标签：特种陶瓷

Boletim Diario de Palavras-Chave de Novos Materiais (31/07/2026): Economia de Baixa Altitude Impulsiona a Fibra de Carbono; Localizacao de Quimicos Eletronicos Acelera

Conclusoes Principais

Fibra de carbono: A economia de baixa altitude foi listada como industria pilar emergente para 2026 na China. Pecas estruturais de eVTOL tornam-se novo motor de crescimento para compositos de fibra de carbono, com interesse de busca em forte alta.
Quimicos eletronicos: A demanda por computacao de IA mantem o encapsulamento avancado aquecido; a ASE elevou cotacoes em mais de 20%. A coreana Dongjin decidiu desinvestir seus ativos de quimicos eletronicos umidos na China, ampliando a janela de localizacao.
PEEK: 2026 e visto como o ano em que robos humanoides atingem producao em escala de 100 mil unidades, elevando expectativas de demanda por PEEK em juntas leves e atuadores.
PTFE: Grau de suspensao cotado a RMB 31.800/ton (faixa de 30 dias: 30.000-48.000). Pecas de precisao de alta pureza sao o segmento de crescimento mais rapido, com CAGR setorial de cerca de 8%.
Ceramicas especiais: O mercado global de substratos de SiC atingiu USD 1,18 bilhao em 2025 e deve superar USD 5 bilhoes ate 2032 (CAGR acima de 25%); a demanda por pecas ceramicas para equipamentos de semicondutores tambem se fortalece.
Aerogel: O guia chines de selecao de materiais para construcao “Boa Habitacao” incluiu sistemas de revestimento isolante de aerogel, abrindo uma segunda curva de crescimento alem das mantas isolantes para baterias de veiculos eletricos.

Avaliacao de Calor e Concorrencia das Palavras-Chave

Palavra-chave	Calor	Concorrencia	Tendencia	Valor Comercial
Fibra de carbono economia de baixa altitude	Alto	Medio	Forte alta	Alto: vento politico antes da rampa de eVTOL
Localizacao de quimicos eletronicos umidos	Alto	Medio-alto	Alta	Alto: saida estrangeira + aumento de precos em encapsulamento
PEEK para robos humanoides	Medio-alto	Medio	Forte alta	Alto: janela de selecao de materiais no ano de producao em massa
Pecas de precisao PTFE alta pureza	Medio	Medio	Estavel a alta	Medio-alto: demanda rigida em semicondutores/medicina
Substrato de SiC	Alto	Alto	Alta	Medio: segmento concorrido, mas nichos de cauda longa persistem
Revestimento isolante de aerogel	Medio	Baixo-medio	Alta	Medio-alto: novos padroes de construcao geram demanda incremental

Destaques por Material

1. Fibra de carbono: a economia de baixa altitude virou corrida de materiais

A midia setorial destaca que a economia de baixa altitude entrou na fase de competicao por materiais, com fibra de carbono, baterias e sistemas de seguranca como primeiros beneficiarios. Fuselagens de eVTOL, helices e caixas de bateria sao cenarios de alto valor para compositos.

2. Quimicos eletronicos: recuo estrangeiro, aceleracao domestica

O desinvestimento da Dongjin deve acelerar ganhos de participacao dos fabricantes locais. O CoWoS-L deve responder por 70% do encapsulamento avancado ate 2027, ampliando a demanda por compostos de moldagem epoxi, quimicos umidos e gases especiais. Palavras-chave com intencao de compra, como “fornecedor de quimicos eletronicos umidos”, tem alto valor de conversao.

3. PEEK e robos humanoides

Com a Zhiyuan iniciando IPO em Hong Kong e producao de 100 mil unidades esperada, a logica de substituicao de metal pelo PEEK em juntas, engrenagens e estruturas leves segue validada. Acompanhe termos como “engrenagens PEEK para robos” e “impressao 3D PEEK”.

4. PTFE: precos estabilizando, divergencia no alto padrao

O PTFE esta cotado a RMB 31.800/ton, perto do piso da faixa de 30 dias. Graus commodity enfrentam forte concorrencia, mas pecas de precisao de alta pureza (valvulas e vedacoes para semicondutores) mantem crescimento composto de cerca de 8%.

5. Ceramicas especiais: o boom do SiC transborda

Alem do mercado de substratos de SiC com CAGR acima de 25%, cresce a demanda por pecas ceramicas de nitreto de silicio, alumina e SiC (aneis, chucks, bicos) para equipamentos de semicondutores. A dificuldade de usinagem cria barreira – quadrante de alta margem e baixa concorrencia de conteudo.

6. Aerogel: padronizacao favorece a construcao civil

A inclusao no guia nacional de selecao de materiais reduz a barreira de promocao dos revestimentos isolantes de aerogel; mantas isolantes para baterias de VE seguem como principal volume.

Acoes Recomendadas

Priorizar nesta semana um especial sobre “compositos de fibra de carbono para economia de baixa altitude”.
Para quimicos eletronicos umidos, produzir conteudo comparativo de localizacao voltado a decisores de compras.
Vincular conteudo de PEEK a palavras-chave de cenarios de robos humanoides, evitando termos genericos.

2026年7月31日

New Materials Keyword Daily (July 31, 2026): Low-Altitude Economy Ignites Carbon Fiber; Wet Electronic Chemicals Localization Accelerates

Key Takeaways

Carbon fiber: The low-altitude economy was listed as an emerging pillar industry for 2026 in China. eVTOL structural parts are becoming a new growth engine for carbon fiber composites, with keyword interest rising sharply.
Electronic chemicals: AI compute demand keeps advanced packaging booming; ASE raised packaging quotes by over 20%. Korea’s Dongjin decided to divest its wet electronic chemicals assets in China, further widening the localization window.
PEEK: 2026 is seen as the year humanoid robots reach 100,000-unit scale production, driving demand expectations for PEEK in lightweight joints and actuator components.
PTFE: Suspension medium-grain grade quoted at RMB 31,800/ton (30-day range 30,000-48,000). High-purity precision parts are the fastest-growing segment, with industry CAGR around 8%.
Advanced ceramics: The global SiC substrate market reached USD 1.18 billion in 2025 and is expected to exceed USD 5 billion by 2032 (CAGR above 25%); demand for ceramic parts in semiconductor equipment is strengthening in parallel.
Aerogel: China’s “Good Housing” building materials selection guide now includes aerogel thermal insulation coating systems, opening a second growth curve beyond EV battery insulation sheets.

Keyword Heat and Competition Assessment

Keyword	Heat	Competition	Trend	Commercial Value
Low-altitude economy carbon fiber	High	Medium	Up sharply	High: policy tailwind ahead of eVTOL ramp-up
Wet electronic chemicals localization	High	Medium-high	Up	High: foreign exit plus packaging price hikes
Humanoid robot PEEK	Medium-high	Medium	Up sharply	High: material selection window in mass-production year
High-purity PTFE precision parts	Medium	Medium	Stable to up	Medium-high: semiconductor/medical rigid demand, strong pricing power
SiC substrate	High	High	Up	Medium: crowded track, but long-tail supporting niches remain
Aerogel insulation coating	Medium	Low-medium	Up	Medium-high: new building standards unlock incremental demand

Material Highlights

1. Carbon fiber: the low-altitude economy is now a materials race

Industry media highlight that the low-altitude economy has entered the materials competition phase, with carbon fiber, batteries and safety systems as the first beneficiaries. With three consecutive years of policy escalation, eVTOL airframes, propellers and battery enclosures are all high-value scenarios for carbon fiber composites.

2. Electronic chemicals: foreign retreat, domestic acceleration

Dongjin’s divestment of its China wet chemicals assets should accelerate local share gains. CoWoS-L is expected to account for 70% of advanced packaging by 2027, expanding demand for epoxy molding compounds, wet chemicals and specialty gases. Procurement-intent keywords such as “wet electronic chemicals supplier” carry high conversion value.

3. PEEK and humanoid robots

With Zhiyuan starting its Hong Kong IPO process and 100,000-unit production expected, the metal-replacement logic of PEEK in joints, gears and lightweight structures keeps being validated. Watch long-tail terms like “robot PEEK gears” and “PEEK 3D printing”.

4. PTFE: prices stabilizing, high-end diverging

PTFE is quoted at RMB 31,800/ton near the bottom of its 30-day range. Commodity grades face fierce competition, but high-purity precision parts (semiconductor valves, seals) maintain roughly 8% compound growth – a differentiated entry point.

5. Advanced ceramics: SiC boom spills over

Beyond the 25%+ CAGR SiC substrate market, demand for silicon nitride, alumina and SiC ceramic parts (rings, chucks, nozzles) in semiconductor equipment is rising. Machining difficulty builds a moat – a high-margin, low-content-competition quadrant.

6. Aerogel: standardization tailwind in construction

Inclusion in the national building materials selection guide lowers the promotion barrier for aerogel insulation coatings; EV battery insulation sheets remain the current volume driver.

Action Items

Prioritize a feature on “low-altitude economy carbon fiber composites” this week to capture the policy attention window.
For wet electronic chemicals, produce localization comparison content targeting procurement decision-makers.
Tie PEEK content to humanoid robot scenario keywords and avoid competing on generic terms.

2026年7月31日

新材料关键词日报（2026年7月31日）：低空经济点燃碳纤维，湿电子化学品国产替代提速

核心结论

碳纤维：低空经济2026年被列入新兴支柱产业，eVTOL结构件需求成为碳纤维复材新增长极，关键词热度快速上行。
电子化学品：AI算力驱动先进封装景气，日月光封装报价上调逾20%；韩国东进决定剥离在华湿电子化学品资产，国产替代窗口进一步打开。
PEEK：人形机器人进入十万台级量产关键年，轻量化关节与执行器部件带动PEEK等高端工程塑料需求预期。
PTFE：山东悬浮中粒报价31800元/吨，30天区间30000–48000元/吨；高纯度、精密加工件为增长最快细分，行业年复合增速约8%。
特种陶瓷：碳化硅衬底2025年全球市场11.8亿美元，预计2032年突破50亿美元，CAGR超25%；半导体设备用陶瓷部件需求同步走强。
气凝胶：住建《面向”好房子”建设好材料选用指南》收录气凝胶隔热涂料系统，建筑节能成为动力电池隔热片之外的第二增长曲线。

关键词热度与竞争度评估

关键词	热度	竞争度	趋势	商业价值
低空经济碳纤维	高	中	↑↑	高：政策驱动叠加eVTOL放量前夜
湿电子化学品国产替代	高	中高	↑	高：外资退出+先进封装涨价共振
人形机器人PEEK	中高	中	↑↑	高：量产元年，材料选型窗口期
高纯PTFE精密件	中	中	→↑	中高：半导体/医疗刚需，溢价能力强
碳化硅衬底	高	高	↑	中：赛道拥挤但长尾配套仍有空间
气凝胶隔热涂料	中	低中	↑	中高：建筑端新标准打开增量

分材料动态

1. 碳纤维：低空经济从概念到拼材料

行业媒体聚焦”低空经济开始拼材料”，碳纤维、电池与安全体系被列为最先受益方向。政策连续三年加码（2024写入政府工作报告→2026列入新兴支柱产业），eVTOL机体结构件、螺旋桨、电池箱体均为碳纤维复材高价值场景。建议围绕”低空经济+碳纤维”组合词提前布局内容。

2. 电子化学品：外资收缩，国产提速

韩国东进剥离在华湿电子化学品资产，本土厂商份额有望加速提升；CoWoS-L预计2027年占先进封装70%，带动环氧塑封料、湿电子化学品、电子特气需求扩容。B2B获客侧，”湿电子化学品供应商””电子级化学品认证”等采购型关键词转化价值高。

3. PEEK与人形机器人

智元启动赴港上市，2026年被视为人形机器人规模化部署元年，十万台级量产预期下，PEEK在关节、齿轮、轻量化结构件上的替代金属逻辑被反复验证。关注”机器人PEEK齿轮””PEEK 3D打印”等长尾词。

4. PTFE：价格企稳，高端分化

PTFE当前报价31800元/吨，处于30天区间下沿附近，通用料竞争激烈；但高纯度、精密加工件（半导体阀门、密封件）细分维持约8%复合增长，是内容与获客的差异化切入点。

5. 特种陶瓷：SiC链条高景气外溢

SiC衬底市场CAGR超25%，同时半导体设备用氮化硅/氧化铝/碳化硅陶瓷结构件（陶瓷环、吸盘、喷嘴）需求走强，加工难度构筑壁垒，属于”高毛利+低内容竞争”象限。

6. 气凝胶：建筑端标准化利好

《面向”好房子”建设好材料选用指南》将气凝胶隔热涂料系统纳入围护结构材料专篇，标准背书降低推广门槛；动力电池隔热片仍是当前出货主力。

行动建议

本周优先产出”低空经济碳纤维复合材料”专题内容，抢占政策热度窗口。
针对湿电子化学品，制作”国产替代选型对比”类采购决策内容，承接东进退出带来的搜索流量。
PEEK内容绑定人形机器人场景词，避开泛词竞争。

2026年7月31日

Trade Show Opportunity Scan (2026-07-30): Sep-Oct Peak Window — CAMX & Shanghai CIIF Lead

2026-07-30 Industry Trade Show Opportunity Scan

This scan covers global exhibitions in the next 3-6 months (Aug 2026 – Jan 2027) across four segments: PTFE/fluoropolymers, PEEK/specialty engineering plastics, carbon fiber composites, and advanced ceramics. Bottom line: September-October is the peak exhibition window. Top domestic picks: CIIF New Materials Show + TFE China (October, co-located in Shanghai). Top overseas pick: CAMX 2026 (September, North America’s largest composites expo).

1. Upcoming Exhibitions

Exhibition	Dates	Location	Scale	Value
China Composites Expo (CCE 2026)	Sep 1-3, 2026	NECC, Shanghai	Asia’s largest composites show, 31-year history	★★★★★ Full carbon fiber value chain buyers
CAMX 2026	Sep 21-24, 2026	Atlanta, USA	North America’s largest; ACMA + SAMPE	★★★★★ Aerospace & wind energy buyers
PLASTIC EXPO TOKYO	Sep 30 – Oct 2, 2026	Tokyo, Japan	~1,200 exhibitors, ~59,000 visitors	★★★★ Strong PEEK / metal-replacement demand
TFE China 2026 (PTFE Products & Materials)	Oct 12-16, 2026	NECC, Shanghai	Co-located with CIIF New Materials	★★★★★ Vertical PTFE show with cross traffic
CIIF New Materials Show	Oct 12-16, 2026	NECC, Shanghai	CIIF: 2,600+ exhibitors, 200k visitors	★★★★★ National-level platform, strong branding
China International Plastics Exhibition	Oct 28-30, 2026	Nanjing, China	7th edition, hosted by CPPIA	★★★ Engineering plastics, domestic channels
Ceramics 2026 Conference	Sep 14-15, 2026	Rome, Italy	Academic conference	★★★ Technology trends & networking
Shanghai Int’l Fluoroplastics Industry Expo	Dec 9-11, 2026	SNIEC, Shanghai	Co-located with semiconductor expo	★★★★ Fluoropolymer x semiconductor crossover
Shanghai Petrochemical Anti-Corrosion Materials Expo	Dec 9-11, 2026	SNIEC, Shanghai	6th edition	★★★ End users of PTFE linings & seals

2. Top Recommendations

CAMX 2026 (September, Atlanta): The premier advanced materials event in North America with high-quality aerospace, automotive and wind energy buyers — ideal for export-oriented carbon fiber / composites companies. Action: contact ACMA or a China booth agent this week to secure remaining space; start US visa processing now (allow 2 months).
CIIF New Materials + TFE China (October, Shanghai): Two co-located shows in one venue — general new-materials buyers plus vertical PTFE buyers in a single trip. Best cost-performance of the year. Action: lock in booths before mid-August for early-bird rates; prepare a combined fluoropolymer + specialty plastics exhibit.
PLASTIC EXPO TOKYO (late September): Clear Japanese demand for PEEK and lightweight metal replacement with high order value. Action: if budget is tight, attend as a visitor and pre-book meetings with automotive and medical device Tier-1 suppliers.

3. Registration Deadlines

September shows (CCE, CAMX, Tokyo): booth sales are closing — decide within this week, otherwise waitlist or visitor-only.
October CIIF / TFE China: booking typically closes ~45 days before opening (late August); sign by Aug 15 for early-bird pricing.
December Shanghai Fluoroplastics Expo: ample space remains; decide by Sep-Oct.

4. Cost Estimates (Reference)

Domestic (China): standard booth RMB 12,000-18,000 per 9 sqm; raw space RMB 1,200-1,800/sqm; full cost per show (3 staff incl. build & travel) approx. RMB 50,000-100,000.
CAMX (USA): booth from ~$4,500-6,000 per 9 sqm; total with build, logistics and travel for 3 staff approx. RMB 250,000-400,000.
Tokyo: booth approx. RMB 80,000-120,000 per 9 sqm; total budget RMB 150,000-250,000; visitor-only trip ~RMB 20,000-30,000 per person.

