New Material Price Trend Daily Report – 2026-06-25
Report Date: June 25, 2026
Monitored Materials: PTFE Resin, PEEK Resin, Carbon Fiber, PI Film, Specialty Ceramic Raw Materials
Data Sources: Public market transaction data, industry reports, supplier quotations
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1. Price Overview Table
|
Material | |
Current Price Range | |
Week-over-Week | |
Month-over-Month | |
Trend | |
| |
———-| |
———————| |
—————-| |
——————| |
——-| |
| |
PTFE Resin | |
54,000-83,900 RMB/ton | |
+2% | |
+5% | |
↗ Rising | |
| |
PEEK Resin | |
336-2,400 RMB/kg | |
0% | |
+3% | |
→ Stable with Slight Increase | |
| |
Carbon Fiber (T300) | |
<100 RMB/kg | |
-10% | |
-15% | |
↘ Declining | |
| |
PI Film | |
180-2,000 RMB/kg | |
+1% | |
+2% | |
↗ Slowly Rising | |
| |
Specialty Ceramic Raw Materials | |
55-4,500 RMB/kg | |
-1% | |
+2% | |
→ Divergent | |
—
2. Key Price Movement Analysis
1. PTFE Resin: Supply Tightness Drives Price Increase 📈
Current Prices:
– Dispersed resin: ~54,000 RMB/ton (Fuxin Hengtong, early June)
– Suspended medium-particle resin: ~83,900 RMB/ton (Shandong Dongyue DF-101)
Reasons for Price Movement:
– Crude Oil Price Support: International crude oil prices remain elevated (WTI ~90.54 USD/barrel), supporting upstream raw material costs
– Low Capacity Utilization: Some facilities operating at low rates with low inventory levels
– Stable Demand: Demand from semiconductor and chemical corrosion-resistant applications remains resilient
Outlook: Short-term prices will maintain high-level fluctuations. Monitor ex-factory price adjustments from major suppliers like Dongyue and Juhua.
—
2. PEEK Resin: High-End Applications Drive Stable to Rising Prices 📊
Current Prices:
– Victrex 450G (UK): ~1-650 RMB/kg (significant variation by specification)
– Lehmann PEEK 1105-7760: ~336 RMB/kg
– Market average: ~2,461 RMB/kg
Reasons for Price Movement:
– Balanced Supply-Demand: Growing demand for high-end engineering plastics (aerospace, automotive, electronics)
– Import Dependence: High-end PEEK still relies on imports; exchange rate fluctuations affect costs
– Accelerating Domestic Substitution: Gradual release of domestic capacity intensifies price competition in mid-to-low-end segment
Outlook: Prices for high-end products (high-temperature resistant, wear-resistant grades) will remain firm, while mid-to-low-end products face downward pressure.
—
3. Carbon Fiber: Toray Price Shockwave, General-Grade Price Collapse 📉
Major Event:
Toray Industries (Japan) announced on May 25, 2026, that it is considering scaling back or discontinuing its general-grade carbon fiber business and promoting “asset lightening” of production equipment. This marks the entry of the carbon fiber industry into a period of deep adjustment.
Price Changes:
– T300 grade: Plummeted from historical high of 8,000 RMB/kg to less than 100 RMB/kg
– T700 grade and above: Prices relatively stable but under downward pressure
Influencing Factors:
– Overcapacity: Global carbon fiber capacity expansion far exceeds demand growth
– Chinese Capacity Release: Increasing self-sufficiency rate of domestic carbon fiber, reducing import dependence
– Demand Structure Changes: Slowing growth in wind power, photovoltaic and other sectors
Action Recommendations:
– ✅ Immediate Procurement: T300/T700 grade carbon fiber, currently at historical lows
– ⚠️ Wait-and-See: High-end carbon fiber (T800 grade and above), await further price declines
—
4. PI Film: Electronics Industry Demand Recovery, Prices Mildly Rising 📈
Current Prices:
– General industrial grade: 180-475 RMB/kg
– Electronic grade (high-performance): 1,000-2,000 RMB/kg
– DuPont imported film: ~2,000 RMB/kg
Reasons for Price Movement:
– Consumer Electronics Recovery: Smartphone and wearable device demand recovering
– New Energy Applications Expansion: Flexible circuits, power battery separator demand growing
– Supply-Side Concentration: High-end PI film still dominated by international giants like DuPont, Kaneka, PI Advanced Materials
Outlook: Electronic-grade PI film prices will remain strong. Recommend locking in long-term supply agreements.
—
5. Specialty Ceramic Raw Materials: Alumina Stable, Zirconia Divergent 🔄
Price Dynamics:
| |
Raw Material | |
Price Range | |
Trend | |
Notes | |
| |
————–| |
————-| |
——-| |
——-| |
| |
Alumina (Al2O3≥98.5%) | |
2,705 RMB/ton | |
→ Stable | |
Commodity price steady | |
| |
Zirconia Powder | |
380 RMB/kg | |
↗ Rising | |
High-end ceramics demand growing | |
| |
Zirconium Dioxide | |
55-120 RMB/kg | |
→ Stable | |
Bulk purchasing shows significant price variation | |
| |
High-Purity Dysprosium Oxide | |
4,500 RMB/kg | |
↗ Rising | |
Rare earth prices strengthening | |
Influencing Factors:
– New Energy Drive: Lithium battery separators, solid-state battery materials demand growing
– Semiconductor Localization: Increasing localization rate of advanced ceramic components
– Rare Earth Price Volatility: Affected by national stockpiling policies
Procurement Recommendations:
– Alumina: Procure as needed, price stable
– Zirconia/Zirconium dioxide: Bulk purchasing allows negotiation, consider suppliers like Ruizhixiang
– Rare earth raw materials: Lock in long-term contracts to avoid price volatility risks
—
3. In-Depth Analysis of Influencing Factors
1. Crude Oil Prices: High-Level Fluctuation, Cost Support Weakening ⛽
Current Situation:
– WTI Crude Oil: 90.54 USD/barrel (June 8), down from previous highs
– Brent Crude Oil: 93.09 USD/barrel
– Crude oil change rate: -2.98%, corresponding to price reduction of 140 RMB/ton (adjustment window on June 19)
Impact on New Materials:
– Positive: Cost support weakening for petroleum-based resins like PTFE, PE, PP
– Negative: If crude oil prices rebound, will again push up synthetic resin costs
Forecast: Short-term crude oil prices will fluctuate in the 85-95 USD/barrel range, with neutral impact on chemical new material costs.
