Category: Industry Insights

Advanced Materials Price Trend Report — July 20, 2026

# Advanced Materials Price Trend Report — July 20, 2026

## Price Overview

| Material | Current Price Range | Weekly Change | Trend |
|———-|———————|————–|——-|
| PTFE Resin (Suspension Medium) | $4,100-6,500/ton | -10.2% | 📉 Pullback |
| PEEK Resin (Domestic) | $27,500-55,000/ton | -2.5% | 📉 Under Pressure |
| PEEK Resin (Victrex Import) | $110,000-205,000/ton | 0% | ➡️ Stable |
| Carbon Fiber (T300 Grade) | $10.3-12.3/kg | +1.5% | 📈 Rebound |
| Carbon Fiber (T700 Grade) | $13.7-15.8/kg | +2.0% | 📈 Rebound |
| PI Film (Electronic Grade) | $137,000-410,000/ton | +3.0% | 📈 Rising |
| Special Ceramic Raw Materials | $20-50/ton (Y2O3) | 0% | ➡️ Stable |

—

## Key Price Movements

### 📈 Carbon Fiber: Bottoming Out
– **Change**: T300 +1.5%, T700 +2.0%
– **Drivers**:
– Low-altitude economy policy release — trillion-yuan drone market emerging
– Sustained wind turbine blade demand
– Significant YoY export growth
– Industry inventory digestion nearing completion
– **Outlook**: Carbon fiber prices expected to bottom out and rebound; monitor closely

### 📈 PI Film: Tight Supply Persists
– **Change**: +3.0%
– **Drivers**:
– 5G communication and semiconductor packaging demand surging
– Flexible display and EV applications creating new demand
– Insufficient domestic capacity; heavily import-dependent
– Supply concentrated among DuPont, UBE, and other majors

### 📉 PTFE Resin: Pulling Back from High
– **Change**: -10.2% (from $6,500 to $4,100/ton)
– **Drivers**:
– Post-June price hike, downstream resistance emerged
– Short-term shipment weakness, inventory pressure building
– Raw material cost support weakening

### ➡️ PEEK Resin: Domestic Substitution Accelerating
– **Change**: Domestic -2.5%, imports stable
– **Drivers**:
– Zhongyan Corp, Junhua Special Plastics expanding capacity
– Domestic T300-T700 carbon fiber at scale
– Import brands holding firm; domestic price competition intensifying

—

## Impact Analysis

### Procurement Cost Impact
1. **Short-term**: Carbon fiber and PI film costs rising — lock in prices early
2. **Mid-term**: PTFE and PEEK window for price pullback — suitable for strategic观望
3. **Long-term**: Domestic substitution accelerating — procurement costs expected to decline

### Supply Chain Impact
1. **PTFE**: Supply ample; procurement lead time shortened
2. **Carbon Fiber**: Inventory digestion near completion — monitor supply rhythm
3. **PI Film**: Tight supply continues; delivery times may extend
4. **PEEK**: Domestic suppliers’ delivery capability improving

—

## Actionable Recommendations

### ✅ Materials to Lock In
| Material | Rationale | Lock-in Period |
|———|———-|—————|
| Carbon Fiber | Bottoming out, demand release | Quarterly |
| PI Film | Tight supply, rising prices | Semi-annual |
| PEEK (Import) | Stable supply, FX risk | Spot |

### ⏳ Materials to Monitor
| Material | Rationale | Watch Period |
|———|———-|————-|
| PTFE | Pulling back from high | 2-4 weeks |
| PEEK (Domestic) | Substitution accelerating, under pressure | 1 month |

—

## Industry Dynamics

### Policy Tailwinds
– Low-altitude economy designated national strategic priority — significant new carbon fiber demand
– EV subsidies extended — sustained PI film demand growth

### Technology Breakthroughs
– Domestic T700 carbon fiber mass production capability enhanced
– Domestic PI film entering high-end application segments

### Capacity Updates
– 2026 PTFE new capacity gradually coming online
– PEEK domestic production ratio expected to exceed 40%

—

**Report Generated**: 2026-07-20 01:30 (Beijing Time)
**Data Sources**: Chemicalbook, Longzhong, Guidechem, Mysteel
**Disclaimer**: This report is for reference only; actual procurement should follow market prices

2026年7月20日
Market Intelligence Report: Hot Keywords in New Materials Industry | July 20, 2026

# New Materials Industry Hot Keywords Analysis Report
**Date: July 20, 2026**
**Analyst: Market Intelligence Officer | Channel: B2B New Materials Market Intelligence**

—

## 1. Core Keywords Overview

| Keyword | Market Heat | Competition | Trend | Key Data |
|———|————|————-|——-|———-|
| PTFE (Polytetrafluoroethylene) | ⬆ Rising | Medium-High | AI servers + 5G | 2026 global CCL market: $2B |
| PEEK (Polyetheretherketone) | ⬆⬆ Fast Heating | Medium | Humanoid robots + NEV | Core material for lightweighting |
| Carbon Fiber | ⬆ Steady Growth | High | Wind blades + NEV | 2026 global market est. $8.1B |
| Specialty Ceramics | ⬆ Niche Breakout | Medium | Semiconductors + Aerospace | New SiC products emerging |
| Electronic Chemicals | ⬆⬆ Supply-Demand Both Strong | Medium-High | Semiconductor localization | Etching/deposition gases growing |
| Aerogel | ⬆ Policy-Driven | Medium | Insulation + NEV batteries | 2026 global market: $1.9B |

—

## 2. Detailed Analysis by Segment

### 2.1 PTFE — Electronic-Grade PTFE Explodes on AI Server Demand

**Core Logic:**
– 2026 global AI server shipments projected +28% YoY (TrendForce), server high-speed upgrade drives high-frequency CCL demand surge
– NVIDIA Rubin Ultra mass production timeline approaching, industry actively discusses using PTFE as orthogonal backplane material
– Domestic leader Shengyi Technology conducting active verification tests