Note: figures are market reference ranges; final organizer quotations prevail. Suggested H2 allocation: one flagship overseas show + two domestic shows.

2026年7月30日

2026-07-30 行业展会机会扫描：9-10月参展窗口密集，CAMX与上海工博会双主线

2026-07-30 行业展会机会扫描

本期扫描未来3-6个月（2026年8月-2027年1月）全球高性能材料相关展会，覆盖PTFE/氟塑料、PEEK/特种工程塑料、碳纤维复合材料、先进陶瓷四大方向。结论先行：9-10月是本年度参展窗口密集期，国内首推上海工博会新材料展+TFE China（10月，同馆联动），海外首推美国CAMX（9月，北美最大复材展）。

一、即将举办展会一览

展会名称	时间	地点	规模	参展价值
中国国际复合材料工业技术展（CCE 2026）	2026.9.1-3	上海·国家会展中心	亚洲最大复材展，办展31年	★★★★★ 碳纤维全产业链买家集中
CAMX 2026 美国复合材料及先进材料展	2026.9.21-24	美国·亚特兰大	北美最大，ACMA+SAMPE联合主办	★★★★★ 对接航空航天、风电高端客户
PLASTIC EXPO TOKYO 高性能塑料展	2026.9.30-10.2	日本·东京	约1200家展商、5.9万观众	★★★★ PEEK/金属替代方案需求旺盛
TFE China 2026 上海国际聚四氟乙烯展	2026.10.12-16	上海·国家会展中心	与工博会新材料展同期	★★★★★ PTFE行业垂直展，同期客流叠加
中国工博会新材料产业展	2026.10.12-16	上海·国家会展中心	工博会2600+展商、20万观众	★★★★★ 国家级平台，品牌背书强
中国国际塑料展	2026.10.28-30	南京国际博览中心	中塑协主办，第七届	★★★ 工程塑料改性、内销渠道
Ceramics 2026 国际陶瓷与复材会议	2026.9.14-15	意大利·罗马	学术型会议	★★★ 技术交流、前沿风向
上海国际氟塑料产业链展	2026.12.9-11	上海新国际博览中心	同期半导体展	★★★★ 氟材料+半导体应用交叉客户
上海国际石化耐腐蚀材料及设备展	2026.12.9-11	上海新国际博览中心	第六届	★★★ PTFE衬里、密封件终端用户集中

二、重点推荐

CAMX 2026（9月，亚特兰大）：北美先进材料第一展，航空航天、汽车、风电买家质量高，适合出口型碳纤维/复材企业建立北美渠道。行动建议：立即联系ACMA或国内组展代理确认剩余展位，同步办理美签（预留2个月）。
工博会新材料展 + TFE China（10月，上海）：两展同期同馆，一次参展覆盖新材料综合买家+PTFE垂直买家，性价比全年最高。行动建议：8月中旬前锁定展位可争取早鸟价；提前策划”氟材料+特种工程塑料”联合展品方案。
PLASTIC EXPO TOKYO（9月底，东京）：日本市场对PEEK、轻量化金属替代需求明确，客单价高。行动建议：若预算有限可先以观展+客户拜访形式切入，重点约见汽车与医疗器械Tier1。

三、报名提醒

9月展会（CCE、CAMX、东京展）：展位销售已进入尾声，本周内必须决策，逾期只能候补或观展。
10月工博会/TFE China：展位预订截止一般在开展前45天左右（约8月底），早鸟优惠更早，建议8月15日前签约。
12月上海氟塑料展：仍有较充裕展位，9-10月决策即可。

四、成本估算（参考）

国内展：标摊约¥12,000-18,000/9㎡；光地约¥1,200-1,800/㎡；单展全程（3人，含搭建差旅）预算约¥5-10万。
美国CAMX：展位约$4,500-6,000/9㎡起，加上搭建、物流、3人差旅，总预算约¥25-40万。
东京展：展位约¥8-12万/9㎡，含差旅总预算约¥15-25万；纯观展拜访约¥2-3万/人。

注：费用为市场参考区间，以主办方最终报价为准。建议按”1场海外主展+2场国内展”配置下半年参展预算。

2026年7月30日

PEEK in Semiconductor Manufacturing FAQ (2026): Purity, Plasma Resistance and Grade Selection Answered

PEEK (polyetheretherketone) has become a workhorse polymer in semiconductor fabs, from wafer handling to wet-bench hardware. Below are the questions engineers and buyers ask us most often, answered concisely.

1. Why is PEEK so widely used in semiconductor equipment?

Three reasons: thermal stability, chemical resistance, and cleanliness. PEEK maintains mechanical integrity at continuous service temperatures up to 240°C, resists most process chemistries used in wet cleaning and etching, and can be produced in high-purity grades with very low ionic contamination. It also machines to tight tolerances, which matters for wafer carriers, CMP retaining rings, test sockets, and vacuum chamber components.

2. What does “semiconductor-grade” PEEK actually mean?

There is no single industry-wide certificate. In practice, semiconductor-grade means the resin and finished parts are controlled for extractable metal ions (typically Na, K, Fe, Cu, Ca measured in ppb), low outgassing, and low particle generation. Suppliers such as Solvay (KetaSpire), Victrex, and Mitsubishi Chemical offer grades marketed for electronics with supporting purity data. Always request the ionic extraction report for the specific lot, not just a generic datasheet.

3. How does PEEK perform against plasma exposure?

Unfilled PEEK offers moderate plasma resistance. In oxygen-rich or fluorine-rich plasmas it will erode faster than ceramics or fluoropolymer alternatives, so it is normally kept out of direct plasma line-of-sight. For chamber applications, PEEK is typically used for structural or insulating parts shielded from the plasma, while quartz, alumina, or Y2O3-coated components take the direct exposure.

4. Is carbon-fiber-filled or unfilled PEEK better for wafer handling?

It depends on the contamination budget. Carbon-filled grades give higher stiffness, better creep resistance, and controlled static dissipation (surface resistivity in the 10⁴–10⁹ ohm range for ESD grades), which is why they dominate in test sockets and robot end effectors. However, fiber-filled parts can shed particles at machined edges. For front-end, particle-critical positions, many fabs specify unfilled high-purity PEEK or ESD grades based on dissipative additives rather than chopped carbon fiber.

5. What temperatures can PEEK parts survive in a fab?

Glass transition is around 143°C and melting around 343°C. Continuous use up to about 240°C is realistic for load-bearing parts; short excursions higher are possible with reduced mechanical load. For hotter zones, engineers usually step up to polyimide-based or ceramic solutions.

6. How does PEEK handle wet process chemistries?

PEEK resists most acids, bases, and solvents used in cleaning baths, including dilute HF, SC-1 and SC-2 solutions, and IPA. The main exception is concentrated sulfuric acid and some hot oxidizing mixtures such as piranha solution, which attack PEEK. For those baths, PTFE, PFA, or PVDF hardware remains the standard choice.

7. What about outgassing in vacuum tools?

Properly dried PEEK shows low outgassing, dominated by absorbed moisture. Baking parts before installation (typically 120–150°C under vacuum) brings total mass loss well within limits for most transfer chambers. For extreme UHV applications, verify with ASTM E595 data on the specific grade.

8. How should I qualify a PEEK parts supplier?

Ask for: (1) resin traceability to the original polymer producer and grade; (2) lot-level ionic purity and outgassing data if the application is contamination-sensitive; (3) machining capability statements covering burr control and cleanroom-compatible final cleaning and packaging; (4) dimensional inspection reports. Beware of quotes based on unspecified “PEEK equivalent” resin—recycled or off-spec material is a recurring problem in low-cost supply chains.

9. Is machined or injection-molded PEEK better for semiconductor parts?

Machined stock shapes dominate for low-volume, high-precision parts such as CMP rings and chamber insulators, because annealed extruded rod and plate offer consistent crystallinity and low internal stress. Injection molding becomes economical for high-volume items like test socket housings, provided the tool design controls flow-induced fiber orientation and warpage.

10. What is the typical price range in 2026?

Unfilled general-purpose PEEK resin trades roughly at USD 55–75/kg, while verified high-purity electronic grades and ESD compounds command significant premiums, often 1.5–3x. Finished precision parts are priced by machining complexity rather than resin weight, so request quotes against drawings early in the design cycle.

Have a question we did not cover? Contact our technical team for grade selection support and supplier benchmarking in the China market.

2026年7月30日
New Materials Price Trend Daily Report – July 30, 2026

New Materials Price Trend Daily Report — July 30, 2026

Published: July 30, 2026
Coverage: PTFE Resin

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New Materials Price Trend Daily Report — July 30, 2026

Published: July 30, 2026
Coverage: PTFE Resin | PEEK Resin | Carbon Fiber | PI Film | Specialty Ceramic Raw Materials

1. Price Overview

| Material | Current Price Range | WoW Change | Trend |

|———-|——————-|————|——-|

| PTFE Resin (Suspension Medium) | ¥30,000–48,000 /ton | -2.1% | ↘ Bearish |

| PTFE Dispersion Resin | ¥60,000–65,000 /ton | -1.5% | ↘ Soft |

| PEEK Resin (Domestic Ind. Grade) | ¥400–500 /kg | Flat | → Stable |

| PEEK Resin (Imported Ind. Grade) | ¥800–1,000 /kg | Flat | → Stalemate |

| Carbon Fiber (T300/24K) | ¥75–85 /kg | +1.2% | ↗ Bottom Bounce |

| Carbon Fiber (T700/12K) | ¥120–150 /kg | +0.8% | ↗ Stabilizing |

| PI Film (Electronic Grade) | ¥1,000,000–3,000,000 /ton | Flat | → Firm |

| Alumina (≥98.5%) | ¥2,800–3,200 /ton | +0.5% | ↗ Slight Rise |

| Silicon Carbide (88%) | ¥5,500–6,500 /ton | Flat | → Range-bound |

2. Key Price Movements

2.1 PTFE Resin — Extended Weakness, Approaching Cycle Floor

– Price: Suspension medium-grade at ¥31,800/ton (Shandong), near the 30-day low of ¥30,000/ton

– WoW: -2.1%, extending the downtrend

– Key Drivers:

– Supply: A new Shandong production line came online mid-July; industry operating rate is low but inventory remains elevated, sustaining oversupply pressure

– Demand: Downstream chemicals and food packaging sectors are in a procurement slump, dominated by small spot orders with no sign of recovery

– Cost: Fluorite and hydrofluoric acid remain elevated (~¥3,781/ton for fluorite), providing cost support but insufficient to lift prices

– Outlook: Already near cash cost floor for some producers — further downside is limited. Near-term: weak consolidation

2.2 Carbon Fiber — Early Bottom-Reversal Signal

– Price: T300/24K East China ¥75/kg; T700/12K ¥120–150/kg

– WoW: +1.2%, first positive weekly reading in 6 months

– Key Drivers:

– Policy Tailwind: Low-altitude economy (eVTOL/UAVs) formally included in China’s “15th Five-Year Plan,” significantly boosting demand expectations for structural lightweight materials

– Supply Discipline: After 12+ months of losses, smaller producers are cutting output, leading to marginal supply contraction

– Export Strength: H1 2026 carbon fiber exports posted notable YoY growth, with overseas demand outpacing expectations

– Outlook: Bottom established, but oversupply not yet fundamentally resolved — upside capped by high inventory. T700+ fine-denier grades to lead the recovery

2.3 PI Film — High Ground Holds, Bullish Structure Intact

– Price: Electronic-grade PI film ¥1–3 million/ton (significant variation by thickness and spec)

– WoW: Flat

– Key Drivers:

– Structural Supply Deficit: High-end PI film remains heavily import-dependent (DuPont, UBE, Kaneka, SK Kolon); domestic substitution still in early stages with limited supply elasticity

– Demand Acceleration: Semiconductor packaging, flexible displays, and 5G high-frequency communications continue to scale, with demand growing at 15%+ annually

– Tech Barrier: Global production capacity concentrated among a handful of players — no large-scale new effective capacity coming online short-term

– Outlook: Dominant supply-demand structure intact. High-end grades remain on an upward trajectory; lead times extended

2.4 PEEK Resin — Domestic Expansion Pressuring Imported Prices

– Price: Domestic ind. grade ¥400–500/kg; imported Victrex-grade ¥800–1,000/kg

– WoW: Flat; imported prices showing marginal softening

– Key Drivers:

– Capacity Buildout: Zhongyan Materials and Junhua Special Plastics continue expanding domestic capacity, narrowing the price gap with imports

– Demand Segmentation: Standard industrial grade supply-demand loosening; medical/aerospace grades hold firm due to certification barriers

– Outlook: Standard industrial PEEK entering a downward cycle. Lock in aerospace/medical-grade suppliers via annual contracts

2.5 Specialty Ceramic Raw Materials — Mild Cost-Push Uplift

– Price: Alumina ≥98.5% at ¥2,800–3,200/ton; SiC 88% at ¥5,500–6,500/ton

– WoW: Alumina +0.5%; others flat

– Key Drivers:

– Alumina rise driven by bauxite cost pressure; SiC capped by stable silicon feedstock prices

– Downstream advanced ceramics demand grows steadily, but raw material sector shows only modest upward movement

– Outlook: Cost-push driven modest uptick. Expect steady-to-slightly-higher prices in August

3. Impact Analysis

3.1 Procurement Cost Impact

| Material | Current Impact | Near-Term Outlook |

|———-|—————|——————-|

| PTFE Resin | Low-cost procurement window open; short-term costs manageable | Limited further downside — consider opportunistic restocking |

| PEEK (Industrial Grade) | Domestic grades expanding cost advantage | Prioritize domestic sources for industrial applications; save 20–30% |

| Carbon Fiber | Historically low cost environment for T300 | Bottom signal emerging — lock in T700 on 3–6 month terms |

| PI Film | High-cost item — advance volume commitment advised | Tight supply — place orders 3 months ahead of need |

| Specialty Ceramic Raw Materials | Mild cost increase; limited impact | Hold 2–3 week inventory; no need for large-scale stockpiling |

3.2 Supply Chain Impact

– PTFE: Oversupply enhances buyer leverage, but low prices may unlock new substitution applications

– Carbon Fiber: Bottom-reversal expectations may trigger a round of strategic restocking; logistics throughput likely to improve

– PI Film / PEEK: High-end grades remain import-dependent — monitor FX and geopolitical logistics risks

– Specialty Ceramics: Rising domestic capacity improves supply chain autonomy over time

4. Actionable Recommendations

✅ Materials to Lock In Now

1. Carbon Fiber (T700/12K): Bottom-reversal signal confirmed; low-altitude economy demand set to accelerate. Lock in 3–6 month forward contracts to secure pricing

2. PI Film (Electronic Grade): Supply deficit persists through Q3. Secure supplier配额 in advance, especially for semiconductor/flexible display end-markets

3. PEEK (Aerospace / Medical Grade): Long qualification cycles and limited suppliers. Sign annual framework agreements with preferred vendors

⏳ Materials to Monitor

1. PTFE Resin (Suspension / Dispersion): Still in downtrend cycle but near cost floor. Wait 2–4 weeks for confirmed stabilization before bulk purchasing

2. Specialty Ceramic Raw Materials: Modest fluctuations — maintain 2–3 week stock. No need for large inventory buildup

5. Macro Signals to Watch

– Crude Oil: WTI at ~$79–84/bbl — sharp decline in late July as Mideast geopolitical risk eases; petrochemical cost support weakening

– Fluorite / Hydrofluoric Acid: Remain elevated — PTFE cost floor intact but limited upside for producers

– FX: RMB appreciation would reduce landed costs of imported materials (PI film, PEEK, specialty carbon fiber grades)

This report is compiled from publicly available market data for reference only. Procurement decisions should factor in your organization’s inventory position, payment terms, and supplier relationships.

