## New Materials Price Trends Daily Report – July 21, 2026
### Price Overview
| Material | Current Price Range | WoW Change | Trend |
|———-|———————|————|——-|
| PTFE Resin | $4,200-4,500/ton | -10% ~ -25% | 📉 Declining |
| PEEK Resin | $65-125/kg | 0% | ➡️ Stable |
| Carbon Fiber (T700) | $8-9/kg | -2% ~ +1% | ➡️ Stable |
| PI Film | $2-7/sqm | 0% ~ +3% | ➡️ Stable/Up |
| Zirconia Powder | +10%-40% increase expected | +10% ~ +40% | 📈 Surge |
| Zirconium Oxychloride | $2,625/ton | +5.6% | 📈 Rising |
| Alumina Ceramic | $4-28/piece | 0% | ➡️ Stable |
—
### Key Price Movements
**📈 ZIRCONIA: Supply-Demand Restructuring Drives Price Surge**
– **Magnitude**: Expected increase of 10%-40% (effective July 27, 2026 by Gusoem)
– **Driving Factors**:
1. Continuous rise in raw material costs
2. Growing downstream demand (EV, semiconductor sectors)
3. Limited supply capacity, concentrated price increases by suppliers
– **Market Impact**: In June, companies like Orient Zirconium and Shandong Yuxiao raised zirconium series prices; zirconium oxychloride up $140-210/ton, zirconia up $420-560/ton
**📉 PTFE RESIN: Rally Fades, Returns to Rational Levels**
– **Magnitude**: WoW decline of 10%-25%
– **Driving Factors**:
1. Downstream procurement turning cautious after June price surge
2. Easing raw material cost pressure
3. Supply loosening in certain specifications
– **Current Price**: $4,500/ton (Shandong suspended medium-grade), monthly low $4,200/ton, high $6,720/ton
—
### Impact Analysis
#### Impact on Procurement Costs
1. **Zirconium Series**: Fastest rising cost item; recommend locking 3-6 months inventory
2. **PTFE Resin**: Currently at monthly low; good window for restocking
3. **PI Film/PEEK**: Costs stable, but high-end imports remain tight
#### Impact on Supply Chain
1. **Zirconium Materials**: Domestic substitution accelerating; customers evaluating backup suppliers
2. **Carbon Fiber**: Wind blade demand stable; military demand continues growing
3. **Fluoropolymers**: Post-June price hike, market digesting transmission
—
### Action Recommendations
#### ✅ Materials to Lock Prices
| Material | Lock Period | Rationale |
|———-|————-|———–|
| Zirconia Powder | 6 months | High price certainty, 10%-40% increase |
| Zirconium Oxychloride | 3-4 months | Tight supply, continuous upward trend |
| PI Film (High-end) | 3 months | Import-dependent, long lead times |
#### ⏳ Materials to Monitor
| Material | Monitor Period | Rationale |
|———-|—————|———–|
| PTFE Resin | 2-3 weeks | Price declining, awaiting bottom confirmation |
| Carbon Fiber | 1 month | Balanced supply-demand, no clear catalyst |
| PEEK Profiles | 2 weeks | Market quotes stable |
—
### Key Indicators to Watch
1. **Crude Oil Price**: If sustained rally, fluoropolymer cost support strengthens
2. **Zirconium Ore Imports**: Supply-side disruptions will directly impact prices
3. **New Energy Expansion**: Solid-state batteries and semiconductors drive specialty ceramics demand
—
*Report generated automatically by Market Intelligence Officer | Data sources: Chemicalbook, Oilchem, Mysteel, CERADIR*
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