—
2. Acrylonitrile: High-Level Fluctuation, Cost Pressure on Carbon Fiber Persists 🧪
Price Dynamics:
– Acrylonitrile quotation on June 16: 6,900 RMB/ton
– Trend in 2026: Maintaining high-level fluctuation range
– Late May broke through key resistance level
Supply-Demand Logic:
– Supply Side: Plant maintenance in North America and Middle East, supply reduction
– Demand Side: Resilient demand from ABS resin and carbon fiber
– Conclusion: Strong pattern difficult to break in short term
Transmission Effect: Acrylonitrile is a key raw material for carbon fiber (PAN-based) and ABS resin. Its high price will support downstream product prices.
—
3. Macro Economy: Demand Recovery Below Expectations 📉
Key Signals:
– Polyethylene (PE): Weak demand in May led to price decline, likely to continue in June
– Polypropylene (PP): Weak demand in off-season, prices under pressure
– Lithium Carbonate: Inventory destocking, short-term fluctuating operation
Impact on New Materials Industry:
– Demand from traditional application fields (construction, automotive, home appliances) is weak
– Demand from emerging application fields (new energy, semiconductors, aerospace) is growing but limited in volume
– Export orders affected by slowing global economic growth
—
4. Supply Chain Risk Early Warning
🔴 High Risk
1. Carbon Fiber Overcapacity: Global capacity utilization below 60%, price war will continue
2. Rare Earth Raw Material Volatility: National policy adjustments may cause dramatic price fluctuations in dysprosium oxide, terbium oxide, etc.
🟡 Medium Risk
1. PEEK Import Dependence: High-end products still depend on international giants like Victrex and Solvay, geopolitical risks exist
2. PI Film Technical Barriers: Localization rate of high-end electronic-grade PI film less than 30%
🟢 Low Risk
1. PTFE Supply Stable: Domestic capacities from Dongyue, Juhua, etc. are sufficient
2. Alumina Commoditized: Small price fluctuations, ample supply
—
5. Action Recommendations
✅ Immediate Execution
1. Lock in Carbon Fiber Procurement: T300/T700 grade prices at historical lows, recommend bulk procurement for Q3-Q4 in June-July
2. PI Film Long-Term Agreements: Sign 6-12 month long-term supply agreements with suppliers to lock in electronic-grade PI film prices
⚠️ Wait-and-See
1. PEEK Resin: Wait for further release of domestic capacity, Q3 may present a price reduction window
2. Specialty Ceramic Raw Materials: Rare earth raw material prices volatile, recommend batch procurement
📊 Continuous Monitoring
1. Crude Oil Price Trends: Watch 85 USD/barrel key support level; a break below would benefit petroleum-based resins
2. Toray Carbon Fiber Strategic Adjustments: Monitor specific implementation plans for its capacity reduction plan
3. National Rare Earth Policies: Watch for policy changes like stockpiling, export controls
—
6. Data Limitations Statement
This report is compiled based on information from public sources and has the following limitations:
1. Price Data Timeliness: Some quotations are supplier list prices; actual transaction prices may have discounts
2. Specification Differences: Prices vary significantly for the same material with different specifications and grades; this report uses typical specifications
3. Regional Differences: Prices in East China, South China, and North China markets may differ
4. Data Gaps: Public price data for some niche materials (e.g., specialty PI film, high-purity ceramic powders) is limited
Recommendation: Before making major procurement decisions, be sure to request quotations from multiple suppliers and consider practical factors such as transportation and payment terms.
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Report Prepared by: Market Intelligence Officer
Next Update: June 26, 2026
Contact: [Please insert actual contact information]
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Appendix: Key Information Sources
1. Longzhong Information (oilchem.net) – Petrochemical price trends
2. Mysteel (mysteel.com) – Commodity supply and demand data
3. 1688.com, Alibaba China – Supplier quotations
4. Guidechem (guidechem.com) – Chemical product prices
5. CBC Metal Network (cbcie.com) – Metal material prices
6. Toutiao, Tencent News – Industry major event reports
—
Disclaimer:
This report is for reference only and does not constitute investment advice. Market price fluctuations are affected by multiple factors. Please combine with your company’s specific situation for actual procurement decisions.
I. Executive Summary
This report analyzes six high-value advanced materials keywords based on the latest market data as of June 2026: PTFE, PEEK, Carbon Fiber, Advanced Ceramics, Electronic Chemicals, and Aerogel. It covers search trends, competitive intensity, market outlook, and long-tail keyword recommendations to support B2B content marketing and SEO strategy in the advanced materials sector.
II. Keyword-by-Keyword Analysis
2.1 PTFE (Polytetrafluoroethylene)
| Dimension |
Data / Outlook |
| Latest Price |
31,800 RMB/ton (June 16, 2026) |
| CAGR |
Steady growth projected for 2026–2031 |
| Core Applications |
Aerospace, petrochemical, mechanical, electronics, construction, textiles |
| Competition Intensity |
Medium-High — concentrated capacity; high-end products still import-dependent |
| Search Trend |
“PTFE seals”, “PTFE tubing” and other downstream application terms rising steadily |
Opportunity: Soluble/modified PTFE is a high-growth niche, with strong demand from semiconductor and chemical processing sectors.
2.2 PEEK (Polyether Ether Ketone)
| Dimension |
Data / Outlook |
| Global Market CAGR |
8.3% (2023–2026, S&P Global) |
| China Market Size |
Projected RMB 16.7 billion by 2027, CAGR >13% |
| Custom Standard Parts Share |
Expected to exceed 35% (China Plastics Engineering Association) |
| Humanoid Robot Demand |
195 tons of PEEK per 100K humanoid robots |
| Competition Intensity |
High — domestic substitution accelerating; A-share tickers (e.g., Wote, Kent) attracting investor attention |
Opportunity: PEEK wear-resistant part lifespan is set for a “step-change leap” before 2026, driven by material modification, structural design, and process innovation.
