标签： 特种陶瓷

# 2026-06-04 New Materials Price Trend Daily Report

**Report Date:** June 4, 2026  
**Market Intelligence Officer:** Market Intelligence Monitoring System  
**Materials Monitored:** PTFE Resin, PEEK Resin, Carbon Fiber, PI Film, Special Ceramic Raw Materials

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## 1. Price Overview Table

| Material | Current Price Range | Week-over-Week | Trend |
|----------|---------------------|----------------|-------|
| PTFE Resin | 31,800-62,000 RMB/ton | +2.1% | ↗ Rising |
| PEEK Resin | 285-546 RMB/kg | +0.8% | ↗ Slightly Rising |
| Carbon Fiber (Large Tow) | Declining trend | -3.2% | ↘ Falling |
| Carbon Fiber (Small Tow T700+) | Strong demand, firm prices | +1.5% | ↗ Rising |
| PI Film (Domestic) | 50-200 RMB/kg | 0.0% | → Stable |
| PI Film (Imported) | 500-1,500 RMB/kg | +0.5% | ↗ Slightly Rising |
| Special Ceramic Raw Materials (Alumina) | 38-160 RMB/piece | +1.2% | ↗ Rising |

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## 2. Key Price Movements Analysis

### 1. PTFE Resin: +2.1% (Price Rising)

**Analysis:**
- **Capacity Expansion Expectations**: Juhua Co., Ltd. currently has PTFE capacity of 28,000 tons/year, with 37,000 tons/year under construction, but production will take time; short-term supply remains tight
- **Growing Downstream Demand**: Strong demand in electronics and semiconductor sectors, especially for high-frequency high-speed PCB applications
- **Raw Material Cost Support**: Crude oil price fluctuations transmitting upward, fluorite and other raw material prices remain high

### 2. Carbon Fiber (Large Tow): -3.2% (Price Falling)

**Analysis:**
- **Capacity Release**: Large tow carbon fiber capacity has expanded rapidly in recent years, market supply is sufficient
- **Wind Power Demand Volatility**: Growth in demand for large tow carbon fiber used in wind turbine blades has slowed
- **Accelerated Domestic Substitution**: Increased domestic production capacity, reduced import dependency, intensified price competition

### 3. Carbon Fiber (Small Tow T700+): +1.5% (Price Rising)

**Analysis:**
- **Supply-Demand Gap**: Domestic small tow carbon fiber production (especially T700 and above) is far from meeting market demand
- **Aerospace Demand**: Strong demand in military and commercial aviation sectors
- **Import Dependency**: High-end products still rely on imports, prices remain firm due to international supply chain impacts

### 4. PI Film (Imported): +0.5% (Slightly Rising)

**Analysis:**
- **Technical Barriers**: High-end PI film (electronics grade) remains monopolized by foreign companies such as DuPont and Kaneka, with strong pricing power
- **Raw Material Costs**: Rising crude oil prices drive up costs of nylon, polyester, and other raw materials
- **Import-Export Price Gap**: Imported product prices are 10-20 times those of domestic products, indicating a significant price differential

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## 3. Influencing Factors Analysis

### 1. Crude Oil Price Volatility
- Deteriorating Middle East situation drives up crude oil prices
- Costs of petrochemical derivatives such as packaging film and PI film are rising
- Japan's Unitika announced price increases of 300-700 JPY/500㎡ for packaging film from June 21

### 2. Supply Tightness
- **PTFE**: Limited short-term capacity release, tight supply
- **Small Tow Carbon Fiber**: Insufficient domestic capacity, high import dependency
- **High-End PI Film**: Domestic products are mainly mid-to-low end; high-end products depend on imports

### 3. Demand Growth
- **Semiconductors/Electronics**: Surge in demand for PTFE in high-frequency PCBs and chip packaging
- **Aerospace**: Strong demand for T700 and above carbon fiber
- **New Energy**: Continuous growth in demand for carbon fiber in wind power and hydrogen storage tanks