**Market Size:**
– 2025 global PTFE CCL market ~$1.8B; 2026 est. $2.0B
– 2026-2032 CAGR ~9.2%; 2032 est. $3.4B

**Heat Drivers:** AI compute demand > 5G base stations > NEV electronics

—

### 2.2 PEEK — Preferred Material for Humanoid Robot Lightweighting

**Core Logic:**
– Humanoid robot lightweighting trend is clear; PEEK comprehensive properties (wear-resistant, 260°C heat-resistant, anti-corrosion, vibration-damping, high insulation, low mass) make it core material for joints and key components
– Policy supports domestic high-end engineering plastics; domestic companies increasing R&D investment to reduce costs

**Market Characteristics:**
– PEEK price remains high (~CNY 150-300K/ton), cost is core bottleneck for mass adoption
– Jilin Chemical, Zhongyan Corporation and others continue breakthroughs in PEEK resin
– Carbon fiber + PEEK composites is high-end application direction

**Heat Drivers:** Humanoid robot industrialization > Low-altitude economy > NEV lightweighting

—

### 2.3 Carbon Fiber — Dual Drive from Wind Power + New Energy Vehicles

**Key Data:**
– 2026 global carbon fiber market demand est. $8.1B, CAGR 10.8%
– China carbon fiber composite market: 2024 est. CNY 111.6B, +13% YoY
– Wind blade carbon fiber usage ratio projected to rise from 30% (2023) to 40% (2025)

**Segment Heat Ranking:**
1. Wind blades (largest single application)
2. New energy vehicles
3. Aerospace (C919 mass production)
4. Sports equipment

—

### 2.4 Specialty Ceramics — Semiconductor + Aerospace Niche Breakthroughs

**Hot Varieties:**
– Silicon Carbide (SiC) ceramics: NEV power device substrates
– Alumina ceramics: Cleanroom equipment, insulation components
– Ceramic nanofiber aerogel: High-temp resistant, aerospace and robotics

—

### 2.5 Electronic Chemicals — Core Battlefield for Semiconductor Localization

**Core Varieties:**
1. Electronic specialty gases: NF3, C4F6, CHF3, WF6
2. Photoresist: KrF/ArF, localization rate <10% 3. High-purity reagents **Localization Acceleration:** Electronic specialty gases > High-purity reagents > Photoresist

—

### 2.6 Aerogel — Policy + New Energy Dual Drive

**Key Data:**
– 2026 global aerogel market est. $1.9B, CAGR 9.5%
– China market: 2025 est. CNY 12.6-16.1B, CAGR 2021-2025: 41%
– Application: Petrochemical (56%) > NEV batteries (rising) > Building (9%)

—

## 3. SEO Keyword Strategy Recommendations

### High-Value Long-Tail Keywords

| Priority | Keyword | Search Intent | Competition |
|———-|———|—————|————-|
| ★★★★★ | PEEK material humanoid robot lightweighting | Info + Commercial | Low |
| ★★★★★ | Electronic grade PTFE high frequency CCL | Commercial | Medium |
| ★★★★☆ | Carbon fiber wind blade weight reduction | Commercial | Medium |
| ★★★★☆ | Aerogel Li-ion battery thermal protection | Commercial | Low |
| ★★★☆☆ | Silicon carbide ceramic NEV | Commercial | Medium |
| ★★★☆☆ | Electronic specialty gas localization | Info | Low |
| ★★★☆☆ | Engineering plastic PEEK cost | Info + Commercial | Low |

—

## 4. Action Items

| Priority | Action | Deadline |
|———-|——–|———|
| High | Monitor Shengyi Technology PTFE verification progress | 2026-07-31 |
| High | Compile PEEK domestic capacity and price trends | 2026-07-25 |
| Medium | Track humanoid robot PEEK application cases | Ongoing |
| Medium | Collect electronic specialty gas domestic supplier list | 2026-08-05 |

—

*Report generated: 2026-07-20 01:00 (UTC+8)*
*Data sources: Gongyan.com, CITIC Securities, Huatai Securities, TrendForce, Eastmoney*

2026年7月20日

2026-07-19 Price Trend Daily Report

1. Price Overview

Material	Current Price Range	WoW	Trend
PTFE Resin	30k–52k CNY/ton	-4%	Down
PEEK Resin	Domestic 370k–400k CNY/ton; Import 900k–1.5M CNY/ton	+1%	Stable (structural upside)
Carbon Fiber	T300 grade 78k–95k CNY/ton; T700 grade 118k CNY/ton	+1.5%	Up
PI Film	Electronic grade ≥1M CNY/ton	+2%	Up
Specialty Ceramic Raw Materials	Zirconia 89k CNY/ton; Nano alumina 150k CNY/ton	0%	Stable

2. Key Movements

PTFE Resin: -4%. Major quotes in East China and Shandong fell to 34k–50k CNY/ton; Luxi Chemical quoted 34k CNY/ton on Jul 17, down 1k from the prior day. Drivers: (1) anhydrous HF eased from its early-year peak (above 16k CNY/ton, ~+40% YTD) back to ~15k CNY/ton, weakening cost support; (2) new capacity keeps supply ample; (3) downstream buys only to need, thin trading — supply surplus persists.
Carbon Fiber: +1.5%. Toray raised TORAYCA series by 10%–20% from Jan 2026; Jilin Chemical followed (12K and 3K up 5k and 10k CNY/ton respectively), T300 12K around 95k CNY/ton. Prices are recovering from the post-overcapacity bottom as demand from wind power, hydrogen storage cylinders, robotics and auto light-weighting rebounds.
PI Film: +2%. Electronic grade (biaxially oriented) trades above 1M CNY/ton, heavily import-dependent and concentrated among DuPont, Ube, Kaneka, SK Kolon. EV, 5G and flexible electronics drive strong demand, creating a structural shortage.

3. Impact Analysis

Procurement cost: Rising carbon fiber and PI film directly lift costs of advanced composites and electronic substrates; monthly gains already squeeze margins. Falling PTFE frees some cost room, but watch quality of low-end grades.
Supply chain: Carbon fiber and PI film rely heavily on imports; Toray and peers hold pricing power, so geopolitics/trade policy can trigger supply risk — build a multi-supplier base and strategic stock. PEEK localization is accelerating (domestic share ~60% by 2026), improving local supply security.

