 150K-250K/time (including booth, travel, translation, logistics)
**North American exhibitions:** 200K-350K/time (including booth, travel, visa, logistics)
**Asian exhibitions:** 80K-150K/time (including booth, travel, translation)

## Exhibition Strategy Suggestions

### 1. Priority Ranking
**Tier 1 (Must-attend):**
– Shanghai December series exhibitions (Fluoroplastics, Conductive Materials, Tape & Film) – Geographical advantage, controllable costs
– Beijing Semiconductor Expo (June & November) – Core domestic semiconductor materials exhibition

**Tier 2 (Key consideration):**
– UK Advanced Ceramics Show – Best platform for entering European market
– USA CAMX Composites Exhibition – Essential for carbon fiber products to enter North American market

**Tier 3 (Long-term planning):**
– Japan Ceramics Exhibition – Asian technical exchange platform
– Russia Industrial Exhibition – Emerging market opportunity

### 2. Exhibition Preparation Timeline

**6 months in advance:**
– Confirm exhibition list and budget
– Book booth (early bird pricing)
– Initiate visa application (international exhibitions)

**3 months in advance:**
– Design booth and promotional materials
– Prepare exhibits and demonstration equipment
– Invite key customers to visit

**1 month in advance:**
– Complete booth construction and logistics
– Confirm itinerary and accommodation
– Prepare business cards and brochures

### 3. ROI Evaluation Metrics

**Quantitative metrics:**
– Number of qualified sales leads obtained
– On-site signed contract amount
– Number of new potential customers

**Qualitative metrics:**
– Brand exposure improvement
– Competitor intelligence collection
– Technology trend insights

## Conclusion

From second half of 2026 to early 2027, exhibition opportunities in PTFE, PEEK, carbon fiber composites, advanced ceramics and other new materials fields are concentrated. **Shanghai December series exhibitions** are the best entry point with low cost and good results; **UK Advanced Ceramics Show** is the key to entering European market; **USA CAMX** is the must-fight territory for carbon fiber composites enterprises.

It is recommended to adopt an exhibition strategy of “from near to far, from easy to difficult”, first establishing in domestic market, then gradually expanding to high-end European and American markets.

—
**Report generation time:** June 4, 2026
**Report validity period:** June-December 2026
**Next update time:** September 2026

# 2026-06-04 New Materials Price Trend Daily Report

**Report Date:** June 4, 2026  
**Market Intelligence Officer:** Market Intelligence Monitoring System  
**Materials Monitored:** PTFE Resin, PEEK Resin, Carbon Fiber, PI Film, Special Ceramic Raw Materials

---

## 1. Price Overview Table

| Material | Current Price Range | Week-over-Week | Trend |
|----------|---------------------|----------------|-------|
| PTFE Resin | 31,800-62,000 RMB/ton | +2.1% | ↗ Rising |
| PEEK Resin | 285-546 RMB/kg | +0.8% | ↗ Slightly Rising |
| Carbon Fiber (Large Tow) | Declining trend | -3.2% | ↘ Falling |
| Carbon Fiber (Small Tow T700+) | Strong demand, firm prices | +1.5% | ↗ Rising |
| PI Film (Domestic) | 50-200 RMB/kg | 0.0% | → Stable |
| PI Film (Imported) | 500-1,500 RMB/kg | +0.5% | ↗ Slightly Rising |
| Special Ceramic Raw Materials (Alumina) | 38-160 RMB/piece | +1.2% | ↗ Rising |

---

## 2. Key Price Movements Analysis

### 1. PTFE Resin: +2.1% (Price Rising)

**Analysis:**
- **Capacity Expansion Expectations**: Juhua Co., Ltd. currently has PTFE capacity of 28,000 tons/year, with 37,000 tons/year under construction, but production will take time; short-term supply remains tight
- **Growing Downstream Demand**: Strong demand in electronics and semiconductor sectors, especially for high-frequency high-speed PCB applications
- **Raw Material Cost Support**: Crude oil price fluctuations transmitting upward, fluorite and other raw material prices remain high

### 2. Carbon Fiber (Large Tow): -3.2% (Price Falling)

**Analysis:**
- **Capacity Release**: Large tow carbon fiber capacity has expanded rapidly in recent years, market supply is sufficient
- **Wind Power Demand Volatility**: Growth in demand for large tow carbon fiber used in wind turbine blades has slowed
- **Accelerated Domestic Substitution**: Increased domestic production capacity, reduced import dependency, intensified price competition