Market Intelligence Officer | New Materials Price Trend Monitoring
Date: July 30, 2026

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New Materials Price Trend Daily Report — July 30, 2026

Published: July 30, 2026
Coverage: PTFE Resin | PEEK Resin | Carbon Fiber | PI Film | Specialty Ceramic Raw Materials

1. Price Overview

| Material | Current Price Range | WoW Change | Trend |

|———-|——————-|————|——-|

| PTFE Resin (Suspension Medium) | ¥30,000–48,000 /ton | -2.1% | ↘ Bearish |

| PTFE Dispersion Resin | ¥60,000–65,000 /ton | -1.5% | ↘ Soft |

| PEEK Resin (Domestic Ind. Grade) | ¥400–500 /kg | Flat | → Stable |

| PEEK Resin (Imported Ind. Grade) | ¥800–1,000 /kg | Flat | → Stalemate |

| Carbon Fiber (T300/24K) | ¥75–85 /kg | +1.2% | ↗ Bottom Bounce |

| Carbon Fiber (T700/12K) | ¥120–150 /kg | +0.8% | ↗ Stabilizing |

| PI Film (Electronic Grade) | ¥1,000,000–3,000,000 /ton | Flat | → Firm |

| Alumina (≥98.5%) | ¥2,800–3,200 /ton | +0.5% | ↗ Slight Rise |

| Silicon Carbide (88%) | ¥5,500–6,500 /ton | Flat | → Range-bound |

2. Key Price Movements

2.1 PTFE Resin — Extended Weakness, Approaching Cycle Floor

– Price: Suspension medium-grade at ¥31,800/ton (Shandong), near the 30-day low of ¥30,000/ton

– WoW: -2.1%, extending the downtrend

– Key Drivers:

– Supply: A new Shandong production line came online mid-July; industry operating rate is low but inventory remains elevated, sustaining oversupply pressure

– Demand: Downstream chemicals and food packaging sectors are in a procurement slump, dominated by small spot orders with no sign of recovery

– Cost: Fluorite and hydrofluoric acid remain elevated (~¥3,781/ton for fluorite), providing cost support but insufficient to lift prices

– Outlook: Already near cash cost floor for some producers — further downside is limited. Near-term: weak consolidation

2.2 Carbon Fiber — Early Bottom-Reversal Signal

– Price: T300/24K East China ¥75/kg; T700/12K ¥120–150/kg

– WoW: +1.2%, first positive weekly reading in 6 months

– Key Drivers:

– Policy Tailwind: Low-altitude economy (eVTOL/UAVs) formally included in China’s “15th Five-Year Plan,” significantly boosting demand expectations for structural lightweight materials

– Supply Discipline: After 12+ months of losses, smaller producers are cutting output, leading to marginal supply contraction

– Export Strength: H1 2026 carbon fiber exports posted notable YoY growth, with overseas demand outpacing expectations

– Outlook: Bottom established, but oversupply not yet fundamentally resolved — upside capped by high inventory. T700+ fine-denier grades to lead the recovery

2.3 PI Film — High Ground Holds, Bullish Structure Intact

– Price: Electronic-grade PI film ¥1–3 million/ton (significant variation by thickness and spec)

– WoW: Flat

– Key Drivers:

– Structural Supply Deficit: High-end PI film remains heavily import-dependent (DuPont, UBE, Kaneka, SK Kolon); domestic substitution still in early stages with limited supply elasticity

– Demand Acceleration: Semiconductor packaging, flexible displays, and 5G high-frequency communications continue to scale, with demand growing at 15%+ annually

– Tech Barrier: Global production capacity concentrated among a handful of players — no large-scale new effective capacity coming online short-term

– Outlook: Dominant supply-demand structure intact. High-end grades remain on an upward trajectory; lead times extended

2.4 PEEK Resin — Domestic Expansion Pressuring Imported Prices

– Price: Domestic ind. grade ¥400–500/kg; imported Victrex-grade ¥800–1,000/kg

– WoW: Flat; imported prices showing marginal softening

– Key Drivers:

– Capacity Buildout: Zhongyan Materials and Junhua Special Plastics continue expanding domestic capacity, narrowing the price gap with imports

– Demand Segmentation: Standard industrial grade supply-demand loosening; medical/aerospace grades hold firm due to certification barriers

– Outlook: Standard industrial PEEK entering a downward cycle. Lock in aerospace/medical-grade suppliers via annual contracts

2.5 Specialty Ceramic Raw Materials — Mild Cost-Push Uplift

– Price: Alumina ≥98.5% at ¥2,800–3,200/ton; SiC 88% at ¥5,500–6,500/ton

– WoW: Alumina +0.5%; others flat

– Key Drivers:

– Alumina rise driven by bauxite cost pressure; SiC capped by stable silicon feedstock prices

– Downstream advanced ceramics demand grows steadily, but raw material sector shows only modest upward movement

– Outlook: Cost-push driven modest uptick. Expect steady-to-slightly-higher prices in August

3. Impact Analysis

3.1 Procurement Cost Impact

| Material | Current Impact | Near-Term Outlook |

|———-|—————|——————-|

| PTFE Resin | Low-cost procurement window open; short-term costs manageable | Limited further downside — consider opportunistic restocking |

| PEEK (Industrial Grade) | Domestic grades expanding cost advantage | Prioritize domestic sources for industrial applications; save 20–30% |

| Carbon Fiber | Historically low cost environment for T300 | Bottom signal emerging — lock in T700 on 3–6 month terms |

| PI Film | High-cost item — advance volume commitment advised | Tight supply — place orders 3 months ahead of need |

| Specialty Ceramic Raw Materials | Mild cost increase; limited impact | Hold 2–3 week inventory; no need for large-scale stockpiling |

3.2 Supply Chain Impact

– PTFE: Oversupply enhances buyer leverage, but low prices may unlock new substitution applications

– Carbon Fiber: Bottom-reversal expectations may trigger a round of strategic restocking; logistics throughput likely to improve

– PI Film / PEEK: High-end grades remain import-dependent — monitor FX and geopolitical logistics risks

– Specialty Ceramics: Rising domestic capacity improves supply chain autonomy over time

4. Actionable Recommendations

✅ Materials to Lock In Now

1. Carbon Fiber (T700/12K): Bottom-reversal signal confirmed; low-altitude economy demand set to accelerate. Lock in 3–6 month forward contracts to secure pricing

2. PI Film (Electronic Grade): Supply deficit persists through Q3. Secure supplier配额 in advance, especially for semiconductor/flexible display end-markets

3. PEEK (Aerospace / Medical Grade): Long qualification cycles and limited suppliers. Sign annual framework agreements with preferred vendors

⏳ Materials to Monitor

1. PTFE Resin (Suspension / Dispersion): Still in downtrend cycle but near cost floor. Wait 2–4 weeks for confirmed stabilization before bulk purchasing

2. Specialty Ceramic Raw Materials: Modest fluctuations — maintain 2–3 week stock. No need for large inventory buildup

5. Macro Signals to Watch

– Crude Oil: WTI at ~$79–84/bbl — sharp decline in late July as Mideast geopolitical risk eases; petrochemical cost support weakening

– Fluorite / Hydrofluoric Acid: Remain elevated — PTFE cost floor intact but limited upside for producers

– FX: RMB appreciation would reduce landed costs of imported materials (PI film, PEEK, specialty carbon fiber grades)

This report is compiled from publicly available market data for reference only. Procurement decisions should factor in your organization’s inventory position, payment terms, and supplier relationships.

Market Intelligence Officer | New Materials Price Trend Monitoring
Date: July 30, 2026

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New Materials Price Trend Daily Report — July 30, 2026

Published: July 30, 2026
Coverage: PTFE Resin | PEEK Resin | Carbon Fiber | PI Film | Specialty Ceramic Raw Materials

1. Price Overview

| Material | Current Price Range | WoW Change | Trend |

|———-|——————-|————|——-|

| PTFE Resin (Suspension Medium) | ¥30,000–48,000 /ton | -2.1% | ↘ Bearish |

| PTFE Dispersion Resin | ¥60,000–65,000 /ton | -1.5% | ↘ Soft |

| PEEK Resin (Domestic Ind. Grade) | ¥400–500 /kg | Flat | → Stable |

| PEEK Resin (Imported Ind. Grade) | ¥800–1,000 /kg | Flat | → Stalemate |

| Carbon Fiber (T300/24K) | ¥75–85 /kg | +1.2% | ↗ Bottom Bounce |

| Carbon Fiber (T700/12K) | ¥120–150 /kg | +0.8% | ↗ Stabilizing |

| PI Film (Electronic Grade) | ¥1,000,000–3,000,000 /ton | Flat | → Firm |

| Alumina (≥98.5%) | ¥2,800–3,200 /ton | +0.5% | ↗ Slight Rise |

| Silicon Carbide (88%) | ¥5,500–6,500 /ton | Flat | → Range-bound |

2. Key Price Movements

2.1 PTFE Resin — Extended Weakness, Approaching Cycle Floor

– Price: Suspension medium-grade at ¥31,800/ton (Shandong), near the 30-day low of ¥30,000/ton

– WoW: -2.1%, extending the downtrend

– Key Drivers:

– Supply: A new Shandong production line came online mid-July; industry operating rate is low but inventory remains elevated, sustaining oversupply pressure

– Demand: Downstream chemicals and food packaging sectors are in a procurement slump, dominated by small spot orders with no sign of recovery

– Cost: Fluorite and hydrofluoric acid remain elevated (~¥3,781/ton for fluorite), providing cost support but insufficient to lift prices

– Outlook: Already near cash cost floor for some producers — further downside is limited. Near-term: weak consolidation

2.2 Carbon Fiber — Early Bottom-Reversal Signal

– Price: T300/24K East China ¥75/kg; T700/12K ¥120–150/kg

– WoW: +1.2%, first positive weekly reading in 6 months

– Key Drivers:

– Policy Tailwind: Low-altitude economy (eVTOL/UAVs) formally included in China’s “15th Five-Year Plan,” significantly boosting demand expectations for structural lightweight materials

– Supply Discipline: After 12+ months of losses, smaller producers are cutting output, leading to marginal supply contraction

– Export Strength: H1 2026 carbon fiber exports posted notable YoY growth, with overseas demand outpacing expectations

– Outlook: Bottom established, but oversupply not yet fundamentally resolved — upside capped by high inventory. T700+ fine-denier grades to lead the recovery

2.3 PI Film — High Ground Holds, Bullish Structure Intact

– Price: Electronic-grade PI film ¥1–3 million/ton (significant variation by thickness and spec)

– WoW: Flat

– Key Drivers:

– Structural Supply Deficit: High-end PI film remains heavily import-dependent (DuPont, UBE, Kaneka, SK Kolon); domestic substitution still in early stages with limited supply elasticity

– Demand Acceleration: Semiconductor packaging, flexible displays, and 5G high-frequency communications continue to scale, with demand growing at 15%+ annually

– Tech Barrier: Global production capacity concentrated among a handful of players — no large-scale new effective capacity coming online short-term

– Outlook: Dominant supply-demand structure intact. High-end grades remain on an upward trajectory; lead times extended

2.4 PEEK Resin — Domestic Expansion Pressuring Imported Prices

– Price: Domestic ind. grade ¥400–500/kg; imported Victrex-grade ¥800–1,000/kg

– WoW: Flat; imported prices showing marginal softening

– Key Drivers:

– Capacity Buildout: Zhongyan Materials and Junhua Special Plastics continue expanding domestic capacity, narrowing the price gap with imports

– Demand Segmentation: Standard industrial grade supply-demand loosening; medical/aerospace grades hold firm due to certification barriers

– Outlook: Standard industrial PEEK entering a downward cycle. Lock in aerospace/medical-grade suppliers via annual contracts

2.5 Specialty Ceramic Raw Materials — Mild Cost-Push Uplift

– Price: Alumina ≥98.5% at ¥2,800–3,200/ton; SiC 88% at ¥5,500–6,500/ton

– WoW: Alumina +0.5%; others flat

– Key Drivers:

– Alumina rise driven by bauxite cost pressure; SiC capped by stable silicon feedstock prices

– Downstream advanced ceramics demand grows steadily, but raw material sector shows only modest upward movement

– Outlook: Cost-push driven modest uptick. Expect steady-to-slightly-higher prices in August

3. Impact Analysis

3.1 Procurement Cost Impact

| Material | Current Impact | Near-Term Outlook |

|———-|—————|——————-|

| PTFE Resin | Low-cost procurement window open; short-term costs manageable | Limited further downside — consider opportunistic restocking |

| PEEK (Industrial Grade) | Domestic grades expanding cost advantage | Prioritize domestic sources for industrial applications; save 20–30% |

| Carbon Fiber | Historically low cost environment for T300 | Bottom signal emerging — lock in T700 on 3–6 month terms |

| PI Film | High-cost item — advance volume commitment advised | Tight supply — place orders 3 months ahead of need |

| Specialty Ceramic Raw Materials | Mild cost increase; limited impact | Hold 2–3 week inventory; no need for large-scale stockpiling |

3.2 Supply Chain Impact

– PTFE: Oversupply enhances buyer leverage, but low prices may unlock new substitution applications

– Carbon Fiber: Bottom-reversal expectations may trigger a round of strategic restocking; logistics throughput likely to improve

– PI Film / PEEK: High-end grades remain import-dependent — monitor FX and geopolitical logistics risks

– Specialty Ceramics: Rising domestic capacity improves supply chain autonomy over time

4. Actionable Recommendations

✅ Materials to Lock In Now

1. Carbon Fiber (T700/12K): Bottom-reversal signal confirmed; low-altitude economy demand set to accelerate. Lock in 3–6 month forward contracts to secure pricing

2. PI Film (Electronic Grade): Supply deficit persists through Q3. Secure supplier配额 in advance, especially for semiconductor/flexible display end-markets

3. PEEK (Aerospace / Medical Grade): Long qualification cycles and limited suppliers. Sign annual framework agreements with preferred vendors

⏳ Materials to Monitor

1. PTFE Resin (Suspension / Dispersion): Still in downtrend cycle but near cost floor. Wait 2–4 weeks for confirmed stabilization before bulk purchasing

2. Specialty Ceramic Raw Materials: Modest fluctuations — maintain 2–3 week stock. No need for large inventory buildup

5. Macro Signals to Watch

– Crude Oil: WTI at ~$79–84/bbl — sharp decline in late July as Mideast geopolitical risk eases; petrochemical cost support weakening

– Fluorite / Hydrofluoric Acid: Remain elevated — PTFE cost floor intact but limited upside for producers

– FX: RMB appreciation would reduce landed costs of imported materials (PI film, PEEK, specialty carbon fiber grades)

This report is compiled from publicly available market data for reference only. Procurement decisions should factor in your organization’s inventory position, payment terms, and supplier relationships.

Market Intelligence Officer | New Materials Price Trend Monitoring
Date: July 30, 2026

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New Materials Price Trend Daily Report — July 30, 2026

Published: July 30, 2026
Coverage: PTFE Resin | PEEK Resin | Carbon Fiber | PI Film | Specialty Ceramic Raw Materials

1. Price Overview

| Material | Current Price Range | WoW Change | Trend |

|———-|——————-|————|——-|

| PTFE Resin (Suspension Medium) | ¥30,000–48,000 /ton | -2.1% | ↘ Bearish |

| PTFE Dispersion Resin | ¥60,000–65,000 /ton | -1.5% | ↘ Soft |

| PEEK Resin (Domestic Ind. Grade) | ¥400–500 /kg | Flat | → Stable |

| PEEK Resin (Imported Ind. Grade) | ¥800–1,000 /kg | Flat | → Stalemate |

| Carbon Fiber (T300/24K) | ¥75–85 /kg | +1.2% | ↗ Bottom Bounce |

| Carbon Fiber (T700/12K) | ¥120–150 /kg | +0.8% | ↗ Stabilizing |

| PI Film (Electronic Grade) | ¥1,000,000–3,000,000 /ton | Flat | → Firm |

| Alumina (≥98.5%) | ¥2,800–3,200 /ton | +0.5% | ↗ Slight Rise |

| Silicon Carbide (88%) | ¥5,500–6,500 /ton | Flat | → Range-bound |

2. Key Price Movements

2.1 PTFE Resin — Extended Weakness, Approaching Cycle Floor

– Price: Suspension medium-grade at ¥31,800/ton (Shandong), near the 30-day low of ¥30,000/ton

– WoW: -2.1%, extending the downtrend

– Key Drivers:

– Supply: A new Shandong production line came online mid-July; industry operating rate is low but inventory remains elevated, sustaining oversupply pressure

– Demand: Downstream chemicals and food packaging sectors are in a procurement slump, dominated by small spot orders with no sign of recovery

– Cost: Fluorite and hydrofluoric acid remain elevated (~¥3,781/ton for fluorite), providing cost support but insufficient to lift prices

– Outlook: Already near cash cost floor for some producers — further downside is limited. Near-term: weak consolidation

2.2 Carbon Fiber — Early Bottom-Reversal Signal

– Price: T300/24K East China ¥75/kg; T700/12K ¥120–150/kg

– WoW: +1.2%, first positive weekly reading in 6 months

– Key Drivers:

– Policy Tailwind: Low-altitude economy (eVTOL/UAVs) formally included in China’s “15th Five-Year Plan,” significantly boosting demand expectations for structural lightweight materials

– Supply Discipline: After 12+ months of losses, smaller producers are cutting output, leading to marginal supply contraction

– Export Strength: H1 2026 carbon fiber exports posted notable YoY growth, with overseas demand outpacing expectations

– Outlook: Bottom established, but oversupply not yet fundamentally resolved — upside capped by high inventory. T700+ fine-denier grades to lead the recovery

2.3 PI Film — High Ground Holds, Bullish Structure Intact

– Price: Electronic-grade PI film ¥1–3 million/ton (significant variation by thickness and spec)

– WoW: Flat

– Key Drivers:

– Structural Supply Deficit: High-end PI film remains heavily import-dependent (DuPont, UBE, Kaneka, SK Kolon); domestic substitution still in early stages with limited supply elasticity

– Demand Acceleration: Semiconductor packaging, flexible displays, and 5G high-frequency communications continue to scale, with demand growing at 15%+ annually

– Tech Barrier: Global production capacity concentrated among a handful of players — no large-scale new effective capacity coming online short-term