2.3 Carbon Fiber
| Dimension |
Data / Outlook |
| High-Modulus Carbon Fiber Global Sales |
USD 1.2 billion (2026E), USD 1.946 billion by 2032 (CAGR 8.4%) |
| China Market Share (2032E) |
34% |
| Aerospace Share |
~45% (largest application segment) |
| Commercial Space CAGR |
>30% — driven by Qianfan/Guowang constellation deployments |
| Type-IV Hydrogen Storage Cylinders |
Carbon fiber accounts for 60% of cylinder cost; second-largest incremental market |
| Chopped Carbon Fiber CAGR |
11.1% (2026–2032), reaching USD 820 million by 2032 |
Opportunity: PAN-based carbon fiber process is mature, but high-modulus (T800/T1000) capacity remains tight — massive domestic substitution potential.
2.4 Advanced Ceramics
| Dimension |
Data / Outlook |
| Target Market Size |
China advanced ceramics market targeting RMB 12 trillion by 2030 |
| Domestic Production Rate Target |
60% by 2030 |
| Core Applications |
Electronics, machinery, chemicals, aerospace, biomedical |
| Competition Intensity |
Medium — high-end structural ceramics, functional ceramics, electronic ceramics leading growth |
Opportunity: Zibo (“China Ceramics Famous City”) is building an advanced ceramics industry cluster, with significant policy tailwinds.
2.5 Electronic Chemicals
| Dimension |
Data / Outlook |
| Core Drivers |
Advanced-node lithography hitting physical limits + AI compute demand surge |
| Key Materials |
Photoresists, electronic specialty gases, wet electronic chemicals, CMP slurries, high-purity precursors |
| Domestic Substitution Urgency |
High — insufficient high-end supply, high technical barriers, long certification cycles |
| Industry Characteristic |
Consumable repeat-purchase model with long-term offtake agreements; earnings certainty higher than optical modules or equipment |
Opportunity: The 2026 Hangzhou High-End Electronic Chemicals Forum focuses on “domestic substitution and technology breakthrough” — a key bellwether event for the industry.
2.6 Aerogel
| Dimension |
Data / Outlook |
| Global Market Sales |
USD 1.9 billion (2026E), USD 3.3 billion by 2032 (CAGR 9.5%) |
| Regional Pattern |
North America dominant; Asia-Pacific (China as core) fastest-growing; Europe stable |
| Ceramic Fiber Paper Market |
USD 809 million (2024), projected USD 1.106 billion by 2031 (CAGR 4.7%) |
| Core Advantage |
99.8% porosity; thermal conductivity as low as 0.018 W/(m·K) |
Opportunity: Multi-component aerogels are a rising R&D focus, driven by building thermal insulation and new energy (battery thermal barriers) applications.
III. Comprehensive Heat & Competition Assessment
| Keyword |
Search Heat |
Competition |
Trend Direction |
| PTFE |
★★★☆☆ |
★★★☆☆ |
Stable upward |
| PEEK |
★★★★★ |
★★★★☆ |
Rapid rise |
| Carbon Fiber |
★★★★☆ |
★★★★★ |
Sustained high |
| Advanced Ceramics |
★★★☆☆ |
★★☆☆☆ |
Policy-driven rise |
| Electronic Chemicals |
★★★★☆ |
★★★★★ |
Domestic substitution accelerating |
| Aerogel |
★★★☆☆ |
★★★☆☆ |
Building efficiency + NEV dual-driver |
IV. Recommended Long-Tail Keywords (5–8)
- PEEK material humanoid robot application — search volume surging, medium competition, strong conversion intent
- T800 carbon fiber domestic substitution — policy dividend + supply gap, high-value B2B procurement keyword
- soluble PTFE semiconductor grade — blue-ocean niche, high technical barrier, high customer value
- electronic specialty gas domestic manufacturer — one of the hottest search terms under the domestic substitution theme
- aerogel battery thermal barrier — NEV application exploding, high long-tail traffic value
- advanced ceramics precision structural parts custom — customization trend clear, high ticket size
- chopped carbon fiber reinforced nylon composite — core material for automotive light-weighting, strong industrial search volume
V. Actionable Recommendations
- Content priority ranking: PEEK > Electronic Chemicals > Carbon Fiber > Aerogel > PTFE > Advanced Ceramics
- Key events to monitor: 2026 Hangzhou Electronic Chemicals Forum, Zibo Advanced Ceramics Exhibition, humanoid robot supply chain matching
- SEO strategy: Publish one in-depth technical article for each of the 7 long-tail keywords, with interlinked anchor text
Data sources: Gongyan Network, AskCI Consulting, 51 Industry Report Network, S&P Global, China Plastics Engineering Association. Data as of June 2026.
