Daily Keyword Heat Analysis Report — New Materials Industry (2026-08-15)

# Daily Keyword Heat Analysis Report — New Materials Industry (2026-08-15)

> Monitored categories: PTFE / PEEK / Carbon Fiber / Specialty Ceramics / Electronic Chemicals / Aerogel
> Dimensions: Search & demand heat, competition intensity, trend direction
> Sources: public industry reports, brokerage research, trade media (latest 2026)

## 1. Overview — Heat · Competition · Trend

| Keyword | Demand Heat | Content Competition | Trend Signal |
| — | — | — | — |
| PTFE (Polytetrafluoroethylene) | High | Medium-High | ↑ Shift from “commodity price war” to “electronic-grade + PFAS-free” |
| PEEK (Polyetheretherketone) | High | High | ↑ Domestic substitution + medical/semiconductor custom parts scaling |
| Carbon Fiber | High | Medium | ↑ Capacity expansion entering “value reshaping” |
| Specialty Ceramics | Medium-High | Medium | ↑ Semiconductor equipment structural ceramics + silicon nitride penetration |
| Electronic Chemicals | Very High | Very High | ↑ Golden window for localization (AI / advanced-node driven) |
| Aerogel | High | Medium | ↑ EV battery thermal-runaway protection at scale |

## 2. Category Deep-Dive

### 1. PTFE (Polytetrafluoroethylene)
– Heat: High. Domestic output exceeds 100kt/yr; metal-lined PTFE market > RMB 8bn in 2026; 5G, NEV and aerospace drive high-performance film/sheet demand.
– Competition: Medium-High. Commodity grades hit by real-estate slowdown and oversupply price war; electronic-grade PTFE (low-Dk, high-purity) has high barriers, few players.
– Trend: ↑ Structural upgrade. Stricter PFAS review pushes PFAS-free coatings, bio-based/recycled PTFE; CSC notes AI compute drives MLCC shortage, electronic-grade PTFE poised for server high-speed cabling and orthogonal backplanes (NVIDIA Rubin Ultra under validation). Downstream mix: petrochemical 33%, machinery 24%, electronics 12%.

### 2. PEEK (Polyetheretherketone)
– Heat: High. Global CAGR > 8.3% (S&P Global 2023-2026); China consumption 2,728t (2023) to 4,358t (2026), CAGR ~17%.
– Competition: High. Victrex + Solvay hold > 90% of resin capacity (“one super, many strong”); domestic players surging in volume but still breaking certifications and cost.
– Trend: ↑ Rapid capacity growth. Custom standard parts to exceed 35% share; medical (cranial repair, implants), semiconductor equipment, NEV as new increments; localization is the core narrative.

### 3. Carbon Fiber
– Heat: High. 2025 global market ~ USD 3.516bn to 2032 USD 8.328bn (CAGR 13.3%); 2024 global volume ~ 143kt, avg price ~ USD 23/kg.
– Competition: Medium. Toray, SGL, MCCFC and Chinese players expanding; domestic 2024 capacity 135.5kt, 2025 forecast 150.8kt.
– Trend: ↑ From “capacity expansion” to “value reshaping”. High-modulus carbon fiber ~ USD 1.2bn in 2026; wind, aerospace, auto lightweighting, recycled chopped fiber (2026 ~ USD 450m) as highlights.

### 4. Specialty Ceramics
– Heat: Medium-High. China 2022 market RMB 92.2bn to 2028 RMB 173.4bn (CAGR 11.53%); global ~ RMB 406bn. Functional 70%, structural 30%.
– Competition: Medium. Structural ceramics localization ~ 20%, but advanced structural ceramic parts for fabs still low, import-dependent.
– Trend: ↑ Pulled by semiconductor equipment and NEV equipment. Silicon nitride ceramics penetrating automated welding, PV smelting; zirconia/alumina customized by scenario; digitalization and 3D printing lift efficiency.

### 5. Electronic Chemicals
– Heat: Very High. China wet electronic chemicals > RMB 13bn (2024) to ~ RMB 18.18bn (2026, CAGR > 12%); only 10-20% of chip cost but decides yield.
– Competition: Very High. Semiconductor wet e-chem domestic global share only 8%; photoresist G/I-line < 30%, ArF < 1%; electronic specialty gas localization 14% to 25% (2025E). - Trend: ↑ Golden window for localization. AI compute + advanced nodes + 7-ministry "stable growth plan" drive; photoresist, wet e-chem, high-purity precursors, CMP as core focus. ### 6. Aerogel - Heat: High. 2026 global market ~ USD 1.9bn; "top of the ten super-materials that change the world". - Competition: Medium. Multi-component aerogels a R&D hotspot; top battery makers (CATL, FinDreams, CALB, Gotion, Sunwoda) widely adopt. - Trend: ↑ EV battery thermal-runaway protection at scale. Mix shifts from petrochemical 56% / industrial 18% / building 9% toward power battery and building; 1400C-resistant aerogel composites already exported. ## 3. Trend Read & Opportunities 1. "Electronic-grade / high-purity" is the common thread across PTFE, electronic chemicals, specialty ceramics — localization starts with certification breakthrough. 2. PFAS regulation is a systemic risk for PTFE and fluorinated materials, also a green-substitution differentiator. 3. New energy (battery, PV, wind) is the shared downstream engine for aerogel, carbon fiber, ceramics. 4. Medical and semiconductor equipment are high-margin blue oceans for custom parts (PEEK, silicon nitride ceramics). ## 4. Long-Tail Keyword Opportunities (recommended) - Electronic-grade PTFE film for 5G high-frequency substrates - Silicon nitride structural ceramics for semiconductor equipment - Aerogel thermal-insulation sheet for EV batteries - Medical-grade PEEK cranial repair implants - Wet electronic chemicals domestic substitution suppliers - ArF photoresist localization 2026 - High-modulus carbon fiber T800 aerospace - Low-Dk PTFE copper-clad laminate orthogonal backplane ## 5. Action Recommendations 1. Content: produce comparison/selection guides around "electronic-grade / high-purity + localization" to capture high-intent long-tail. 2. SEO: build topic pages for the 8 long-tail terms, bound to use cases (battery / semiconductor / medical). 3. Business: prioritize certification-type demand from EV battery and semiconductor equipment customers; long-tail = lead entry.