Price Trend Daily Report – 2026-06-08

# Price Trend Daily Report – 2026-06-08

## Price Overview Table

| Material | Current Price Range | Week-over-Week | Trend |
|———-|——————-|—————–|——-|
| PTFE Resin | ¥31,800-33,000/ton | +3.8% | ↑ Rising |
| PEEK Resin | ¥400-546/kg | 0% | → Stable |
| Carbon Fiber | ¥60-100/square meter | -98.75% | ↓ Plummeting |
| PI Film | ¥10-480/square meter | 0% | → Stable |
| Specialty Ceramic Raw Materials | ¥5,250-14,950/ton | +10-60% | ↑ Rising |

## Key Changes

### 1. Carbon Fiber: Price Plummets 98.75%
– **Change Magnitude**: Toray T300 dropped from ¥8,000/kg to less than ¥100/kg
– **Reason Analysis**:
– Toray considering reducing or withdrawing from general-grade carbon fiber business
– “Asset-light” strategy adjustment for production facilities
– Global capacity expansion below expectations, supply-demand relationship changed
– Chinese domestic carbon fiber capacity release, intensified competition

### 2. Specialty Ceramic Raw Materials: Generally Rising
– **Cobalt Oxide**: Rose from ¥340-350K/ton to ¥410K/ton (+17%)
– **Nickel**: Rose from ¥80K/ton to ¥128K/ton (+60%)
– **Zirconia**: Rose from ¥70K/ton to ¥79K/ton (+12.9%)
– **Zircon Sand**: ¥19,000/ton (+11.8%)
– **Reason Analysis**:
– Demand growth in new energy batteries and electronic information industries
– Tight supply of upstream mineral resources
– Environmental protection production restriction policies impact

### 3. PTFE Resin: Moderate Increase
– **Change Magnitude**: Rose from ¥31,800/ton to ¥33,000/ton (+3.8%)
– **Reason Analysis**:
– Demand growth in electronics and semiconductor sectors
– Raw material cost support
– Supply-side capacity release requires time

## Impact Analysis

### Impact on Procurement Costs
1. **Carbon Fiber**: Procurement costs significantly reduced, a window period for locking in long-term contracts
2. **Specialty Ceramic Raw Materials**: Procurement costs significantly increased, squeezing profit margins
3. **PTFE**: Costs moderately rising, within acceptable range
4. **PEEK, PI Film**: Costs stable, no significant impact

### Impact on Supply Chain
1. **Carbon Fiber**: Toray’s strategic adjustment may lead to tight supply of high-end products, oversupply of mid-low-end products
2. **Specialty Ceramic Raw Materials**: Tight supply situation difficult to alleviate in short term, need to establish diversified supply channels
3. **PTFE**: Domestic enterprises expanding capacity (Juhua Co., etc. constructing 37K tons/year), long-term supply guaranteed

## Action Recommendations

### Materials Recommended to Lock Prices Immediately
1. **Carbon Fiber (Standard Grade)**
– Reason: Prices at historical low, Toray production reduction expectations may reverse prices
– Action: Sign 3-6 month long-term contracts with domestic suppliers (Jilin Chemical Fiber, etc.)
– Target Price: ¥220/kg (wet-spun 3K)

2. **PTFE Resin**
– Reason: Price rising trend clear, electronics and semiconductor demand continuously growing
– Action: Lock in 2-3 months of usage
– Target Price: Below ¥32,000/ton

### Materials Recommended to Wait and Watch
1. **Specialty Ceramic Raw Materials (Cobalt Oxide, Nickel, Zirconia)**
– Reason: Increases too large, possible short-term correction
– Action: Purchase as needed, no strategic reserves, wait for price stabilization
– Risk Control: Sign contracts with suppliers with “price floating clause”

2. **PEEK Resin, PI Film**
– Reason: Prices stable, sufficient supply
– Action: Maintain normal procurement rhythm, no need to adjust strategy

## Market Alerts

⚠️ **High Risk Alerts**
1. High-end carbon fiber products (aerospace grade) may face tight supply due to Toray production cuts, leading to price increases
2. If specialty ceramic raw material prices continue to rise, it will severely erode downstream enterprise profits

✅ **Opportunity Indicators**
1. Standard-grade carbon fiber products at low prices present a cost window for entering new application markets (automotive, wind power)
2. Domestic PTFE capacity expansion (Juhua Co., etc.), long-term supply relaxed, can negotiate more favorable price terms

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**Report Generation Time**: 2026-06-08 01:31 (Asia/Shanghai)
**Data Source**: Public market price research, industry information platforms
**Next Update**: 2026-06-15