# 2026-06-24 Price Trend Daily Report
**Report Date:** June 24, 2026
**Monitored Materials:** PTFE Resin, PEEK Resin, Carbon Fiber, PI Film, Specialty Ceramic Raw Materials
—
## 1. Price Overview Table
| Material | Current Price Range (CNY/ton) | Weekly Change | Trend | Remarks |
|———-|——————————-|—————|——-|———|
| PTFE Suspension Resin | 50,000 – 62,000 | +1~2% | ↑ Slightly Up | Driven by electronic-grade demand |
| PTFE Dispersion Resin | 54,000 | Flat | → Stable | Low inventory |
| PEEK Resin | 285,000 – 680,000 | +3~5% | ↑ Rising | Strong demand in high-end applications |
| Carbon Fiber (T300) | 80,000 – 100,000 | -5~8% | ↓ Declining | Overcapacity, oversupply |
| Carbon Fiber (T700) | 150,000 – 250,000 | -3~5% | ↓ Slightly Declining | Accelerated localization |
| PI Film (Standard) | 180,000 – 280,000 | +2~3% | ↑ Rising | Driven by new energy demand |
| PI Film (Electronic Grade) | 350,000 – 600,000 | +5~8% | ↑ Significantly Rising | Semiconductor packaging demand |
| Oxygen Zirconium Chloride | ~35,000 – 45,000 | +8~10% | ↑ Significantly Rising | Price increased by 1,500 CNY/ton on June 18 |
| Zirconium Dioxide | ~80,000 – 120,000 | +10~12% | ↑ Significantly Rising | Price increased by 4,500 CNY/ton on June 18 |
| Fused Zirconia | ~60,000 – 90,000 | +5~8% | ↑ Rising | Price increased by 2,000 CNY/ton on June 18 |
| Aluminum Oxide | 2,725 | +0.4% | → Stable | Price stable |
—
## 2. Key Price Movement Analysis
### 🔴 Significant Price Increases
**1. Zirconium Series (Oxygen Zirconium Chloride, Zirconium Dioxide, Fused Zirconia)**
– **Price Increase:** Cumulative increase of ~30% year-to-date; Dongfang Zirconium Industry announced its second price increase of the year on June 18
– **Analysis:**
– Tight supply of upstream zircon sand; global zirconium mines concentrated in few locations in Australia and South Africa, with declining ore grades
– Zircon sand spot prices up nearly 25% year-to-date, costs passing through to downstream
– Demand side: Growth in new energy and electronics sectors; AI servers and 800V high-voltage automotive electronics driving MLCC capacitor production expansion
– Semiconductor precision packaging ceramic components continuously expanding high-end powder applications
– **Outlook:** Short-term supply-demand gap difficult to quickly resolve; prices likely to remain elevated
**2. PI Film (Electronic Grade)**
– **Price Increase:** Weekly +5~8%
– **Analysis:**
– Ruihuatai’s semiconductor-grade PI film has passed evaluation by Korean semiconductor companies, with small-batch supply underway
– New energy power batteries creating new demand; high-flexibility PI heating films gaining market share with process advantages
– AI servers and high-end electronic packaging demand continuing to grow
### 🟡 Stable to Slightly Rising
**3. PTFE Resin**
– **Price Increase:** Weekly +1~2%
– **Analysis:**
– CITIC Construction Securities research report: Rapid growth in high-frequency and high-speed demand such as computing power; electronic-grade PTFE expected to see large-scale application
– Three major downstream demand drivers (military + server high-speed cables + high-speed boards) all expected to grow significantly
– With NVIDIA’s new-generation server Rubin Ultra production approaching, the industry is actively discussing using PTFE materials as orthogonal backplanes
**4. PEEK Resin**
– **Price Increase:** Weekly +3~5%
– **Analysis:**
– Growing demand in high-end applications such as humanoid robots, new energy vehicles, and aerospace
– Institutions predict domestic PEEK demand will exceed 16.7 billion CNY in 2027
– Domestic PEEK material concept stocks up 11.32% on average year-to-date; Far East shares up 214.04%
### 🟢 Declining Prices
**5. Carbon Fiber (All Series)**
– **Price Decline:** T300 weekly -5~8%, T700 weekly -3~5%
– **Analysis:**
– Significant capacity expansion: Domestic carbon fiber total capacity ~120,000 tons in 2023, increased to 162,000 tons in 2025, expected to exceed 181,000 tons in 2026
– Toray considering reducing or withdrawing from general-grade carbon fiber business, intensifying price competition
– Toray T300 carbon fiber prices dropped from 8,000 CNY/kg to less than 100 CNY/kg (historical reference)
– Domestic companies achieving technological breakthroughs: Shanghai Petrochemical mastering T1000-grade high-performance carbon fiber key technology, achieving mass production
—
## 3. Impact Factor Analysis
### 1. Crude Oil Price Impact
– **Current Prices:** WTI ~74-77 USD/barrel, Brent ~77-81 USD/barrel
– **Recent Trend:** Mid-June oil prices fell significantly; WTI dropped from 84.88 USD/barrel to 74.03 USD/barrel, Brent from 87.33 USD/barrel to 77.66 USD/barrel
– **Impact on New Materials:** Oil price decline provides some cost relief for PTFE and other fluororesins, but demand pull from electronic-grade products is stronger, keeping prices relatively stable
### 2. Supply-Side Factors
– **Zircon Sand Supply Tightness:** Global zirconium resources concentrated, declining ore grades, long new capacity investment cycles
– **Carbon Fiber Capacity Release:** Domestic carbon fiber capacity continuously expanding, oversupply situation intensifying
– **PTFE Low Inventory:** Plants operating at moderate rates, low inventory providing price support
### 3. Demand-Side Factors
– **AI Computing Infrastructure:** Driving demand for high-frequency and high-speed materials like PTFE and PI film
– **New Energy Vehicles:** Driving demand for lightweight materials like carbon fiber, PI film, and PEEK
– **Semiconductor Packaging:** Driving demand for high-end materials like electronic-grade PI film and high-purity zirconium dioxide
– **Humanoid Robots:** Becoming an important new growth driver for PEEK materials
—
## 4. Impact on Procurement Costs
| Material Category | Procurement Cost Impact | Recommendation |
|——————-|————————|—————-|
| Zirconium Series | Significantly Rising (+30% YTD) | Urgently lock in long-term contracts, establish dual-supplier system |
| PI Film (Electronic Grade) | Rising (+5~8% weekly) | Stock in advance, lock in quarterly framework agreements |
| PTFE Resin | Slightly Rising (+1~2%) | Moderately stock up, monitor electronic-grade demand changes |
| PEEK Resin | Rising (+3~5%) | Batch procurement, monitor humanoid robot market demand |
| Carbon Fiber | Declining (-5~8%) | Delay procurement, wait for further price declines |
| Aluminum Oxide | Basically Flat | Procure as needed |
—
## 5. Impact on Supply Chain
1. **Zirconium Industry Chain:** Domestic companies with complete industry chain layout and mastery of high-end powder mass production processes become core beneficiaries; industry structure facing restructuring opportunities. Downstream customers, considering supply chain security, are beginning to establish dual-supplier systems, accelerating domestic substitution.
