标签： 特种陶瓷

# 2026-04-27 Specialty Materials Price Trend Daily Report

**Price Overview**

| Material | Current Price Range | WoW Change | Trend |
|———-|——————-|————|——-|
| PTFE Resin | ¥47,000–62,000/ton | -1.2% | Declining |
| PEEK Resin | ¥500–1,800/kg (grade-dependent) | +0.8% | Stable to Up |
| Carbon Fiber | ¥220–500/kg (industrial grade) | +3.1% | Rising |
| PI Film | Kaneka hiked +20% (eff. April 16) | +20% | Sharp Rise |
| Specialty Ceramic Raw Materials | Alumina powder ¥7–15/kg; high-end parts ¥60–100/piece | +0.3% | Stable |

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**Key Price Movements**

– **PI Film: +20% (Kaneka Price Hike)**
Effective April 16, 2026, Japanese Kaneka Chemical raised polyimide film prices by 20% per square meter. Key drivers: geopolitical tensions in the Middle East destabilizing Hormuz Strait logistics; rising crude oil and petrochemical feedstock costs; surging energy expenses. DuPont-grade PI film is following suit.

– **Carbon Fiber: +3.1% (YoY Q1 Average Price Increase)**
Q1 2026 average carbon fiber price rose 3.07% vs. same period in 2025. Cost driver: sharp jump in acrylonitrile (the primary feedstock). Domestically, high-end T800+ grade carbon fiber remains in tight supply-demand balance, driven by rapid growth in wind turbine blades, aerospace, compressed hydrogen storage, and low-altitude economy. Jilin Chemical’s wet-process 3K carbon fiber is quoted at ¥220/kg.

– **PTFE Resin: -1.2% (Slight Correction)**
Shandong Luxi Chemical recently lowered PTFE offers to ¥34,000/ton. Fluororesin market-wide range sits at ¥47,000–62,000/ton for suspended medium-grain grades. Prior gains are partially retraced; spot supply is adequate.

– **PEEK Resin: ±0.8% (Premium Grades Holding Firm)**
Victrex 90G quoted ~¥1,800/kg; 450G ~¥880/kg; domestic PEEK resin at ¥500–700/kg. High-end medical/aerospace grades underpin pricing. Exported PEEK profiles/rods are quoted at ¥1,300–1,500/kg.

– **Specialty Ceramic Raw Materials: +0.3% (Broadly Flat)**
Standard-grade alumina powder ~¥7–15/kg; high-end alumina/aluminum nitride ceramic parts ~¥60–100/piece. Advanced ceramic feedstock market shows no material price swings this week.

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**Impact Analysis**

– **On Procurement Costs:** The 20% PI film price hike will directly inflate costs for FPC (flexible printed circuits) and electronic insulation material buyers, translating to ~8–12% cost increase in finished goods. Carbon fiber cost pressure is being passed through to wind blade and aerospace structural component manufacturers. The PTFE dip offers a temporary reprieve—consider spot restocking at lower price levels.

– **On Supply Chain:** PI film imports face logistics uncertainty due to Hormuz Strait risks; early securing of supplier quotas is recommended. Carbon fiber (T800+) domestic capacity expansion remains limited; sustained demand from wind energy and low-altitude mobility keeps the market in under-supply. PEEK supply chain is relatively stable, though high-end imported grades carry FX exposure.

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**Action Recommendations**

– **Lock in Immediately:** PI Film — Kaneka’s 20% hike is already effective. Confirm Q2 supplier allocations now to avoid further price追逐 (chasing).
– **Lock in:** Carbon Fiber (T800 and above) — tight supply + cost support makes short-term price hikes likely. Lock in 3–6 months of volume.
– **Opportunistic Buying:** PTFE — prices are gently correcting with adequate spot supply. Monitor for a better window before full restocking.
– **Procure as Needed:** PEEK (domestic grades) — stable and well-supplied; match purchases to production schedule. For premium imported grades, time purchases around favorable FX.
– **Procure as Needed:** Specialty Ceramic Raw Materials — market is flat; purchase high-purity feedstocks per project demand.

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*Data sources: Longzhong Information, Shengyi Society PTFE Channel, Alibaba/Bafang Resources real-time quotes, CERADIR Advanced Ceramics Online, MySteel, Kaiyuan Securities, Guosen Securities research reports.*