### Daily Price Trend Report – April 22, 2026
**Price Overview**
| Material | Current Price Range | WoW Change | Trend |
|———-|——————-|————|——-|
| PTFE Resin (Medium Granular) | 47,000-49,000 CNY/ton | -1.5% | ↓ Slight Decline |
| PTFE Dispersion Resin | 54,000 CNY/ton | Flat | → Stable |
| PEEK Resin (Domestic) | 300,000-500,000 CNY/ton | -3.2% | ↓ Substitution-Driven |
| PEEK Resin (Import/Medical Grade) | 800,000-1,000,000 CNY/ton | Flat | → High Stable |
| Carbon Fiber (T300/T700) | 84 CNY/kg | +3.1% | ↑ Bottoming Out |
| PI Film (Domestic) | 800,000-1,500,000 CNY/ton | Flat | → Stable Demand |
| PI Film (Import Kapton Grade) | >1,500,000 CNY/ton | Flat | → Firm High |
| Alumina (Ceramic Grade) | 2,774 CNY/ton | +0.8% | → Pulling Back |
| Silicon Nitride Powder (Industrial) | 420-700 CNY/kg | Flat | → Stable |
**Key Changes**
– **Carbon Fiber**: +3.1%, clear bottoming-out signal. Q1 2026 average price up 3.07% YoY, with March reference price recovering to 84 CNY/kg. Shandong Yongcheng announced a 10% price hike across all grades effective May 1. Jilin Chemical Fiber raised all specifications by 5,000 CNY/ton. Sharply rising acrylonitrile costs provide strong cost-side support. Demand from wind turbine blades, aerospace, and low-altitude economy continues to grow, with T800+ grades in tight supply.
– **PTFE Resin**: Luxi Chemical cut quote to 34,000 CNY/ton, down 1,000 CNY/ton WoW. Mainstream medium granular quotes at 47,000-49,000 CNY/ton; dispersion resin holds at 54,000 CNY/ton. Ample capacity and weak downstream demand keep prices under pressure.
– **PEEK Resin**: Domestic substitution accelerating. Localization rate rose from 18% (2020) to 42%, targeting 60% by 2026. Domestic industrial-grade PEEK dropped to 300,000-500,000 CNY/ton vs. 800,000-1,200,000 CNY/ton for imports. Global PEEK market projected to grow at 20.26% CAGR, reaching 32.6 billion CNY by 2032.
– **Alumina**: Pulling back from highs. Futures main contract fell over 14% from March peak of 3,136 CNY/ton to 2,695 CNY/ton. Spot average at 2,774 CNY/ton with narrowing gains (+0.8%), market sentiment turning cautious.
– **PI Film & Silicon Nitride Powder**: Prices remain broadly stable. PI Film supported by FPC/renewable energy demand at high levels; silicon nitride supply structure stable with no significant price fluctuations.
**Impact Analysis**
– **Procurement Costs**: Carbon fiber price hikes expected to add 5-10% cost pressure for wind energy, hydrogen storage, and 3D printing sectors. PEEK domestic substitution continues to deliver cost-reduction benefits. PTFE price declines benefit sealing and anti-corrosion pipe manufacturers.
– **Supply Chain**: Carbon fiber precursor prices rising in tandem (12K at 37,000 CNY/ton, 24K at 34,000 CNY/ton), transmitting price increase signals downstream. Monitor actual execution of May price adjustments. Alumina decline benefits ceramic substrate and refractory material cost positions.
**Action Recommendations**
– 🔒 **Lock Prices**: Carbon fiber — concentrated price increase signals with multiple May hikes pending; consider advance orders or inventory buildup. Domestic PEEK — substitution window open with prices in a declining channel; ideal timing for domestic sourcing transition.
– 👀 **Wait and See**: PTFE — oversupply unlikely to reverse short-term, further downside possible; delay bulk purchases. Alumina — futures correction ongoing; wait for price stabilization before committing.
– ✅ **Buy as Needed**: PI Film, Silicon Nitride Powder — balanced supply-demand with no sharp movement expected; maintain normal procurement cadence.
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*Data Sources: Longzhong Info, Shengyishe, Zhuochuang Info, Sina Finance, Kaiyuan Securities Research. This report is for reference only and does not constitute investment advice.*