4. Action Recommendations

Lock prices: Carbon fiber, PI film — clear upward trend and concentrated supply; sign mid/long-term contracts or lock in batches to avoid further hikes.
Wait and see: PTFE resin — still in a downtrend, delay bulk orders and restock as needed; PEEK resin and ceramic raw materials are stable, maintain a normal procurement rhythm.

2026年7月19日

New Materials Keyword Trend Analysis Report | July 19, 2026

📊 New Materials Industry Keywords Weekly Analysis | 2026.07.13-07.19

1. Market Hotspots Overview

This Week’s Key Highlights:

PTFE: Multiple fluorochemical companies unified price increases from June 1, AI computing infrastructure drives copper-clad laminate market to expected $2 billion in 2026
PEEK: Humanoid robot mass production year launched, PEEK as core lightweight material benefits, 2026 unit production expected to exceed 100,000 units
Carbon Fiber: Zhongfu Shenying three world-class production lines集中投产, core equipment localization rate exceeds 95%, cost reduction over 30%
Special Ceramics: Alumina ceramics upgrading from “industrial seasoning” to strategic material, semiconductor equipment demand surges
Electronic Chemicals: Photoresist localization accelerates, memory chip super cycle arrives, market scale expected to surge to $594.7 billion
Aerogel: New energy vehicle battery protection demand strong, LG Chem/Elesen head enterprises expand production, annual growth over 30%

2. Category Heat Analysis

Category	Heat Index	Competition	Trend	Core Drivers
PTFE	⭐⭐⭐⭐⭐	High	📈 Rising	AI Computing, 5G, Semiconductor Packaging
PEEK	⭐⭐⭐⭐⭐	Med-High	📈 Fast Rising	Humanoid Robots, EV Lightweight
Carbon Fiber	⭐⭐⭐⭐	High	📈 Stable Rise	Wind Blades, Aerospace, Sports
Special Ceramics	⭐⭐⭐⭐	Med-High	📈 Rising	Semiconductor Equipment Localization, EV
Electronic Chemicals	⭐⭐⭐⭐⭐	High	📈 Fast Rising	AI Chips, Localization Acceleration
Aerogel	⭐⭐⭐⭐	Medium	📈 Fast Rising	Battery Safety, Building Energy Saving

3. Keyword Rankings by Category

🔥 PTFE Keywords

PTFE Copper Clad Laminate – AI Computing Core Material
PTFE Dispersion Resin – 5G High Frequency
PTFE Film – Semiconductor Packaging
PTFE Suspension Resin – Industrial Grade

🔥 PEEK Keywords

PEEK Humanoid Robot – Mass Production Explosion
PEEK Lightweight Material – New Energy Vehicles
PEEK 3D Printing – Additive Manufacturing
PEEK Injection Molding – Precision Processing

🔥 Carbon Fiber Keywords

Carbon Fiber Recycling – Circular Economy
SYT80 Carbon Fiber – T1200 Ultra High Strength
Carbon Fiber Wind Blades – Large Tow Capacity
Carbon Fiber Prepreg – Composite Materials

🔥 Special Ceramics Keywords

Alumina Ceramics – Semiconductor Equipment
Structural Ceramics Localization – Breaking Monopoly
Silicon Carbide Ceramics – High Power Devices
Ceramic Substrate – Electronic Heat Dissipation

🔥 Electronic Chemicals Keywords

Photoresist Localization – Semiconductor Breakthrough
Memory Chip Super Cycle – AI Driven
Semiconductor SOD Materials – Advanced Packaging
Electronic Grade Chemicals – High Purity

🔥 Aerogel Keywords

Aerogel Battery Thermal Barrier – EV Safety
Aerogel Insulation – Building Energy Saving
Nano Aerogel – High-end Applications
Aerogel Mat – Industrial Pipe Insulation

4. Emerging Opportunity Keywords

📌 PTFE/AI Computing – New Growth Point
📌 PEEK/Humanoid Robot – High Certainty Growth
📌 Carbon Fiber/Recycling – Green Economy
📌 Aerogel/Battery Protection – EV Safety
📌 Photoresist/Domestic Substitution – Policy Driven

5. Competitive Landscape

Leading Enterprise Updates:

Fluorochemical: US W.L. Gore PTFE products enter price increase cycle, domestic companies follow
Carbon Fiber: Zhongfu Shenying market share exceeds 70%
Aerogel: Elesen, IBIH, Van Research three-way competition
Electronic Chemicals: Hengkun New Materials layout semiconductor SOD, Sumitomo Bakelite packaging materials up 10%-20%

6. Market Forecast & Recommendations

Short-term Opportunities (1-3 months):

PEEK Materials – Humanoid robot mass production drives demand surge
Aerogel Battery Thermal Barriers – NEV safety standard
PTFE Copper Clad Laminate – AI data center construction needs

Mid-term Layout (3-12 months):

Carbon Fiber Recycling – Wind blade retirement wave
Special Ceramics Semiconductor Equipment – Large localization space
High-end Photoresist – Accelerated breakthrough with policy support

Report Generated: July 19, 2026 | Data Sources: OFweek, Industry Reports, Company Announcements

2026年7月19日

2026-07-18 New Materials Price Trend Daily Report

Price Overview

Material	Current Price Range	WoW	Trend
PTFE Resin (Polytetrafluoroethylene)	Suspension mid-grain ~RMB 31,800/t; dispersion grade RMB 45k–52k/t	-3.5%	Down
PEEK Resin (Polyetheretherketone)	Domestic RMB 400k–600k/t; Imported RMB 800k–1.5M/t	+2.0%	Up
Carbon Fiber (T300 12K)	RMB 95–100/kg; T700 12K ~RMB 118/kg	+1.5%	Up
PI Film (Polyimide)	Electronic grade RMB 600k–3.0M/t; biaxial electronic film >RMB 1.0M/t	+1.5%	Up
Special Ceramic Raw Materials (Zirconia/Alumina)	Zirconium oxychloride RMB 18.75k/t; ZrO2 powder ~RMB 89k/t; Alumina ~RMB 9k/t	+2.5%	Slight Up

