标签：碳纤维

2026-07-30 行业展会机会扫描：9-10月参展窗口密集，CAMX与上海工博会双主线

2026-07-30 行业展会机会扫描

本期扫描未来3-6个月（2026年8月-2027年1月）全球高性能材料相关展会，覆盖PTFE/氟塑料、PEEK/特种工程塑料、碳纤维复合材料、先进陶瓷四大方向。结论先行：9-10月是本年度参展窗口密集期，国内首推上海工博会新材料展+TFE China（10月，同馆联动），海外首推美国CAMX（9月，北美最大复材展）。

一、即将举办展会一览

展会名称	时间	地点	规模	参展价值
中国国际复合材料工业技术展（CCE 2026）	2026.9.1-3	上海·国家会展中心	亚洲最大复材展，办展31年	★★★★★ 碳纤维全产业链买家集中
CAMX 2026 美国复合材料及先进材料展	2026.9.21-24	美国·亚特兰大	北美最大，ACMA+SAMPE联合主办	★★★★★ 对接航空航天、风电高端客户
PLASTIC EXPO TOKYO 高性能塑料展	2026.9.30-10.2	日本·东京	约1200家展商、5.9万观众	★★★★ PEEK/金属替代方案需求旺盛
TFE China 2026 上海国际聚四氟乙烯展	2026.10.12-16	上海·国家会展中心	与工博会新材料展同期	★★★★★ PTFE行业垂直展，同期客流叠加
中国工博会新材料产业展	2026.10.12-16	上海·国家会展中心	工博会2600+展商、20万观众	★★★★★ 国家级平台，品牌背书强
中国国际塑料展	2026.10.28-30	南京国际博览中心	中塑协主办，第七届	★★★ 工程塑料改性、内销渠道
Ceramics 2026 国际陶瓷与复材会议	2026.9.14-15	意大利·罗马	学术型会议	★★★ 技术交流、前沿风向
上海国际氟塑料产业链展	2026.12.9-11	上海新国际博览中心	同期半导体展	★★★★ 氟材料+半导体应用交叉客户
上海国际石化耐腐蚀材料及设备展	2026.12.9-11	上海新国际博览中心	第六届	★★★ PTFE衬里、密封件终端用户集中

二、重点推荐

CAMX 2026（9月，亚特兰大）：北美先进材料第一展，航空航天、汽车、风电买家质量高，适合出口型碳纤维/复材企业建立北美渠道。行动建议：立即联系ACMA或国内组展代理确认剩余展位，同步办理美签（预留2个月）。
工博会新材料展 + TFE China（10月，上海）：两展同期同馆，一次参展覆盖新材料综合买家+PTFE垂直买家，性价比全年最高。行动建议：8月中旬前锁定展位可争取早鸟价；提前策划”氟材料+特种工程塑料”联合展品方案。
PLASTIC EXPO TOKYO（9月底，东京）：日本市场对PEEK、轻量化金属替代需求明确，客单价高。行动建议：若预算有限可先以观展+客户拜访形式切入，重点约见汽车与医疗器械Tier1。

三、报名提醒

9月展会（CCE、CAMX、东京展）：展位销售已进入尾声，本周内必须决策，逾期只能候补或观展。
10月工博会/TFE China：展位预订截止一般在开展前45天左右（约8月底），早鸟优惠更早，建议8月15日前签约。
12月上海氟塑料展：仍有较充裕展位，9-10月决策即可。

四、成本估算（参考）

国内展：标摊约¥12,000-18,000/9㎡；光地约¥1,200-1,800/㎡；单展全程（3人，含搭建差旅）预算约¥5-10万。
美国CAMX：展位约$4,500-6,000/9㎡起，加上搭建、物流、3人差旅，总预算约¥25-40万。
东京展：展位约¥8-12万/9㎡，含差旅总预算约¥15-25万；纯观展拜访约¥2-3万/人。

注：费用为市场参考区间，以主办方最终报价为准。建议按”1场海外主展+2场国内展”配置下半年参展预算。

2026年7月30日

PEEK in Semiconductor Manufacturing FAQ (2026): Purity, Plasma Resistance and Grade Selection Answered

PEEK (polyetheretherketone) has become a workhorse polymer in semiconductor fabs, from wafer handling to wet-bench hardware. Below are the questions engineers and buyers ask us most often, answered concisely.

1. Why is PEEK so widely used in semiconductor equipment?

Three reasons: thermal stability, chemical resistance, and cleanliness. PEEK maintains mechanical integrity at continuous service temperatures up to 240°C, resists most process chemistries used in wet cleaning and etching, and can be produced in high-purity grades with very low ionic contamination. It also machines to tight tolerances, which matters for wafer carriers, CMP retaining rings, test sockets, and vacuum chamber components.

2. What does “semiconductor-grade” PEEK actually mean?

There is no single industry-wide certificate. In practice, semiconductor-grade means the resin and finished parts are controlled for extractable metal ions (typically Na, K, Fe, Cu, Ca measured in ppb), low outgassing, and low particle generation. Suppliers such as Solvay (KetaSpire), Victrex, and Mitsubishi Chemical offer grades marketed for electronics with supporting purity data. Always request the ionic extraction report for the specific lot, not just a generic datasheet.

3. How does PEEK perform against plasma exposure?

Unfilled PEEK offers moderate plasma resistance. In oxygen-rich or fluorine-rich plasmas it will erode faster than ceramics or fluoropolymer alternatives, so it is normally kept out of direct plasma line-of-sight. For chamber applications, PEEK is typically used for structural or insulating parts shielded from the plasma, while quartz, alumina, or Y2O3-coated components take the direct exposure.

4. Is carbon-fiber-filled or unfilled PEEK better for wafer handling?

It depends on the contamination budget. Carbon-filled grades give higher stiffness, better creep resistance, and controlled static dissipation (surface resistivity in the 10⁴–10⁹ ohm range for ESD grades), which is why they dominate in test sockets and robot end effectors. However, fiber-filled parts can shed particles at machined edges. For front-end, particle-critical positions, many fabs specify unfilled high-purity PEEK or ESD grades based on dissipative additives rather than chopped carbon fiber.

5. What temperatures can PEEK parts survive in a fab?

Glass transition is around 143°C and melting around 343°C. Continuous use up to about 240°C is realistic for load-bearing parts; short excursions higher are possible with reduced mechanical load. For hotter zones, engineers usually step up to polyimide-based or ceramic solutions.

6. How does PEEK handle wet process chemistries?

PEEK resists most acids, bases, and solvents used in cleaning baths, including dilute HF, SC-1 and SC-2 solutions, and IPA. The main exception is concentrated sulfuric acid and some hot oxidizing mixtures such as piranha solution, which attack PEEK. For those baths, PTFE, PFA, or PVDF hardware remains the standard choice.

7. What about outgassing in vacuum tools?

Properly dried PEEK shows low outgassing, dominated by absorbed moisture. Baking parts before installation (typically 120–150°C under vacuum) brings total mass loss well within limits for most transfer chambers. For extreme UHV applications, verify with ASTM E595 data on the specific grade.

8. How should I qualify a PEEK parts supplier?

Ask for: (1) resin traceability to the original polymer producer and grade; (2) lot-level ionic purity and outgassing data if the application is contamination-sensitive; (3) machining capability statements covering burr control and cleanroom-compatible final cleaning and packaging; (4) dimensional inspection reports. Beware of quotes based on unspecified “PEEK equivalent” resin—recycled or off-spec material is a recurring problem in low-cost supply chains.

9. Is machined or injection-molded PEEK better for semiconductor parts?

Machined stock shapes dominate for low-volume, high-precision parts such as CMP rings and chamber insulators, because annealed extruded rod and plate offer consistent crystallinity and low internal stress. Injection molding becomes economical for high-volume items like test socket housings, provided the tool design controls flow-induced fiber orientation and warpage.

10. What is the typical price range in 2026?

Unfilled general-purpose PEEK resin trades roughly at USD 55–75/kg, while verified high-purity electronic grades and ESD compounds command significant premiums, often 1.5–3x. Finished precision parts are priced by machining complexity rather than resin weight, so request quotes against drawings early in the design cycle.

Have a question we did not cover? Contact our technical team for grade selection support and supplier benchmarking in the China market.

2026年7月30日
Victrex PEEK 450G 天然料采购指南（2026）：航空航天与石油天然气的选型与供应商指南
Victrex PEEK 450G 天然料（Unfilled Natural）是 Victrex 旗下 450 系列的标准优选级（Preferred Grade），是全球高性能工程塑料市场中医药级和航空航天级 PEEK 粒料的对标产品。LiiFooRoom 本期采购指南聚焦 Victrex PEEK 450G，从材料特性、市场价格、供应商选择、质量验收到实际采购建议，为工业材料采购商提供完整的参考框架。

一、Victrex PEEK 450G 是什么？

Victrex PEEK 450G 是一种未填充（Unfilled）、天然色（Natural，本色）的聚醚醚酮粒料，属于 Victrex PEEK 优选等级系列。相比改性增强规格，450G 保留了 PEEK 树脂最纯粹的力学与化学性能：
- 耐高温：玻璃化转变温度 Tg ≈ 143°C，负载热变形温度（HDT）约 305°C（1.82 MPa），可在 250°C 长期使用；
- 机械性能：拉伸强度约 100 MPa，拉伸模量约 3.6 GPa，在高温下仍保持优异的强度和刚性；
- 化学稳定性：对大多数酸、碱、烃类及有机溶剂具有出色耐受性，仅在浓硫酸、浓硝酸等强氧化性酸中溶解；
- 低吸水率：吸水率仅约 0.3%（23°C/24h），吸水后尺寸变化极小，适合精密尺寸部件；
- 阻燃性：UL94 V-0 阻燃等级，无卤配方，燃烧时烟密度低。
二、典型应用领域
- 航空航天：发动机短舱组件、座舱内饰扣件、电气连接器外壳；
- 石油天然气：井下阀门密封环、采油树组件、钻井仪表外壳；
- 半导体：晶圆承载盒（Cassette）、CMP 保持环、超洁净流体管路；
- 医疗：外科器械手柄、牙科手机部件（需 ISO 13485 认证规格）。
三、价格影响因素与成本参考

Victrex PEEK 450G 属于高价值进口材料，采购成本受多重因素影响：
- 原材料成本：Victrex 原料价格受全球化工中间体市场影响，存在季度波动；
- 双螺杆复合造粒工艺：Victrex 专有的复合造粒工艺保证粒径均匀（通常 D50 ≈ 50–100 μm），是价格的重要组成部分；
- 汇率：进口材料以美元或欧元计价，汇率波动直接影响人民币采购成本；
- 物流：25kg 纸袋或纸箱包装为主，整柜（FCL）运输可摊薄单位成本。
建议采购负责人以「人民币含税到厂价」作为比价基准，关注汇率锁定机制和供应商报价有效期。

