June 2026 New Materials Keyword Heat Analysis Report

June 2026 New Materials Industry Keyword Heat Analysis Report

This report analyzes market data from six key materials: PTFE, PEEK, carbon fiber, advanced ceramics, electronic chemicals, and aerogel, providing keyword strategy references for B2B new materials enterprises.

I. Core Keyword Heat Ranking

II. In-Depth Keyword Analysis

2.1 PTFE (Polytetrafluoroethylene) — AI Computing Drives New Demand

Price Dynamics: June 2026 East China PTFE price 52,000 RMB/ton, up 23.81% YoY, hitting a 4-year high.

Demand Drivers:

• Traditional: Chemical corrosion protection, seals stable demand
• Emerging: NVIDIA Rubin Ultra servers drive electronic-grade PTFE demand surge
• High-frequency transmission: PTFE as orthogonal backplane material entering validation

Competition: Supply expansion stalled after 2022, capacity maintained at 199,100 tons; demand CAGR 14.15% (2020-2025), supply-demand improving.

2.2 Electronic Chemicals — Main Battlefield of Domestic Substitution

Market Size: 2026 China wet electronic chemicals market expected 18.183 billion RMB, CAGR 12%+.

Segments:

• Photoresist: Extremely low domestic rate (ArF <1%), Wuhan Taiziwei T150A passed validation
• Wet Chemicals: 2026 IC manufacturing demand >1.1 million tons
• Electronic Specialty Gases/CMP: Domestic rate gradually increasing

Policy Catalyst: "Petrochemical Industry Stable Growth Work Plan (2025-2026)" clarifies enhancing high-end electronic chemicals supply capacity.

2.3 Carbon Fiber — High Modulus Market Accelerating

Market Size: 2026 global high-modulus carbon fiber sales expected $1.2 billion, reaching $1.946 billion in 2032 (CAGR 8.4%).

Application Structure:

• Aerospace (45%): C919/C929 require T800/T1000 grade
• Commercial Aerospace (CAGR >30%): Qianfan constellation dense deployment
• Hydrogen Storage: Type IV cylinder carbon fiber accounts for 60% of cost

China Share: Expected 2032 China market share globally to increase to 34%.

2.4 PEEK (Polyether ether ketone) — High Growth in Customization

Global Growth: CAGR 8.3% (2023-2026), customized standard parts proportion expected to exceed 35%.

Core Applications:

• Medical: Implantable grade PEEK demand growth
• NEV: Battery module structural parts
• Semiconductor: Wafer carriers, insulators

Technology Trend: Wear-resistant parts life leapfrog improvement, material modification + structural design dual drive.

2.5 Advanced Ceramics — Key Materials for Semiconductor Equipment

Market Size: 2026 China advanced ceramics market expected 122.1 billion RMB, CAGR 7%.

High-Growth Categories:

• Silicon Nitride: 2025 global revenue 754 million CNY, expected 1.197 billion in 2032
• Ceramic Substrates: NEV, semiconductor packaging penetration increasing
• Precision Ceramic Parts: Domestic rate rapidly improving

Leading Enterprise: Guoji Jinggong precision ceramic products in industry leading position, already entered TSMC supply chain.

2.6 Aerogel — Energy Storage Thermal Runaway Protection Exploding

Technical Advantages: Thermal conductivity as low as 0.018W/(m·K), porosity 99.8%, density 1/5 of traditional materials.

Application Scenarios:

• Cell Insulation: Thermal runaway blocking capability 3-5x better than traditional materials
• Building Energy Efficiency: Excellent insulation, reducing AC energy consumption 30%+
• LNG: Pipeline insulation energy saving

Market Space: NEV penetration increase drives cell aerogel demand exponential growth.

III. Long-Tail Keyword Recommendations (5-8)

1. Electronic-grade PTFE orthogonal backplane material
2. Domestic ArF photoresist mass production validation
3. T800 carbon fiber commercial aerospace application
4. Silicon nitride ceramic substrate semiconductor packaging
5. Cell aerogel thermal runaway blocking solution
6. PEEK precision parts semiconductor equipment
7. Wet electronic chemicals IC manufacturing domestic substitution

IV. Action Recommendations

1. Content Marketing: Create technical whitepapers around "Electronic-grade PTFE + AI Computing" to capture emerging demand awareness
2. SEO Layout: Optimize long-tail keywords like "domestic photoresist" "T800 carbon fiber" with high conversion potential
3. Competitor Monitoring: Track enterprises like Shengyi Technology, Guoji Jinggong, Zhongming Ceramics
4. Policy Incentives: Apply for special support funds for electronic chemicals, high-performance fibers, etc.

Report generated: June 22, 2026 | Data sources: Orient Securities, CITIC Construction Investment, Frost & Sullivan, Asia Chemical Consulting