New Materials Industry Keywords Weekly: PTFE/PEEK/Carbon Fiber/Aerogel Market Analysis

📊 Weekly Hot Keywords Overview

Published: July 7, 2026 | Data Source: Industry Research, Search Trends

1. PTFE (Polytetrafluoroethylene)

Weekly Price: Domestic suspended medium granule: 33,000 CNY/ton, stable

Heat Analysis:

• R134a price increased 1.36% from early month, R22 rose 6.3%
• Fluorochemical industry chain continues to prosper
• Hydrofluoric acid market maintains at 15,766 CNY/ton

Competition Level: Medium | Trend: Stable

2. PEEK (Polyether Ether Ketone)

Heat Analysis:

• New energy vehicle applications continue to break through
• Commercial applications in automotive engine, transmission, suspension systems
• Growing demand for gears and sealing materials

Competition Level: High | Trend: Rising

3. Carbon Fiber Composites

Weekly Highlights:

• Three world’s largest carbon fiber production lines launched on same day
• Including T1100 high-performance carbon fiber and 48K large tow carbon fiber
• China carbon fiber capacity expected to exceed 200,000 tons in 2026
• Low-altitude economy eVTOL boom driving carbon fiber demand

Competition Level: Very High | Trend: Strong Rise

4. Special Ceramics

Heat Analysis:

• Advanced ceramics for semiconductor equipment market expected to reach 413.1 billion CNY in 2026
• Ceramic ball bearings expanding in medical devices and semiconductor fields
• Silicon micropowder localization accelerating

Competition Level: Medium | Trend: Stable Growth

5. Electronic Chemicals

Weekly Highlights:

• Semiconductor materials localization rate ~20%, huge替代 space
• 12-inch silicon wafer localization expected to exceed 30% by end of 2026
• AI computing demand + domestic fab expansion driving growth
• Photoresist domestic substitution beginning

Competition Level: High | Trend: Rapid Growth

6. Aerogel

Weekly Dynamics:

• Global market expected to reach 1.9 billion USD in 2026, CAGR 9.5%
• Building energy conservation policies driving adoption
• Automotive thermal insulation film: reduces room temp by 5-8°C in summer
• AC energy consumption reduced by 32%+

Competition Level: Low | Trend: Rapid Rise

📈 Comprehensive Scoring

💡 Intelligence Analyst Conclusions

First Tier (High Priority):

• Carbon Fiber: Low-altitude economy + wind power dual drive, capacity booming but high-end still in shortage
• Aerogel: Building energy + new energy vehicles dual benefits, domestic technology breakthrough

Second Tier (Ongoing Monitoring):

• Electronic Chemicals: Main battlefield for domestic substitution, golden period for semiconductor materials
• PEEK: New energy vehicles opening new space