– Outlook: Dominant supply-demand structure intact. High-end grades remain on an upward trajectory; lead times extended

2.4 PEEK Resin — Domestic Expansion Pressuring Imported Prices

– Price: Domestic ind. grade ¥400–500/kg; imported Victrex-grade ¥800–1,000/kg

– WoW: Flat; imported prices showing marginal softening

– Key Drivers:

– Capacity Buildout: Zhongyan Materials and Junhua Special Plastics continue expanding domestic capacity, narrowing the price gap with imports

– Demand Segmentation: Standard industrial grade supply-demand loosening; medical/aerospace grades hold firm due to certification barriers

– Outlook: Standard industrial PEEK entering a downward cycle. Lock in aerospace/medical-grade suppliers via annual contracts

2.5 Specialty Ceramic Raw Materials — Mild Cost-Push Uplift

– Price: Alumina ≥98.5% at ¥2,800–3,200/ton; SiC 88% at ¥5,500–6,500/ton

– WoW: Alumina +0.5%; others flat

– Key Drivers:

– Alumina rise driven by bauxite cost pressure; SiC capped by stable silicon feedstock prices

– Downstream advanced ceramics demand grows steadily, but raw material sector shows only modest upward movement

– Outlook: Cost-push driven modest uptick. Expect steady-to-slightly-higher prices in August

3. Impact Analysis

3.1 Procurement Cost Impact

| Material | Current Impact | Near-Term Outlook |

|———-|—————|——————-|

| PTFE Resin | Low-cost procurement window open; short-term costs manageable | Limited further downside — consider opportunistic restocking |

| PEEK (Industrial Grade) | Domestic grades expanding cost advantage | Prioritize domestic sources for industrial applications; save 20–30% |

| Carbon Fiber | Historically low cost environment for T300 | Bottom signal emerging — lock in T700 on 3–6 month terms |

| PI Film | High-cost item — advance volume commitment advised | Tight supply — place orders 3 months ahead of need |

| Specialty Ceramic Raw Materials | Mild cost increase; limited impact | Hold 2–3 week inventory; no need for large-scale stockpiling |

3.2 Supply Chain Impact

– PTFE: Oversupply enhances buyer leverage, but low prices may unlock new substitution applications

– Carbon Fiber: Bottom-reversal expectations may trigger a round of strategic restocking; logistics throughput likely to improve

– PI Film / PEEK: High-end grades remain import-dependent — monitor FX and geopolitical logistics risks

– Specialty Ceramics: Rising domestic capacity improves supply chain autonomy over time

4. Actionable Recommendations

✅ Materials to Lock In Now

1. Carbon Fiber (T700/12K): Bottom-reversal signal confirmed; low-altitude economy demand set to accelerate. Lock in 3–6 month forward contracts to secure pricing

2. PI Film (Electronic Grade): Supply deficit persists through Q3. Secure supplier配额 in advance, especially for semiconductor/flexible display end-markets

3. PEEK (Aerospace / Medical Grade): Long qualification cycles and limited suppliers. Sign annual framework agreements with preferred vendors

⏳ Materials to Monitor

1. PTFE Resin (Suspension / Dispersion): Still in downtrend cycle but near cost floor. Wait 2–4 weeks for confirmed stabilization before bulk purchasing

2. Specialty Ceramic Raw Materials: Modest fluctuations — maintain 2–3 week stock. No need for large inventory buildup

5. Macro Signals to Watch

– Crude Oil: WTI at ~$79–84/bbl — sharp decline in late July as Mideast geopolitical risk eases; petrochemical cost support weakening

– Fluorite / Hydrofluoric Acid: Remain elevated — PTFE cost floor intact but limited upside for producers

– FX: RMB appreciation would reduce landed costs of imported materials (PI film, PEEK, specialty carbon fiber grades)

This report is compiled from publicly available market data for reference only. Procurement decisions should factor in your organization’s inventory position, payment terms, and supplier relationships.

Market Intelligence Officer | New Materials Price Trend Monitoring
Date: July 30, 2026

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New Materials Price Trend Daily Report — July 30, 2026

Published: July 30, 2026
Coverage: PTFE Resin | PEEK Resin | Carbon Fiber | PI Film | Specialty Ceramic Raw Materials

1. Price Overview

| Material | Current Price Range | WoW Change | Trend |

|———-|——————-|————|——-|

| PTFE Resin (Suspension Medium) | ¥30,000–48,000 /ton | -2.1% | ↘ Bearish |

| PTFE Dispersion Resin | ¥60,000–65,000 /ton | -1.5% | ↘ Soft |

| PEEK Resin (Domestic Ind. Grade) | ¥400–500 /kg | Flat | → Stable |

| PEEK Resin (Imported Ind. Grade) | ¥800–1,000 /kg | Flat | → Stalemate |

| Carbon Fiber (T300/24K) | ¥75–85 /kg | +1.2% | ↗ Bottom Bounce |

| Carbon Fiber (T700/12K) | ¥120–150 /kg | +0.8% | ↗ Stabilizing |

| PI Film (Electronic Grade) | ¥1,000,000–3,000,000 /ton | Flat | → Firm |

| Alumina (≥98.5%) | ¥2,800–3,200 /ton | +0.5% | ↗ Slight Rise |

| Silicon Carbide (88%) | ¥5,500–6,500 /ton | Flat | → Range-bound |

2. Key Price Movements

2.1 PTFE Resin — Extended Weakness, Approaching Cycle Floor

– Price: Suspension medium-grade at ¥31,800/ton (Shandong), near the 30-day low of ¥30,000/ton

– WoW: -2.1%, extending the downtrend

– Key Drivers:

– Supply: A new Shandong production line came online mid-July; industry operating rate is low but inventory remains elevated, sustaining oversupply pressure

– Demand: Downstream chemicals and food packaging sectors are in a procurement slump, dominated by small spot orders with no sign of recovery

– Cost: Fluorite and hydrofluoric acid remain elevated (~¥3,781/ton for fluorite), providing cost support but insufficient to lift prices

– Outlook: Already near cash cost floor for some producers — further downside is limited. Near-term: weak consolidation

2.2 Carbon Fiber — Early Bottom-Reversal Signal

– Price: T300/24K East China ¥75/kg; T700/12K ¥120–150/kg

– WoW: +1.2%, first positive weekly reading in 6 months

– Key Drivers:

– Policy Tailwind: Low-altitude economy (eVTOL/UAVs) formally included in China’s “15th Five-Year Plan,” significantly boosting demand expectations for structural lightweight materials

– Supply Discipline: After 12+ months of losses, smaller producers are cutting output, leading to marginal supply contraction

– Export Strength: H1 2026 carbon fiber exports posted notable YoY growth, with overseas demand outpacing expectations

– Outlook: Bottom established, but oversupply not yet fundamentally resolved — upside capped by high inventory. T700+ fine-denier grades to lead the recovery

2.3 PI Film — High Ground Holds, Bullish Structure Intact

– Price: Electronic-grade PI film ¥1–3 million/ton (significant variation by thickness and spec)

– WoW: Flat

– Key Drivers:

– Structural Supply Deficit: High-end PI film remains heavily import-dependent (DuPont, UBE, Kaneka, SK Kolon); domestic substitution still in early stages with limited supply elasticity

– Demand Acceleration: Semiconductor packaging, flexible displays, and 5G high-frequency communications continue to scale, with demand growing at 15%+ annually

– Tech Barrier: Global production capacity concentrated among a handful of players — no large-scale new effective capacity coming online short-term

– Outlook: Dominant supply-demand structure intact. High-end grades remain on an upward trajectory; lead times extended

2.4 PEEK Resin — Domestic Expansion Pressuring Imported Prices

– Price: Domestic ind. grade ¥400–500/kg; imported Victrex-grade ¥800–1,000/kg

– WoW: Flat; imported prices showing marginal softening

– Key Drivers:

– Capacity Buildout: Zhongyan Materials and Junhua Special Plastics continue expanding domestic capacity, narrowing the price gap with imports

– Demand Segmentation: Standard industrial grade supply-demand loosening; medical/aerospace grades hold firm due to certification barriers

– Outlook: Standard industrial PEEK entering a downward cycle. Lock in aerospace/medical-grade suppliers via annual contracts

2.5 Specialty Ceramic Raw Materials — Mild Cost-Push Uplift

– Price: Alumina ≥98.5% at ¥2,800–3,200/ton; SiC 88% at ¥5,500–6,500/ton

– WoW: Alumina +0.5%; others flat

– Key Drivers:

– Alumina rise driven by bauxite cost pressure; SiC capped by stable silicon feedstock prices

– Downstream advanced ceramics demand grows steadily, but raw material sector shows only modest upward movement

– Outlook: Cost-push driven modest uptick. Expect steady-to-slightly-higher prices in August

3. Impact Analysis

3.1 Procurement Cost Impact

| Material | Current Impact | Near-Term Outlook |

|———-|—————|——————-|

| PTFE Resin | Low-cost procurement window open; short-term costs manageable | Limited further downside — consider opportunistic restocking |

| PEEK (Industrial Grade) | Domestic grades expanding cost advantage | Prioritize domestic sources for industrial applications; save 20–30% |

| Carbon Fiber | Historically low cost environment for T300 | Bottom signal emerging — lock in T700 on 3–6 month terms |

| PI Film | High-cost item — advance volume commitment advised | Tight supply — place orders 3 months ahead of need |

| Specialty Ceramic Raw Materials | Mild cost increase; limited impact | Hold 2–3 week inventory; no need for large-scale stockpiling |

3.2 Supply Chain Impact

– PTFE: Oversupply enhances buyer leverage, but low prices may unlock new substitution applications

– Carbon Fiber: Bottom-reversal expectations may trigger a round of strategic restocking; logistics throughput likely to improve

– PI Film / PEEK: High-end grades remain import-dependent — monitor FX and geopolitical logistics risks

– Specialty Ceramics: Rising domestic capacity improves supply chain autonomy over time

4. Actionable Recommendations

✅ Materials to Lock In Now

1. Carbon Fiber (T700/12K): Bottom-reversal signal confirmed; low-altitude economy demand set to accelerate. Lock in 3–6 month forward contracts to secure pricing

2. PI Film (Electronic Grade): Supply deficit persists through Q3. Secure supplier配额 in advance, especially for semiconductor/flexible display end-markets

3. PEEK (Aerospace / Medical Grade): Long qualification cycles and limited suppliers. Sign annual framework agreements with preferred vendors

⏳ Materials to Monitor

1. PTFE Resin (Suspension / Dispersion): Still in downtrend cycle but near cost floor. Wait 2–4 weeks for confirmed stabilization before bulk purchasing

2. Specialty Ceramic Raw Materials: Modest fluctuations — maintain 2–3 week stock. No need for large inventory buildup

5. Macro Signals to Watch

– Crude Oil: WTI at ~$79–84/bbl — sharp decline in late July as Mideast geopolitical risk eases; petrochemical cost support weakening

– Fluorite / Hydrofluoric Acid: Remain elevated — PTFE cost floor intact but limited upside for producers

– FX: RMB appreciation would reduce landed costs of imported materials (PI film, PEEK, specialty carbon fiber grades)

This report is compiled from publicly available market data for reference only. Procurement decisions should factor in your organization’s inventory position, payment terms, and supplier relationships.

Market Intelligence Officer | New Materials Price Trend Monitoring
Date: July 30, 2026

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New Materials Price Trend Daily Report — July 30, 2026

Published: July 30, 2026
Coverage: PTFE Resin | PEEK Resin | Carbon Fiber | PI Film | Specialty Ceramic Raw Materials

1. Price Overview

| Material | Current Price Range | WoW Change | Trend |

|———-|——————-|————|——-|

| PTFE Resin (Suspension Medium) | ¥30,000–48,000 /ton | -2.1% | ↘ Bearish |

| PTFE Dispersion Resin | ¥60,000–65,000 /ton | -1.5% | ↘ Soft |

| PEEK Resin (Domestic Ind. Grade) | ¥400–500 /kg | Flat | → Stable |

| PEEK Resin (Imported Ind. Grade) | ¥800–1,000 /kg | Flat | → Stalemate |

| Carbon Fiber (T300/24K) | ¥75–85 /kg | +1.2% | ↗ Bottom Bounce |

| Carbon Fiber (T700/12K) | ¥120–150 /kg | +0.8% | ↗ Stabilizing |

| PI Film (Electronic Grade) | ¥1,000,000–3,000,000 /ton | Flat | → Firm |

| Alumina (≥98.5%) | ¥2,800–3,200 /ton | +0.5% | ↗ Slight Rise |

| Silicon Carbide (88%) | ¥5,500–6,500 /ton | Flat | → Range-bound |

2. Key Price Movements

2.1 PTFE Resin — Extended Weakness, Approaching Cycle Floor

– Price: Suspension medium-grade at ¥31,800/ton (Shandong), near the 30-day low of ¥30,000/ton

– WoW: -2.1%, extending the downtrend

– Key Drivers:

– Supply: A new Shandong production line came online mid-July; industry operating rate is low but inventory remains elevated, sustaining oversupply pressure

– Demand: Downstream chemicals and food packaging sectors are in a procurement slump, dominated by small spot orders with no sign of recovery

– Cost: Fluorite and hydrofluoric acid remain elevated (~¥3,781/ton for fluorite), providing cost support but insufficient to lift prices

– Outlook: Already near cash cost floor for some producers — further downside is limited. Near-term: weak consolidation

2.2 Carbon Fiber — Early Bottom-Reversal Signal

– Price: T300/24K East China ¥75/kg; T700/12K ¥120–150/kg

– WoW: +1.2%, first positive weekly reading in 6 months

– Key Drivers:

– Policy Tailwind: Low-altitude economy (eVTOL/UAVs) formally included in China’s “15th Five-Year Plan,” significantly boosting demand expectations for structural lightweight materials

– Supply Discipline: After 12+ months of losses, smaller producers are cutting output, leading to marginal supply contraction

– Export Strength: H1 2026 carbon fiber exports posted notable YoY growth, with overseas demand outpacing expectations

– Outlook: Bottom established, but oversupply not yet fundamentally resolved — upside capped by high inventory. T700+ fine-denier grades to lead the recovery

2.3 PI Film — High Ground Holds, Bullish Structure Intact

– Price: Electronic-grade PI film ¥1–3 million/ton (significant variation by thickness and spec)

– WoW: Flat

– Key Drivers:

– Structural Supply Deficit: High-end PI film remains heavily import-dependent (DuPont, UBE, Kaneka, SK Kolon); domestic substitution still in early stages with limited supply elasticity

– Demand Acceleration: Semiconductor packaging, flexible displays, and 5G high-frequency communications continue to scale, with demand growing at 15%+ annually

– Tech Barrier: Global production capacity concentrated among a handful of players — no large-scale new effective capacity coming online short-term

– Outlook: Dominant supply-demand structure intact. High-end grades remain on an upward trajectory; lead times extended

2.4 PEEK Resin — Domestic Expansion Pressuring Imported Prices

– Price: Domestic ind. grade ¥400–500/kg; imported Victrex-grade ¥800–1,000/kg

– WoW: Flat; imported prices showing marginal softening

– Key Drivers:

– Capacity Buildout: Zhongyan Materials and Junhua Special Plastics continue expanding domestic capacity, narrowing the price gap with imports

– Demand Segmentation: Standard industrial grade supply-demand loosening; medical/aerospace grades hold firm due to certification barriers

– Outlook: Standard industrial PEEK entering a downward cycle. Lock in aerospace/medical-grade suppliers via annual contracts

2.5 Specialty Ceramic Raw Materials — Mild Cost-Push Uplift

– Price: Alumina ≥98.5% at ¥2,800–3,200/ton; SiC 88% at ¥5,500–6,500/ton

– WoW: Alumina +0.5%; others flat

– Key Drivers:

– Alumina rise driven by bauxite cost pressure; SiC capped by stable silicon feedstock prices

– Downstream advanced ceramics demand grows steadily, but raw material sector shows only modest upward movement

– Outlook: Cost-push driven modest uptick. Expect steady-to-slightly-higher prices in August

3. Impact Analysis

3.1 Procurement Cost Impact

| Material | Current Impact | Near-Term Outlook |

|———-|—————|——————-|

| PTFE Resin | Low-cost procurement window open; short-term costs manageable | Limited further downside — consider opportunistic restocking |

| PEEK (Industrial Grade) | Domestic grades expanding cost advantage | Prioritize domestic sources for industrial applications; save 20–30% |

| Carbon Fiber | Historically low cost environment for T300 | Bottom signal emerging — lock in T700 on 3–6 month terms |

| PI Film | High-cost item — advance volume commitment advised | Tight supply — place orders 3 months ahead of need |

| Specialty Ceramic Raw Materials | Mild cost increase; limited impact | Hold 2–3 week inventory; no need for large-scale stockpiling |

3.2 Supply Chain Impact

– PTFE: Oversupply enhances buyer leverage, but low prices may unlock new substitution applications

– Carbon Fiber: Bottom-reversal expectations may trigger a round of strategic restocking; logistics throughput likely to improve

– PI Film / PEEK: High-end grades remain import-dependent — monitor FX and geopolitical logistics risks

– Specialty Ceramics: Rising domestic capacity improves supply chain autonomy over time

4. Actionable Recommendations

✅ Materials to Lock In Now

1. Carbon Fiber (T700/12K): Bottom-reversal signal confirmed; low-altitude economy demand set to accelerate. Lock in 3–6 month forward contracts to secure pricing

2. PI Film (Electronic Grade): Supply deficit persists through Q3. Secure supplier配额 in advance, especially for semiconductor/flexible display end-markets

3. PEEK (Aerospace / Medical Grade): Long qualification cycles and limited suppliers. Sign annual framework agreements with preferred vendors

⏳ Materials to Monitor

1. PTFE Resin (Suspension / Dispersion): Still in downtrend cycle but near cost floor. Wait 2–4 weeks for confirmed stabilization before bulk purchasing

2. Specialty Ceramic Raw Materials: Modest fluctuations — maintain 2–3 week stock. No need for large inventory buildup

5. Macro Signals to Watch

– Crude Oil: WTI at ~$79–84/bbl — sharp decline in late July as Mideast geopolitical risk eases; petrochemical cost support weakening

– Fluorite / Hydrofluoric Acid: Remain elevated — PTFE cost floor intact but limited upside for producers

– FX: RMB appreciation would reduce landed costs of imported materials (PI film, PEEK, specialty carbon fiber grades)

This report is compiled from publicly available market data for reference only. Procurement decisions should factor in your organization’s inventory position, payment terms, and supplier relationships.