四、供应商选择与资质核查

重要提示： Victrex 不直接向终端用户销售工业级粒料，采购需通过 Victrex 授权分销商（Authorised Distributor）进行。

核查清单：
- 是否持有 Victrex 官方授权证书（可要求 Victrex 确认）；
- 库存是否充裕（建议要求提供 1–3 个月内可交付的数量）；
- 是否提供 Victrex 出厂检测报告（CoA，Certificate of Analysis）；
- 是否具备技术团队支持，可解答加工参数问题。
五、改性规格与非 PEEK 类替代材料说明
- 30% 碳纤维增强：Victrex 450CA30，拉伸模量提升至约 20 GPa，适用于结构承力件；
- 非 PEEK 替代品：如应用温度需求较低，可考虑 Solvay KetaSpire KT-820（同类 PEEK 规格）或高性能尼龙（PPA）方案，以优化成本。LiiFooRoom 后续将发布 Solvay KetaSpire KT-820 专项采购指南，敬请关注。
六、包装、运输与仓储
- 包装：25kg 纸袋/纸箱，内衬防潮袋，建议采购前确认供应商包装规格；
- 运输：海运为主，注意防潮，建议要求供应商提供干燥剂配置方案；
- 仓储：置于干燥环境，避免潮湿导致水解降解；建议仓储温度 ≤ 30°C。
七、质量验收建议
- 收到货物后：检查包装完整性和唛头信息；
- 要求供应商提供当批次 Victrex 出厂 CoA；
- 核对产品型号、批次号、规格参数；
- 水分含量检测（关键）：PEEK 对水分敏感，若水分超标会导致水解降解，加工前建议用 Karl Fischer 滴定法快速检测，参考标准：水分 ≤ 0.02%；
- 小批量试用：建议按正常加工工艺试料，验证熔融指数和拉伸强度是否符合规格。
八、采购时间表建议
- 样品申请：收到报价后 3–5 个工作日发样；
- 小批量验证：样品确认后 2–4 周交付；
- 正式订单：提前 4–8 周下达，交货周期视库存情况；
- 安全库存：建议保持 3–6 个月用量的安全库存，锁定价差和供应稳定性。
总结

Victrex PEEK 450G 天然料是 PEEK 家族中的优选等级，广泛应用于航空航天、石油天然气、半导体和医疗等高端领域。采购该材料时，重点关注以下要素：
1. 通过 Victrex 授权分销商采购，确认 CoA 文件与正品溯源；
2. 了解影响价格的关键因素：原料成本、汇率、物流方式；
3. 收货后优先完成水分含量检测，避免因潮湿导致加工质量问题；
4. 正式批量采购前完成样品测试，验证加工性能与设计参数匹配。
2026年7月30日
Guia de Compra de Prepreg de Fibra de Carbono Toray T800 (2026): T800H vs T800S, Custos e Qualificacao de Fornecedores
Se você está pesquisando onde comprar prepreg de fibra de carbono Toray T800 ou o preço do prepreg T800 em 2026, este guia foi escrito para você. Ele cobre a seleção de graus (T800H vs T800S), sistemas de resina, os itens da ficha técnica que realmente importam, fatores de custo, restrições de controle de exportação e um checklist prático de qualificação de fornecedores.

O Que É o Prepreg T800?

O Toray T800 é uma fibra de carbono de módulo intermediário (IM) à base de PAN, com resistência à tração de aproximadamente 5.880 MPa e módulo de cerca de 294 GPa. Na forma de prepreg, a fibra é pré-impregnada com um sistema de resina controlado — geralmente epóxi tenacificado com cura a 180°C, como a série 3900 da Toray — e fornecida como fita unidirecional (UD) ou tecido, com teor de resina, gramatura e out-time definidos.

O prepreg classe T800 é o material de referência em estruturas primárias de aeronaves: as asas e a fuselagem do Boeing 787 usam T800S/3900-2B.

T800H vs T800S: Qual Especificar?
- T800H — grau original, tows de 6K e 12K, longo histórico de qualificação em programas espaciais e de defesa; mais caro e com prazos maiores.
- T800S — sucessor de alta produtividade, tow de 24K, resistência ligeiramente superior e menor custo; escolha padrão para novos programas.
Regra prática: se a peça já está qualificada com T800H, não substitua sem um plano de requalificação. Em programas novos, o T800S quase sempre oferece melhor custo-benefício por quilo.

Itens da Ficha Técnica a Verificar
- Gramatura de fibra (FAW): fitas UD comuns de 145 e 190 g/m², tolerância ±3% ou melhor.
- Teor de resina: tipicamente 33–36% em peso; exija certificados lote a lote.
- Sistema de resina e ciclo de cura: epóxi de autoclave a 180°C, sistemas de 120°C ou opções fora de autoclave (OoA).
- Tack life e out-time: 10–30 dias a 23°C é o típico.
- Vida em freezer: 6–12 meses a −18°C; contrate vida útil remanescente ≥75% na entrega.
- Certificações: Nadcap, AS9100/ISO 9001 e normas específicas do programa.
Referências de Preço 2026 e Fatores de Custo
- Prepreg UD epóxi classe T800, grau industrial: cerca de USD 90–150/kg (USD 25–45/m² em 190 g/m²) para compromissos anuais de várias toneladas.
- Fita T800S certificada aeroespacial: USD 180–350+/kg, conforme especificação, rastreabilidade e testes.
- Prepreg chinês equivalente ao T800 (fibras como SYT55 da Zhongfu Shenying): tipicamente 20–40% abaixo do material Toray importado, opção cada vez mais credível para aplicações industriais.
O que move o preço: tamanho do tow (12K vs 24K), gramatura, nível de qualificação da resina, quantidade mínima, frete refrigerado e carga documental. Em lotes aeroespaciais, testes de aceitação podem adicionar 15–25% ao custo.

Controle de Exportação e Prazos

Fibra e prepreg classe T800 estão sujeitos a regimes de controle de exportação de uso dual no Japão (METI), EUA (EAR) e UE. Preveja declarações de uso final e prazos de licença de 4–12 semanas. Em 2026, os prazos realistas de entrega são de 12–24 semanas para material aeroespacial certificado e 6–10 semanas para graus industriais.

Checklist de Qualificação de Fornecedores
1. Confirme a origem da fibra: Toray T800H/T800S genuína com certificados de usina, ou fibra equivalente declarada.
2. Solicite dados por lote: FAW, teor de resina, voláteis, tack, tempo de gel e dados DSC.
3. Audite a cadeia fria: armazenagem a −18°C e registradores de temperatura em cada embarque.
4. Faça um pedido-teste pago: ensaios mecânicos de laminado (tração 0°, ILSS, CAI) antes de escalar volume.
5. Negocie em contrato a vida útil na entrega, suporte de requalificação e cláusula de reposição.
Perguntas Frequentes

P: Posso substituir por prepreg T700 para economizar?
R: Apenas se a margem de projeto permitir módulo ~10% menor (230 vs 294 GPa).

P: O prepreg chinês equivalente ao T800 é confiável?
R: Para aplicações industriais — drones, automotivo, tanques de hidrogênio — sim, com forte vantagem de custo. Para estruturas aeronáuticas críticas, o histórico de qualificação ainda favorece a Toray.

P: Qual MOQ esperar?
R: Fabricantes industriais cotam 100–300 kg por combinação resina/gramatura; material aeroespacial certificado geralmente exige um lote completo de produção.

Precisa de comparação de cotações ou de uma shortlist de fornecedores de prepreg T800? Fale com nossa equipe de sourcing.
2026年7月30日
东丽T800碳纤维预浸料选购指南（2026）：T800H与T800S牌号对比、成本构成与供应商考察要点
如果你正在搜索东丽T800碳纤维预浸料哪里买、T800预浸料2026年价格，这篇指南就是为你准备的。内容涵盖牌号选择（T800H vs T800S）、树脂体系、数据表上真正需要核对的规格项、真实的成本驱动因素、出口管制约束，以及一份可直接落地的供应商考察清单。

T800预浸料是什么？

东丽T800是中模量（IM）聚丙烯腈基碳纤维，拉伸强度约5880 MPa，拉伸模量约294 GPa。预浸料形态是将纤维与精确控制的树脂体系预先浸渍——最常见的是180°C固化增韧环氧（如东丽3900系列）——以单向（UD）带或织物形式供货，树脂含量、面密度和暴露时限均有明确规格。

T800级预浸料介于标模量T300/T700与高模量M系列之间，是飞机主承力结构的主力材料：波音787机翼和机身采用T800S/3900-2B预浸料，这也是该牌号在采购搜索中知名度极高的原因。

T800H与T800S怎么选？
- T800H——初代牌号，6K/12K丝束，在航天、防务和传统航空项目中有长期认证履历，价格更高、交期更长。
- T800S——高产能后继牌号，24K丝束，强度略高（约5880 MPa）、加工成本更低，是新项目的默认选择。
采购经验法则：如果零件已按指定T800H的规范完成认证，未做重新认证计划前不要替换；如果是你自己掌控规范的新项目，T800S的每公斤性价比几乎总是更优。

下单前必须核对的数据表项目
- 纤维面密度（FAW）：常见UD带规格为145 g/m²和190 g/m²，公差应优于±3%。
- 树脂含量：航空UD带通常为33–36 wt%，要求提供逐批检测报告而非标称值。
- 树脂体系与固化制度：180°C热压罐环氧（如3900-2）、面向设备受限工厂的120°C固化体系、或非热压罐（OoA）方案。决定加工成本的通常是树脂而非纤维。
- 粘性寿命与暴露时限：23°C下典型为10–30天。暴露时限短的材料买着便宜、报废起来贵。
- 冷冻贮存期：−18°C下通常6–12个月。合同中务必约定到货剩余贮存期≥75%。
- 认证要求：航空加工需Nadcap，供应商体系需AS9100/ISO 9001，另有项目专用规范（BMS、NMS或企业标准）。
2026年价格基准与成本驱动

2026年上半年观察到的指导性市场价位（出厂价，随批量浮动）：
- T800级UD环氧预浸料（工业级）：约90–150美元/kg（190 g/m²面密度折合约25–45美元/m²），需数吨级年度承诺量。
- 航空认证T800S/增韧环氧带材：180–350美元/kg以上，取决于规范等级、批次追溯与测试要求。
- 国产T800级预浸料（中复神鹰SYT55、光威复材同级产品等）：通常比进口东丽材料低20–40%，在非飞行关键的工业应用中已是越来越可信的选项。
影响价格的因素：丝束规格（12K vs 24K）、面密度（越轻单价越高）、树脂认证等级、最小起订量、冷链运费，以及测试与文件负担。航空批次的文件与批次验收测试可使材料成本增加15–25%。