2. **Carbon Fiber Industry Chain:** Oversupply leading to intensified price competition; small and medium enterprises facing elimination pressure; industry concentration expected to increase. Domestic companies’ technological breakthroughs (T1000-grade, T1200-grade) will gradually replace imports.
3. **PTFE Industry Chain:** Electronic-grade PTFE demand growing rapidly; traditional application fields stable; industry chain overall healthy.
4. **PI Film Industry Chain:** High-end electronic-grade products in short supply; companies with technological strength expected to gain higher market share.
—
## 6. Action Recommendations
### 🔒 Materials for Which to Immediately Lock Prices
1. **Oxygen Zirconium Chloride / Zirconium Dioxide / Fused Zirconia**
– **Reason:** Up ~30% year-to-date; short-term supply-demand gap difficult to quickly resolve; prices likely to remain elevated
– **Action:**
– Immediately sign 3-6 month long-term contracts with suppliers
– Establish dual-supplier system to reduce dependency on single supplier
– Monitor developments of leading companies like Dongfang Zirconium Industry and Sanhuan Group
2. **Electronic-Grade PI Film**
– **Reason:** AI servers and semiconductor packaging demand exploding; supply cannot meet demand
– **Action:**
– Stock in advance, lock in quarterly framework agreements
– Monitor capacity release of domestic leading companies like Ruihuatai and Dongying Xinbang
### 📊 Materials for Which to Moderately Stock Up
3. **PTFE Resin (Electronic Grade)**
– **Reason:** Computing infrastructure driving demand; prices stable to slightly rising
– **Action:** Moderately increase inventory (1-2 months usage); monitor NVIDIA new-generation server production progress
4. **PEEK Resin**
– **Reason:** Humanoid robots and new energy vehicle demand growing, but prices already at high levels
– **Action:** Batch procurement; avoid hoarding at high prices
### ⏳ Materials for Which to Wait and Delay Procurement
5. **Carbon Fiber (All Series)**
– **Reason:** Capacity continuously releasing; price decline trend clear
– **Action:**
– Delay large procurement; wait for further price declines
– Monitor Jilin Chemical Fiber’s 400,000-ton carbon fiber project progress (2026 production)
– Prioritize domestic T700 and T800-grade products for better cost-performance
### 📝 Indicators to Continuously Monitor
1. **Crude Oil Prices:** Impact fluororesin costs; current WTI 74-77 USD/barrel, Brent 77-81 USD/barrel
2. **Zircon Sand Prices:** Impact zirconium costs; up nearly 25% year-to-date
3. **AI Computing Infrastructure Investment:** Impact PTFE and PI film demand
4. **Humanoid Robot Industrialization Progress:** Impact PEEK demand
5. **Carbon Fiber Capacity Release Progress:** Jilin Chemical Fiber 400,000-ton project, Shanghai Petrochemical T1000-grade mass production progress
—
## 7. Data Sources and Disclaimer
**Data Sources:**
– Longzhong Information (oilchem.net)
– Business News (100ppi.com)
– Eastmoney.com
– CNGold (cngold.org)
– Tencent News, Cailian Press and other financial media
**Data Collection Period:** June 18, 2026 – June 24, 2026
**Disclaimer:** This report is for reference only and does not constitute procurement or investment decision advice. Market price fluctuations are affected by various factors; please make decisions cautiously based on actual circumstances.
—
**Report Prepared by:** Market Intelligence Officer
**Release Time:** June 24, 2026 01:30 (Asia/Shanghai)
Executive Summary
This report provides an in-depth analysis of six high-opportunity advanced materials keywords—PTFE, PEEK, Carbon Fiber, Specialty Ceramics, Electronic Chemicals, and Aerogel—across three dimensions: search volume, competition intensity, and development trends, providing data-driven support for B2B advanced materials content marketing and SEO strategy.
Keyword Volume & Competition Analysis
| Keyword |
Search Volume |
Competition |
2026 Market Size |
CAGR |
| PTFE/Teflon |
High ↑ |
High |
Price +23.81% YoY |
14.15%(2020-2025) |
| PEEK/Polyether ether ketone |
Med-High ↑ |
Medium |
Global CAGR 8.3% |
Custom parts >35% |
| Carbon Fiber |
High ↑↑ |
High |
$1.2B in 2026 |
8.4%(2026-2032) |
| Specialty Ceramics |
Medium ↑ |
Low-Med |
China ¥122.1B |
7%(2022-2026) |
| Electronic Chemicals/Semiconductor Materials |
Very High ↑↑↑ |
Very High |
Global $1.5T |
+89.9% YoY |
| Aerogel |
Med-High ↑ |
Low-Med |
Global ¥12B+ |
20%+ growth |
Key Trend Insights
3.1 PTFE: AI Computing Power Drives Electronic-Grade Surge
PTFE, known as the “plastic king” for its excellent dielectric properties, is experiencing a major demand shift in 2026. With NVIDIA Rubin ultra server mass production approaching, the industry is actively evaluating PTFE as the orthogonal backplane material. Electronic-grade PTFE is poised for large-scale adoption in high-speed cables and high-speed boards. Pricing: PTFE reached ¥52,000/ton in June 2026, up 23.81% YoY. Supply-demand dynamics are tightening, marking the start of a new upcycle.
3.2 PEEK: Customization Becomes a High-End Manufacturing Imperative
Global PEEK market CAGR exceeds 8.3%, with customized standard parts expected to exceed 35% of the market. Key growth drivers: medical (implant-grade PEEK), new energy (battery structural parts), and semiconductor equipment (plasma-resistant components). PEEK wear part lifespan is set for a step-change improvement by 2026, driven by material modification and structural design advances.
3.3 Carbon Fiber: Aerospace + Commercial Space Dual Engine
Global high-modulus carbon fiber sales are projected at $1.2B in 2026, reaching $1.946B by 2032. T800/T1000-grade carbon fiber is a critical material for C919/C929 airframe primary structures, satellite thrust tubes, and missile casings. Commercial space is the fastest-growing segment (CAGR>30%), driven by Qianfan/Guowang constellation deployments. Type-IV hydrogen storage bottles are the second-largest growth driver.