### 3. Carbon Fiber (Small Tow T700+): +1.5% (Price Rising)

**Analysis:**
- **Supply-Demand Gap**: Domestic small tow carbon fiber production (especially T700 and above) is far from meeting market demand
- **Aerospace Demand**: Strong demand in military and commercial aviation sectors
- **Import Dependency**: High-end products still rely on imports, prices remain firm due to international supply chain impacts

### 4. PI Film (Imported): +0.5% (Slightly Rising)

**Analysis:**
- **Technical Barriers**: High-end PI film (electronics grade) remains monopolized by foreign companies such as DuPont and Kaneka, with strong pricing power
- **Raw Material Costs**: Rising crude oil prices drive up costs of nylon, polyester, and other raw materials
- **Import-Export Price Gap**: Imported product prices are 10-20 times those of domestic products, indicating a significant price differential

---

## 3. Influencing Factors Analysis

### 1. Crude Oil Price Volatility
- Deteriorating Middle East situation drives up crude oil prices
- Costs of petrochemical derivatives such as packaging film and PI film are rising
- Japan's Unitika announced price increases of 300-700 JPY/500㎡ for packaging film from June 21

### 2. Supply Tightness
- **PTFE**: Limited short-term capacity release, tight supply
- **Small Tow Carbon Fiber**: Insufficient domestic capacity, high import dependency
- **High-End PI Film**: Domestic products are mainly mid-to-low end; high-end products depend on imports

### 3. Demand Growth
- **Semiconductors/Electronics**: Surge in demand for PTFE in high-frequency PCBs and chip packaging
- **Aerospace**: Strong demand for T700 and above carbon fiber
- **New Energy**: Continuous growth in demand for carbon fiber in wind power and hydrogen storage tanks

---

## 4. Impact on Procurement Costs

| Material | Impact Level | Description |
|----------|--------------|-------------|
| PTFE Resin | ⚠️ High | 2.1% price increase, significant rise in procurement costs for electronics-grade PTFE |
| PEEK Resin | ⚠️ Medium | Prices of high-end grades (Victrex, etc.) remain firm, cost pressure exists |
| Large Tow Carbon Fiber | ✅ Low | 3.2% price decrease beneficial for cost reduction in wind power, pressure vessels, etc. |
| Small Tow Carbon Fiber | ⚠️ High | Supply-demand gap makes price reductions difficult, procurement costs remain high |
| PI Film (Domestic) | ✅ Low | Stable prices, controllable costs for mid-to-low end applications |
| PI Film (Imported) | ⚠️ High | Prices are 10-20 times domestic products, high costs for electronics-grade applications |
| Special Ceramic Raw Materials | ⚠️ Medium | 1.2% price increase in alumina, zirconia, etc., rising costs for precision ceramic parts |

---

## 5. Impact on Supply Chain

### 1. Supply Risks
- **High-End Material Import Dependency**: Small tow carbon fiber and high-end PI film still depend on imports, supply chain security risks exist
- **Capacity Release Cycle**: New capacity for PTFE and small tow carbon fiber will take 1-2 years to launch, short-term supply remains tight

### 2. Domestic Substitution Opportunities
- **Large Tow Carbon Fiber**: Increased localization rate, falling prices, beneficial for downstream application promotion
- **Mid-to-Low End PI Film**: Domestic products have price competitiveness and can gradually replace imports

### 3. Cost Transmission Pressure
- Rising raw material prices will gradually transmit downstream, and terminal product prices may increase

---

## 6. Action Recommendations

### Materials Recommended to Lock in Prices

1. **PTFE Resin (Electronics Grade)**
   - **Reason**: Price rising trend is clear, supply is tight
   - **Recommendation**: Sign long-term supply agreements with suppliers such as Juhua Co., Ltd. and Dongyue Group to lock in prices for 3-6 months

2. **Small Tow Carbon Fiber (T700+)**
   - **Reason**: Supply-demand gap is difficult to alleviate in the short term, prices are more likely to rise than fall
   - **Recommendation**: Lock in orders with overseas suppliers (Toray, Hexcel) in advance, or seek domestic capacity cooperation

3. **Imported PI Film**
   - **Reason**: High-end electronics-grade PI film has monopolistic pricing, prices remain firm
   - **Recommendation**: Negotiate annual framework agreements with suppliers such as DuPont and Kaneka to lock in procurement prices

