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
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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.
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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.
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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
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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.
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5. Specialty Ceramic Raw Materials: Alumina Stable, Zirconia Divergent 🔄
Price Dynamics:
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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
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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.
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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.
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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
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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
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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
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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
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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.
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