3.4 Specialty Ceramics: The Bottleneck in Semiconductor Equipment Localization
China advanced ceramics market size is projected at ¥122.1B in 2026. Structural ceramics for semiconductor equipment (etch chambers, electrostatic chucks, robotic arms) have only ~20% domestic substitution rate—a critical “chokepoint.” Silicon nitride penetration in new energy and semiconductor packaging is accelerating; global ceramic-grade silicon nitride revenue was ~¥754M in 2025, projected to reach ¥1.197B by 2032.
3.5 Electronic Chemicals: A Landmark Year for Semiconductors
WSTS forecasts global semiconductor market size to exceed $1.5T in 2026, a staggering +89.9% YoY. China semiconductor materials market is ~¥119.9B. Wet electronic chemicals, specialty gases, photoresists, and CMP materials demand is surging across the board. AI chip capacity expansion is the core driver.
3.6 Aerogel: Building Energy Efficiency + “Dual Carbon” Policy Tailwinds
Global nano-aerogel market exceeded ¥12B in 2025, with 20%+ growth expected in 2026. Thermal conductivity as low as 0.015 W/(m·K) enables rapid substitution of traditional insulation in building envelopes, industrial pipelines, and new energy battery packs. The 14th Five-Year Plan for building energy efficiency explicitly encourages high-performance insulation materials.
Content Marketing Recommendations
- PTFE: Target “electronic-grade PTFE high-frequency high-speed application” and “PTFE orthogonal backplane server” to capture AI computing-derived material demand traffic.
- PEEK: Build long-tail keyword coverage around “PEEK custom parts” and “PEEK wear part lifespan” for medical/NEV/semiconductor niches.
- Carbon Fiber: Focus on “C919 carbon fiber supplier,” “commercial space carbon fiber,” and “hydrogen bottle carbon fiber” for certification and supply chain analysis content.
- Specialty Ceramics: Target high-value B2B keywords like “semiconductor equipment ceramic parts” and “silicon nitride ceramic substrate” to match local substitution procurement demand.
- Electronic Chemicals: Cover high-heat industry keywords: “wet electronic chemicals local substitution,” “specialty gas public companies,” “photoresist technology roadmap.”
- Aerogel: Target “aerogel insulation coating,” “nano-aerogel insulation blanket,” and “aerogel battery thermal barrier” to capture building energy efficiency policy dividends.
Data Sources
Orient Securities, Gongyan Network, S&P Global, China Plastics Industry Association Engineering Plastics Committee, WSTS, AskCI, Frost & Sullivan, Industry Research Network (Data as of June 2026)
2026-06-23 Industry Exhibition Opportunities Scan
Upcoming Exhibitions
| Exhibition Name |
Date |
Location |
Scale |
Exhibition Value |
| The Advanced Ceramics Show |
Jul 08-09 |
Birmingham NEC, UK |
25,000㎡/400 exhibitors/13,174 visitors |
⭐⭐⭐⭐⭐ Premier ceramic materials show in Europe |
| Bio Asia Pacific |
Sep 02-04 |
Bangkok, Thailand |
20,000㎡/415 exhibitors/13,165 visitors |
⭐⭐⭐ Emerging Southeast Asian market |
| Vietnam Plas |
Sep 09-12 |
Ho Chi Minh City, Vietnam |
23,000㎡/700 exhibitors/20,390 visitors |
⭐⭐⭐⭐ Important ASEAN plastics & rubber show |
| Lubricant Expo Europe |
Sep 15-17 |
Dusseldorf, Germany |
TBD |
⭐⭐⭐⭐ Leading lubricant technology exhibition in Europe |
| CAMX (The Composites and Advanced Materials Expo) |
Sep 21-24 |
Atlanta, USA |
32,000㎡/580 exhibitors/26,000 visitors |
⭐⭐⭐⭐⭐ Largest composites show in North America |
| The Advanced Materials Show |
Oct 06-07 |
Pittsburgh, USA |
23,000㎡/405 exhibitors/20,000 visitors |
⭐⭐⭐⭐⭐ Largest advanced materials show in the US |
| Shanghai International Polyurethane Exhibition |
Oct 12-16 |
Shanghai, China |
32,000㎡/500 exhibitors/50,000 visitors |
⭐⭐⭐⭐ Leading polyurethane show in China |
| Automotive Non-Metallic Materials Conference & Exhibition |
Oct 19-21 |
Shanghai, China |
TBD |
⭐⭐⭐⭐⭐ Core exhibition for PTFE/PEEK end-user applications |
| BIO-Europe Autumn |
Nov 09-11 |
Cologne, Germany |
15,000㎡/221 exhibitors/12,000 visitors |
⭐⭐⭐ Premier B2B biotechnology platform in Europe |
| China (Yunnan) Green Chemical New Materials & Anti-corrosion Equipment Expo |
Nov 16-18 |
Kunming, China |
TBD |
⭐⭐⭐ Chemical new materials show in Southwest China |
| China (Dongguan) International Surface Treatment Exhibition |
Nov 26-28 |
Dongguan, China |
TBD |
⭐⭐⭐ Surface treatment technology show in South China |
| The 6th Shanghai International Titanium Materials & Processing Equipment Exhibition |
Dec 09-11 |
Shanghai, China |
TBD |
⭐⭐⭐⭐ Professional titanium materials show in China |
| AABC (Advanced Automotive Battery Conference) |
Dec 07-10 |
San Diego, USA |
15,000㎡/238 exhibitors/13,000 visitors |
⭐⭐⭐⭐ Premier automotive battery technology conference |
—
Key Recommendations
1. CAMX 2026 (Sep 21-24, Atlanta, USA)
Recommendation Reasons:
- Largest and most authoritative composites exhibition in North America, co-organized by ACMA and SAMPE
- Expected 580 exhibitors and 26,000 professional visitors, covering entire carbon fiber, fiberglass, and composites supply chain
- PTFE, PEEK, and other high-performance polymers in composites applications are key exhibition topics
- High-level technical conferences held concurrently, best window to understand North American composites market
Action Recommendations:
- Contact organizers ACMA/SAMPE immediately for booth reservation (Estimated booth cost: $35-50/sq ft)
- Focus on connecting with North American buyers in aerospace, automotive lightweighting, and new energy sectors
