Price Trend Daily Report – June 16, 2026

### Price Trend Daily Report – June 16, 2026

**Price Overview**

| Material | Current Price Range | WoW Change | Trend |
|———-|——————-|————|——-|
| PTFE Resin | 31,000-33,000 CNY/ton | -1.5% | ↓ Slight decline |
| PEEK Resin | 350,000-500,000 CNY/ton | +2.1% | ↑ Rising |
| Carbon Fiber (T300/T700) | 120,000-250,000 CNY/ton | Stable | → Flat |
| PI Film | 150-300 CNY/kg | Stable | → Flat |
| Alumina Ceramic Raw Material | 2,700-2,750 CNY/ton | Stable | → Flat |

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**Key Changes**

– **PTFE Resin**: -1.5% (Impacted by sharp crude oil price decline; upstream fluoropolymer cost support weakened. Latest quote at 31,800 CNY/ton on June 14, down ~500 CNY/ton from last week)
– **PEEK Resin**: +2.1% (Strong demand from aerospace and NEV sectors; domestic production accelerating; market sentiment driving prices higher)
– **Carbon Fiber**: Flat (Domestic T1000-grade carbon fiber achieves mass production, breaking 40-year foreign monopoly; long-term cost reduction expected; short-term prices remain stable)
– **PI Film**: Flat (Stable high-end demand from satellite applications; DuPont Kapton supply sufficient; prices remain range-bound)

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**Impact Analysis**

**Crude Oil Plunge Weakens Cost Support**

Brent crude oil futures fell over 5% intraday on June 15, trading around $83/barrel. Goldman Sachs cut its Q4 2026 Brent forecast from $90 to $80 per barrel, citing expected restoration of Persian Gulf crude exports to pre-conflict levels by end-July following the US-Iran interim agreement. The crude price decline will gradually transmit to chemical raw material costs, weakening cost support for PTFE, carbon fiber precursors, and acrylonitrile chains. Expect short-term price pressure.

**Domestic Substitution Accelerating, Premium Narrowing**

Sinopec successfully mass-produced T1000-grade high-performance carbon fiber with fully domestic equipment, capturing over 35% global market share. Jilin Chemical Fiber Group reached 74,000 tons capacity in 2025, with scale effects emerging. Domestic breakthroughs are expected to compress import premiums for high-end carbon fiber, benefiting downstream application cost reduction.

**Specialty Engineering Plastics Demand Diverges**

PEEK benefits from emerging demand in humanoid robotics and EV lightweighting, with related stocks surging on June 9. PI Film is supported by satellite supply chains (e.g., Starlink V3 solar wings) for high-end applications. However, with crude oil declining, chemical raw material costs will transmit downward; monitor inventory cycles and downstream order changes.

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**Recommendations**

| Action | Material | Recommendation |
|——–|———-|—————-|
| Lock Prices | PEEK | Strong demand; lock current prices to avoid upside risk |
| Wait & See | PTFE | Crude impact transmitting; wait 1-2 weeks for stabilization before purchasing |
| As Needed | Carbon Fiber | Domestic acceleration; prices stable; purchase per actual demand |
| Monitor | PI Film | Stable high-end demand; monitor domestic alternatives for cost performance |

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**Data Sources**: 100ppi.com, ChemicalBook, cngold.org, CBC Metal, etc. (June 15-16, 2026)

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*This report is for reference only and does not constitute investment advice. Actual procurement should be based on supplier quotes.*