Price Overview
| Material | Current Price Range | Weekly Change | Trend |
|---|---|---|---|
| PTFE Resin | CNY 45,500 / metric ton | +43.1% | 📈 Strong Surge |
| PEEK Resin | CNY 520–880 / kg | Flat | ➡️ Stable |
| Carbon Fiber (T700) | CNY 200–300 / kg | Flat | ➡️ Stable |
| PI Film | Standard: CNY 20–475 / kg High-performance: CNY 800–1,000+ / kg |
Standard -3% High-end +5% |
📉 Diverging |
| Specialty Ceramic (Alumina) | CNY 2,700–2,755 / ton | -0.4% | ➡️ Slight Weakness |
| Specialty Ceramic (Silicon Carbide) | CNY 4,500–6,200 / ton | Flat | ➡️ Stable |
Key Price Movements
- PTFE Resin: +43.1% (This Week’s Highlight)
Concentrated production halts at Shandong factories triggered a sharp supply crunch, fueling market withholding and a 43% weekly surge — the largest move among all monitored materials. Haohua Technology recently confirmed upward price adjustments citing rising upstream raw material costs. The rally is expected to persist through mid-August. - PI Film: High-End Rising, Low-End Under Pressure
High-performance PI film (anti-corona, high thermal stability) for 5G and EV applications is in tight supply and trending up ~5%. Standard-grade PI film faces downward pressure (-3%) from overcapacity and intensified channel competition. - Alumina: Slight Retreat -0.4%
Electrolytic aluminum production cuts are dampening alumina demand. Import prices edged lower; expect range-bound trading in the near term.
Impact Analysis
Impact on Procurement Costs:
PTFE’s 43% weekly jump creates significant budget pressure — for an annual consumption of 100 tons, weekly procurement costs increase by approximately CNY 1.37 million. Other materials remain broadly stable; no major procurement rhythm adjustments needed.
Supply Chain Impact:
PTFE supply tightness has already rippled into modified plastics and sealing components; some downstream manufacturers are rationing new orders. If Shandong factory restarts lag expectations, supply chain stress could intensify by late August. PEEK and carbon fiber supply chains remain healthy.
Action Recommendations
- ✅ Lock in PTFE Immediately: With a 43% surge and no supply relief in sight, execute 1-2 month price-lock contracts covering 50–100 tons as soon as possible.
- ✅ PEEK and Carbon Fiber — Steady Procurement: Prices stable, supply adequate; maintain normal purchasing rhythm, no need for opportunistic stockpiling.
- ⚠️ PI Film — Segmented Decision: Confirm whether your specification is high-performance or standard grade. If standard, consider brief观望 and buy on dips.
- ⚠️ Alumina — Short-Term Caution: Mild softness (-0.4%) but limited magnitude. Wait for clearer directional signals before increasing inventory.
Report generated: 2026-08-11 01:30 (data through 2026-08-08) | Market Intelligence Officer