Key Movements

PTFE Resin: -3.5% (loose supply, downstream just-in-time purchasing and thin trading; Luxi Chemical cut another RMB 1,000/t to RMB 34,000/t on Jul 15; after a ~40% spike, hydrofluoric acid entered a “cooling-off” phase, weakening cost support—prices running soft)
Special Ceramic Raw Materials (zirconia series): +2.5% (zirconium oxychloride in Shandong raised RMB 1,000/t to RMB 18,750/t on Jun 24; tight zircon ore supply and concentrated supply pushed prices up; alumina series stable)
PEEK Resin: +2.0% (demand from robotics, eVTOL flying cars and new-energy lightweighting; some brands lifted quotes from RMB 450/kg to RMB 600/kg; domestic substitution accelerating, localization rate expected to reach 60% in 2026)
Carbon Fiber: +1.5% (Toray raised TORAYCA series 10%–20% from Jan 2026, Jilin Chemical Fiber raised wet 12K/3K by RMB 5k and RMB 10k/t respectively; energy, auxiliary, logistics and labor cost increases keep passing through)
PI Film: +1.5% (heavy import dependence, highly concentrated supply, fast-growing downstream demand from new energy/5G/flexible electronics widens the supply-demand gap; high-end electronic film prices firm at high levels)

Impact Analysis

On procurement cost: Falling PTFE can lower raw-material cost for seals, anti-corrosion and cable coatings—opportunistic restocking advised; rising PEEK, carbon fiber, PI film and zirconia series will lift the manufacturing cost of high-end structural parts, composites, electronic insulation and precision ceramic components, squeezing margins—reprice and review lock-in cycles.
On supply chain: Crude oil plunged in June (WTI -20%, Brent -21%) then rebounded above USD 80 in mid-July on Middle East tensions, increasing chemical-chain cost volatility; hydrofluoric acid’s pullback from highs weakens PTFE cost support but is unlikely to revive demand near term. Zirconium, PI and carbon fiber have highly concentrated supply—geopolitical and trade disruptions can amplify delivery risk; diversify second sources and raise safety stock.

Action Recommendations

Lock prices now: PEEK resin, carbon fiber, PI film, zirconium oxychloride/zirconia series—clear upward trend and concentrated supply; sign 3–6 month framework agreements or forward locks to hedge sustained upside.
Wait and watch: PTFE resin—current oversupply vs weak demand with prices falling; hold off large locked orders, buy small just-in-time; alumina-series prices are stable, keep regular cadence.

2026年7月18日

Daily New-Materials Keyword Tracking Report (2026-07-18)

1. Executive Summary

July 18, 2026. This issue tracks six hot new-materials keywords: PTFE, PEEK, Carbon Fiber, Advanced/Special Ceramics, Electronic Chemicals, and Aerogel. Overall verdict: all six keywords show rising search heat, driven by four main themes — AI compute, semiconductor self-reliance, new-energy safety, and domestic substitution; competition is diverging, with high-end products still import-led and a clear localization window open.

2. Heat / Competition / Trend Overview

Keyword	Search Heat	Competition	Trend	Core Driver
PTFE (Teflon)	High	Med-High	↑ Rising	AI compute / MLCC shortage / e-grade demand
PEEK	High	Medium	↑ Rising	Humanoid robots / domestic aircraft / implants
Carbon Fiber	High	Med-High	↑ Rising	Wind / hydrogen / low-altitude econ / NEV
Advanced Ceramics	Med-High	Medium	↑ Rising	15th-plan strategic / semi equipment chokepoint
Electronic Chemicals	High	High	↑ Rising	AI semis / photoresist / coolant / e-resin
Aerogel	Med-High	Medium	↑ Rising	NEV safety / building efficiency / std tightening

3. Keyword-by-Keyword Analysis

1. PTFE — The “Plastic King” meets the AI Compute Era

Heat: High. In June 2026, major fluorochemical producers raised list prices across PTFE, PVDF, FEP and fluoroelastomers from June 1, triggering a broad price-up cycle.
New growth pole: CITIC Construction says AI compute is causing an MLCC shortage, and electronic-grade PTFE is set for mass adoption; with Nvidia Rubin Ultra nearing mass production, industry is discussing PTFE as the orthogonal backplane, with Shengyi Tech validating.
Risk: Conventional PTFE faces oversupply and price wars from weak real-estate demand; tightening global PFAS regulation pushes bio-based / PFAS-free and closed-loop recycling.
Competition: Med-High. Base capacity is loose, but high-purity, low-Dk e-grade PTFE is still import-dependent with large differentiation room.

2. PEEK — The Core Material for Lightweighting and Humanoid Robots

Heat: High. Global PEEK CAGR 6.8%–8%; QYResearch sees the market exceeding USD 320M by 2030.
Application boom: Carbon-fiber-reinforced PEEK (CF/PEEK) is used in robot joints and high-load environments; Tesla Optimus Gen2 uses PEEK to cut 10 kg and lift walk speed 30%. Medical is the second growth curve at 14% CAGR (orthopedic, dental).
Localization: China PEEK market ~RMB 1.9B in 2024; output surged from 200 t (2017) to 3,808 t (2024); capacity heading past 10 kt.
Competition: Medium. Substitution accelerating, but high-end medical/aero grades remain import-led.

3. Carbon Fiber — “Black Gold” with Multiple Converging Hotspots

Heat: High. 2026 global demand ~USD 8B, CAGR ~10.8%.
Segment highlights: High-modulus ~USD 1.2B in 2026 (CAGR 8.4%); chopped fiber ~USD 450M (CAGR 11.1%); recycled carbon fiber ~USD 162M by 2030 (CAGR 14.0%).
Demand map: Wind, hydrogen, aerospace, low-altitude economy and NEV are explicit; high-end domestic substitution gap is large.
Competition: Med-High. Low-end oversupplied, high-end scarce, structural opportunity clear.

4. Advanced Ceramics — Policy-Backed Strategic Material

Heat: Med-High. The 15th Five-Year Plan lists advanced ceramics as a strategic emerging material, targeting RMB 12 trillion market and 60% localization by 2030.
Scale: Global ~RMB 406B, China ~RMB 92.2B; functional ceramics ~70%, structural ~30%. China market seen at RMB 173.4B by 2028 (5-yr CAGR 11.53%).
Chokepoint: Advanced ceramics ~16% of semi-equipment part value; ceramic heaters & electrostatic chucks ~RMB 3B domestic, localization <10%; structural ceramic localization rose from 5% (2015) to ~25% (2023).
Competition: Medium. Clear localization window, high-end barriers high.