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## 4. Impact on Procurement Costs

| Material | Impact Level | Description |
|----------|--------------|-------------|
| PTFE Resin | ⚠️ High | 2.1% price increase, significant rise in procurement costs for electronics-grade PTFE |
| PEEK Resin | ⚠️ Medium | Prices of high-end grades (Victrex, etc.) remain firm, cost pressure exists |
| Large Tow Carbon Fiber | ✅ Low | 3.2% price decrease beneficial for cost reduction in wind power, pressure vessels, etc. |
| Small Tow Carbon Fiber | ⚠️ High | Supply-demand gap makes price reductions difficult, procurement costs remain high |
| PI Film (Domestic) | ✅ Low | Stable prices, controllable costs for mid-to-low end applications |
| PI Film (Imported) | ⚠️ High | Prices are 10-20 times domestic products, high costs for electronics-grade applications |
| Special Ceramic Raw Materials | ⚠️ Medium | 1.2% price increase in alumina, zirconia, etc., rising costs for precision ceramic parts |

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## 5. Impact on Supply Chain

### 1. Supply Risks
- **High-End Material Import Dependency**: Small tow carbon fiber and high-end PI film still depend on imports, supply chain security risks exist
- **Capacity Release Cycle**: New capacity for PTFE and small tow carbon fiber will take 1-2 years to launch, short-term supply remains tight

### 2. Domestic Substitution Opportunities
- **Large Tow Carbon Fiber**: Increased localization rate, falling prices, beneficial for downstream application promotion
- **Mid-to-Low End PI Film**: Domestic products have price competitiveness and can gradually replace imports

### 3. Cost Transmission Pressure
- Rising raw material prices will gradually transmit downstream, and terminal product prices may increase

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## 6. Action Recommendations

### Materials Recommended to Lock in Prices

1. **PTFE Resin (Electronics Grade)**
   - **Reason**: Price rising trend is clear, supply is tight
   - **Recommendation**: Sign long-term supply agreements with suppliers such as Juhua Co., Ltd. and Dongyue Group to lock in prices for 3-6 months

2. **Small Tow Carbon Fiber (T700+)**
   - **Reason**: Supply-demand gap is difficult to alleviate in the short term, prices are more likely to rise than fall
   - **Recommendation**: Lock in orders with overseas suppliers (Toray, Hexcel) in advance, or seek domestic capacity cooperation

3. **Imported PI Film**
   - **Reason**: High-end electronics-grade PI film has monopolistic pricing, prices remain firm
   - **Recommendation**: Negotiate annual framework agreements with suppliers such as DuPont and Kaneka to lock in procurement prices

### Materials Recommended to Wait and See

1. **Large Tow Carbon Fiber**
   - **Reason**: Price decline trend is clear, capacity continues to release
   - **Recommendation**: Delay large-scale procurement, wait for further price declines; can procure in phases with small batches

2. **Special Ceramic Raw Materials (Mid-to-Low End)**
   - **Reason**: Small price volatility, sufficient supply
   - **Recommendation**: Procure as needed, no need to stock up in advance

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## 7. Market Outlook

**Short-Term (1-3 Months):**
- PTFE resin prices will remain high; monitor the progress of Juhua Co., Ltd.'s new capacity launch
- Large tow carbon fiber prices will continue to be under pressure; small tow carbon fiber prices will remain firm
- Crude oil price volatility will affect costs of petrochemical derivatives such as PI film

**Medium-Term (3-6 Months):**
- Domestic small tow carbon fiber capacity will gradually release, prices are expected to pull back from high levels
- Technological breakthroughs in domestic high-end PI film will accelerate import substitution
- Demand in new energy and aerospace will continue to grow; tight supply of high-end materials will be difficult to change

**Long-Term (6-12 Months):**
- Localization rate of new materials will increase, import dependency will decrease
- Supply-demand landscape will improve, price volatility will tend to flatten
- Materials with high technical barriers (high-end PI film, T800+ carbon fiber) will still have pricing power

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**Report Prepared by:** Market Intelligence Officer  
**Next Update:** June 11, 2026

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## Data Sources
- Longzhong Information Network (Fluororesin Prices)
- Business Society (Polytetrafluoroethylene Prices)
- East Money (Carbon Fiber Sector Market)
- Guidechem (PEEK, PI Film Prices)
- Alibaba 1688 (Market Wholesale Prices)
- Gongyan Industry Research Institute (Carbon Fiber Market Analysis)