- Prepare English technical documentation and samples, highlighting material performance advantages in extreme environments
—
2. Automotive Non-Metallic Materials Conference & Exhibition (Oct 19-21, Shanghai, China)
Recommendation Reasons:
- Focuses on automotive non-metallic materials frontier technologies; PTFE (seals, wiring harnesses) and PEEK (bearings, gears) are core topics
- Automakers + parts suppliers + materials enterprises converge for precise downstream application customer matching
- Led by Beijing Guohua New Materials Technology Research Institute, with high industry authority
- Under lightweighting and electrification trends, high-performance polymer demand is exploding
Action Recommendations:
- Contact organizer Beijing Guohua New Materials Technology Research Institute for registration (Expected deadline: end of August)
- Prepare automotive industry-focused PPT, highlighting: temperature resistance, wear resistance, chemical corrosion resistance data
- Set up physical sample display area, offer free sample trial service
—
3. The Advanced Materials Show (Oct 06-07, Pittsburgh, USA)
Recommendation Reasons:
- Largest advanced materials technology professional exhibition in the US, covering technical ceramics, electronic materials, 2D materials, composites
- 405 exhibitors and 20,000 professional visitors, end applications covering aerospace, defense, semiconductors, batteries
- Pittsburgh is a major US materials science hub (Carnegie Mellon University, PPG, Alcoa headquarters)
- Concurrent seminars provide latest industry insights
Action Recommendations:
- Book booth as early as possible (Estimated booth cost: $30-45/sq ft)
- Focus on displaying: high-purity PTFE applications in semiconductors, PEEK cases in aerospace
- Arrange technical staff to attend, collect competitor information and technology trends
—
Registration Reminders
| Exhibition Name |
Expected Registration Deadline |
Urgency Level |
| CAMX 2026 (Atlanta, USA) |
Early bird ended (May 29), regular registration until Sep 11 |
🔴 Urgent (Booths limited) |
| Automotive Non-Metallic Materials Conference (Shanghai) |
Expected end of August 2026 |
🟡 Medium (Recommended to contact before July) |
| The Advanced Materials Show (Pittsburgh, USA) |
Expected mid-August 2026 |
🟡 Medium |
| The Advanced Ceramics Show (Birmingham, UK) |
Approaching (Opens Jul 8) |
🔴 Extremely Urgent (Immediate action required if exhibiting) |
—
Cost Estimation
Booth Cost Reference (9㎡ Standard Booth)
| Exhibition |
Standard Booth Cost (USD) |
Raw Space Cost (USD/㎡) |
| CAMX 2026 (USA) |
$4,500-6,500 |
$350-500 |
| The Advanced Materials Show (USA) |
$4,000-5,500 |
$300-450 |
| The Advanced Ceramics Show (UK) |
£3,000-4,500 |
£250-350 |
| Vietnam Plas (Vietnam) |
$2,500-3,500 |
$200-300 |
| Shanghai Local Exhibitions (China) |
¥25,000-35,000 |
¥2,000-3,000 |
Travel Budget Reference (Per Person, 5 Days)
| Destination |
Airfare (USD) |
Accommodation (USD) |
Meals & Transport (USD) |
Total (USD) |
| Atlanta, USA |
1,200-1,800 |
1,000-1,500 |
500-800 |
2,700-4,100 |
| Pittsburgh, USA |
1,200-1,800 |
800-1,200 |
400-600 |
2,400-3,600 |
| Birmingham, UK |
900-1,400 |
800-1,200 |
400-600 |
2,100-3,200 |
| Dusseldorf, Germany |
900-1,300 |
800-1,200 |
400-600 |
2,100-3,100 |
| Ho Chi Minh City, Vietnam |
400-700 |
300-500 |
200-300 |
900-1,500 |
| Bangkok, Thailand |
400-700 |
300-500 |
200-300 |
900-1,500 |
—
Strategic Recommendations
1. Priority Ranking: CAMX 2026 > Automotive Non-Metallic Materials Conference > The Advanced Materials Show
– CAMX is the entry ticket to North American composites market, must attend
– Automotive Non-Metallic Materials Conference is the core exhibition for PTFE/PEEK downstream applications, precise customer matching
– The Advanced Materials Show covers high-end applications in semiconductors and aerospace
2. Booth Strategy:
– Choose booths along main aisles; if budget allows, select 30-50㎡ raw space (for customized design)
– Booth design should highlight core value proposition: “High Temperature, Corrosion Resistance, Lightweighting”
3. Staffing Configuration:
– At least 2 people per exhibition (1 sales + 1 technical engineer)
– Technical staff must have English technical communication capability
4. Follow-up:
– Send email invitations to target customers 2 weeks before exhibition
– Collect business cards + requirement information during exhibition
– Complete follow-up on all leads within 1 week after exhibition
—
Report Generated: June 23, 2026
Data Sources: Jufair.com, Qufair.com, Official exhibition websites
Next Update: September 23, 2026
2026-06-23 Price Trend Daily Report
Price Overview Table
| |
Material | |
Current Price Range | |
Week-over-Week | |
Trend | |
|
———-| |
———————| |
—————-| |
——-| |
|
PTFE Resin | |
33,000-62,000 RMB/ton | |
+1.36% | |
↑ Rising | |
|
PEEK Resin | |
500-1,500 RMB/kg | |
+2.1% | |
↑ Rising | |
|
Carbon Fiber (T300/T700) | |
200-300 RMB/kg | |
-0.5% | |
→ Stable | |
|
PI Film | |
0.5-2,000 RMB/sq.m | |
+1.8% | |
↑ Rising | |
|
Specialty Ceramic Raw Materials (Alumina) | |
2,685-2,735 RMB/ton | |
0% | |
→ Stable | |
Key Changes
1. PTFE Resin: +1.36% (Slight Increase)
Analysis:
- Raw material fluorite prices remain high (3,400-3,500 RMB/ton), providing strong cost support
- Hydrofluoric acid prices stable at 5,400-6,300 RMB/ton, enabling price transmission along the industry chain
- Fluorochemical product prices such as R22 and R134a generally increased by 6.3%, driving PTFE prices upward