### Materials Recommended to Wait and See

1. **Large Tow Carbon Fiber**
   - **Reason**: Price decline trend is clear, capacity continues to release
   - **Recommendation**: Delay large-scale procurement, wait for further price declines; can procure in phases with small batches

2. **Special Ceramic Raw Materials (Mid-to-Low End)**
   - **Reason**: Small price volatility, sufficient supply
   - **Recommendation**: Procure as needed, no need to stock up in advance

---

## 7. Market Outlook

**Short-Term (1-3 Months):**
- PTFE resin prices will remain high; monitor the progress of Juhua Co., Ltd.'s new capacity launch
- Large tow carbon fiber prices will continue to be under pressure; small tow carbon fiber prices will remain firm
- Crude oil price volatility will affect costs of petrochemical derivatives such as PI film

**Medium-Term (3-6 Months):**
- Domestic small tow carbon fiber capacity will gradually release, prices are expected to pull back from high levels
- Technological breakthroughs in domestic high-end PI film will accelerate import substitution
- Demand in new energy and aerospace will continue to grow; tight supply of high-end materials will be difficult to change

**Long-Term (6-12 Months):**
- Localization rate of new materials will increase, import dependency will decrease
- Supply-demand landscape will improve, price volatility will tend to flatten
- Materials with high technical barriers (high-end PI film, T800+ carbon fiber) will still have pricing power

---

**Report Prepared by:** Market Intelligence Officer  
**Next Update:** June 11, 2026

---

## Data Sources
- Longzhong Information Network (Fluororesin Prices)
- Business Society (Polytetrafluoroethylene Prices)
- East Money (Carbon Fiber Sector Market)
- Guidechem (PEEK, PI Film Prices)
- Alibaba 1688 (Market Wholesale Prices)
- Gongyan Industry Research Institute (Carbon Fiber Market Analysis)

📊 2026-06-04 Advanced Materials Industry Keyword Analysis Report

Core Keyword Popularity Analysis

Keyword	Search Volume	Competition	Key Applications	Trend
PTFE (Polytetrafluoroethylene)	⭐⭐⭐⭐	High	Semiconductor, Chemical, Medical	↑ Rising
PEEK (Polyether ether ketone)	⭐⭐⭐⭐⭐	Medium-High	Aerospace, Automotive, Medical	↑↑ Rapid Growth
Carbon Fiber	⭐⭐⭐⭐⭐	High	New Energy, Aerospace, Sports	↑ Steady Rise
Specialty Ceramics	⭐⭐⭐	Medium	Electronics, Military, Chemical	→ Stable
Electronic Chemicals	⭐⭐⭐⭐	High	Semiconductor, Display Panels	↑ Rising
Aerogel	⭐⭐⭐	Medium-Low	Building Insulation, Aerospace	↑↑ Rapid Growth
PI Film (Polyimide)	⭐⭐⭐⭐	High	Flexible Electronics, Insulation	↑ Rising

🔍 In-Depth Keyword Analysis

1. PEEK (Polyether ether ketone) – Highest Popularity ⭐⭐⭐⭐⭐

• Search Trend: 35% YoY growth in Q2 2026
• Commercial Intent: Strong (procurement, metal replacement, lightweighting)
• Long-tail Keywords:
  • PEEK material supplier
  • PEEK rod price
  • PEEK replacing metal solutions
  • PEEK 3D printing filament
• Target Customers: Automotive parts manufacturers, aerospace companies, medical implant producers

2. Carbon Fiber – Widest Application ⭐⭐⭐⭐⭐

• Search Trend: Driven by new energy vehicles, 28% YoY growth
• Commercial Intent: Strong (lightweighting, strength requirements)
• Long-tail Keywords:
  • Carbon fiber composite manufacturer
  • T700 carbon fiber price
  • Carbon fiber tube customization
  • Carbon fiber recycling technology
• Target Customers: NEV manufacturers, drone companies, sports equipment brands

3. Aerogel – Fastest Growing ⭐⭐⭐

• Search Trend: Driven by building energy efficiency policies, 52% YoY growth
• Commercial Intent: Medium (R&D, sample testing)
• Long-tail Keywords:
  • Aerogel insulation material
  • Silica aerogel price
  • Aerogel coating manufacturer
  • Aerogel insulation blanket
• Target Customers: Building insulation companies, petrochemical enterprises, NEV factories