Market Intelligence Officer | New Materials Price Trend Monitoring
Date: July 30, 2026

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New Materials Price Trend Daily Report — July 30, 2026

Published: July 30, 2026
Coverage: PTFE Resin | PEEK Resin | Carbon Fiber | PI Film | Specialty Ceramic Raw Materials

1. Price Overview

| Material | Current Price Range | WoW Change | Trend |

|———-|——————-|————|——-|

| PTFE Resin (Suspension Medium) | ¥30,000–48,000 /ton | -2.1% | ↘ Bearish |

| PTFE Dispersion Resin | ¥60,000–65,000 /ton | -1.5% | ↘ Soft |

| PEEK Resin (Domestic Ind. Grade) | ¥400–500 /kg | Flat | → Stable |

| PEEK Resin (Imported Ind. Grade) | ¥800–1,000 /kg | Flat | → Stalemate |

| Carbon Fiber (T300/24K) | ¥75–85 /kg | +1.2% | ↗ Bottom Bounce |

| Carbon Fiber (T700/12K) | ¥120–150 /kg | +0.8% | ↗ Stabilizing |

| PI Film (Electronic Grade) | ¥1,000,000–3,000,000 /ton | Flat | → Firm |

| Alumina (≥98.5%) | ¥2,800–3,200 /ton | +0.5% | ↗ Slight Rise |

| Silicon Carbide (88%) | ¥5,500–6,500 /ton | Flat | → Range-bound |

2. Key Price Movements

2.1 PTFE Resin — Extended Weakness, Approaching Cycle Floor

– Price: Suspension medium-grade at ¥31,800/ton (Shandong), near the 30-day low of ¥30,000/ton

– WoW: -2.1%, extending the downtrend

– Key Drivers:

– Supply: A new Shandong production line came online mid-July; industry operating rate is low but inventory remains elevated, sustaining oversupply pressure

– Demand: Downstream chemicals and food packaging sectors are in a procurement slump, dominated by small spot orders with no sign of recovery

– Cost: Fluorite and hydrofluoric acid remain elevated (~¥3,781/ton for fluorite), providing cost support but insufficient to lift prices

– Outlook: Already near cash cost floor for some producers — further downside is limited. Near-term: weak consolidation

2.2 Carbon Fiber — Early Bottom-Reversal Signal

– Price: T300/24K East China ¥75/kg; T700/12K ¥120–150/kg

– WoW: +1.2%, first positive weekly reading in 6 months

– Key Drivers:

– Policy Tailwind: Low-altitude economy (eVTOL/UAVs) formally included in China’s “15th Five-Year Plan,” significantly boosting demand expectations for structural lightweight materials

– Supply Discipline: After 12+ months of losses, smaller producers are cutting output, leading to marginal supply contraction

– Export Strength: H1 2026 carbon fiber exports posted notable YoY growth, with overseas demand outpacing expectations

– Outlook: Bottom established, but oversupply not yet fundamentally resolved — upside capped by high inventory. T700+ fine-denier grades to lead the recovery

2.3 PI Film — High Ground Holds, Bullish Structure Intact

– Price: Electronic-grade PI film ¥1–3 million/ton (significant variation by thickness and spec)

– WoW: Flat

– Key Drivers:

– Structural Supply Deficit: High-end PI film remains heavily import-dependent (DuPont, UBE, Kaneka, SK Kolon); domestic substitution still in early stages with limited supply elasticity

– Demand Acceleration: Semiconductor packaging, flexible displays, and 5G high-frequency communications continue to scale, with demand growing at 15%+ annually

– Tech Barrier: Global production capacity concentrated among a handful of players — no large-scale new effective capacity coming online short-term

– Outlook: Dominant supply-demand structure intact. High-end grades remain on an upward trajectory; lead times extended

2.4 PEEK Resin — Domestic Expansion Pressuring Imported Prices

– Price: Domestic ind. grade ¥400–500/kg; imported Victrex-grade ¥800–1,000/kg

– WoW: Flat; imported prices showing marginal softening

– Key Drivers:

– Capacity Buildout: Zhongyan Materials and Junhua Special Plastics continue expanding domestic capacity, narrowing the price gap with imports

– Demand Segmentation: Standard industrial grade supply-demand loosening; medical/aerospace grades hold firm due to certification barriers

– Outlook: Standard industrial PEEK entering a downward cycle. Lock in aerospace/medical-grade suppliers via annual contracts

2.5 Specialty Ceramic Raw Materials — Mild Cost-Push Uplift

– Price: Alumina ≥98.5% at ¥2,800–3,200/ton; SiC 88% at ¥5,500–6,500/ton

– WoW: Alumina +0.5%; others flat

– Key Drivers:

– Alumina rise driven by bauxite cost pressure; SiC capped by stable silicon feedstock prices

– Downstream advanced ceramics demand grows steadily, but raw material sector shows only modest upward movement

– Outlook: Cost-push driven modest uptick. Expect steady-to-slightly-higher prices in August

3. Impact Analysis

3.1 Procurement Cost Impact

| Material | Current Impact | Near-Term Outlook |

|———-|—————|——————-|

| PTFE Resin | Low-cost procurement window open; short-term costs manageable | Limited further downside — consider opportunistic restocking |

| PEEK (Industrial Grade) | Domestic grades expanding cost advantage | Prioritize domestic sources for industrial applications; save 20–30% |

| Carbon Fiber | Historically low cost environment for T300 | Bottom signal emerging — lock in T700 on 3–6 month terms |

| PI Film | High-cost item — advance volume commitment advised | Tight supply — place orders 3 months ahead of need |

| Specialty Ceramic Raw Materials | Mild cost increase; limited impact | Hold 2–3 week inventory; no need for large-scale stockpiling |

3.2 Supply Chain Impact

– PTFE: Oversupply enhances buyer leverage, but low prices may unlock new substitution applications

– Carbon Fiber: Bottom-reversal expectations may trigger a round of strategic restocking; logistics throughput likely to improve

– PI Film / PEEK: High-end grades remain import-dependent — monitor FX and geopolitical logistics risks

– Specialty Ceramics: Rising domestic capacity improves supply chain autonomy over time

4. Actionable Recommendations

✅ Materials to Lock In Now

1. Carbon Fiber (T700/12K): Bottom-reversal signal confirmed; low-altitude economy demand set to accelerate. Lock in 3–6 month forward contracts to secure pricing

2. PI Film (Electronic Grade): Supply deficit persists through Q3. Secure supplier配额 in advance, especially for semiconductor/flexible display end-markets

3. PEEK (Aerospace / Medical Grade): Long qualification cycles and limited suppliers. Sign annual framework agreements with preferred vendors

⏳ Materials to Monitor

1. PTFE Resin (Suspension / Dispersion): Still in downtrend cycle but near cost floor. Wait 2–4 weeks for confirmed stabilization before bulk purchasing

2. Specialty Ceramic Raw Materials: Modest fluctuations — maintain 2–3 week stock. No need for large inventory buildup

5. Macro Signals to Watch

– Crude Oil: WTI at ~$79–84/bbl — sharp decline in late July as Mideast geopolitical risk eases; petrochemical cost support weakening

– Fluorite / Hydrofluoric Acid: Remain elevated — PTFE cost floor intact but limited upside for producers

– FX: RMB appreciation would reduce landed costs of imported materials (PI film, PEEK, specialty carbon fiber grades)

This report is compiled from publicly available market data for reference only. Procurement decisions should factor in your organization’s inventory position, payment terms, and supplier relationships.

Market Intelligence Officer | New Materials Price Trend Monitoring
Date: July 30, 2026

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New Materials Price Trend Monitoring

Date: July 30, 2026

2026年7月30日
2026-07-30 新材方値价校R动势日报

2026-07-30 新材料价格趋势日报

发布时间: 2026年7月30日
监测范围: PTFE树脂

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2026-07-30 新材料价格趋势日报

发布时间: 2026年7月30日
监测范围: PTFE树脂 | PEEK树脂 | 碳纤维 | PI薄膜 | 特种陶瓷原料

一、价格概览表

| 材料 | 当前价格区间 | 周环比 | 趋势方向 |

|——|————-|——–|———-|

| PTFE树脂（悬浮中粒） | 30,000–48,000 元/吨 | -2.1% | ↘ 弱势下行 |

| PTFE分散树脂 | 60,000–65,000 元/吨 | -1.5% | ↘ 偏弱整理 |

| PEEK树脂（国产工业级） | 400–500 元/公斤 | 持平 | → 区间稳定 |

| PEEK树脂（进口工业级） | 800–1,000 元/公斤 | 持平 | → 僵持整理 |

| 碳纤维（T300/24K） | 75–85 元/千克 | +1.2% | ↗ 底部微涨 |

| 碳纤维（T700/12K） | 120–150 元/千克 | +0.8% | ↗ 触底企稳 |

| PI薄膜（电子级） | 100–300 万元/吨 | 持平 | → 高位持稳 |

| 氧化铝（≥98.5%） | 2,800–3,200 元/吨 | +0.5% | ↗ 小幅上探 |

| 碳化硅（88%） | 5,500–6,500 元/吨 | 持平 | → 整理观望 |

二、重点变动分析

2.1 PTFE树脂 — 持续承压，接近周期底部

– 价格区间: 悬浮中粒主流31,800元/吨（山东），处于近30天低点（30,000元/吨）附近

– 周环比: -2.1%，延续弱势

– 核心驱动:

– 供给端: 山东某新产能项目7月中旬投产，行业整体开工率偏低但库存偏高，供应压力不减

– 需求端: 下游化工/食品包装行业采购情绪低迷，按需小单为主，无明显增量

– 成本端: 萤石、氢氟酸价格高位（萤石约3,781元/吨），成本托底效应存在，但支撑有限

– 判断: 价格已接近部分企业现金流成本线，进一步下行空间有限，短期偏弱整理

2.2 碳纤维 — 底部反转信号初现

– 价格区间: T300/24K华东75元/千克，T700/12K约120–150元/千克

– 周环比: +1.2%，近半年来首次转正

– 核心驱动:

– 政策催化: 低空经济（eVTOL/无人机）纳入”十五五”规划，碳纤维作为结构轻量化核心材料，需求预期升温

– 供给出清: 行业连续亏损1年后，中小产能开始停产降负，供应边际收缩

– 出口回暖: 2026年上半年碳纤维出口量同比增幅明显，海外需求好于预期

– 判断: 底部确立，但供大于求格局未根本扭转，反弹空间受制于库存高度；T700以上小丝束优先受益

2.3 PI薄膜 — 高位持稳，景气延续

– 价格区间: 电子级PI薄膜100–300万元/吨（厚度/规格差异显著）

– 周环比: 持平

– 核心驱动:

– 供需格局: 国内高端PI薄膜严重依赖进口（杜邦/宇部/钟渊/韩SK），国产替代仍处早期阶段，供给弹性不足

– 需求支撑: 半导体封装、柔性显示、5G高频通信等高端应用持续放量，需求增速保持15%以上

– 技术壁垒: 全球仅少数企业具备量产能力，短期无新增大规模有效产能

– 判断: 强势格局延续，国产化提速但短期难改进口依赖，高端型号价格仍有上行动力

2.4 PEEK树脂 — 国产替代压制进口价格

– 价格区间: 国产工业级400–500元/公斤，进口威格斯等800–1,000元/公斤

– 周环比: 持平，进口端略有松动

– 核心驱动:

– 国产扩产: 中研股份、君华特塑等国内厂商持续扩产，国产与进口价差收窄

– 需求分化: 工业级供需趋松；医疗/航空航天级因认证门槛高，价格坚挺

– 判断: 普通工业级价格进入下行通道；建议锁定航空航天/医疗级PEEK的稳定供应商

2.5 特种陶瓷原料 — 成本推动型小幅上涨

– 价格区间: 氧化铝≥98.5%约2,800–3,200元/吨；碳化硅88%约5,500–6,500元/吨

– 周环比: 氧化铝+0.5%，其余持平

– 核心驱动:

– 氧化铝上涨主因铝土矿成本上移；碳化硅受硅质原料价格平稳压制

– 下游特种陶瓷/精密陶瓷需求稳增，但原料端整体涨幅温和

– 判断: 成本推动型小幅上涨，预计8月维持稳中有升态势

三、影响分析

3.1 对采购成本的影响

| 材料 | 当前采购影响 | 短期展望 |

|——|————-|———|

| PTFE树脂 | 低位采购窗口期，短期成本可控 | 继续下行空间有限，建议逢低适量补库 |

| PEEK树脂（工业级） | 国产货源性价比优势扩大 | 工业级可优先采购国产，节省成本20–30% |

| 碳纤维 | 历史低位，T300级采购成本友好 | 底部信号出现，可适当锁定T700长单 |

| PI薄膜 | 高成本项目，建议提前锁量 | 供应偏紧，建议提前3个月备货 |

| 特种陶瓷原料 | 成本温和上行，影响有限 | 适量储备氧化铝，关注稀土原料波动 |

3.2 对供应链的影响

– PTFE: 供应过剩，买方议价能力增强，但低价可能刺激新增替代应用

– 碳纤维: 底部反转预期下，供应链存在阶段性补库需求，物流周转可能加速

– PI薄膜/PEEK: 高端牌号供应仍以进口为主，需关注汇率波动和地缘物流风险

– 特种陶瓷: 国产化率提升中，供应链自主可控性逐步改善

四、行动建议

✅ 建议锁定价格的材料

1. 碳纤维（T700/12K）: 底部反转信号已现，下游低空经济需求预期升温，建议锁定3–6个月长单，锁定成本

2. PI薄膜（电子级）: 供应偏紧格局短期难改，建议提前锁定供应商配额，尤其面向半导体/柔性显示客户

3. PEEK树脂（航空航天/医疗级）: 认证周期长、供应商稀缺，建议签订年度框架协议

⏳ 建议观望的材料

1. PTFE树脂（悬浮中粒/分散树脂）: 价格处于下行周期底部，但供过于求格局未变，观望2–4周确认止跌信号后再批量补库

2. 特种陶瓷原料: 小幅波动，库存周期保持2–3周即可，无需大规模囤货

五、宏观信号监测

– 原油价格: WTI约79–84美元/桶（7月底大幅下跌，中东地缘风险降温），化工品成本支撑边际减弱

– 萤石/氢氟酸: 高位运行，PTFE成本支撑仍在，但力度有限

– 汇率: 人民币汇率若走强，进口高端材料（PI/PEEK/碳纤维）采购成本将有所改善

本报告基于公开市场数据整理，仅供参考。实际采购决策请结合企业自身库存、账期及供应商关系综合判断。

市场情报官 | 新材料价格趋势监控
日期: 2026-07-30

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2026-07-30 新材料价格趋势日报

发布时间: 2026年7月30日
监测范围: PTFE树脂 | PEEK树脂 | 碳纤维 | PI薄膜 | 特种陶瓷原料

一、价格概览表

| 材料 | 当前价格区间 | 周环比 | 趋势方向 |

|——|————-|——–|———-|

| PTFE树脂（悬浮中粒） | 30,000–48,000 元/吨 | -2.1% | ↘ 弱势下行 |

| PTFE分散树脂 | 60,000–65,000 元/吨 | -1.5% | ↘ 偏弱整理 |

| PEEK树脂（国产工业级） | 400–500 元/公斤 | 持平 | → 区间稳定 |

| PEEK树脂（进口工业级） | 800–1,000 元/公斤 | 持平 | → 僵持整理 |

| 碳纤维（T300/24K） | 75–85 元/千克 | +1.2% | ↗ 底部微涨 |

| 碳纤维（T700/12K） | 120–150 元/千克 | +0.8% | ↗ 触底企稳 |

| PI薄膜（电子级） | 100–300 万元/吨 | 持平 | → 高位持稳 |

| 氧化铝（≥98.5%） | 2,800–3,200 元/吨 | +0.5% | ↗ 小幅上探 |

| 碳化硅（88%） | 5,500–6,500 元/吨 | 持平 | → 整理观望 |

二、重点变动分析

2.1 PTFE树脂 — 持续承压，接近周期底部

– 价格区间: 悬浮中粒主流31,800元/吨（山东），处于近30天低点（30,000元/吨）附近

– 周环比: -2.1%，延续弱势

– 核心驱动:

– 供给端: 山东某新产能项目7月中旬投产，行业整体开工率偏低但库存偏高，供应压力不减

– 需求端: 下游化工/食品包装行业采购情绪低迷，按需小单为主，无明显增量

– 成本端: 萤石、氢氟酸价格高位（萤石约3,781元/吨），成本托底效应存在，但支撑有限

– 判断: 价格已接近部分企业现金流成本线，进一步下行空间有限，短期偏弱整理

2.2 碳纤维 — 底部反转信号初现

– 价格区间: T300/24K华东75元/千克，T700/12K约120–150元/千克

– 周环比: +1.2%，近半年来首次转正

– 核心驱动:

– 政策催化: 低空经济（eVTOL/无人机）纳入”十五五”规划，碳纤维作为结构轻量化核心材料，需求预期升温

– 供给出清: 行业连续亏损1年后，中小产能开始停产降负，供应边际收缩

– 出口回暖: 2026年上半年碳纤维出口量同比增幅明显，海外需求好于预期

– 判断: 底部确立，但供大于求格局未根本扭转，反弹空间受制于库存高度；T700以上小丝束优先受益

2.3 PI薄膜 — 高位持稳，景气延续

– 价格区间: 电子级PI薄膜100–300万元/吨（厚度/规格差异显著）

– 周环比: 持平

– 核心驱动:

– 供需格局: 国内高端PI薄膜严重依赖进口（杜邦/宇部/钟渊/韩SK），国产替代仍处早期阶段，供给弹性不足

– 需求支撑: 半导体封装、柔性显示、5G高频通信等高端应用持续放量，需求增速保持15%以上

– 技术壁垒: 全球仅少数企业具备量产能力，短期无新增大规模有效产能

– 判断: 强势格局延续，国产化提速但短期难改进口依赖，高端型号价格仍有上行动力

2.4 PEEK树脂 — 国产替代压制进口价格

– 价格区间: 国产工业级400–500元/公斤，进口威格斯等800–1,000元/公斤

– 周环比: 持平，进口端略有松动

– 核心驱动:

– 国产扩产: 中研股份、君华特塑等国内厂商持续扩产，国产与进口价差收窄

– 需求分化: 工业级供需趋松；医疗/航空航天级因认证门槛高，价格坚挺

– 判断: 普通工业级价格进入下行通道；建议锁定航空航天/医疗级PEEK的稳定供应商

2.5 特种陶瓷原料 — 成本推动型小幅上涨

– 价格区间: 氧化铝≥98.5%约2,800–3,200元/吨；碳化硅88%约5,500–6,500元/吨

– 周环比: 氧化铝+0.5%，其余持平

– 核心驱动:

– 氧化铝上涨主因铝土矿成本上移；碳化硅受硅质原料价格平稳压制

– 下游特种陶瓷/精密陶瓷需求稳增，但原料端整体涨幅温和

– 判断: 成本推动型小幅上涨，预计8月维持稳中有升态势

三、影响分析

3.1 对采购成本的影响

| 材料 | 当前采购影响 | 短期展望 |

|——|————-|———|

| PTFE树脂 | 低位采购窗口期，短期成本可控 | 继续下行空间有限，建议逢低适量补库 |

| PEEK树脂（工业级） | 国产货源性价比优势扩大 | 工业级可优先采购国产，节省成本20–30% |

| 碳纤维 | 历史低位，T300级采购成本友好 | 底部信号出现，可适当锁定T700长单 |

| PI薄膜 | 高成本项目，建议提前锁量 | 供应偏紧，建议提前3个月备货 |

| 特种陶瓷原料 | 成本温和上行，影响有限 | 适量储备氧化铝，关注稀土原料波动 |

3.2 对供应链的影响

– PTFE: 供应过剩，买方议价能力增强，但低价可能刺激新增替代应用

– 碳纤维: 底部反转预期下，供应链存在阶段性补库需求，物流周转可能加速

– PI薄膜/PEEK: 高端牌号供应仍以进口为主，需关注汇率波动和地缘物流风险

– 特种陶瓷: 国产化率提升中，供应链自主可控性逐步改善

四、行动建议

✅ 建议锁定价格的材料

1. 碳纤维（T700/12K）: 底部反转信号已现，下游低空经济需求预期升温，建议锁定3–6个月长单，锁定成本

2. PI薄膜（电子级）: 供应偏紧格局短期难改，建议提前锁定供应商配额，尤其面向半导体/柔性显示客户

3. PEEK树脂（航空航天/医疗级）: 认证周期长、供应商稀缺，建议签订年度框架协议

⏳ 建议观望的材料

1. PTFE树脂（悬浮中粒/分散树脂）: 价格处于下行周期底部，但供过于求格局未变，观望2–4周确认止跌信号后再批量补库

2. 特种陶瓷原料: 小幅波动，库存周期保持2–3周即可，无需大规模囤货

五、宏观信号监测

– 原油价格: WTI约79–84美元/桶（7月底大幅下跌，中东地缘风险降温），化工品成本支撑边际减弱

– 萤石/氢氟酸: 高位运行，PTFE成本支撑仍在，但力度有限

– 汇率: 人民币汇率若走强，进口高端材料（PI/PEEK/碳纤维）采购成本将有所改善

本报告基于公开市场数据整理，仅供参考。实际采购决策请结合企业自身库存、账期及供应商关系综合判断。

市场情报官 | 新材料价格趋势监控
日期: 2026-07-30

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2026-07-30 新材料价格趋势日报

发布时间: 2026年7月30日
监测范围: PTFE树脂 | PEEK树脂 | 碳纤维 | PI薄膜 | 特种陶瓷原料

一、价格概览表

| 材料 | 当前价格区间 | 周环比 | 趋势方向 |

|——|————-|——–|———-|

| PTFE树脂（悬浮中粒） | 30,000–48,000 元/吨 | -2.1% | ↘ 弱势下行 |

| PTFE分散树脂 | 60,000–65,000 元/吨 | -1.5% | ↘ 偏弱整理 |

| PEEK树脂（国产工业级） | 400–500 元/公斤 | 持平 | → 区间稳定 |

| PEEK树脂（进口工业级） | 800–1,000 元/公斤 | 持平 | → 僵持整理 |

| 碳纤维（T300/24K） | 75–85 元/千克 | +1.2% | ↗ 底部微涨 |

| 碳纤维（T700/12K） | 120–150 元/千克 | +0.8% | ↗ 触底企稳 |

| PI薄膜（电子级） | 100–300 万元/吨 | 持平 | → 高位持稳 |

| 氧化铝（≥98.5%） | 2,800–3,200 元/吨 | +0.5% | ↗ 小幅上探 |

| 碳化硅（88%） | 5,500–6,500 元/吨 | 持平 | → 整理观望 |

二、重点变动分析

2.1 PTFE树脂 — 持续承压，接近周期底部

– 价格区间: 悬浮中粒主流31,800元/吨（山东），处于近30天低点（30,000元/吨）附近

– 周环比: -2.1%，延续弱势

– 核心驱动:

– 供给端: 山东某新产能项目7月中旬投产，行业整体开工率偏低但库存偏高，供应压力不减

– 需求端: 下游化工/食品包装行业采购情绪低迷，按需小单为主，无明显增量

– 成本端: 萤石、氢氟酸价格高位（萤石约3,781元/吨），成本托底效应存在，但支撑有限

– 判断: 价格已接近部分企业现金流成本线，进一步下行空间有限，短期偏弱整理

2.2 碳纤维 — 底部反转信号初现

– 价格区间: T300/24K华东75元/千克，T700/12K约120–150元/千克

– 周环比: +1.2%，近半年来首次转正

– 核心驱动:

– 政策催化: 低空经济（eVTOL/无人机）纳入”十五五”规划，碳纤维作为结构轻量化核心材料，需求预期升温

– 供给出清: 行业连续亏损1年后，中小产能开始停产降负，供应边际收缩

– 出口回暖: 2026年上半年碳纤维出口量同比增幅明显，海外需求好于预期

– 判断: 底部确立，但供大于求格局未根本扭转，反弹空间受制于库存高度；T700以上小丝束优先受益

2.3 PI薄膜 — 高位持稳，景气延续

– 价格区间: 电子级PI薄膜100–300万元/吨（厚度/规格差异显著）

– 周环比: 持平

– 核心驱动:

– 供需格局: 国内高端PI薄膜严重依赖进口（杜邦/宇部/钟渊/韩SK），国产替代仍处早期阶段，供给弹性不足

– 需求支撑: 半导体封装、柔性显示、5G高频通信等高端应用持续放量，需求增速保持15%以上

– 技术壁垒: 全球仅少数企业具备量产能力，短期无新增大规模有效产能

– 判断: 强势格局延续，国产化提速但短期难改进口依赖，高端型号价格仍有上行动力

2.4 PEEK树脂 — 国产替代压制进口价格

– 价格区间: 国产工业级400–500元/公斤，进口威格斯等800–1,000元/公斤

– 周环比: 持平，进口端略有松动

– 核心驱动:

– 国产扩产: 中研股份、君华特塑等国内厂商持续扩产，国产与进口价差收窄

– 需求分化: 工业级供需趋松；医疗/航空航天级因认证门槛高，价格坚挺

– 判断: 普通工业级价格进入下行通道；建议锁定航空航天/医疗级PEEK的稳定供应商

2.5 特种陶瓷原料 — 成本推动型小幅上涨

– 价格区间: 氧化铝≥98.5%约2,800–3,200元/吨；碳化硅88%约5,500–6,500元/吨

– 周环比: 氧化铝+0.5%，其余持平

– 核心驱动:

– 氧化铝上涨主因铝土矿成本上移；碳化硅受硅质原料价格平稳压制

– 下游特种陶瓷/精密陶瓷需求稳增，但原料端整体涨幅温和

– 判断: 成本推动型小幅上涨，预计8月维持稳中有升态势

三、影响分析

3.1 对采购成本的影响

| 材料 | 当前采购影响 | 短期展望 |

|——|————-|———|

| PTFE树脂 | 低位采购窗口期，短期成本可控 | 继续下行空间有限，建议逢低适量补库 |

| PEEK树脂（工业级） | 国产货源性价比优势扩大 | 工业级可优先采购国产，节省成本20–30% |

| 碳纤维 | 历史低位，T300级采购成本友好 | 底部信号出现，可适当锁定T700长单 |

| PI薄膜 | 高成本项目，建议提前锁量 | 供应偏紧，建议提前3个月备货 |

| 特种陶瓷原料 | 成本温和上行，影响有限 | 适量储备氧化铝，关注稀土原料波动 |

3.2 对供应链的影响

– PTFE: 供应过剩，买方议价能力增强，但低价可能刺激新增替代应用

– 碳纤维: 底部反转预期下，供应链存在阶段性补库需求，物流周转可能加速

– PI薄膜/PEEK: 高端牌号供应仍以进口为主，需关注汇率波动和地缘物流风险

– 特种陶瓷: 国产化率提升中，供应链自主可控性逐步改善

四、行动建议

✅ 建议锁定价格的材料

1. 碳纤维（T700/12K）: 底部反转信号已现，下游低空经济需求预期升温，建议锁定3–6个月长单，锁定成本

2. PI薄膜（电子级）: 供应偏紧格局短期难改，建议提前锁定供应商配额，尤其面向半导体/柔性显示客户

3. PEEK树脂（航空航天/医疗级）: 认证周期长、供应商稀缺，建议签订年度框架协议

⏳ 建议观望的材料

1. PTFE树脂（悬浮中粒/分散树脂）: 价格处于下行周期底部，但供过于求格局未变，观望2–4周确认止跌信号后再批量补库

2. 特种陶瓷原料: 小幅波动，库存周期保持2–3周即可，无需大规模囤货

五、宏观信号监测

– 原油价格: WTI约79–84美元/桶（7月底大幅下跌，中东地缘风险降温），化工品成本支撑边际减弱

– 萤石/氢氟酸: 高位运行，PTFE成本支撑仍在，但力度有限

– 汇率: 人民币汇率若走强，进口高端材料（PI/PEEK/碳纤维）采购成本将有所改善

本报告基于公开市场数据整理，仅供参考。实际采购决策请结合企业自身库存、账期及供应商关系综合判断。

市场情报官 | 新材料价格趋势监控
日期: 2026-07-30

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2026-07-30 新材料价格趋势日报

发布时间: 2026年7月30日
监测范围: PTFE树脂 | PEEK树脂 | 碳纤维 | PI薄膜 | 特种陶瓷原料

一、价格概览表

| 材料 | 当前价格区间 | 周环比 | 趋势方向 |

|——|————-|——–|———-|

| PTFE树脂（悬浮中粒） | 30,000–48,000 元/吨 | -2.1% | ↘ 弱势下行 |

| PTFE分散树脂 | 60,000–65,000 元/吨 | -1.5% | ↘ 偏弱整理 |

| PEEK树脂（国产工业级） | 400–500 元/公斤 | 持平 | → 区间稳定 |

| PEEK树脂（进口工业级） | 800–1,000 元/公斤 | 持平 | → 僵持整理 |

| 碳纤维（T300/24K） | 75–85 元/千克 | +1.2% | ↗ 底部微涨 |

| 碳纤维（T700/12K） | 120–150 元/千克 | +0.8% | ↗ 触底企稳 |

| PI薄膜（电子级） | 100–300 万元/吨 | 持平 | → 高位持稳 |

| 氧化铝（≥98.5%） | 2,800–3,200 元/吨 | +0.5% | ↗ 小幅上探 |

| 碳化硅（88%） | 5,500–6,500 元/吨 | 持平 | → 整理观望 |

二、重点变动分析

2.1 PTFE树脂 — 持续承压，接近周期底部

– 价格区间: 悬浮中粒主流31,800元/吨（山东），处于近30天低点（30,000元/吨）附近

– 周环比: -2.1%，延续弱势

– 核心驱动:

– 供给端: 山东某新产能项目7月中旬投产，行业整体开工率偏低但库存偏高，供应压力不减

– 需求端: 下游化工/食品包装行业采购情绪低迷，按需小单为主，无明显增量

– 成本端: 萤石、氢氟酸价格高位（萤石约3,781元/吨），成本托底效应存在，但支撑有限

– 判断: 价格已接近部分企业现金流成本线，进一步下行空间有限，短期偏弱整理

2.2 碳纤维 — 底部反转信号初现

– 价格区间: T300/24K华东75元/千克，T700/12K约120–150元/千克

– 周环比: +1.2%，近半年来首次转正

– 核心驱动:

– 政策催化: 低空经济（eVTOL/无人机）纳入”十五五”规划，碳纤维作为结构轻量化核心材料，需求预期升温

– 供给出清: 行业连续亏损1年后，中小产能开始停产降负，供应边际收缩

– 出口回暖: 2026年上半年碳纤维出口量同比增幅明显，海外需求好于预期

– 判断: 底部确立，但供大于求格局未根本扭转，反弹空间受制于库存高度；T700以上小丝束优先受益

2.3 PI薄膜 — 高位持稳，景气延续

– 价格区间: 电子级PI薄膜100–300万元/吨（厚度/规格差异显著）

– 周环比: 持平

– 核心驱动:

– 供需格局: 国内高端PI薄膜严重依赖进口（杜邦/宇部/钟渊/韩SK），国产替代仍处早期阶段，供给弹性不足

– 需求支撑: 半导体封装、柔性显示、5G高频通信等高端应用持续放量，需求增速保持15%以上

– 技术壁垒: 全球仅少数企业具备量产能力，短期无新增大规模有效产能

– 判断: 强势格局延续，国产化提速但短期难改进口依赖，高端型号价格仍有上行动力

2.4 PEEK树脂 — 国产替代压制进口价格

– 价格区间: 国产工业级400–500元/公斤，进口威格斯等800–1,000元/公斤

– 周环比: 持平，进口端略有松动

– 核心驱动:

– 国产扩产: 中研股份、君华特塑等国内厂商持续扩产，国产与进口价差收窄

– 需求分化: 工业级供需趋松；医疗/航空航天级因认证门槛高，价格坚挺

– 判断: 普通工业级价格进入下行通道；建议锁定航空航天/医疗级PEEK的稳定供应商

2.5 特种陶瓷原料 — 成本推动型小幅上涨

– 价格区间: 氧化铝≥98.5%约2,800–3,200元/吨；碳化硅88%约5,500–6,500元/吨

– 周环比: 氧化铝+0.5%，其余持平

– 核心驱动:

– 氧化铝上涨主因铝土矿成本上移；碳化硅受硅质原料价格平稳压制

– 下游特种陶瓷/精密陶瓷需求稳增，但原料端整体涨幅温和

– 判断: 成本推动型小幅上涨，预计8月维持稳中有升态势

三、影响分析

3.1 对采购成本的影响

| 材料 | 当前采购影响 | 短期展望 |

|——|————-|———|

| PTFE树脂 | 低位采购窗口期，短期成本可控 | 继续下行空间有限，建议逢低适量补库 |

| PEEK树脂（工业级） | 国产货源性价比优势扩大 | 工业级可优先采购国产，节省成本20–30% |

| 碳纤维 | 历史低位，T300级采购成本友好 | 底部信号出现，可适当锁定T700长单 |

| PI薄膜 | 高成本项目，建议提前锁量 | 供应偏紧，建议提前3个月备货 |

| 特种陶瓷原料 | 成本温和上行，影响有限 | 适量储备氧化铝，关注稀土原料波动 |

3.2 对供应链的影响

– PTFE: 供应过剩，买方议价能力增强，但低价可能刺激新增替代应用

– 碳纤维: 底部反转预期下，供应链存在阶段性补库需求，物流周转可能加速

– PI薄膜/PEEK: 高端牌号供应仍以进口为主，需关注汇率波动和地缘物流风险

– 特种陶瓷: 国产化率提升中，供应链自主可控性逐步改善

四、行动建议

✅ 建议锁定价格的材料

1. 碳纤维（T700/12K）: 底部反转信号已现，下游低空经济需求预期升温，建议锁定3–6个月长单，锁定成本

2. PI薄膜（电子级）: 供应偏紧格局短期难改，建议提前锁定供应商配额，尤其面向半导体/柔性显示客户

3. PEEK树脂（航空航天/医疗级）: 认证周期长、供应商稀缺，建议签订年度框架协议

⏳ 建议观望的材料

1. PTFE树脂（悬浮中粒/分散树脂）: 价格处于下行周期底部，但供过于求格局未变，观望2–4周确认止跌信号后再批量补库

2. 特种陶瓷原料: 小幅波动，库存周期保持2–3周即可，无需大规模囤货

五、宏观信号监测

– 原油价格: WTI约79–84美元/桶（7月底大幅下跌，中东地缘风险降温），化工品成本支撑边际减弱

– 萤石/氢氟酸: 高位运行，PTFE成本支撑仍在，但力度有限

– 汇率: 人民币汇率若走强，进口高端材料（PI/PEEK/碳纤维）采购成本将有所改善

本报告基于公开市场数据整理，仅供参考。实际采购决策请结合企业自身库存、账期及供应商关系综合判断。

市场情报官 | 新材料价格趋势监控
日期: 2026-07-30

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2026-07-30 新材料价格趋势日报

发布时间: 2026年7月30日
监测范围: PTFE树脂 | PEEK树脂 | 碳纤维 | PI薄膜 | 特种陶瓷原料

一、价格概览表

| 材料 | 当前价格区间 | 周环比 | 趋势方向 |

|——|————-|——–|———-|

| PTFE树脂（悬浮中粒） | 30,000–48,000 元/吨 | -2.1% | ↘ 弱势下行 |

| PTFE分散树脂 | 60,000–65,000 元/吨 | -1.5% | ↘ 偏弱整理 |

| PEEK树脂（国产工业级） | 400–500 元/公斤 | 持平 | → 区间稳定 |

| PEEK树脂（进口工业级） | 800–1,000 元/公斤 | 持平 | → 僵持整理 |

| 碳纤维（T300/24K） | 75–85 元/千克 | +1.2% | ↗ 底部微涨 |

| 碳纤维（T700/12K） | 120–150 元/千克 | +0.8% | ↗ 触底企稳 |

| PI薄膜（电子级） | 100–300 万元/吨 | 持平 | → 高位持稳 |

| 氧化铝（≥98.5%） | 2,800–3,200 元/吨 | +0.5% | ↗ 小幅上探 |

| 碳化硅（88%） | 5,500–6,500 元/吨 | 持平 | → 整理观望 |

二、重点变动分析

2.1 PTFE树脂 — 持续承压，接近周期底部

– 价格区间: 悬浮中粒主流31,800元/吨（山东），处于近30天低点（30,000元/吨）附近

– 周环比: -2.1%，延续弱势

– 核心驱动:

– 供给端: 山东某新产能项目7月中旬投产，行业整体开工率偏低但库存偏高，供应压力不减

– 需求端: 下游化工/食品包装行业采购情绪低迷，按需小单为主，无明显增量

– 成本端: 萤石、氢氟酸价格高位（萤石约3,781元/吨），成本托底效应存在，但支撑有限

– 判断: 价格已接近部分企业现金流成本线，进一步下行空间有限，短期偏弱整理

2.2 碳纤维 — 底部反转信号初现

– 价格区间: T300/24K华东75元/千克，T700/12K约120–150元/千克

– 周环比: +1.2%，近半年来首次转正

– 核心驱动:

– 政策催化: 低空经济（eVTOL/无人机）纳入”十五五”规划，碳纤维作为结构轻量化核心材料，需求预期升温

– 供给出清: 行业连续亏损1年后，中小产能开始停产降负，供应边际收缩

– 出口回暖: 2026年上半年碳纤维出口量同比增幅明显，海外需求好于预期

– 判断: 底部确立，但供大于求格局未根本扭转，反弹空间受制于库存高度；T700以上小丝束优先受益

2.3 PI薄膜 — 高位持稳，景气延续

– 价格区间: 电子级PI薄膜100–300万元/吨（厚度/规格差异显著）

– 周环比: 持平

– 核心驱动:

– 供需格局: 国内高端PI薄膜严重依赖进口（杜邦/宇部/钟渊/韩SK），国产替代仍处早期阶段，供给弹性不足

– 需求支撑: 半导体封装、柔性显示、5G高频通信等高端应用持续放量，需求增速保持15%以上

– 技术壁垒: 全球仅少数企业具备量产能力，短期无新增大规模有效产能

– 判断: 强势格局延续，国产化提速但短期难改进口依赖，高端型号价格仍有上行动力

2.4 PEEK树脂 — 国产替代压制进口价格

– 价格区间: 国产工业级400–500元/公斤，进口威格斯等800–1,000元/公斤

– 周环比: 持平，进口端略有松动

– 核心驱动:

– 国产扩产: 中研股份、君华特塑等国内厂商持续扩产，国产与进口价差收窄

– 需求分化: 工业级供需趋松；医疗/航空航天级因认证门槛高，价格坚挺

– 判断: 普通工业级价格进入下行通道；建议锁定航空航天/医疗级PEEK的稳定供应商

2.5 特种陶瓷原料 — 成本推动型小幅上涨

– 价格区间: 氧化铝≥98.5%约2,800–3,200元/吨；碳化硅88%约5,500–6,500元/吨

– 周环比: 氧化铝+0.5%，其余持平

– 核心驱动:

– 氧化铝上涨主因铝土矿成本上移；碳化硅受硅质原料价格平稳压制

– 下游特种陶瓷/精密陶瓷需求稳增，但原料端整体涨幅温和

– 判断: 成本推动型小幅上涨，预计8月维持稳中有升态势

三、影响分析

3.1 对采购成本的影响

| 材料 | 当前采购影响 | 短期展望 |

|——|————-|———|

| PTFE树脂 | 低位采购窗口期，短期成本可控 | 继续下行空间有限，建议逢低适量补库 |

| PEEK树脂（工业级） | 国产货源性价比优势扩大 | 工业级可优先采购国产，节省成本20–30% |

| 碳纤维 | 历史低位，T300级采购成本友好 | 底部信号出现，可适当锁定T700长单 |

| PI薄膜 | 高成本项目，建议提前锁量 | 供应偏紧，建议提前3个月备货 |

| 特种陶瓷原料 | 成本温和上行，影响有限 | 适量储备氧化铝，关注稀土原料波动 |

3.2 对供应链的影响

– PTFE: 供应过剩，买方议价能力增强，但低价可能刺激新增替代应用

– 碳纤维: 底部反转预期下，供应链存在阶段性补库需求，物流周转可能加速

– PI薄膜/PEEK: 高端牌号供应仍以进口为主，需关注汇率波动和地缘物流风险

– 特种陶瓷: 国产化率提升中，供应链自主可控性逐步改善

四、行动建议

✅ 建议锁定价格的材料

1. 碳纤维（T700/12K）: 底部反转信号已现，下游低空经济需求预期升温，建议锁定3–6个月长单，锁定成本

2. PI薄膜（电子级）: 供应偏紧格局短期难改，建议提前锁定供应商配额，尤其面向半导体/柔性显示客户

3. PEEK树脂（航空航天/医疗级）: 认证周期长、供应商稀缺，建议签订年度框架协议

⏳ 建议观望的材料

1. PTFE树脂（悬浮中粒/分散树脂）: 价格处于下行周期底部，但供过于求格局未变，观望2–4周确认止跌信号后再批量补库

2. 特种陶瓷原料: 小幅波动，库存周期保持2–3周即可，无需大规模囤货

五、宏观信号监测

– 原油价格: WTI约79–84美元/桶（7月底大幅下跌，中东地缘风险降温），化工品成本支撑边际减弱

– 萤石/氢氟酸: 高位运行，PTFE成本支撑仍在，但力度有限

– 汇率: 人民币汇率若走强，进口高端材料（PI/PEEK/碳纤维）采购成本将有所改善

本报告基于公开市场数据整理，仅供参考。实际采购决策请结合企业自身库存、账期及供应商关系综合判断。

市场情报官 | 新材料价格趋势监控
日期: 2026-07-30

-split ‘\|’ | Where-Object {

2026-07-30 新材料价格趋势日报

发布时间: 2026年7月30日
监测范围: PTFE树脂 | PEEK树脂 | 碳纤维 | PI薄膜 | 特种陶瓷原料

一、价格概览表

| 材料 | 当前价格区间 | 周环比 | 趋势方向 |

|——|————-|——–|———-|

| PTFE树脂（悬浮中粒） | 30,000–48,000 元/吨 | -2.1% | ↘ 弱势下行 |

| PTFE分散树脂 | 60,000–65,000 元/吨 | -1.5% | ↘ 偏弱整理 |

| PEEK树脂（国产工业级） | 400–500 元/公斤 | 持平 | → 区间稳定 |

| PEEK树脂（进口工业级） | 800–1,000 元/公斤 | 持平 | → 僵持整理 |

| 碳纤维（T300/24K） | 75–85 元/千克 | +1.2% | ↗ 底部微涨 |

| 碳纤维（T700/12K） | 120–150 元/千克 | +0.8% | ↗ 触底企稳 |

| PI薄膜（电子级） | 100–300 万元/吨 | 持平 | → 高位持稳 |

| 氧化铝（≥98.5%） | 2,800–3,200 元/吨 | +0.5% | ↗ 小幅上探 |

| 碳化硅（88%） | 5,500–6,500 元/吨 | 持平 | → 整理观望 |

二、重点变动分析

2.1 PTFE树脂 — 持续承压，接近周期底部

– 价格区间: 悬浮中粒主流31,800元/吨（山东），处于近30天低点（30,000元/吨）附近

– 周环比: -2.1%，延续弱势

– 核心驱动:

– 供给端: 山东某新产能项目7月中旬投产，行业整体开工率偏低但库存偏高，供应压力不减

– 需求端: 下游化工/食品包装行业采购情绪低迷，按需小单为主，无明显增量

– 成本端: 萤石、氢氟酸价格高位（萤石约3,781元/吨），成本托底效应存在，但支撑有限

– 判断: 价格已接近部分企业现金流成本线，进一步下行空间有限，短期偏弱整理

2.2 碳纤维 — 底部反转信号初现

– 价格区间: T300/24K华东75元/千克，T700/12K约120–150元/千克

– 周环比: +1.2%，近半年来首次转正

– 核心驱动:

– 政策催化: 低空经济（eVTOL/无人机）纳入”十五五”规划，碳纤维作为结构轻量化核心材料，需求预期升温

– 供给出清: 行业连续亏损1年后，中小产能开始停产降负，供应边际收缩

– 出口回暖: 2026年上半年碳纤维出口量同比增幅明显，海外需求好于预期

– 判断: 底部确立，但供大于求格局未根本扭转，反弹空间受制于库存高度；T700以上小丝束优先受益

2.3 PI薄膜 — 高位持稳，景气延续

– 价格区间: 电子级PI薄膜100–300万元/吨（厚度/规格差异显著）

– 周环比: 持平

– 核心驱动:

– 供需格局: 国内高端PI薄膜严重依赖进口（杜邦/宇部/钟渊/韩SK），国产替代仍处早期阶段，供给弹性不足

– 需求支撑: 半导体封装、柔性显示、5G高频通信等高端应用持续放量，需求增速保持15%以上

– 技术壁垒: 全球仅少数企业具备量产能力，短期无新增大规模有效产能

– 判断: 强势格局延续，国产化提速但短期难改进口依赖，高端型号价格仍有上行动力

2.4 PEEK树脂 — 国产替代压制进口价格

– 价格区间: 国产工业级400–500元/公斤，进口威格斯等800–1,000元/公斤

– 周环比: 持平，进口端略有松动

– 核心驱动:

– 国产扩产: 中研股份、君华特塑等国内厂商持续扩产，国产与进口价差收窄

– 需求分化: 工业级供需趋松；医疗/航空航天级因认证门槛高，价格坚挺

– 判断: 普通工业级价格进入下行通道；建议锁定航空航天/医疗级PEEK的稳定供应商

2.5 特种陶瓷原料 — 成本推动型小幅上涨

– 价格区间: 氧化铝≥98.5%约2,800–3,200元/吨；碳化硅88%约5,500–6,500元/吨

– 周环比: 氧化铝+0.5%，其余持平

– 核心驱动:

– 氧化铝上涨主因铝土矿成本上移；碳化硅受硅质原料价格平稳压制

– 下游特种陶瓷/精密陶瓷需求稳增，但原料端整体涨幅温和

– 判断: 成本推动型小幅上涨，预计8月维持稳中有升态势

三、影响分析

3.1 对采购成本的影响

| 材料 | 当前采购影响 | 短期展望 |

|——|————-|———|

| PTFE树脂 | 低位采购窗口期，短期成本可控 | 继续下行空间有限，建议逢低适量补库 |

| PEEK树脂（工业级） | 国产货源性价比优势扩大 | 工业级可优先采购国产，节省成本20–30% |

| 碳纤维 | 历史低位，T300级采购成本友好 | 底部信号出现，可适当锁定T700长单 |

| PI薄膜 | 高成本项目，建议提前锁量 | 供应偏紧，建议提前3个月备货 |

| 特种陶瓷原料 | 成本温和上行，影响有限 | 适量储备氧化铝，关注稀土原料波动 |

3.2 对供应链的影响

– PTFE: 供应过剩，买方议价能力增强，但低价可能刺激新增替代应用

– 碳纤维: 底部反转预期下，供应链存在阶段性补库需求，物流周转可能加速

– PI薄膜/PEEK: 高端牌号供应仍以进口为主，需关注汇率波动和地缘物流风险

– 特种陶瓷: 国产化率提升中，供应链自主可控性逐步改善

四、行动建议

✅ 建议锁定价格的材料

1. 碳纤维（T700/12K）: 底部反转信号已现，下游低空经济需求预期升温，建议锁定3–6个月长单，锁定成本

2. PI薄膜（电子级）: 供应偏紧格局短期难改，建议提前锁定供应商配额，尤其面向半导体/柔性显示客户

3. PEEK树脂（航空航天/医疗级）: 认证周期长、供应商稀缺，建议签订年度框架协议

⏳ 建议观望的材料

1. PTFE树脂（悬浮中粒/分散树脂）: 价格处于下行周期底部，但供过于求格局未变，观望2–4周确认止跌信号后再批量补库

2. 特种陶瓷原料: 小幅波动，库存周期保持2–3周即可，无需大规模囤货

五、宏观信号监测

– 原油价格: WTI约79–84美元/桶（7月底大幅下跌，中东地缘风险降温），化工品成本支撑边际减弱

– 萤石/氢氟酸: 高位运行，PTFE成本支撑仍在，但力度有限

– 汇率: 人民币汇率若走强，进口高端材料（PI/PEEK/碳纤维）采购成本将有所改善

本报告基于公开市场数据整理，仅供参考。实际采购决策请结合企业自身库存、账期及供应商关系综合判断。

市场情报官 | 新材料价格趋势监控
日期: 2026-07-30

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2026-07-30 新材料价格趋势日报

发布时间: 2026年7月30日
监测范围: PTFE树脂 | PEEK树脂 | 碳纤维 | PI薄膜 | 特种陶瓷原料

一、价格概览表

| 材料 | 当前价格区间 | 周环比 | 趋势方向 |

|——|————-|——–|———-|

| PTFE树脂（悬浮中粒） | 30,000–48,000 元/吨 | -2.1% | ↘ 弱势下行 |

| PTFE分散树脂 | 60,000–65,000 元/吨 | -1.5% | ↘ 偏弱整理 |

| PEEK树脂（国产工业级） | 400–500 元/公斤 | 持平 | → 区间稳定 |

| PEEK树脂（进口工业级） | 800–1,000 元/公斤 | 持平 | → 僵持整理 |

| 碳纤维（T300/24K） | 75–85 元/千克 | +1.2% | ↗ 底部微涨 |

| 碳纤维（T700/12K） | 120–150 元/千克 | +0.8% | ↗ 触底企稳 |

| PI薄膜（电子级） | 100–300 万元/吨 | 持平 | → 高位持稳 |

| 氧化铝（≥98.5%） | 2,800–3,200 元/吨 | +0.5% | ↗ 小幅上探 |

| 碳化硅（88%） | 5,500–6,500 元/吨 | 持平 | → 整理观望 |

二、重点变动分析

2.1 PTFE树脂 — 持续承压，接近周期底部

– 价格区间: 悬浮中粒主流31,800元/吨（山东），处于近30天低点（30,000元/吨）附近

– 周环比: -2.1%，延续弱势

– 核心驱动:

– 供给端: 山东某新产能项目7月中旬投产，行业整体开工率偏低但库存偏高，供应压力不减

– 需求端: 下游化工/食品包装行业采购情绪低迷，按需小单为主，无明显增量

– 成本端: 萤石、氢氟酸价格高位（萤石约3,781元/吨），成本托底效应存在，但支撑有限

– 判断: 价格已接近部分企业现金流成本线，进一步下行空间有限，短期偏弱整理

2.2 碳纤维 — 底部反转信号初现

– 价格区间: T300/24K华东75元/千克，T700/12K约120–150元/千克

– 周环比: +1.2%，近半年来首次转正

– 核心驱动:

– 政策催化: 低空经济（eVTOL/无人机）纳入”十五五”规划，碳纤维作为结构轻量化核心材料，需求预期升温

– 供给出清: 行业连续亏损1年后，中小产能开始停产降负，供应边际收缩

– 出口回暖: 2026年上半年碳纤维出口量同比增幅明显，海外需求好于预期

– 判断: 底部确立，但供大于求格局未根本扭转，反弹空间受制于库存高度；T700以上小丝束优先受益

2.3 PI薄膜 — 高位持稳，景气延续

– 价格区间: 电子级PI薄膜100–300万元/吨（厚度/规格差异显著）

– 周环比: 持平

– 核心驱动:

– 供需格局: 国内高端PI薄膜严重依赖进口（杜邦/宇部/钟渊/韩SK），国产替代仍处早期阶段，供给弹性不足

– 需求支撑: 半导体封装、柔性显示、5G高频通信等高端应用持续放量，需求增速保持15%以上

– 技术壁垒: 全球仅少数企业具备量产能力，短期无新增大规模有效产能

– 判断: 强势格局延续，国产化提速但短期难改进口依赖，高端型号价格仍有上行动力

2.4 PEEK树脂 — 国产替代压制进口价格

– 价格区间: 国产工业级400–500元/公斤，进口威格斯等800–1,000元/公斤

– 周环比: 持平，进口端略有松动

– 核心驱动:

– 国产扩产: 中研股份、君华特塑等国内厂商持续扩产，国产与进口价差收窄

– 需求分化: 工业级供需趋松；医疗/航空航天级因认证门槛高，价格坚挺

– 判断: 普通工业级价格进入下行通道；建议锁定航空航天/医疗级PEEK的稳定供应商

2.5 特种陶瓷原料 — 成本推动型小幅上涨

– 价格区间: 氧化铝≥98.5%约2,800–3,200元/吨；碳化硅88%约5,500–6,500元/吨

– 周环比: 氧化铝+0.5%，其余持平

– 核心驱动:

– 氧化铝上涨主因铝土矿成本上移；碳化硅受硅质原料价格平稳压制

– 下游特种陶瓷/精密陶瓷需求稳增，但原料端整体涨幅温和

– 判断: 成本推动型小幅上涨，预计8月维持稳中有升态势

三、影响分析

3.1 对采购成本的影响

| 材料 | 当前采购影响 | 短期展望 |

|——|————-|———|

| PTFE树脂 | 低位采购窗口期，短期成本可控 | 继续下行空间有限，建议逢低适量补库 |

| PEEK树脂（工业级） | 国产货源性价比优势扩大 | 工业级可优先采购国产，节省成本20–30% |

| 碳纤维 | 历史低位，T300级采购成本友好 | 底部信号出现，可适当锁定T700长单 |

| PI薄膜 | 高成本项目，建议提前锁量 | 供应偏紧，建议提前3个月备货 |

| 特种陶瓷原料 | 成本温和上行，影响有限 | 适量储备氧化铝，关注稀土原料波动 |

3.2 对供应链的影响

– PTFE: 供应过剩，买方议价能力增强，但低价可能刺激新增替代应用

– 碳纤维: 底部反转预期下，供应链存在阶段性补库需求，物流周转可能加速

– PI薄膜/PEEK: 高端牌号供应仍以进口为主，需关注汇率波动和地缘物流风险

– 特种陶瓷: 国产化率提升中，供应链自主可控性逐步改善

四、行动建议

✅ 建议锁定价格的材料

1. 碳纤维（T700/12K）: 底部反转信号已现，下游低空经济需求预期升温，建议锁定3–6个月长单，锁定成本

2. PI薄膜（电子级）: 供应偏紧格局短期难改，建议提前锁定供应商配额，尤其面向半导体/柔性显示客户

3. PEEK树脂（航空航天/医疗级）: 认证周期长、供应商稀缺，建议签订年度框架协议

⏳ 建议观望的材料

1. PTFE树脂（悬浮中粒/分散树脂）: 价格处于下行周期底部，但供过于求格局未变，观望2–4周确认止跌信号后再批量补库

2. 特种陶瓷原料: 小幅波动，库存周期保持2–3周即可，无需大规模囤货

五、宏观信号监测

– 原油价格: WTI约79–84美元/桶（7月底大幅下跌，中东地缘风险降温），化工品成本支撑边际减弱

– 萤石/氢氟酸: 高位运行，PTFE成本支撑仍在，但力度有限

– 汇率: 人民币汇率若走强，进口高端材料（PI/PEEK/碳纤维）采购成本将有所改善

本报告基于公开市场数据整理，仅供参考。实际采购决策请结合企业自身库存、账期及供应商关系综合判断。

市场情报官 | 新材料价格趋势监控
日期: 2026-07-30

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新材料价格趋势监控

日期: 2026-07-30

2026年7月30日

Boletim Diário de Palavras-chave de Novos Materiais (30/07/2026): PEEK rumo a 60% de nacionalização, PTFE CCL e aerogel em alta

1. Conclusões principais

PEEK: a palavra-chave mais quente. O 15º Plano Quinquenal da China exige mais de 60% de nacionalização em 2026; a demanda é impulsionada por robôs humanoides (~6,5 kg de PEEK por unidade) e pelo canal acelerado de aprovação de implantes ortopédicos de PEEK. A demanda doméstica deve crescer de 2.334 t (2022) para 5.079 t (2027), CAGR de ~16,8%.
PTFE: o interesse de busca migra para laminados revestidos de cobre (CCL) de PTFE. Vendas globais previstas em US$ 2,0 bilhões em 2026, com CAGR de ~9,2% até 2032, puxadas por substratos de alta frequência para IA.
Aerogel: em ponto de inflexão, do nicho à comercialização em escala. Mercado global estimado em ~US$ 1,9 bilhão em 2026 (CAGR ~9,5% até 2032), impulsionado pelo isolamento térmico de baterias de veículos elétricos e pela eficiência energética em edificações.
Produtos químicos eletrônicos: forte impulso de políticas públicas. Sete ministérios chineses destacaram os químicos eletrônicos como área-chave; somente a fabricação de circuitos integrados na China demandará mais de 1,1 milhão de toneladas de químicos eletrônicos úmidos em 2026.
Fibra de carbono: interesse estável. Energia eólica, economia de baixa altitude e aeroespacial seguem como temas principais; o foco migra para redução de custos e absorção da capacidade de large-tow.
Cerâmicas especiais: avanços em substratos de SiC elevam as palavras-chave relacionadas. Substratos condutores de SiC de 8 polegadas produzidos na China viraram destaque, com a nacionalização de semicondutores de potência em fase decisiva.

2. Avaliação de calor e concorrência das palavras-chave

Palavra-chave	Calor	Concorrência	Tendência	Driver
PEEK robô humanoide	★★★★★	Média	↑ Subindo rápido	Produção em massa de robôs + política de nacionalização
Laminado de cobre PTFE	★★★★	Baixa-média	↑ Subindo	Substratos de alta frequência para servidores de IA
Aerogel isolamento de bateria	★★★★	Média	↑ Subindo	Normas de segurança de VEs mais rígidas
Químicos eletrônicos úmidos	★★★★	Média	↑ Subindo	Expansão de fábricas + substituição de importações
Substrato cerâmico SiC	★★★★	Média-alta	↑ Subindo	Avanço doméstico de 8 polegadas
Compósitos de fibra de carbono	★★★	Alta	→ Estável	Eólica / economia de baixa altitude

3. Ações recomendadas

Prioridades de conteúdo: produzir primeiro conteúdos sobre “PEEK + robôs humanoides” e “PTFE CCL + substratos de IA” — a concorrência ainda não está saturada; é uma janela de tráfego.
Entrada por cauda longa: em aerogel, evitar termos genéricos; focar em caudas longas de aplicação como “isolamento térmico de pacote de baterias” e “manta de aerogel de fibra cerâmica”.
Ganchos de política: vincular o conteúdo de químicos eletrônicos ao plano chinês de crescimento petroquímico e às palavras-chave do 15º Plano Quinquenal de novos materiais.

Fontes: QYResearch, Gongyan, Frost & Sullivan, Asiachem, relatórios setoriais públicos. Gerado automaticamente pelo Oficial de Inteligência de Mercado.

2026年7月30日

New Materials Keyword Intelligence Daily (2026-07-30): PEEK Localization Races Toward 60%, PTFE CCL and Aerogel Heating Up

1. Key Takeaways

PEEK: The hottest keyword. China’s 15th Five-Year Plan targets 60%+ localization in 2026; demand driven by humanoid robots (~6.5kg PEEK per unit) and a fast-track approval channel for PEEK orthopedic implants. Domestic demand is projected to grow from 2,334 tons (2022) to 5,079 tons (2027), a ~16.8% CAGR.
PTFE: Search interest is shifting toward PTFE copper-clad laminates (CCL). Global sales are expected to reach USD 2.0 billion in 2026, with a ~9.2% CAGR through 2032, driven by AI high-frequency/high-speed substrates.
Aerogel: At an inflection point from niche to mass commercialization. The global market is estimated at ~USD 1.9 billion in 2026 (CAGR ~9.5% to 2032), powered by EV battery thermal insulation and building energy-efficiency mandates.
Electronic chemicals: Strong policy tailwinds. Seven Chinese ministries named electronic chemicals as a key breakthrough area; China’s IC manufacturing alone will need over 1.1 million tons of wet electronic chemicals in 2026.
Carbon fiber: Stable interest. Wind power, low-altitude economy, and aerospace remain the main themes; focus is moving to cost reduction and large-tow capacity absorption.
Advanced ceramics: SiC substrate breakthroughs are lifting related keywords. Domestic 8-inch conductive SiC substrates became a major topic as power semiconductor localization enters a decisive phase.

2. Keyword Heat & Competition Assessment

Keyword	Heat	Competition	Trend	Driver
PEEK humanoid robot	★★★★★	Medium	↑ Rising fast	Robot mass production + localization policy
PTFE copper-clad laminate	★★★★	Low-Med	↑ Rising	AI server high-frequency substrates
Aerogel battery insulation	★★★★	Medium	↑ Rising	Tightening EV safety standards
Wet electronic chemicals	★★★★	Medium	↑ Rising	Fab expansion + import substitution
SiC ceramic substrate	★★★★	Med-High	↑ Rising	8-inch domestic breakthrough
Carbon fiber composites	★★★	High	→ Stable	Wind power / low-altitude economy

3. Action Items

Content priorities: Publish on “PEEK + humanoid robots” and “PTFE CCL + AI substrates” first — competition is not yet saturated; this is a traffic window.
Long-tail entry: For aerogel, avoid generic terms; target application-specific long-tails like “battery pack thermal insulation” and “ceramic fiber aerogel blanket”.
Policy hooks: Tie electronic chemicals content to China’s petrochemical growth plan and 15th Five-Year new materials planning keywords for policy-driven traffic.

Sources: QYResearch, Gongyan, Frost & Sullivan, Asiachem, public industry reports. Auto-generated by the Market Intelligence Officer.

2026年7月30日

标签： 特种陶瓷

Boletim Diario de Palavras-Chave de Novos Materiais (31/07/2026): Economia de Baixa Altitude Impulsiona a Fibra de Carbono; Localizacao de Quimicos Eletronicos Acelera

Conclusoes Principais

Avaliacao de Calor e Concorrencia das Palavras-Chave

Destaques por Material

1. Fibra de carbono: a economia de baixa altitude virou corrida de materiais

2. Quimicos eletronicos: recuo estrangeiro, aceleracao domestica

3. PEEK e robos humanoides

4. PTFE: precos estabilizando, divergencia no alto padrao

5. Ceramicas especiais: o boom do SiC transborda

6. Aerogel: padronizacao favorece a construcao civil

Acoes Recomendadas

New Materials Keyword Daily (July 31, 2026): Low-Altitude Economy Ignites Carbon Fiber; Wet Electronic Chemicals Localization Accelerates

Key Takeaways

Keyword Heat and Competition Assessment

Material Highlights

1. Carbon fiber: the low-altitude economy is now a materials race

2. Electronic chemicals: foreign retreat, domestic acceleration

3. PEEK and humanoid robots

4. PTFE: prices stabilizing, high-end diverging

5. Advanced ceramics: SiC boom spills over

6. Aerogel: standardization tailwind in construction

Action Items

新材料关键词日报（2026年7月31日）：低空经济点燃碳纤维，湿电子化学品国产替代提速

核心结论

关键词热度与竞争度评估

分材料动态

1. 碳纤维：低空经济从概念到拼材料

2. 电子化学品：外资收缩，国产提速

3. PEEK与人形机器人

4. PTFE：价格企稳，高端分化

5. 特种陶瓷：SiC链条高景气外溢

6. 气凝胶：建筑端标准化利好

行动建议

Trade Show Opportunity Scan (2026-07-30): Sep-Oct Peak Window — CAMX & Shanghai CIIF Lead

2026-07-30 Industry Trade Show Opportunity Scan

1. Upcoming Exhibitions

2. Top Recommendations

3. Registration Deadlines

4. Cost Estimates (Reference)

2026-07-30 行业展会机会扫描：9-10月参展窗口密集，CAMX与上海工博会双主线

2026-07-30 行业展会机会扫描

一、即将举办展会一览

二、重点推荐

三、报名提醒

四、成本估算（参考）

PEEK in Semiconductor Manufacturing FAQ (2026): Purity, Plasma Resistance and Grade Selection Answered

1. Why is PEEK so widely used in semiconductor equipment?

2. What does “semiconductor-grade” PEEK actually mean?

3. How does PEEK perform against plasma exposure?

4. Is carbon-fiber-filled or unfilled PEEK better for wafer handling?

5. What temperatures can PEEK parts survive in a fab?

6. How does PEEK handle wet process chemistries?

7. What about outgassing in vacuum tools?

8. How should I qualify a PEEK parts supplier?

9. Is machined or injection-molded PEEK better for semiconductor parts?

10. What is the typical price range in 2026?

New Materials Price Trend Daily Report – July 30, 2026

New Materials Price Trend Daily Report — July 30, 2026

New Materials Price Trend Daily Report — July 30, 2026

1. Price Overview

2. Key Price Movements

2.1 PTFE Resin — Extended Weakness, Approaching Cycle Floor

2.2 Carbon Fiber — Early Bottom-Reversal Signal

2.3 PI Film — High Ground Holds, Bullish Structure Intact

2.4 PEEK Resin — Domestic Expansion Pressuring Imported Prices

2.5 Specialty Ceramic Raw Materials — Mild Cost-Push Uplift

3. Impact Analysis

3.1 Procurement Cost Impact

3.2 Supply Chain Impact

4. Actionable Recommendations

✅ Materials to Lock In Now

⏳ Materials to Monitor

5. Macro Signals to Watch

New Materials Price Trend Daily Report — July 30, 2026

1. Price Overview

2. Key Price Movements

2.1 PTFE Resin — Extended Weakness, Approaching Cycle Floor

2.2 Carbon Fiber — Early Bottom-Reversal Signal

2.3 PI Film — High Ground Holds, Bullish Structure Intact

标签：特种陶瓷