5. Electronic Chemicals — A Must-Have Track Powered by AI Semiconductors

Heat: High. China market seen at RMB 448B in 2026; global ~RMB 396.6B by 2029.
Core beneficiaries: AI drives photoresist, coolant and e-resin demand; China photoresist ~RMB 11.44B in 2024 (CAGR 7%), but G/I-line localization <30% and ArF <1%.
Competition: High. High barriers and low localization, but strong policy/capital support; self-reliance is the main theme.

6. Aerogel — From High-End Niche to Scaled Commercial Use

Heat: Med-High. Global ~USD 1.776B in 2025, ~USD 3.304B by 2032, CAGR 9.5%.
Three drivers: Tightening efficiency standards, NEV safety upgrades and mandatory building insulation push the sector past its scaling inflection.
Landscape: North America leads, APAC grows fastest, Europe steady; global output ~118 kt, ~USD 15/kg, mainstream ~28% gross margin, differentiated suppliers (Aspen) ~40%.
Competition: Medium. APAC (esp. China) fastest-growing; room for local entrants.

4. Action Recommendations

Content: Prioritize “electronic-grade PTFE”, “CF/PEEK robot joints”, “semiconductor advanced-ceramic parts”, “ArF photoresist localization”, “aerogel battery insulation” — high heat + substitution pain.
Lead gen: Target material-substitution content at semi-equipment, NEV battery, humanoid-robot, wind/hydrogen buyers for highest conversion.
Risk alert: PFAS scrutiny is a long-term compliance variable for fluoropolymers (PTFE/PVDF); prepare PFAS-free alternative content.
Long-tail: See the long-tail list below for landing-page/article topics.

5. This Issue’s Long-Tail Keywords

electronic grade PTFE film semiconductor packaging
carbon fiber reinforced PEEK robot joint material
semiconductor advanced ceramic electrostatic chuck
ArF photoresist domestic substitution progress
aerogel insulation blanket NEV battery pack
wet electronic chemicals high purity reagents wafer cleaning
recycled carbon fiber automotive lightweighting
low dielectric PTFE 5G high frequency copper clad laminate

2026年7月18日

New Materials Price Trend Report 2026-07-17 | PTFE/PEEK/Carbon Fiber/PI Film/Specialty Ceramics

New Materials Price Trend Daily Report | 2026-07-17

🕵️ Market Intelligence Officer | July 17, 2026

—

## 📊 Price Overview

| Material | Current Price Range | WoW Change | Trend |
|———-|———————|————|——-|
| PTFE Resin | ¥31,800-50,000/ton | -5.6% | 📉 Stable Correction |
| PEEK Resin (Domestic) | ¥200-800/kg | +3.2% | 📈 Modest Increase |
| Carbon Fiber (T300/12K) | ¥85-110/kg | +5.0% | 📈 Bottom Reversal |
| PI Film (Electronic Grade) | ¥1,000-3,000/kg | +2.0% | 📈 Steady Rise |
| Specialty Ceramic Raw Materials | ZrO₂ ¥18,750-55,000/ton; Si₃N₄ ¥150-460/kg | +4.8% | 📈 Sustained Uptrend |

—

## 🔍 Key Price Movements

### 1. Carbon Fiber: Clear Bottom Reversal Signal
**+5.0% (vs. June average)**
– Core driver: Toray announced 10-20% price increase on TORAYCA carbon fiber from January 2026; Jilin Chemical Fiber followed with ¥5,000-10,000/ton increases on wet-spun grades
– Demand support: Low-altitude economy explosion, eVTOL and drone carbon fiber demand surging, domestic market penetration rate in UAV structural components exceeds 50%
– Supply dynamics: Active supply-side contraction after prolonged industry losses, inventory pressure easing

### 2. Specialty Ceramic Raw Materials: Supply & Demand Both Driving Increases
**+4.8% (combined ZrO₂, Si₃N₄)**
– Zirconium oxychloride: Shandong/Zhejiang/Jiangxi at ¥18,750/ton, MoM +5.6%
– Fused zirconia: Henan/Fujian/Anhui at ¥33,250/ton, MoM +9.9%, rare earth cost transmission evident
– Silicon nitride powder: High-purity α-phase (99.9%) ranges ¥150-460/kg, downstream advanced ceramics expansion causing supply tightness

### 3. PEEK Resin: Domestic Substitution Accelerating, Prices Rising Moderately
**+3.2% (domestic industrial grade)**
– Core drivers: Zhongyan Corporation and Junhua Special Plastic continuing capacity expansion, new energy vehicle lightweight demand growth
– Price tiers: Domestic pure resin ¥200-400/kg; CF/GF reinforced ¥400-800/kg; imported Victrex 150GL30 ~¥800-1,500/kg
– Long-term trend: Expected to decline to ¥150,000-250,000/ton by 2030, vast substitution potential

### 4. PTFE Resin: Digestion Period After June Price Hike
**-5.6% (vs. June peak correction)**
– Multiple fluorochemical companies uniformly raised PTFE, PVDF, FEP quotes from June 1; currently in digestion phase
– Current Shandong mainstream quotes: suspension medium particles ¥31,800/ton, 30-day range ¥30,000-48,000/ton
– Support factors: fluorite resource tightness, international trade friction, rising logistics costs

### 5. PI Film: High-End Still Heavily Import-Dependent
**+2.0%**
– Electronic-grade PI film: severe domestic undersupply, priced ¥1,000-3,000/kg, dependent on DuPont, UBE, SK Kolon imports
– Electrical-grade PI film: mature technology, ¥300-400/kg, relatively competitive
– Emerging demand: flexible display and 5G communications driving high-end PI film demand growth >15% annually