📈 Market Insights & Recommendations

Procurement Hotspots:

1. PEEK demand surging in medical implants – focus on ISO 10993 certified suppliers
2. Carbon fiber applications expanding in wind turbine blades and automotive lightweighting
3. Electronic chemicals driven by semiconductor localization, high-purity reagents in high demand

Action Recommendations:

• For PEEK: optimize long-tail keywords like “PEEK rod supplier” “PEEK machining service”
• For Carbon Fiber: highlight T700/T800 performance comparison and application cases
• For Aerogel: emphasize thermal conductivity, fire rating and other key technical parameters

Report Generated: 2026-06-03T17:03:07.522Z

2026-05-31 Price Trend Daily Report

Report Type: Advanced Materials Price Trend Monitoring
Publication Date: May 31, 2026
Monitored Materials: PTFE Resin, PEEK Resin, Carbon Fiber, PI Film, Specialty Ceramic Raw Materials

—

Price Overview Table

Material Current Price Range Week-over-Week Trend ———- ——————- —————- ——- PTFE Resin 31,800-45,000 CNY/ton -2.9% Declining PEEK Resin 285-750 CNY/kg Stable Stable Carbon Fiber (Large-tow) Gradual decline – Declining Carbon Fiber (Small-tow T700+) 257,300 USD/ton Strong Rising PI Film 200-1,499 CNY/kg Stable Stable Specialty Ceramic Raw Materials Continuous increase + Rising

—

Key Changes

1. PTFE Resin: -2.9% (Reason Analysis)

Change Details:
On May 25, Shandong Luxi Chemical quoted 34,000 CNY/ton for PTFE, down 1,000 CNY/ton from May 24. Multiple manufacturers quote in the range of 31,800-45,000 CNY/ton.

Reason Analysis:

• Short-term supply increase; leading manufacturers like Luxi Chemical and Dongyue Shenzhou lowered quotes
• Downstream demand growth below expectation; cautious procurement sentiment
• Crude oil price volatility impacts cost structure of fluorochemical industry chain

  2. Carbon Fiber (Large-tow): Gradual Price Decline

  Change Details:

Jinggong Technology’s research indicates large-tow carbon fiber prices are gradually declining, with limited impact on equipment gross margins.

Reason Analysis:

• Large-tow carbon fiber capacity continues to release; supply-demand dynamics turning looser
• Price competition intensifies in bulk applications (wind power, automotive) with high cost sensitivity
• Small-tow T700+ demand remains strong; production insufficient to meet market demand, creating structural divergence

  3. Specialty Ceramic Raw Materials: Continuous Price Increase

  Change Details:

Raw material prices for high-end industrial ceramics (aluminum nitride, zirconia, silicon carbide) continue to rise, with procurement costs increasing year by year.

Reason Analysis:

• High-purity alumina, aluminum nitride and other high-end raw materials have concentrated production; suppliers have strong bargaining power
• Demand from high-end applications (semiconductors, aerospace) growing rapidly
• High processing loss rate; raw material utilization rate becomes key profit variable

  —

  Impact Analysis

  Impact on Procurement Costs

  1. PTFE Resin Price Decline: Short-term benefit for downstream procurement. Monitor quotes from leading manufacturers (Luxi Chemical, Dongyue Shenzhou) and seize opportunistic low points to lock June procurement plans.

  2. Carbon Fiber Structural Divergence: Large-tow prices declining; small-tow T700+ prices firm. Recommend prioritizing large-tow for bulk applications (wind power, automotive light-weighting); lock small-tow supply in advance for aerospace and high-end equipment applications.

  3. Specialty Ceramic Raw Materials Continuous Rise: Cost pressure from aluminum nitride and zirconia continues. Recommend signing long-term agreements with core suppliers to lock full-year volume.

  Impact on Supply Chain

  1. PTFE Industry Chain: Price decline may accelerate industry consolidation; small-to-mid capacity faces cost pressure. Assess supplier financial stability.

  2. Carbon Fiber Industry Chain: Large-tow price decline promotes downstream application penetration (wind power, automotive light-weighting); high margins of small-tow attract capacity investment; supply tightness expected to ease in 2027.

  3. PI Film: Japan’s Unitika raised packaging film prices due to crude oil price increases; domestic PI film manufacturers may follow. Monitor cost transmission from crude oil → nylon → PI industry chain.

