2026-07-26 Advanced Materials Price Trend Daily Report

Price Overview

Key Price Movements

• PTFE Resin: +30.11% (Strong Rally)
  Driven by sustained increases in upstream fluorspar prices, PTFE market prices rebounded sharply. The Chemicalbook index showed a 60% volatility range over 30 days. Shandong suspended medium-particle quotes reached ¥45,500/MT on July 22. Short-term tight supply continues to support prices.
• Carbon Fiber T700 (Domestic): -3% (Slight Decline)
  On June 28, Zhongfu Shenying put three world-scale carbon fiber production lines into operation simultaneously, rapidly expanding capacity and intensifying market competition. Domestic T700 prices have fallen below the critical ¥100,000/MT level, now 15-20% lower than imported equivalents. Supply-side pressure is evident.
• Silicon Carbide (98%): +1% (Slight Rise)
  Ningxia-region silicon carbide prices showed a modest upward movement, supported by rising upstream coal prices and environmental production restrictions. Short-term cost support remains firm, with prices expected to remain stable to slightly firm.
• Alumina: -2% (Slight Decline)
  Xinjiang alumina bidding prices fell approximately ¥50/MT, with port inventories at 629,000 MT (up 2.4% weekly). Shanxi alumina producers face potential production halts due to safety inspections on red mud storage facilities, adding supply-side uncertainty.

Impact Analysis

Impact on Procurement Costs:

• PTFE’s sharp price increase has directly raised costs for chemical anti-corrosion linings and seals — recommend locking in 2-3 months of inventory immediately
• Carbon fiber T700’s continued decline benefits wind turbine blade and aerospace composite procurement — consider extending inventory buffers
• Silicon carbide’s modest rise has limited impact on specialty ceramics and refractory material costs, but monitor Ningxia environmental policy developments

Impact on Supply Chain:

• PTFE: Tight fluorspar supply cannot be resolved short-term; supplier lead times are extending — recommend extending inventory buffers from 30 to 45 days
• Carbon Fiber: Domestic production capacity rising with 90% localization rate reduces import dependency and improves supply chain autonomy, but price competition is intensifying
• PI Film: DuPont and other import brands maintain stable supply; domestic substitution is accelerating

Action Recommendations

Key Market Data This Week

• WTI Crude: $92.19/bbl (+5.36%)
• Brent Crude: $100.69/bbl (+6.62%)
• RMB exchange rate volatility has indirect impact on import-priced materials

📅 Report Generated: 2026-07-26 01:30 (Shanghai Time)
🕵️ Market Intelligence Officer | LIIFOO Intelligence