—

## 📉 Impact Analysis

### Impact on Procurement Costs

| Material Category | Q3 Pressure | Key Risk |
|——————-|————-|———-|
| Carbon Fiber | ⚠️ Significant Increase | Low-altitude economy demand surge, short-term supply tightness |
| Specialty Ceramic Raw Materials | ⚠️ Moderate Increase | Rare earth price transmission, sustained cost pressure |
| PEEK Resin | 🟡 Moderate Increase | Domestic substitution capping import brand premiums |
| PTFE Resin | ✅ Relatively Controlled | Price correction in progress, no acute pressure |
| PI Film | ⚠️ Structural Tightness | High-end import-dependent, FX volatility amplifying risk |

### Impact on Supply Chain

**Positive signals:**
– Carbon fiber industry poised for bottom reversal; leading player Jilin Chemical Fiber has implemented substantive price increases
– Domestic PEEK expansion accelerating, supply diversification trend benefiting end-user negotiation

**Risk warnings:**
– Specialty ceramic raw materials significantly affected by rare earth prices; fused zirconia up ~10% MoM, long-term contracts advised
– High-end PI film domestic production rate below 10%, “bottleneck” risk persists

—

## ✅ Actionable Recommendations

### 🔒 Recommend Immediate Price Lock-In
1. **Carbon Fiber (T700 and above small-tow)**: Toray already raised 10-20%; domestic follow-through expected. Lock 3-6 months volume before Q3
2. **Fused Zirconia**: MoM increase near 10%; downstream advanced ceramics procurement window. Sign quarterly framework agreement
3. **High-Purity Silicon Nitride Powder (α-phase)**: Supply tightening. Lock annual volume with supplier

### ⏳ Recommend Maintaining Observation
1. **PTFE Suspension Resin**: Post-June correction, currently in stable phase. Maintain normal procurement pace
2. **Domestic PEEK Pure Resin**: Domestic expansion capping price upside. No urgent lock-in needed

### 📋 Continued Monitoring Schedule
– Late July: Fluorochemical Q3 pricing policy announcements
– Early August: Jilin Chemical Fiber carbon fiber shipment volume data
– September: Anticipated low-altitude economy policy intensification

—

*Report generated: 2026-07-17 01:30 (Asia/Shanghai)*
*Data sources: Chemicalbook, Longzhong Analytics, CERADIR, industry public quotes*
*Disclaimer: This report is for reference only and does not constitute investment advice*

2026年7月17日

Daily New Materials Keyword Intelligence Report (2026-07-17)

1. Keyword Heat & Competition Overview

Keyword	Heat	Competition	Trend	Core Driver
PEEK (Polyether Ether Ketone)	Very High	High	Rapid rise	Humanoid-robot light-weighting
Aerogel	High	Medium	Steady rise	EV-battery thermal barrier
PTFE (Polytetrafluoroethylene)	High	Medium-High	Up	Compute high-frequency / electronic-grade PTFE
Specialty Ceramics (SiC / Si3N4)	High	High	Up	Aero-engine hot section, semiconductor hot zone
Electronic Chemicals	High	Medium-High	Up	Semiconductor boom, localization
Carbon Fiber	Medium	Medium	Stable	PEEK composite reinforcement

2. Segment Intelligence

1. PEEK (Polyether Ether Ketone)

Insight: Humanoid-robot mass production is the strongest growth driver for PEEK. Each humanoid robot uses about 5-7 kg of PEEK (value RMB 3,500-7,500). Global humanoid-robot PEEK demand was ~60-120 t in 2025 and is projected to exceed 12,000 t by 2030 (market size RMB 3-5 bn). Analysts estimate 100k robots drive 195 t of PEEK demand; China’s PEEK market could reach RMB 16.7 bn by 2027 (CAGR above 13%).

Competition: “One dominant leader, several strong challengers.” PEEK + carbon-fiber composites (strength raised to 230-250 MPa) is a key trend in high-end applications.

Action: 1) Target PEEK modified compounds for robot joints/gears/bearings; 2) Track PEEK+CF unidirectional tape capacity (RMB 3,000-5,000/kg); 3) Screen domestic substitution candidates.

2. Aerogel

Insight: Global aerogel market ~USD 1.776 bn in 2025, projected USD 3.304 bn by 2032 (CAGR 9.5%, QYResearch). Tightening EV-safety regulation makes aerogel the “standard firewall” for battery packs; in 2026 a Chinese team mass-produced a 2.3 mm Li-ion thermal barrier rated 1300°C, while LG Chem launched its Nexula® barrier. Process breakthroughs halved costs, shifting the industry from “premium option” to “mandatory scale adoption.”

Competition: Medium. Multi-component aerogels (ceramic nanofiber, graphene aerogel) are R&D hotspots; building insulation and petrochem pipeline markets keep expanding.

Action: 1) Lock in EV-battery thermal-barrier customers; 2) Track low-cost ambient-pressure processes; 3) Build ceramic-nanofiber aerogel portfolio.

3. PTFE (Polytetrafluoroethylene)

Insight: CICC notes surging compute-driven high-frequency/high-speed demand makes electronic-grade PTFE poised for mass adoption; Nvidia Rubin ultra server ramp sparks industry discussion of PTFE orthogonal backplanes, with Shengyi Tech validating. 5G’s low-dielectric/low-loss requirement makes PTFE the inevitable choice. China’s fluorochemical market may exceed RMB 130 bn in 2026.

Competition: Medium-high. High-end segments (semiconductor-grade PFA) rely on imports; Solvay, Daikin, 3M and AGC hold 89% of the high-end PFA market — large substitution headroom.

Action: 1) Enter electronic-grade PTFE film/CCL supply chain; 2) Track high-purity PFA localization; 3) Watch server high-speed cable and backplane materials.

4. Specialty Ceramics (SiC Fiber / Silicon Nitride)

Insight: SiC fiber market projected at USD 3.587 bn by 2026 (10-yr CAGR 34.4%); SiC/SiC ceramic-matrix composites grow from USD 8.8 bn (2021) to USD 25 bn (2031, CAGR 11%), ideal for aero-engine hot sections. China’s 3rd-gen iBN continuous SiC fiber passed expert review in Jun 2026 at world-leading level. Silicon nitride penetrates semiconductor hot zones, PV, storage and hydrogen. Yet ~60% of domestic specialty-ceramic firms lack core tech.

