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