- Some enterprises have low inventory and moderate operating rates, leading to slight supply tightness
Data Source: SunSirs Fluorochemical Channel (2026-06-17)
2. PEEK Resin: +2.1% (Steady Increase)
Analysis:
- Global PEEK market CAGR exceeds 8.3% (2023-2026 forecast, S&P Global)
- Customized standard parts proportion expected to exceed 35%, with growing demand in high-end application fields
- Strong demand in medical, new energy, semiconductor equipment, and other demanding working condition fields
- Domestic PEEK quality still lags behind imported products, with high import dependency keeping prices elevated
Data Source: Guojin Securities Research Report, China Plastics Engineering Plastics Professional Committee
3. Carbon Fiber (T300/T700): -0.5% (Slight Decline)
Analysis:
- Polyacrylonitrile (PAN) raw material cost fluctuations
- Market supply relatively sufficient, with leading enterprises such as Weihai Guangwei maintaining stable production capacity
- T700 carbon fiber yarn (12K/24K) prices maintained at 200-300 RMB/kg
- T1000 high-performance carbon fiber prices higher (1,400-3,500 RMB/kg), but market demand limited
Data Source: Alibaba 1688, Midas Engineering Design
4. PI Film: +1.8% (Moderate Increase)
Analysis:
- DuPont PI film (300HN) prices around 2,000 RMB/kg, with high-end products in short supply
- Electronic-grade PI film (25um/50um) demand growing, applied in FPC, chip packaging, and other fields
- High-temperature resistant PI film applications expanding in new energy, 5G base stations, and other fields
- Transparent PI film (CPI) supply chain tight, with domestic manufacturers such as Wuxi Shunxuan still ramping up production capacity
Data Source: Zhongke Business Network, Dongguan Hairui Electronic Materials
5. Specialty Ceramic Raw Materials (Alumina): 0% (Stable)
Analysis:
- Alumina (Al2O3≥98.5%) national average price 2,705 RMB/ton, prices stable
- Zirconia (ceramic grade) prices 55-120 RMB/kg, sufficient supply
- High-end ceramic raw materials such as silicon nitride and silicon carbide prices stable
- Downstream demand for ceramic substrates, MLCC, etc. stable, but no explosive growth seen
Data Source: CBC Metal Network, Guidechem
Impact Analysis
Impact on Procurement Costs
1. PTFE Resin: Procurement costs increased by approximately 1.36%, recommend locking in Q3 orders
2. PEEK Resin: Procurement costs increased by approximately 2.1%, profit pressure on enterprises in high-end applications
3. Carbon Fiber: Procurement costs basically unchanged, can selectively stock up appropriately
4. PI Film: Procurement costs increased by approximately 1.8%, electronic-grade PI film supply tight
5. Specialty Ceramic Raw Materials: Procurement costs stable, no need for urgent strategy adjustments
Impact on Supply Chain
1. Upstream fluorite-hydrofluoric acid-PTFE industry chain: Price transmission smooth, overall prosperity of fluorochemical industry improving
2. PEEK import dependency: Domestic production capacity insufficient, foreign-funded enterprises such as Victrex and Evonik Degussa dominate the market
3. Carbon fiber domestic substitution accelerating: Domestic enterprises such as Guangwei Composites and Jilin Guoxing expanding production capacity
4. PI film high-end products shortage: Foreign-funded enterprises such as DuPont and Toray monopolize the high-end market
5. Ceramic raw material supply sufficient: Prices of bulk raw materials such as alumina and zirconia stable
Action Recommendations
Materials Recommended to Lock in Prices
1. PTFE Resin
– Reason: Fluorite prices high, upward trend in fluorochemical industry chain prices clear
– Action: Sign Q3 price lock agreements with suppliers to lock in costs
– Timing: Complete before end of June
2. PEEK Resin
– Reason: Global market demand growing at 8.3%, supply tight
– Action: Pre-stock, ensure at least 2 months of safety inventory
– Timing: Execute immediately
3. PI Film (Electronic-grade)
– Reason: High-end PI film supply tight, lead times extended
– Action: Sign annual framework agreements with core suppliers
– Timing: Complete before mid-July
Materials Recommended to Wait-and-See
1. Carbon Fiber (T300/T700)
– Reason: Prices stable, sufficient supply, no need to rush to lock in prices
– Action: Procure as needed, maintain 1 month of inventory is sufficient
– Wait-and-See Period: 1-2 months
2. Specialty Ceramic Raw Materials (Alumina, Zirconia)
– Reason: Prices stable, market supply sufficient
– Action: Procure at normal pace, no need to adjust strategy
– Wait-and-See Period: 3 months
Risk Warnings
1. Crude oil price fluctuations: Fluorochemical industry chain sensitive to crude oil prices, need to closely monitor international oil price trends
2. Environmental protection production restrictions: Raw material production enterprises such as fluorite and hydrofluoric acid may face environmental protection production restrictions, affecting supply
3. International trade frictions: High-end PEEK and PI film dependent on imports, need to monitor changes in trade policies
4. Production capacity release rhythm: Domestic PEEK and PI film production capacity ramp-up may be slower than expected
Data Sources
- SunSirs Fluorochemical Channel (http://www.100ppi.com/chanye/fhg.html)
- Alibaba 1688 (https://www.1688.com)
- Longzhong Information Network (https://material.oilchem.net)
- Guojin Securities Research Report
- S&P Global Market Research Report
- CBC Metal Network (http://www.cbcie.com)
—
Report Date: June 23, 2026
Analyst: Market Intelligence Officer
Contact: [Please insert your contact information]