Competition: High. Long certification cycles open a domestic-substitution window.

Action: 1) Track SiC fiber industrialization capacity; 2) Build Si3N4 semiconductor hot-zone parts; 3) Avoid low-end red ocean.

5. Electronic Chemicals

Insight: WSTS (June) projects 2026 global semiconductor market up ~90% YoY to USD 1.511 tn (approx RMB 10.2 tn); memory +249.5% YoY. China’s semiconductor materials market hit USD 9.763 bn in 2024 (+12% YoY, #2 globally). High-end e-materials (large-size Si, SiC, GaN, high-frequency CCL) grow fast; electronic specialty gases expand with localization.

Competition: Medium-high. Oligopoly; low-localization high-barrier segments (wet chemicals, specialty gases, CMP) offer the best openings.

Action: 1) Focus on low-localization semiconductor-material segments; 2) Track HBM/advanced-packaging-driven e-chemical demand; 3) Watch SiC/GaN supporting chemicals.

6. Carbon Fiber

Insight: Carbon fiber heat is steady, but as a reinforcement for PEEK and specialty engineering plastics it benefits from robot light-weighting. T700/T800 CF + PEEK lifts strength to 230-250 MPa for aerospace, defense and robot structures.

Competition: Medium. Civilian oversupply; high-modulus/aerospace grades still imported.

Action: 1) Build high-modulus CF and thermoplastic prepreg; 2) Bind to PEEK-composite downstream (robots, aero-engines).

3. Long-tail Keyword Opportunities (Today)

PEEK carbon-fiber composite for humanoid robots
Electronic-grade PTFE high-frequency CCL
High-purity PFA localization for semiconductors
SiC/SiC ceramic matrix composites for aero-engines
Aerogel thermal barrier for EV batteries
Silicon nitride ceramic semiconductor hot-zone parts
Low-dielectric PTFE 5G base-station antenna material

4. Today’s Action Plan

Prioritize “humanoid robot + PEEK” and “electronic-grade PTFE” — two high-growth threads; complete competitor/supplier shortlist this week.
Aerogel and specialty ceramics (SiC/Si3N4) sit in a substitution window — suitable mid/long-term allocation.
For electronic chemicals, watch low-localization segments boosted by HBM/advanced packaging.

Report date: 2026-07-17 | Sources: public research, industry media, QYResearch, WSTS, CICC, Frost & Sullivan.

2026年7月17日

Industry Exhibition Opportunity Scan — July 16, 2026

# Industry Exhibition Opportunity Scan — July 16, 2026

**Report Date: July 16, 2026**
**Scope: PTFE, PEEK, Carbon Fiber & Advanced Composites · Key Global Shows**

—

## I. Upcoming Exhibitions Overview (Aug 2026 – Mar 2027)

| Exhibition | Date | Location | Scale | Target Audience | Booth Cost |
|———–|——|———-|——-|—————-|————|
| **China Composites Expo (CCE)** | Sep 2-4, 2026 | Shanghai World Expo Center | 500+ exhibitors | Aerospace, automotive, rail, wind energy, pressure vessels | $2,500–7,000 |
| **CAMX 2026** | Oct 14–16, 2026 | Las Vegas, USA | 400+ exhibitors | Composite manufacturers, OEMs, aerospace, automotive | $3,000–8,000 |
| **Plast Eurasia Istanbul** | Nov 5–8, 2026 | Istanbul, Turkey | 1,000+ exhibitors | Plastic processors, exporters, Europe/Middle East buyers | $1,500–4,000 |
| **Composites Europe** | Nov 10–12, 2026 | Stuttgart, Germany | 300+ exhibitors | Automotive lightweighting, aerospace, construction, transport | €2,000–6,000 |
| **Plastics Indonesia** | Nov 18–21, 2026 | Jakarta, Indonesia | 600+ exhibitors | SE Asian manufacturers, export-oriented businesses | $1,500–3,500 |
| **Plastimagen Mexico** | Oct 6–9, 2026 | Mexico City | 350+ exhibitors | Americas buyers, manufacturing shift beneficiaries | $2,000–5,000 |
| **JEC World 2027** | Mar 8–10, 2027 | Paris, France | 1,300+ exhibitors | Global composite supply chain, aerospace/auto/wind | €4,000–15,000 |

—

## II. Priority Recommendations

### ⭐ 1. China Composites Expo (CCE) — Highest Priority

**Why:**
– China’s most authoritative comprehensive composites show, covering PTFE, PEEK, carbon fiber, and glass fiber across the full industrial chain
– Expected 500+ exhibitors and 30,000+ professional visitors in 2026
– Direct access to key end-users in aerospace, wind energy, and new energy vehicles, plus association connections with CCeA
– Concurrent technical forums provide deep access to R&D needs

**Action:**
– Confirm booth availability with organizer immediately — registration closes **August 15**
– Apply for booth near the Materials Zone or Composite Innovation Area for maximum visibility
– Pre-schedule meetings with target customers before the show

—

### ⭐ 2. CAMX 2026 (Las Vegas, USA) — Top International Entry Point

**Why:**
– North America’s largest composites and advanced materials expo, with deep reach into the US and Canadian markets
– Strong presence of aerospace (Boeing supply chain), automotive (GM/Ford supply chain), and defense sector professionals
– PEEK and PTFE high-performance polymers showing significant growth in aerospace interiors and medical implant applications
– Co-located with the SAMPE conference creates a dual channel for both technology and business

**Action:**
– Total budget (booth + travel)建议准备 **$21,000–35,000 USD**
– Consider ACMA (American Composites Manufacturers Assn.) membership for member discounts
– Bring English product literature and North American compliance documentation (FDA, NSF, NSF-61, etc.)

