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

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

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

## 1. Overview

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

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

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

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

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

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

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

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