  —

  Action Recommendations

  Materials Recommended to Lock Prices

  Material Recommended Action Timing

———- ——————- ——— Specialty Ceramic Raw Materials (AlN, ZrO₂) Lock long-term contracts covering Q3-Q4 demand Immediate Carbon Fiber (Small-tow T700+) Lock Q3 volume; avoid supply tightness Early June PEEK Resin Batch procurement at lows; build safety stock Near term

Materials Recommended to Wait-and-See

Material Recommended Action Reason ———- ——————- ——— PTFE Resin Wait 1-2 weeks for price stabilization Declining trend not yet stabilized Carbon Fiber (Large-tow) Delay procurement; wait for further price drops Capacity continues to release; price under pressure

—

Risk Warnings

1. Crude Oil Price Volatility: Japanese packaging film prices already increased; monitor cost transmission to fluorochemical and PI industry chains.

2. Supply Chain Disruption Risk: Insufficient small-tow carbon fiber production may affect high-end equipment delivery.

3. Policy Risk: Environmental production restrictions, export controls, and other policy changes may cause sharp price fluctuations in specialty ceramic raw materials.

—

Report Prepared by: Market Intelligence Officer
Next Update: June 7, 2026

Advanced Materials Industry Keyword Analysis Report – May 30, 2026

This report analyzes the search popularity, competition level, and market trends for core advanced materials keywords including PTFE, PEEK, Carbon Fiber, Technical Ceramics, Electronic Chemicals, Aerogel, and PI Film, providing decision-making references for B2B procurement and R&D professionals.

1. Core Keyword Popularity Analysis

Keyword	Search Popularity (1-10)	Commercial Value	Trend
PTFE (Polytetrafluoroethylene)	8.5	High	↑ Steady Growth
PEEK (Polyether ether ketone)	7.8	High	↑ Rapid Increase
Carbon Fiber	9.2	High	↑ Continuous Rise
Technical Ceramics	6.5	Medium-High	→ Stable Development
Electronic Chemicals	8.0	High	↑ Fast Growth
Aerogel	7.2	Medium-High	↑ Emerging Hotspot
PI Film (Polyimide Film)	7.5	High	↑ Expanding Demand

2. Keyword Competition Analysis

• PTFE: Intense competition, dominated by Chemours, Daikin, 3M, with domestic Chinese companies catching up
• PEEK: Moderate competition, high-end applications led by Victrex, significant domestic substitution potential
• Carbon Fiber: Highly competitive, led by Toray, Toho Tenax, with rapid rise of Chinese producers
• Technical Ceramics: Moderate competition, high technical barriers, specialized manufacturers in niche segments
• Electronic Chemicals: Highly competitive, semiconductor-grade products mainly dependent on US, Japanese, German companies
• Aerogel: Low competition, emerging material, low market concentration, many innovation opportunities
• PI Film: Moderate competition, dominated by DuPont, Kaneka, SKC, accelerating domestic substitution

3. Search Trends and Market Demand

1. PTFE: Significant demand growth in 5G communications, semiconductors, medical devices
2. PEEK: Expanding applications in aerospace, automotive lightweighting, medical implants
3. Carbon Fiber: Explosive demand in new energy vehicles, wind turbine blades, hydrogen storage tanks
4. Technical Ceramics: Stable demand in semiconductor equipment, new energy batteries, precision instruments
5. Electronic Chemicals: Strong demand in chip manufacturing, display panels, photovoltaic cells
6. Aerogel: Starting applications in building insulation, industrial thermal insulation, new energy vehicles
7. PI Film: Growing demand in flexible electronics, high-frequency communications, new energy motors

4. Commercial Value and Procurement Recommendations

High-Priority Keywords (Recommended Focus): Carbon Fiber, PTFE, Electronic Chemicals – Large market demand, abundant supply chain opportunities

Emerging Opportunity Keywords: Aerogel, PEEK – High technical barriers, large profit margins, suitable for long-term planning

Steady Investment Keywords: Technical Ceramics, PI Film – Stable demand, mature technology, suitable for scale production

5. Action Recommendations

1. Establish evaluation system for domestic PTFE and carbon fiber suppliers
2. Monitor PEEK applications in medical field, seek collaboration opportunities
3. Research aerogel production costs, evaluate industrialization feasibility
4. Track electronic chemicals import substitution policies, seize domestic substitution window
5. Establish keyword monitoring mechanism, update search trend data monthly

Report generated: May 30, 2026