—

### ⭐ 3. JEC World 2027 (Paris, France) — Highest Global Profile

**Why:**
– World’s largest composites event: 1,300+ exhibitors, visitors from 100+ countries
– Top-tier buyers from aerospace, wind turbine blades, and automotive lightweighting
– PEEK/PTFE as high-performance materials receiving growing attention at JEC
– 2027 expected to feature a “Sustainable Composites” zone aligned with the European Green Deal

**Action:**
– Book booth by **October 2026** to secure early-bird pricing — JEC early-bird vs. standard pricing gap is typically 20-30%
– Consider joining a Chinese national pavilion to reduce solo exhibition costs
– Total budget (booth + travel)建议准备 **$42,000–70,000 USD**

—

## III. Registration Deadlines — Act Now

| Exhibition | Deadline | Status |
|———–|———|——–|
| CCE 2026 (Shanghai) | **Aug 15, 2026** | ⚠️ Closing Soon |
| CAMX 2026 (Las Vegas) | Sep 1, 2026 | Manageable |
| JEC World 2027 (Early Bird) | **Sep 30, 2026** | Lock in savings now |
| Plast Eurasia Istanbul | Sep 30, 2026 | Time available |
| Composites Europe | Oct 1, 2026 | Time available |

—

## IV. Cost Reference

### Booth Fees (Standard 9sqm booth)

| Exhibition | Booth Fee (USD) | Early Bird Discount |
|———–|—————-|——————-|
| CCE 2026 | $2,500–7,000 | Typically 10% off |
| CAMX 2026 | $3,000–8,000 | ACMA member additional 10% off |
| Composites Europe | $2,200–6,500 | ~20% off for early registration |
| JEC World 2027 | $4,400–16,500 | Early bird ends Sep 30, 2026 |

### Travel Budget (1 person, economy class + 3-star hotel × 4 nights)

| Destination | Airfare + Hotel | Food + Transport | Total |
|————|—————–|—————–|——-|
| Shanghai | $0 | $0 | $0 (local) |
| Las Vegas | $3,500–5,000 | $400–700 | $3,900–5,700 |
| Istanbul | $1,700–2,500 | $300–400 | $2,000–2,900 |
| Stuttgart | $2,100–3,100 | $300–500 | $2,400–3,600 |
| Paris | $2,500–3,500 | $400–700 | $2,900–4,200 |

—

## V. Strategic Recommendations

1. **CCE 2026 (September)** — Local event, lowest cost, highest ROI certainty. Should be the current quarter’s top priority.
2. **CAMX 2026 (October)** — If the strategic goal is North American market entry, this is the optimal entry point. Early-bird discount closes in August.
3. **JEC World 2027 (March)** — Plan ahead, secure early-bird pricing. The early-bird vs. standard price gap is typically 20-30%.
4. **Southeast Asia Double Show (Istanbul / Indonesia)** — Best suited for export-oriented businesses with mid-tier products. High cost-effectiveness.

> ⚠️ **Note**: Exhibition information is based on data available as of 2026. Please verify with the organizer’s official website before committing. Booth prices exclude booth construction, electricity, and personnel costs — plan for a 20% buffer.

—

*Report generated: July 16, 2026 | Market Intelligence Officer*

2026年7月16日

2026-07-16 Specialty Materials Price Trend Daily Report

Price Overview

Material	Current Price Range	WoW Change	Trend
PTFE Resin	CNY 31,800–48,000/ton	Flat	⚠️ High-side Consolidation
PEEK Resin	Domestic CNY 400–500K/ton; Import CNY 800K–1M/ton	Flat	➡️ Broadly Stable
Carbon Fiber (T300)	CNY 95–110/kg	Flat	🔄 Bottoming Out
PI Film	Electronic grade CNY 350K–2M/ton; High-end CNY 1–2M/ton	Slight Decline	⬇️ Under Pressure
Specialty Ceramic Raw Materials	SiC CNY 4,700–6,200/ton; Alumina ~CNY 3,800/ton	Slight Decline	➡️ Soft & Stable

Key Movements

PTFE Resin (High-side Consolidation): Multiple major fluorochemical producers collectively raised PTFE and other fluoropolymer prices in June 2026. Shandong market suspended medium-grade PTFE is around CNY 31,800/ton. Short-term sales are weak; the market is consolidating. Fluorspar and hydrofluoric acid remain high-cost, limiting downside.
PI Film (Under Pressure): Electronic-grade PI film prices have edged lower, with new capacity ramp-ups increasing supply while consumer electronics demand remains soft. Ruihuatai’s net loan repayment reflects financial stress in the sector; near-term price weakness is expected.
Carbon Fiber (Bottoming Out): After steep declines in 2024 (YoY -21%), carbon fiber prices are consolidating near historical lows in 2026. Wind blade orders are steady, and emerging demand from low-altitude economy (UAVs, eVTOL) is opening new growth avenues, limiting further downside.
Specialty Ceramic Raw Materials (Soft & Stable): Silicon carbide prices are stable but demand is sluggish; black SiC has declined for several consecutive months and enterprises have cut output. Alumina is under supply pressure from new capacity since May 2026, weighing on spot prices.

Impact Analysis

Impact on Procurement Costs

PTFE at elevated levels — firms with long-term contracts should renew now; spot buyers should bring forward purchases to avoid pre-peak-season price hikes in August.
PEEK is stable short-term with accelerating domestic substitution. Non-high-end applications can prioritize domestic materials, achieving 15–30% cost savings.
Carbon fiber near historical lows — non-urgent needs may hold and monitor, but long-order commitments require careful supplier capacity assessment.

Impact on Supply Chain

Fluoropolymers (PTFE, PVDF) face upstream supply constraints from fluorite resources. Environmental policy shifts in northern fluorite-producing regions warrant close monitoring.
PI film and semiconductor-grade SiC face geopolitical trade risks on imports. Domestic substitution validation should be accelerated.
Specialty ceramic raw materials have ample domestic supply. Prices largely track alumina futures — monitor futures market signals.

Actionable Recommendations

Strategy	Materials	Rationale
✅ Lock In Price	PTFE Resin	Already hiked in June; feedstock costs elevated; pre-peak-season upside risk in August
⏳ Monitor & Hold	PI Film, Specialty Ceramic Raw Materials	Supply increasing, demand soft; near-term downside risk remains
🔍 Watch Closely	Carbon Fiber	At historical lows; low-altitude economy and new energy demand growth could catalyze rebound

📅 Report Date: July 16, 2026 | Market Intelligence AI System

2026年7月16日