出口管制与供应约束

T800级纤维及预浸料受日本（METI）、美国（EAR）和欧盟的两用物项出口管制。跨境发货需准备最终用途声明、最终用户证明，许可周期4–12周。采购排程必须预留该周期，且项目关键材料切勿依赖单一物流通道。

2026年产能依然紧张：航空生产速率恢复叠加氢气瓶需求，持续消化中模量纤维产能。新增需求的现实交期：航空认证预浸料12–24周，工业级6–10周。

供应商考察清单
1. 确认预浸料厂的纤维来源：附原厂质保书的正品东丽T800H/T800S，或明示的等同纤维。
2. 索取批次级数据：面密度、树脂含量、挥发分、粘性、凝胶时间、DSC固化数据。
3. 审核冷链能力：−18°C仓储、每票货附温度记录仪、完整的出冻记录。
4. 付费试订单验证：按数据表做层合板力学测试（0°拉伸、层间剪切ILSS、增韧体系加做CAI）后再放量。
5. 合同中约定到货剩余贮存期、复验支持与报废补换条款。
常见问题

问：能否用T700预浸料替代以降本？
答：仅当设计裕度允许模量降低约10%（230 vs 294 GPa）时可行。刚度主导的零件通常不行，强度主导的零件有时可以。

问：国产T800级预浸料靠谱吗？
答：在体育器材、无人机、汽车、氢气瓶等工业应用中，国产中模量纤维预浸料成熟度提升很快、成本优势明显；飞行关键航空结构目前认证履历仍以东丽材料为主。

问：起订量一般多少？
答：工业预浸料厂常见MOQ为每个树脂/面密度组合100–300 kg；航空认证材料通常按整生产批次起订。

需要T800预浸料的报价对比或供应商短名单？联系我们的采购团队——我们按月跟踪进口与国产中模量纤维预浸料的价格。
2026年7月30日
Toray T800 Carbon Fiber Prepreg Buying Guide 2026: T800H vs T800S Grades, Cost Drivers, and How to Qualify Suppliers
If you are searching for where to buy Toray T800 carbon fiber prepreg or trying to understand T800 prepreg price per square meter in 2026, this guide is written for you. It covers grade selection (T800H vs T800S), resin systems, the specification items that actually matter on a datasheet, realistic cost drivers, export-control constraints, and a practical supplier qualification checklist for aerospace and industrial buyers.

What Exactly Is T800 Prepreg?

Toray T800 is an intermediate-modulus (IM) polyacrylonitrile-based carbon fiber with a tensile strength of approximately 5,880 MPa and a tensile modulus of about 294 GPa. In prepreg form, the fiber is pre-impregnated with a precisely controlled resin system — most commonly a 180°C-cure toughened epoxy such as Toray 3900-series — and supplied as unidirectional (UD) tape or woven fabric with a defined resin content, areal weight, and out-time budget.

T800-class prepreg sits between standard-modulus T300/T700 materials and high-modulus M-series fibers. It is the workhorse of primary aircraft structures: the Boeing 787 wing and fuselage use T800S/3900-2B prepreg, which is why the grade carries strong brand recognition in procurement searches.

T800H vs T800S: Which Grade Should You Specify?
- T800H — the original grade, available in 6K and 12K tows. Long qualification heritage in space, defense, and legacy aerospace programs. Typically more expensive and with longer lead times.
- T800S — the higher-throughput successor, produced in 24K tow. Slightly higher strength (about 5,880 MPa), lower conversion cost, and the default choice for new airframe and industrial programs.
Procurement rule of thumb: if your part is qualified against an existing specification that names T800H, do not substitute without a requalification plan. For new programs where you control the spec, T800S almost always gives better value per kilogram.

Datasheet Items Buyers Must Verify Before Ordering
- Fiber areal weight (FAW): common UD tape options are 145 g/m² and 190 g/m²; tolerance should be ±3% or better.
- Resin content: typically 33–36% by weight for aerospace UD tape. Ask for lot-by-lot certificates, not just nominal values.
- Resin system and cure cycle: 180°C autoclave epoxy (e.g., 3900-2), 120°C-cure systems for tooling-limited shops, or out-of-autoclave (OoA) options. The resin, not the fiber, usually determines processing cost.
- Tack life and out-time: 10–30 days at 23°C is typical. Short out-time material is cheaper to buy and expensive to scrap.
- Frozen storage life: usually 6–12 months at −18°C. Confirm remaining shelf life at delivery in your purchase contract — insist on ≥75%.
- Certifications: Nadcap for aerospace processing, AS9100/ISO 9001 for the supplier, and program-specific specs (BMS, NMS, or your own company standard).
2026 Price Benchmarks and Cost Drivers

Indicative market levels observed in early-to-mid 2026 (ex-works, volume dependent):
- T800-class UD epoxy prepreg, industrial grade: roughly USD 90–150 per kg (about USD 25–45 per m² at 190 g/m² FAW) for multi-tonne annual commitments.
- Aerospace-certified T800S/toughened-epoxy tape: USD 180–350+ per kg depending on specification, batch traceability, and testing requirements.
- Chinese domestic T800-equivalent prepreg (fibers such as SYT55 from Zhongfu Shenying or equivalents from Guangwei Composites): typically 20–40% below imported Toray material, an increasingly credible option for industrial (non-flight-critical) applications.
What moves the price: fiber tow size (12K vs 24K), areal weight (lighter FAW costs more per kg), resin qualification level, minimum order quantity, cold-chain freight, and testing/documentation burden. For aerospace lots, paperwork and lot acceptance testing can add 15–25% to the material cost.

Export Controls and Supply Constraints

T800-class fiber and prepreg fall under dual-use export control regimes in Japan (METI), the US (EAR), and the EU. Expect end-use statements, end-user certificates, and license lead times of 4–12 weeks for cross-border shipments. Plan procurement schedules around this, and never rely on a single logistics route for program-critical material.

Capacity remains tight in 2026: aerospace build-rate recovery and hydrogen pressure vessel demand are absorbing IM-fiber capacity. For new demand, realistic lead times are 12–24 weeks for certified aerospace prepreg and 6–10 weeks for industrial grades.

Supplier Qualification Checklist
1. Confirm the prepregger’s fiber source: genuine Toray T800H/T800S with mill certificates, or a declared equivalent fiber.
2. Request lot-level data: FAW, resin content, volatiles, tack, gel time, and DSC cure data.
3. Audit cold-chain capability: −18°C storage, temperature loggers in every shipment, documented freezer-out logs.
4. Run a paid trial order: laminate mechanical tests (0° tensile, ILSS, CAI for toughened systems) against the datasheet before committing volume.
5. Negotiate shelf-life-at-delivery, requalification support, and a scrap-replacement clause into the contract.
FAQ

Q: Can I substitute T700 prepreg to save cost?
A: Only if your design margin allows a ~10% lower modulus (230 vs 294 GPa). Stiffness-driven parts usually cannot; strength-driven parts sometimes can.

Q: Is Chinese T800-equivalent prepreg reliable?
A: For industrial applications — sporting goods, drones, automotive, hydrogen tanks — domestic IM-fiber prepreg has matured rapidly and offers a strong cost position. For flight-critical aerospace structures, qualification heritage still favors Toray material.

Q: What MOQ should I expect?
A: Industrial prepreggers commonly quote 100–300 kg MOQ per resin/FAW combination; aerospace-certified material is often one full production batch.

Need a quotation comparison or a supplier shortlist for T800 prepreg? Contact our sourcing team — we track pricing for imported and domestic IM-fiber prepreg monthly.
2026年7月30日
New Materials Price Trend Daily Report – July 30, 2026

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

-split ‘\|’ | Where-Object {

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

.Trim() -ne ” } | ForEach-Object {

‘
‘ +

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

2026年7月30日
2026-07-30 新材方値价校R动势日报

2026-07-30 新材料价格趋势日报

发布时间: 2026年7月30日
监测范围: PTFE树脂

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2026-07-30 新材料价格趋势日报

发布时间: 2026年7月30日
监测范围: PTFE树脂 | PEEK树脂 | 碳纤维 | PI薄膜 | 特种陶瓷原料

一、价格概览表

| 材料 | 当前价格区间 | 周环比 | 趋势方向 |

|——|————-|——–|———-|

| PTFE树脂（悬浮中粒） | 30,000–48,000 元/吨 | -2.1% | ↘ 弱势下行 |

| PTFE分散树脂 | 60,000–65,000 元/吨 | -1.5% | ↘ 偏弱整理 |

| PEEK树脂（国产工业级） | 400–500 元/公斤 | 持平 | → 区间稳定 |

| PEEK树脂（进口工业级） | 800–1,000 元/公斤 | 持平 | → 僵持整理 |

| 碳纤维（T300/24K） | 75–85 元/千克 | +1.2% | ↗ 底部微涨 |

| 碳纤维（T700/12K） | 120–150 元/千克 | +0.8% | ↗ 触底企稳 |

| PI薄膜（电子级） | 100–300 万元/吨 | 持平 | → 高位持稳 |

| 氧化铝（≥98.5%） | 2,800–3,200 元/吨 | +0.5% | ↗ 小幅上探 |

| 碳化硅（88%） | 5,500–6,500 元/吨 | 持平 | → 整理观望 |

二、重点变动分析

2.1 PTFE树脂 — 持续承压，接近周期底部

– 价格区间: 悬浮中粒主流31,800元/吨（山东），处于近30天低点（30,000元/吨）附近

– 周环比: -2.1%，延续弱势

– 核心驱动:

– 供给端: 山东某新产能项目7月中旬投产，行业整体开工率偏低但库存偏高，供应压力不减

– 需求端: 下游化工/食品包装行业采购情绪低迷，按需小单为主，无明显增量

– 成本端: 萤石、氢氟酸价格高位（萤石约3,781元/吨），成本托底效应存在，但支撑有限

– 判断: 价格已接近部分企业现金流成本线，进一步下行空间有限，短期偏弱整理

2.2 碳纤维 — 底部反转信号初现

– 价格区间: T300/24K华东75元/千克，T700/12K约120–150元/千克

– 周环比: +1.2%，近半年来首次转正

– 核心驱动:

– 政策催化: 低空经济（eVTOL/无人机）纳入”十五五”规划，碳纤维作为结构轻量化核心材料，需求预期升温

– 供给出清: 行业连续亏损1年后，中小产能开始停产降负，供应边际收缩

– 出口回暖: 2026年上半年碳纤维出口量同比增幅明显，海外需求好于预期

– 判断: 底部确立，但供大于求格局未根本扭转，反弹空间受制于库存高度；T700以上小丝束优先受益

2.3 PI薄膜 — 高位持稳，景气延续

– 价格区间: 电子级PI薄膜100–300万元/吨（厚度/规格差异显著）

– 周环比: 持平

– 核心驱动:

– 供需格局: 国内高端PI薄膜严重依赖进口（杜邦/宇部/钟渊/韩SK），国产替代仍处早期阶段，供给弹性不足

– 需求支撑: 半导体封装、柔性显示、5G高频通信等高端应用持续放量，需求增速保持15%以上

– 技术壁垒: 全球仅少数企业具备量产能力，短期无新增大规模有效产能

– 判断: 强势格局延续，国产化提速但短期难改进口依赖，高端型号价格仍有上行动力

2.4 PEEK树脂 — 国产替代压制进口价格

– 价格区间: 国产工业级400–500元/公斤，进口威格斯等800–1,000元/公斤

– 周环比: 持平，进口端略有松动

– 核心驱动:

– 国产扩产: 中研股份、君华特塑等国内厂商持续扩产，国产与进口价差收窄

– 需求分化: 工业级供需趋松；医疗/航空航天级因认证门槛高，价格坚挺

– 判断: 普通工业级价格进入下行通道；建议锁定航空航天/医疗级PEEK的稳定供应商

2.5 特种陶瓷原料 — 成本推动型小幅上涨

– 价格区间: 氧化铝≥98.5%约2,800–3,200元/吨；碳化硅88%约5,500–6,500元/吨

– 周环比: 氧化铝+0.5%，其余持平

– 核心驱动:

– 氧化铝上涨主因铝土矿成本上移；碳化硅受硅质原料价格平稳压制

– 下游特种陶瓷/精密陶瓷需求稳增，但原料端整体涨幅温和

– 判断: 成本推动型小幅上涨，预计8月维持稳中有升态势

三、影响分析

3.1 对采购成本的影响

| 材料 | 当前采购影响 | 短期展望 |

|——|————-|———|

| PTFE树脂 | 低位采购窗口期，短期成本可控 | 继续下行空间有限，建议逢低适量补库 |

| PEEK树脂（工业级） | 国产货源性价比优势扩大 | 工业级可优先采购国产，节省成本20–30% |

| 碳纤维 | 历史低位，T300级采购成本友好 | 底部信号出现，可适当锁定T700长单 |

| PI薄膜 | 高成本项目，建议提前锁量 | 供应偏紧，建议提前3个月备货 |

| 特种陶瓷原料 | 成本温和上行，影响有限 | 适量储备氧化铝，关注稀土原料波动 |

3.2 对供应链的影响

– PTFE: 供应过剩，买方议价能力增强，但低价可能刺激新增替代应用

– 碳纤维: 底部反转预期下，供应链存在阶段性补库需求，物流周转可能加速

– PI薄膜/PEEK: 高端牌号供应仍以进口为主，需关注汇率波动和地缘物流风险

– 特种陶瓷: 国产化率提升中，供应链自主可控性逐步改善

四、行动建议

✅ 建议锁定价格的材料

1. 碳纤维（T700/12K）: 底部反转信号已现，下游低空经济需求预期升温，建议锁定3–6个月长单，锁定成本

2. PI薄膜（电子级）: 供应偏紧格局短期难改，建议提前锁定供应商配额，尤其面向半导体/柔性显示客户

3. PEEK树脂（航空航天/医疗级）: 认证周期长、供应商稀缺，建议签订年度框架协议

⏳ 建议观望的材料

1. PTFE树脂（悬浮中粒/分散树脂）: 价格处于下行周期底部，但供过于求格局未变，观望2–4周确认止跌信号后再批量补库

2. 特种陶瓷原料: 小幅波动，库存周期保持2–3周即可，无需大规模囤货

五、宏观信号监测

– 原油价格: WTI约79–84美元/桶（7月底大幅下跌，中东地缘风险降温），化工品成本支撑边际减弱

– 萤石/氢氟酸: 高位运行，PTFE成本支撑仍在，但力度有限

– 汇率: 人民币汇率若走强，进口高端材料（PI/PEEK/碳纤维）采购成本将有所改善

本报告基于公开市场数据整理，仅供参考。实际采购决策请结合企业自身库存、账期及供应商关系综合判断。

市场情报官 | 新材料价格趋势监控
日期: 2026-07-30

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2026-07-30 新材料价格趋势日报

发布时间: 2026年7月30日
监测范围: PTFE树脂 | PEEK树脂 | 碳纤维 | PI薄膜 | 特种陶瓷原料

一、价格概览表

| 材料 | 当前价格区间 | 周环比 | 趋势方向 |

|——|————-|——–|———-|

| PTFE树脂（悬浮中粒） | 30,000–48,000 元/吨 | -2.1% | ↘ 弱势下行 |

| PTFE分散树脂 | 60,000–65,000 元/吨 | -1.5% | ↘ 偏弱整理 |

| PEEK树脂（国产工业级） | 400–500 元/公斤 | 持平 | → 区间稳定 |

| PEEK树脂（进口工业级） | 800–1,000 元/公斤 | 持平 | → 僵持整理 |

| 碳纤维（T300/24K） | 75–85 元/千克 | +1.2% | ↗ 底部微涨 |

| 碳纤维（T700/12K） | 120–150 元/千克 | +0.8% | ↗ 触底企稳 |

| PI薄膜（电子级） | 100–300 万元/吨 | 持平 | → 高位持稳 |

| 氧化铝（≥98.5%） | 2,800–3,200 元/吨 | +0.5% | ↗ 小幅上探 |

| 碳化硅（88%） | 5,500–6,500 元/吨 | 持平 | → 整理观望 |

二、重点变动分析

2.1 PTFE树脂 — 持续承压，接近周期底部

– 价格区间: 悬浮中粒主流31,800元/吨（山东），处于近30天低点（30,000元/吨）附近

– 周环比: -2.1%，延续弱势

– 核心驱动:

– 供给端: 山东某新产能项目7月中旬投产，行业整体开工率偏低但库存偏高，供应压力不减

– 需求端: 下游化工/食品包装行业采购情绪低迷，按需小单为主，无明显增量

– 成本端: 萤石、氢氟酸价格高位（萤石约3,781元/吨），成本托底效应存在，但支撑有限

– 判断: 价格已接近部分企业现金流成本线，进一步下行空间有限，短期偏弱整理

2.2 碳纤维 — 底部反转信号初现

– 价格区间: T300/24K华东75元/千克，T700/12K约120–150元/千克

– 周环比: +1.2%，近半年来首次转正

– 核心驱动:

– 政策催化: 低空经济（eVTOL/无人机）纳入”十五五”规划，碳纤维作为结构轻量化核心材料，需求预期升温

– 供给出清: 行业连续亏损1年后，中小产能开始停产降负，供应边际收缩

– 出口回暖: 2026年上半年碳纤维出口量同比增幅明显，海外需求好于预期

– 判断: 底部确立，但供大于求格局未根本扭转，反弹空间受制于库存高度；T700以上小丝束优先受益

2.3 PI薄膜 — 高位持稳，景气延续

– 价格区间: 电子级PI薄膜100–300万元/吨（厚度/规格差异显著）

– 周环比: 持平

– 核心驱动:

– 供需格局: 国内高端PI薄膜严重依赖进口（杜邦/宇部/钟渊/韩SK），国产替代仍处早期阶段，供给弹性不足

– 需求支撑: 半导体封装、柔性显示、5G高频通信等高端应用持续放量，需求增速保持15%以上

– 技术壁垒: 全球仅少数企业具备量产能力，短期无新增大规模有效产能

– 判断: 强势格局延续，国产化提速但短期难改进口依赖，高端型号价格仍有上行动力

2.4 PEEK树脂 — 国产替代压制进口价格

– 价格区间: 国产工业级400–500元/公斤，进口威格斯等800–1,000元/公斤

– 周环比: 持平，进口端略有松动

– 核心驱动:

– 国产扩产: 中研股份、君华特塑等国内厂商持续扩产，国产与进口价差收窄

– 需求分化: 工业级供需趋松；医疗/航空航天级因认证门槛高，价格坚挺

– 判断: 普通工业级价格进入下行通道；建议锁定航空航天/医疗级PEEK的稳定供应商

2.5 特种陶瓷原料 — 成本推动型小幅上涨

– 价格区间: 氧化铝≥98.5%约2,800–3,200元/吨；碳化硅88%约5,500–6,500元/吨

– 周环比: 氧化铝+0.5%，其余持平

– 核心驱动:

– 氧化铝上涨主因铝土矿成本上移；碳化硅受硅质原料价格平稳压制

– 下游特种陶瓷/精密陶瓷需求稳增，但原料端整体涨幅温和

– 判断: 成本推动型小幅上涨，预计8月维持稳中有升态势

三、影响分析

3.1 对采购成本的影响

| 材料 | 当前采购影响 | 短期展望 |

|——|————-|———|

| PTFE树脂 | 低位采购窗口期，短期成本可控 | 继续下行空间有限，建议逢低适量补库 |

| PEEK树脂（工业级） | 国产货源性价比优势扩大 | 工业级可优先采购国产，节省成本20–30% |

| 碳纤维 | 历史低位，T300级采购成本友好 | 底部信号出现，可适当锁定T700长单 |

| PI薄膜 | 高成本项目，建议提前锁量 | 供应偏紧，建议提前3个月备货 |

| 特种陶瓷原料 | 成本温和上行，影响有限 | 适量储备氧化铝，关注稀土原料波动 |

3.2 对供应链的影响

– PTFE: 供应过剩，买方议价能力增强，但低价可能刺激新增替代应用

– 碳纤维: 底部反转预期下，供应链存在阶段性补库需求，物流周转可能加速

– PI薄膜/PEEK: 高端牌号供应仍以进口为主，需关注汇率波动和地缘物流风险

– 特种陶瓷: 国产化率提升中，供应链自主可控性逐步改善

四、行动建议

✅ 建议锁定价格的材料

1. 碳纤维（T700/12K）: 底部反转信号已现，下游低空经济需求预期升温，建议锁定3–6个月长单，锁定成本

2. PI薄膜（电子级）: 供应偏紧格局短期难改，建议提前锁定供应商配额，尤其面向半导体/柔性显示客户

3. PEEK树脂（航空航天/医疗级）: 认证周期长、供应商稀缺，建议签订年度框架协议

⏳ 建议观望的材料

1. PTFE树脂（悬浮中粒/分散树脂）: 价格处于下行周期底部，但供过于求格局未变，观望2–4周确认止跌信号后再批量补库

2. 特种陶瓷原料: 小幅波动，库存周期保持2–3周即可，无需大规模囤货

五、宏观信号监测

– 原油价格: WTI约79–84美元/桶（7月底大幅下跌，中东地缘风险降温），化工品成本支撑边际减弱

– 萤石/氢氟酸: 高位运行，PTFE成本支撑仍在，但力度有限

– 汇率: 人民币汇率若走强，进口高端材料（PI/PEEK/碳纤维）采购成本将有所改善

本报告基于公开市场数据整理，仅供参考。实际采购决策请结合企业自身库存、账期及供应商关系综合判断。

市场情报官 | 新材料价格趋势监控
日期: 2026-07-30

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2026-07-30 新材料价格趋势日报

发布时间: 2026年7月30日
监测范围: PTFE树脂 | PEEK树脂 | 碳纤维 | PI薄膜 | 特种陶瓷原料

一、价格概览表

| 材料 | 当前价格区间 | 周环比 | 趋势方向 |

|——|————-|——–|———-|

| PTFE树脂（悬浮中粒） | 30,000–48,000 元/吨 | -2.1% | ↘ 弱势下行 |

| PTFE分散树脂 | 60,000–65,000 元/吨 | -1.5% | ↘ 偏弱整理 |

| PEEK树脂（国产工业级） | 400–500 元/公斤 | 持平 | → 区间稳定 |

| PEEK树脂（进口工业级） | 800–1,000 元/公斤 | 持平 | → 僵持整理 |

| 碳纤维（T300/24K） | 75–85 元/千克 | +1.2% | ↗ 底部微涨 |

| 碳纤维（T700/12K） | 120–150 元/千克 | +0.8% | ↗ 触底企稳 |

| PI薄膜（电子级） | 100–300 万元/吨 | 持平 | → 高位持稳 |

| 氧化铝（≥98.5%） | 2,800–3,200 元/吨 | +0.5% | ↗ 小幅上探 |

| 碳化硅（88%） | 5,500–6,500 元/吨 | 持平 | → 整理观望 |

二、重点变动分析

2.1 PTFE树脂 — 持续承压，接近周期底部

– 价格区间: 悬浮中粒主流31,800元/吨（山东），处于近30天低点（30,000元/吨）附近

– 周环比: -2.1%，延续弱势

– 核心驱动:

– 供给端: 山东某新产能项目7月中旬投产，行业整体开工率偏低但库存偏高，供应压力不减

– 需求端: 下游化工/食品包装行业采购情绪低迷，按需小单为主，无明显增量

– 成本端: 萤石、氢氟酸价格高位（萤石约3,781元/吨），成本托底效应存在，但支撑有限

– 判断: 价格已接近部分企业现金流成本线，进一步下行空间有限，短期偏弱整理

2.2 碳纤维 — 底部反转信号初现

– 价格区间: T300/24K华东75元/千克，T700/12K约120–150元/千克

– 周环比: +1.2%，近半年来首次转正

– 核心驱动:

– 政策催化: 低空经济（eVTOL/无人机）纳入”十五五”规划，碳纤维作为结构轻量化核心材料，需求预期升温

– 供给出清: 行业连续亏损1年后，中小产能开始停产降负，供应边际收缩

– 出口回暖: 2026年上半年碳纤维出口量同比增幅明显，海外需求好于预期

– 判断: 底部确立，但供大于求格局未根本扭转，反弹空间受制于库存高度；T700以上小丝束优先受益

2.3 PI薄膜 — 高位持稳，景气延续

– 价格区间: 电子级PI薄膜100–300万元/吨（厚度/规格差异显著）

– 周环比: 持平

– 核心驱动:

– 供需格局: 国内高端PI薄膜严重依赖进口（杜邦/宇部/钟渊/韩SK），国产替代仍处早期阶段，供给弹性不足

– 需求支撑: 半导体封装、柔性显示、5G高频通信等高端应用持续放量，需求增速保持15%以上

– 技术壁垒: 全球仅少数企业具备量产能力，短期无新增大规模有效产能

– 判断: 强势格局延续，国产化提速但短期难改进口依赖，高端型号价格仍有上行动力

2.4 PEEK树脂 — 国产替代压制进口价格

– 价格区间: 国产工业级400–500元/公斤，进口威格斯等800–1,000元/公斤

– 周环比: 持平，进口端略有松动

– 核心驱动:

– 国产扩产: 中研股份、君华特塑等国内厂商持续扩产，国产与进口价差收窄

– 需求分化: 工业级供需趋松；医疗/航空航天级因认证门槛高，价格坚挺

– 判断: 普通工业级价格进入下行通道；建议锁定航空航天/医疗级PEEK的稳定供应商

2.5 特种陶瓷原料 — 成本推动型小幅上涨

– 价格区间: 氧化铝≥98.5%约2,800–3,200元/吨；碳化硅88%约5,500–6,500元/吨

– 周环比: 氧化铝+0.5%，其余持平

– 核心驱动:

– 氧化铝上涨主因铝土矿成本上移；碳化硅受硅质原料价格平稳压制

– 下游特种陶瓷/精密陶瓷需求稳增，但原料端整体涨幅温和

– 判断: 成本推动型小幅上涨，预计8月维持稳中有升态势

三、影响分析

3.1 对采购成本的影响

| 材料 | 当前采购影响 | 短期展望 |

|——|————-|———|

| PTFE树脂 | 低位采购窗口期，短期成本可控 | 继续下行空间有限，建议逢低适量补库 |

| PEEK树脂（工业级） | 国产货源性价比优势扩大 | 工业级可优先采购国产，节省成本20–30% |

| 碳纤维 | 历史低位，T300级采购成本友好 | 底部信号出现，可适当锁定T700长单 |

| PI薄膜 | 高成本项目，建议提前锁量 | 供应偏紧，建议提前3个月备货 |

| 特种陶瓷原料 | 成本温和上行，影响有限 | 适量储备氧化铝，关注稀土原料波动 |

3.2 对供应链的影响

– PTFE: 供应过剩，买方议价能力增强，但低价可能刺激新增替代应用

– 碳纤维: 底部反转预期下，供应链存在阶段性补库需求，物流周转可能加速

– PI薄膜/PEEK: 高端牌号供应仍以进口为主，需关注汇率波动和地缘物流风险

– 特种陶瓷: 国产化率提升中，供应链自主可控性逐步改善

四、行动建议

✅ 建议锁定价格的材料

1. 碳纤维（T700/12K）: 底部反转信号已现，下游低空经济需求预期升温，建议锁定3–6个月长单，锁定成本

2. PI薄膜（电子级）: 供应偏紧格局短期难改，建议提前锁定供应商配额，尤其面向半导体/柔性显示客户

3. PEEK树脂（航空航天/医疗级）: 认证周期长、供应商稀缺，建议签订年度框架协议

⏳ 建议观望的材料

1. PTFE树脂（悬浮中粒/分散树脂）: 价格处于下行周期底部，但供过于求格局未变，观望2–4周确认止跌信号后再批量补库

2. 特种陶瓷原料: 小幅波动，库存周期保持2–3周即可，无需大规模囤货

五、宏观信号监测

– 原油价格: WTI约79–84美元/桶（7月底大幅下跌，中东地缘风险降温），化工品成本支撑边际减弱

– 萤石/氢氟酸: 高位运行，PTFE成本支撑仍在，但力度有限

– 汇率: 人民币汇率若走强，进口高端材料（PI/PEEK/碳纤维）采购成本将有所改善

本报告基于公开市场数据整理，仅供参考。实际采购决策请结合企业自身库存、账期及供应商关系综合判断。

市场情报官 | 新材料价格趋势监控
日期: 2026-07-30

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2026-07-30 新材料价格趋势日报

发布时间: 2026年7月30日
监测范围: PTFE树脂 | PEEK树脂 | 碳纤维 | PI薄膜 | 特种陶瓷原料

一、价格概览表

| 材料 | 当前价格区间 | 周环比 | 趋势方向 |

|——|————-|——–|———-|

| PTFE树脂（悬浮中粒） | 30,000–48,000 元/吨 | -2.1% | ↘ 弱势下行 |

| PTFE分散树脂 | 60,000–65,000 元/吨 | -1.5% | ↘ 偏弱整理 |

| PEEK树脂（国产工业级） | 400–500 元/公斤 | 持平 | → 区间稳定 |

| PEEK树脂（进口工业级） | 800–1,000 元/公斤 | 持平 | → 僵持整理 |

| 碳纤维（T300/24K） | 75–85 元/千克 | +1.2% | ↗ 底部微涨 |

| 碳纤维（T700/12K） | 120–150 元/千克 | +0.8% | ↗ 触底企稳 |

| PI薄膜（电子级） | 100–300 万元/吨 | 持平 | → 高位持稳 |

| 氧化铝（≥98.5%） | 2,800–3,200 元/吨 | +0.5% | ↗ 小幅上探 |

| 碳化硅（88%） | 5,500–6,500 元/吨 | 持平 | → 整理观望 |

二、重点变动分析

2.1 PTFE树脂 — 持续承压，接近周期底部

– 价格区间: 悬浮中粒主流31,800元/吨（山东），处于近30天低点（30,000元/吨）附近

– 周环比: -2.1%，延续弱势

– 核心驱动:

– 供给端: 山东某新产能项目7月中旬投产，行业整体开工率偏低但库存偏高，供应压力不减

– 需求端: 下游化工/食品包装行业采购情绪低迷，按需小单为主，无明显增量

– 成本端: 萤石、氢氟酸价格高位（萤石约3,781元/吨），成本托底效应存在，但支撑有限

– 判断: 价格已接近部分企业现金流成本线，进一步下行空间有限，短期偏弱整理

2.2 碳纤维 — 底部反转信号初现

– 价格区间: T300/24K华东75元/千克，T700/12K约120–150元/千克

– 周环比: +1.2%，近半年来首次转正

– 核心驱动:

– 政策催化: 低空经济（eVTOL/无人机）纳入”十五五”规划，碳纤维作为结构轻量化核心材料，需求预期升温

– 供给出清: 行业连续亏损1年后，中小产能开始停产降负，供应边际收缩

– 出口回暖: 2026年上半年碳纤维出口量同比增幅明显，海外需求好于预期

– 判断: 底部确立，但供大于求格局未根本扭转，反弹空间受制于库存高度；T700以上小丝束优先受益

2.3 PI薄膜 — 高位持稳，景气延续

– 价格区间: 电子级PI薄膜100–300万元/吨（厚度/规格差异显著）

– 周环比: 持平

– 核心驱动:

– 供需格局: 国内高端PI薄膜严重依赖进口（杜邦/宇部/钟渊/韩SK），国产替代仍处早期阶段，供给弹性不足

– 需求支撑: 半导体封装、柔性显示、5G高频通信等高端应用持续放量，需求增速保持15%以上

– 技术壁垒: 全球仅少数企业具备量产能力，短期无新增大规模有效产能

– 判断: 强势格局延续，国产化提速但短期难改进口依赖，高端型号价格仍有上行动力

2.4 PEEK树脂 — 国产替代压制进口价格

– 价格区间: 国产工业级400–500元/公斤，进口威格斯等800–1,000元/公斤

– 周环比: 持平，进口端略有松动

– 核心驱动:

– 国产扩产: 中研股份、君华特塑等国内厂商持续扩产，国产与进口价差收窄

– 需求分化: 工业级供需趋松；医疗/航空航天级因认证门槛高，价格坚挺

– 判断: 普通工业级价格进入下行通道；建议锁定航空航天/医疗级PEEK的稳定供应商

2.5 特种陶瓷原料 — 成本推动型小幅上涨

– 价格区间: 氧化铝≥98.5%约2,800–3,200元/吨；碳化硅88%约5,500–6,500元/吨

– 周环比: 氧化铝+0.5%，其余持平

– 核心驱动:

– 氧化铝上涨主因铝土矿成本上移；碳化硅受硅质原料价格平稳压制

– 下游特种陶瓷/精密陶瓷需求稳增，但原料端整体涨幅温和

– 判断: 成本推动型小幅上涨，预计8月维持稳中有升态势

三、影响分析

3.1 对采购成本的影响

| 材料 | 当前采购影响 | 短期展望 |

|——|————-|———|

| PTFE树脂 | 低位采购窗口期，短期成本可控 | 继续下行空间有限，建议逢低适量补库 |

| PEEK树脂（工业级） | 国产货源性价比优势扩大 | 工业级可优先采购国产，节省成本20–30% |

| 碳纤维 | 历史低位，T300级采购成本友好 | 底部信号出现，可适当锁定T700长单 |

| PI薄膜 | 高成本项目，建议提前锁量 | 供应偏紧，建议提前3个月备货 |

| 特种陶瓷原料 | 成本温和上行，影响有限 | 适量储备氧化铝，关注稀土原料波动 |

3.2 对供应链的影响

– PTFE: 供应过剩，买方议价能力增强，但低价可能刺激新增替代应用

– 碳纤维: 底部反转预期下，供应链存在阶段性补库需求，物流周转可能加速

– PI薄膜/PEEK: 高端牌号供应仍以进口为主，需关注汇率波动和地缘物流风险

– 特种陶瓷: 国产化率提升中，供应链自主可控性逐步改善

四、行动建议

✅ 建议锁定价格的材料

1. 碳纤维（T700/12K）: 底部反转信号已现，下游低空经济需求预期升温，建议锁定3–6个月长单，锁定成本

2. PI薄膜（电子级）: 供应偏紧格局短期难改，建议提前锁定供应商配额，尤其面向半导体/柔性显示客户

3. PEEK树脂（航空航天/医疗级）: 认证周期长、供应商稀缺，建议签订年度框架协议

⏳ 建议观望的材料

1. PTFE树脂（悬浮中粒/分散树脂）: 价格处于下行周期底部，但供过于求格局未变，观望2–4周确认止跌信号后再批量补库

2. 特种陶瓷原料: 小幅波动，库存周期保持2–3周即可，无需大规模囤货

五、宏观信号监测

– 原油价格: WTI约79–84美元/桶（7月底大幅下跌，中东地缘风险降温），化工品成本支撑边际减弱

– 萤石/氢氟酸: 高位运行，PTFE成本支撑仍在，但力度有限

– 汇率: 人民币汇率若走强，进口高端材料（PI/PEEK/碳纤维）采购成本将有所改善

本报告基于公开市场数据整理，仅供参考。实际采购决策请结合企业自身库存、账期及供应商关系综合判断。

市场情报官 | 新材料价格趋势监控
日期: 2026-07-30

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2026-07-30 新材料价格趋势日报

发布时间: 2026年7月30日
监测范围: PTFE树脂 | PEEK树脂 | 碳纤维 | PI薄膜 | 特种陶瓷原料

一、价格概览表

| 材料 | 当前价格区间 | 周环比 | 趋势方向 |

|——|————-|——–|———-|

| PTFE树脂（悬浮中粒） | 30,000–48,000 元/吨 | -2.1% | ↘ 弱势下行 |

| PTFE分散树脂 | 60,000–65,000 元/吨 | -1.5% | ↘ 偏弱整理 |

| PEEK树脂（国产工业级） | 400–500 元/公斤 | 持平 | → 区间稳定 |

| PEEK树脂（进口工业级） | 800–1,000 元/公斤 | 持平 | → 僵持整理 |

| 碳纤维（T300/24K） | 75–85 元/千克 | +1.2% | ↗ 底部微涨 |

| 碳纤维（T700/12K） | 120–150 元/千克 | +0.8% | ↗ 触底企稳 |

| PI薄膜（电子级） | 100–300 万元/吨 | 持平 | → 高位持稳 |

| 氧化铝（≥98.5%） | 2,800–3,200 元/吨 | +0.5% | ↗ 小幅上探 |

| 碳化硅（88%） | 5,500–6,500 元/吨 | 持平 | → 整理观望 |

二、重点变动分析

2.1 PTFE树脂 — 持续承压，接近周期底部

– 价格区间: 悬浮中粒主流31,800元/吨（山东），处于近30天低点（30,000元/吨）附近

– 周环比: -2.1%，延续弱势

– 核心驱动:

– 供给端: 山东某新产能项目7月中旬投产，行业整体开工率偏低但库存偏高，供应压力不减

– 需求端: 下游化工/食品包装行业采购情绪低迷，按需小单为主，无明显增量

– 成本端: 萤石、氢氟酸价格高位（萤石约3,781元/吨），成本托底效应存在，但支撑有限

– 判断: 价格已接近部分企业现金流成本线，进一步下行空间有限，短期偏弱整理

2.2 碳纤维 — 底部反转信号初现

– 价格区间: T300/24K华东75元/千克，T700/12K约120–150元/千克

– 周环比: +1.2%，近半年来首次转正

– 核心驱动:

– 政策催化: 低空经济（eVTOL/无人机）纳入”十五五”规划，碳纤维作为结构轻量化核心材料，需求预期升温

– 供给出清: 行业连续亏损1年后，中小产能开始停产降负，供应边际收缩

– 出口回暖: 2026年上半年碳纤维出口量同比增幅明显，海外需求好于预期

– 判断: 底部确立，但供大于求格局未根本扭转，反弹空间受制于库存高度；T700以上小丝束优先受益

2.3 PI薄膜 — 高位持稳，景气延续

– 价格区间: 电子级PI薄膜100–300万元/吨（厚度/规格差异显著）

– 周环比: 持平

– 核心驱动:

– 供需格局: 国内高端PI薄膜严重依赖进口（杜邦/宇部/钟渊/韩SK），国产替代仍处早期阶段，供给弹性不足

– 需求支撑: 半导体封装、柔性显示、5G高频通信等高端应用持续放量，需求增速保持15%以上

– 技术壁垒: 全球仅少数企业具备量产能力，短期无新增大规模有效产能

– 判断: 强势格局延续，国产化提速但短期难改进口依赖，高端型号价格仍有上行动力

2.4 PEEK树脂 — 国产替代压制进口价格

– 价格区间: 国产工业级400–500元/公斤，进口威格斯等800–1,000元/公斤

– 周环比: 持平，进口端略有松动

– 核心驱动:

– 国产扩产: 中研股份、君华特塑等国内厂商持续扩产，国产与进口价差收窄

– 需求分化: 工业级供需趋松；医疗/航空航天级因认证门槛高，价格坚挺

– 判断: 普通工业级价格进入下行通道；建议锁定航空航天/医疗级PEEK的稳定供应商

2.5 特种陶瓷原料 — 成本推动型小幅上涨

– 价格区间: 氧化铝≥98.5%约2,800–3,200元/吨；碳化硅88%约5,500–6,500元/吨

– 周环比: 氧化铝+0.5%，其余持平

– 核心驱动:

– 氧化铝上涨主因铝土矿成本上移；碳化硅受硅质原料价格平稳压制

– 下游特种陶瓷/精密陶瓷需求稳增，但原料端整体涨幅温和

– 判断: 成本推动型小幅上涨，预计8月维持稳中有升态势

三、影响分析

3.1 对采购成本的影响

| 材料 | 当前采购影响 | 短期展望 |

|——|————-|———|

| PTFE树脂 | 低位采购窗口期，短期成本可控 | 继续下行空间有限，建议逢低适量补库 |

| PEEK树脂（工业级） | 国产货源性价比优势扩大 | 工业级可优先采购国产，节省成本20–30% |

| 碳纤维 | 历史低位，T300级采购成本友好 | 底部信号出现，可适当锁定T700长单 |

| PI薄膜 | 高成本项目，建议提前锁量 | 供应偏紧，建议提前3个月备货 |

| 特种陶瓷原料 | 成本温和上行，影响有限 | 适量储备氧化铝，关注稀土原料波动 |

3.2 对供应链的影响

– PTFE: 供应过剩，买方议价能力增强，但低价可能刺激新增替代应用

– 碳纤维: 底部反转预期下，供应链存在阶段性补库需求，物流周转可能加速

– PI薄膜/PEEK: 高端牌号供应仍以进口为主，需关注汇率波动和地缘物流风险

– 特种陶瓷: 国产化率提升中，供应链自主可控性逐步改善

四、行动建议

✅ 建议锁定价格的材料

1. 碳纤维（T700/12K）: 底部反转信号已现，下游低空经济需求预期升温，建议锁定3–6个月长单，锁定成本

2. PI薄膜（电子级）: 供应偏紧格局短期难改，建议提前锁定供应商配额，尤其面向半导体/柔性显示客户

3. PEEK树脂（航空航天/医疗级）: 认证周期长、供应商稀缺，建议签订年度框架协议

⏳ 建议观望的材料

1. PTFE树脂（悬浮中粒/分散树脂）: 价格处于下行周期底部，但供过于求格局未变，观望2–4周确认止跌信号后再批量补库

2. 特种陶瓷原料: 小幅波动，库存周期保持2–3周即可，无需大规模囤货

五、宏观信号监测

– 原油价格: WTI约79–84美元/桶（7月底大幅下跌，中东地缘风险降温），化工品成本支撑边际减弱

– 萤石/氢氟酸: 高位运行，PTFE成本支撑仍在，但力度有限

– 汇率: 人民币汇率若走强，进口高端材料（PI/PEEK/碳纤维）采购成本将有所改善

本报告基于公开市场数据整理，仅供参考。实际采购决策请结合企业自身库存、账期及供应商关系综合判断。

市场情报官 | 新材料价格趋势监控
日期: 2026-07-30

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2026-07-30 新材料价格趋势日报

发布时间: 2026年7月30日
监测范围: PTFE树脂 | PEEK树脂 | 碳纤维 | PI薄膜 | 特种陶瓷原料

一、价格概览表

| 材料 | 当前价格区间 | 周环比 | 趋势方向 |

|——|————-|——–|———-|

| PTFE树脂（悬浮中粒） | 30,000–48,000 元/吨 | -2.1% | ↘ 弱势下行 |

| PTFE分散树脂 | 60,000–65,000 元/吨 | -1.5% | ↘ 偏弱整理 |

| PEEK树脂（国产工业级） | 400–500 元/公斤 | 持平 | → 区间稳定 |

| PEEK树脂（进口工业级） | 800–1,000 元/公斤 | 持平 | → 僵持整理 |

| 碳纤维（T300/24K） | 75–85 元/千克 | +1.2% | ↗ 底部微涨 |

| 碳纤维（T700/12K） | 120–150 元/千克 | +0.8% | ↗ 触底企稳 |

| PI薄膜（电子级） | 100–300 万元/吨 | 持平 | → 高位持稳 |

| 氧化铝（≥98.5%） | 2,800–3,200 元/吨 | +0.5% | ↗ 小幅上探 |

| 碳化硅（88%） | 5,500–6,500 元/吨 | 持平 | → 整理观望 |

二、重点变动分析

2.1 PTFE树脂 — 持续承压，接近周期底部

– 价格区间: 悬浮中粒主流31,800元/吨（山东），处于近30天低点（30,000元/吨）附近

– 周环比: -2.1%，延续弱势

– 核心驱动:

– 供给端: 山东某新产能项目7月中旬投产，行业整体开工率偏低但库存偏高，供应压力不减

– 需求端: 下游化工/食品包装行业采购情绪低迷，按需小单为主，无明显增量

– 成本端: 萤石、氢氟酸价格高位（萤石约3,781元/吨），成本托底效应存在，但支撑有限

– 判断: 价格已接近部分企业现金流成本线，进一步下行空间有限，短期偏弱整理

2.2 碳纤维 — 底部反转信号初现

– 价格区间: T300/24K华东75元/千克，T700/12K约120–150元/千克

– 周环比: +1.2%，近半年来首次转正

– 核心驱动:

– 政策催化: 低空经济（eVTOL/无人机）纳入”十五五”规划，碳纤维作为结构轻量化核心材料，需求预期升温

– 供给出清: 行业连续亏损1年后，中小产能开始停产降负，供应边际收缩

– 出口回暖: 2026年上半年碳纤维出口量同比增幅明显，海外需求好于预期

– 判断: 底部确立，但供大于求格局未根本扭转，反弹空间受制于库存高度；T700以上小丝束优先受益

2.3 PI薄膜 — 高位持稳，景气延续

– 价格区间: 电子级PI薄膜100–300万元/吨（厚度/规格差异显著）

– 周环比: 持平

– 核心驱动:

– 供需格局: 国内高端PI薄膜严重依赖进口（杜邦/宇部/钟渊/韩SK），国产替代仍处早期阶段，供给弹性不足

– 需求支撑: 半导体封装、柔性显示、5G高频通信等高端应用持续放量，需求增速保持15%以上

– 技术壁垒: 全球仅少数企业具备量产能力，短期无新增大规模有效产能

– 判断: 强势格局延续，国产化提速但短期难改进口依赖，高端型号价格仍有上行动力

2.4 PEEK树脂 — 国产替代压制进口价格

– 价格区间: 国产工业级400–500元/公斤，进口威格斯等800–1,000元/公斤

– 周环比: 持平，进口端略有松动

– 核心驱动:

– 国产扩产: 中研股份、君华特塑等国内厂商持续扩产，国产与进口价差收窄

– 需求分化: 工业级供需趋松；医疗/航空航天级因认证门槛高，价格坚挺

– 判断: 普通工业级价格进入下行通道；建议锁定航空航天/医疗级PEEK的稳定供应商

2.5 特种陶瓷原料 — 成本推动型小幅上涨

– 价格区间: 氧化铝≥98.5%约2,800–3,200元/吨；碳化硅88%约5,500–6,500元/吨

– 周环比: 氧化铝+0.5%，其余持平

– 核心驱动:

– 氧化铝上涨主因铝土矿成本上移；碳化硅受硅质原料价格平稳压制

– 下游特种陶瓷/精密陶瓷需求稳增，但原料端整体涨幅温和

– 判断: 成本推动型小幅上涨，预计8月维持稳中有升态势

三、影响分析

3.1 对采购成本的影响

| 材料 | 当前采购影响 | 短期展望 |

|——|————-|———|

| PTFE树脂 | 低位采购窗口期，短期成本可控 | 继续下行空间有限，建议逢低适量补库 |

| PEEK树脂（工业级） | 国产货源性价比优势扩大 | 工业级可优先采购国产，节省成本20–30% |

| 碳纤维 | 历史低位，T300级采购成本友好 | 底部信号出现，可适当锁定T700长单 |

| PI薄膜 | 高成本项目，建议提前锁量 | 供应偏紧，建议提前3个月备货 |

| 特种陶瓷原料 | 成本温和上行，影响有限 | 适量储备氧化铝，关注稀土原料波动 |

3.2 对供应链的影响

– PTFE: 供应过剩，买方议价能力增强，但低价可能刺激新增替代应用

– 碳纤维: 底部反转预期下，供应链存在阶段性补库需求，物流周转可能加速

– PI薄膜/PEEK: 高端牌号供应仍以进口为主，需关注汇率波动和地缘物流风险

– 特种陶瓷: 国产化率提升中，供应链自主可控性逐步改善

四、行动建议

✅ 建议锁定价格的材料

1. 碳纤维（T700/12K）: 底部反转信号已现，下游低空经济需求预期升温，建议锁定3–6个月长单，锁定成本

2. PI薄膜（电子级）: 供应偏紧格局短期难改，建议提前锁定供应商配额，尤其面向半导体/柔性显示客户

3. PEEK树脂（航空航天/医疗级）: 认证周期长、供应商稀缺，建议签订年度框架协议

⏳ 建议观望的材料

1. PTFE树脂（悬浮中粒/分散树脂）: 价格处于下行周期底部，但供过于求格局未变，观望2–4周确认止跌信号后再批量补库

2. 特种陶瓷原料: 小幅波动，库存周期保持2–3周即可，无需大规模囤货

五、宏观信号监测

– 原油价格: WTI约79–84美元/桶（7月底大幅下跌，中东地缘风险降温），化工品成本支撑边际减弱

– 萤石/氢氟酸: 高位运行，PTFE成本支撑仍在，但力度有限

– 汇率: 人民币汇率若走强，进口高端材料（PI/PEEK/碳纤维）采购成本将有所改善

本报告基于公开市场数据整理，仅供参考。实际采购决策请结合企业自身库存、账期及供应商关系综合判断。

市场情报官 | 新材料价格趋势监控
日期: 2026-07-30

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2026-07-30 新材料价格趋势日报

发布时间: 2026年7月30日
监测范围: PTFE树脂 | PEEK树脂 | 碳纤维 | PI薄膜 | 特种陶瓷原料

一、价格概览表

| 材料 | 当前价格区间 | 周环比 | 趋势方向 |

|——|————-|——–|———-|

| PTFE树脂（悬浮中粒） | 30,000–48,000 元/吨 | -2.1% | ↘ 弱势下行 |

| PTFE分散树脂 | 60,000–65,000 元/吨 | -1.5% | ↘ 偏弱整理 |

| PEEK树脂（国产工业级） | 400–500 元/公斤 | 持平 | → 区间稳定 |

| PEEK树脂（进口工业级） | 800–1,000 元/公斤 | 持平 | → 僵持整理 |

| 碳纤维（T300/24K） | 75–85 元/千克 | +1.2% | ↗ 底部微涨 |

| 碳纤维（T700/12K） | 120–150 元/千克 | +0.8% | ↗ 触底企稳 |

| PI薄膜（电子级） | 100–300 万元/吨 | 持平 | → 高位持稳 |

| 氧化铝（≥98.5%） | 2,800–3,200 元/吨 | +0.5% | ↗ 小幅上探 |

| 碳化硅（88%） | 5,500–6,500 元/吨 | 持平 | → 整理观望 |

二、重点变动分析

2.1 PTFE树脂 — 持续承压，接近周期底部

– 价格区间: 悬浮中粒主流31,800元/吨（山东），处于近30天低点（30,000元/吨）附近

– 周环比: -2.1%，延续弱势

– 核心驱动:

– 供给端: 山东某新产能项目7月中旬投产，行业整体开工率偏低但库存偏高，供应压力不减

– 需求端: 下游化工/食品包装行业采购情绪低迷，按需小单为主，无明显增量

– 成本端: 萤石、氢氟酸价格高位（萤石约3,781元/吨），成本托底效应存在，但支撑有限

– 判断: 价格已接近部分企业现金流成本线，进一步下行空间有限，短期偏弱整理

2.2 碳纤维 — 底部反转信号初现

– 价格区间: T300/24K华东75元/千克，T700/12K约120–150元/千克

– 周环比: +1.2%，近半年来首次转正

– 核心驱动:

– 政策催化: 低空经济（eVTOL/无人机）纳入”十五五”规划，碳纤维作为结构轻量化核心材料，需求预期升温

– 供给出清: 行业连续亏损1年后，中小产能开始停产降负，供应边际收缩

– 出口回暖: 2026年上半年碳纤维出口量同比增幅明显，海外需求好于预期

– 判断: 底部确立，但供大于求格局未根本扭转，反弹空间受制于库存高度；T700以上小丝束优先受益

2.3 PI薄膜 — 高位持稳，景气延续

– 价格区间: 电子级PI薄膜100–300万元/吨（厚度/规格差异显著）

– 周环比: 持平

– 核心驱动:

– 供需格局: 国内高端PI薄膜严重依赖进口（杜邦/宇部/钟渊/韩SK），国产替代仍处早期阶段，供给弹性不足

– 需求支撑: 半导体封装、柔性显示、5G高频通信等高端应用持续放量，需求增速保持15%以上

– 技术壁垒: 全球仅少数企业具备量产能力，短期无新增大规模有效产能

– 判断: 强势格局延续，国产化提速但短期难改进口依赖，高端型号价格仍有上行动力

2.4 PEEK树脂 — 国产替代压制进口价格

– 价格区间: 国产工业级400–500元/公斤，进口威格斯等800–1,000元/公斤

– 周环比: 持平，进口端略有松动

– 核心驱动:

– 国产扩产: 中研股份、君华特塑等国内厂商持续扩产，国产与进口价差收窄

– 需求分化: 工业级供需趋松；医疗/航空航天级因认证门槛高，价格坚挺

– 判断: 普通工业级价格进入下行通道；建议锁定航空航天/医疗级PEEK的稳定供应商

2.5 特种陶瓷原料 — 成本推动型小幅上涨

– 价格区间: 氧化铝≥98.5%约2,800–3,200元/吨；碳化硅88%约5,500–6,500元/吨

– 周环比: 氧化铝+0.5%，其余持平

– 核心驱动:

– 氧化铝上涨主因铝土矿成本上移；碳化硅受硅质原料价格平稳压制

– 下游特种陶瓷/精密陶瓷需求稳增，但原料端整体涨幅温和

– 判断: 成本推动型小幅上涨，预计8月维持稳中有升态势

三、影响分析

3.1 对采购成本的影响

| 材料 | 当前采购影响 | 短期展望 |

|——|————-|———|

| PTFE树脂 | 低位采购窗口期，短期成本可控 | 继续下行空间有限，建议逢低适量补库 |

| PEEK树脂（工业级） | 国产货源性价比优势扩大 | 工业级可优先采购国产，节省成本20–30% |

| 碳纤维 | 历史低位，T300级采购成本友好 | 底部信号出现，可适当锁定T700长单 |

| PI薄膜 | 高成本项目，建议提前锁量 | 供应偏紧，建议提前3个月备货 |

| 特种陶瓷原料 | 成本温和上行，影响有限 | 适量储备氧化铝，关注稀土原料波动 |

3.2 对供应链的影响

– PTFE: 供应过剩，买方议价能力增强，但低价可能刺激新增替代应用

– 碳纤维: 底部反转预期下，供应链存在阶段性补库需求，物流周转可能加速

– PI薄膜/PEEK: 高端牌号供应仍以进口为主，需关注汇率波动和地缘物流风险

– 特种陶瓷: 国产化率提升中，供应链自主可控性逐步改善

四、行动建议

✅ 建议锁定价格的材料

1. 碳纤维（T700/12K）: 底部反转信号已现，下游低空经济需求预期升温，建议锁定3–6个月长单，锁定成本

2. PI薄膜（电子级）: 供应偏紧格局短期难改，建议提前锁定供应商配额，尤其面向半导体/柔性显示客户

3. PEEK树脂（航空航天/医疗级）: 认证周期长、供应商稀缺，建议签订年度框架协议

⏳ 建议观望的材料

1. PTFE树脂（悬浮中粒/分散树脂）: 价格处于下行周期底部，但供过于求格局未变，观望2–4周确认止跌信号后再批量补库

2. 特种陶瓷原料: 小幅波动，库存周期保持2–3周即可，无需大规模囤货

五、宏观信号监测

– 原油价格: WTI约79–84美元/桶（7月底大幅下跌，中东地缘风险降温），化工品成本支撑边际减弱

– 萤石/氢氟酸: 高位运行，PTFE成本支撑仍在，但力度有限

– 汇率: 人民币汇率若走强，进口高端材料（PI/PEEK/碳纤维）采购成本将有所改善

本报告基于公开市场数据整理，仅供参考。实际采购决策请结合企业自身库存、账期及供应商关系综合判断。

市场情报官 | 新材料价格趋势监控
日期: 2026-07-30

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新材料价格趋势监控

日期: 2026-07-30

2026年7月30日

New Materials Keyword Intelligence Daily (2026-07-30): PEEK Localization Races Toward 60%, PTFE CCL and Aerogel Heating Up

1. Key Takeaways

PEEK: The hottest keyword. China’s 15th Five-Year Plan targets 60%+ localization in 2026; demand driven by humanoid robots (~6.5kg PEEK per unit) and a fast-track approval channel for PEEK orthopedic implants. Domestic demand is projected to grow from 2,334 tons (2022) to 5,079 tons (2027), a ~16.8% CAGR.
PTFE: Search interest is shifting toward PTFE copper-clad laminates (CCL). Global sales are expected to reach USD 2.0 billion in 2026, with a ~9.2% CAGR through 2032, driven by AI high-frequency/high-speed substrates.
Aerogel: At an inflection point from niche to mass commercialization. The global market is estimated at ~USD 1.9 billion in 2026 (CAGR ~9.5% to 2032), powered by EV battery thermal insulation and building energy-efficiency mandates.
Electronic chemicals: Strong policy tailwinds. Seven Chinese ministries named electronic chemicals as a key breakthrough area; China’s IC manufacturing alone will need over 1.1 million tons of wet electronic chemicals in 2026.
Carbon fiber: Stable interest. Wind power, low-altitude economy, and aerospace remain the main themes; focus is moving to cost reduction and large-tow capacity absorption.
Advanced ceramics: SiC substrate breakthroughs are lifting related keywords. Domestic 8-inch conductive SiC substrates became a major topic as power semiconductor localization enters a decisive phase.

2. Keyword Heat & Competition Assessment

Keyword	Heat	Competition	Trend	Driver
PEEK humanoid robot	★★★★★	Medium	↑ Rising fast	Robot mass production + localization policy
PTFE copper-clad laminate	★★★★	Low-Med	↑ Rising	AI server high-frequency substrates
Aerogel battery insulation	★★★★	Medium	↑ Rising	Tightening EV safety standards
Wet electronic chemicals	★★★★	Medium	↑ Rising	Fab expansion + import substitution
SiC ceramic substrate	★★★★	Med-High	↑ Rising	8-inch domestic breakthrough
Carbon fiber composites	★★★	High	→ Stable	Wind power / low-altitude economy

3. Action Items

Content priorities: Publish on “PEEK + humanoid robots” and “PTFE CCL + AI substrates” first — competition is not yet saturated; this is a traffic window.
Long-tail entry: For aerogel, avoid generic terms; target application-specific long-tails like “battery pack thermal insulation” and “ceramic fiber aerogel blanket”.
Policy hooks: Tie electronic chemicals content to China’s petrochemical growth plan and 15th Five-Year new materials planning keywords for policy-driven traffic.

Sources: QYResearch, Gongyan, Frost & Sullivan, Asiachem, public industry reports. Auto-generated by the Market Intelligence Officer.

2026年7月30日

新材料行业关键词热度日报（2026-07-30）：PEEK国产化率冲刺60%，PTFE覆铜板与气凝胶赛道升温

一、核心结论

PEEK：热度最高的关键词。政策端”十五五”规划要求2026年国产化率提升至60%以上，需求端人形机器人（单台用量约6.5kg）与医疗植入物审批绿色通道双轮驱动。2022-2027年国内需求量预计从2334吨增至5079吨（CAGR约16.8%）。
PTFE：搜索重心从通用氟材料转向PTFE覆铜板。2026年全球销售额预计20亿美元，2026-2032年CAGR约9.2%，AI高频高速基板需求是核心拉动。
气凝胶：从”高端专用”迈向”规模化商用”拐点。2026年全球市场约19亿美元，2026-2032年CAGR约9.5%，新能源汽车电池隔热与建筑节能是两大增量场景。
电子化学品：政策催化明显。七部门《石化化工行业稳增长工作方案》点名支持电子化学品攻关；2026年仅中国集成电路制造对湿电子化学品需求量将超110万吨。
碳纤维：热度平稳，风电、低空经济与航空航天仍是主线，行业关注点转向降本与大丝束产能消化。
特种陶瓷：SiC衬底突破带热关联词。8英寸导电型SiC衬底国产化进展成为2026年开年热点，功率半导体国产替代进入决胜期。

二、关键词热度与竞争度评估

关键词	热度	竞争度	趋势	驱动因素
PEEK 人形机器人	★★★★★	中	↑ 快速上升	机器人量产预期+国产化政策
PTFE覆铜板	★★★★	中低	↑ 上升	AI服务器高频基板需求
气凝胶电池隔热	★★★★	中	↑ 上升	新能源安全标准收紧
湿电子化学品	★★★★	中	↑ 上升	晶圆厂扩产+国产替代
SiC陶瓷衬底	★★★★	中高	↑ 上升	8英寸国产突破
碳纤维复合材料	★★★	高	→ 平稳	风电/低空经济

三、行动建议

内容布局：优先产出”PEEK+人形机器人””PTFE覆铜板+AI基板”主题内容，当前竞争度尚未饱和，是流量窗口期。
长尾切入：气凝胶方向避开泛词，主打”电池包隔热””陶瓷纤维气凝胶毡”等应用型长尾词。
政策蹭点：电子化学品内容绑定《石化化工行业稳增长工作方案》与”十五五”新材料规划关键词，获取政策流量。

数据来源：QYResearch、共研网、弗若斯特沙利文、亚化咨询、公开行业报道。本报告由市场情报官自动生成。

2026年7月30日

标签： 碳纤维

2026-07-30 行业展会机会扫描：9-10月参展窗口密集，CAMX与上海工博会双主线

2026-07-30 行业展会机会扫描

一、即将举办展会一览

二、重点推荐

三、报名提醒

四、成本估算（参考）

PEEK in Semiconductor Manufacturing FAQ (2026): Purity, Plasma Resistance and Grade Selection Answered

1. Why is PEEK so widely used in semiconductor equipment?

2. What does “semiconductor-grade” PEEK actually mean?

3. How does PEEK perform against plasma exposure?

4. Is carbon-fiber-filled or unfilled PEEK better for wafer handling?

5. What temperatures can PEEK parts survive in a fab?

6. How does PEEK handle wet process chemistries?

7. What about outgassing in vacuum tools?

8. How should I qualify a PEEK parts supplier?

9. Is machined or injection-molded PEEK better for semiconductor parts?

10. What is the typical price range in 2026?

Victrex PEEK 450G 天然料采购指南（2026）：航空航天与石油天然气的选型与供应商指南

一、Victrex PEEK 450G 是什么？

二、典型应用领域

三、价格影响因素与成本参考

四、供应商选择与资质核查

五、改性规格与非 PEEK 类替代材料说明

六、包装、运输与仓储

七、质量验收建议

八、采购时间表建议

总结

Guia de Compra de Prepreg de Fibra de Carbono Toray T800 (2026): T800H vs T800S, Custos e Qualificacao de Fornecedores

O Que É o Prepreg T800?

T800H vs T800S: Qual Especificar?

Itens da Ficha Técnica a Verificar

Referências de Preço 2026 e Fatores de Custo

Controle de Exportação e Prazos

Checklist de Qualificação de Fornecedores

Perguntas Frequentes

东丽T800碳纤维预浸料选购指南（2026）：T800H与T800S牌号对比、成本构成与供应商考察要点

T800预浸料是什么？

T800H与T800S怎么选？

下单前必须核对的数据表项目

2026年价格基准与成本驱动

出口管制与供应约束

供应商考察清单

常见问题

Toray T800 Carbon Fiber Prepreg Buying Guide 2026: T800H vs T800S Grades, Cost Drivers, and How to Qualify Suppliers

What Exactly Is T800 Prepreg?

T800H vs T800S: Which Grade Should You Specify?

Datasheet Items Buyers Must Verify Before Ordering

2026 Price Benchmarks and Cost Drivers

Export Controls and Supply Constraints

Supplier Qualification Checklist

FAQ

New Materials Price Trend Daily Report – July 30, 2026

New Materials Price Trend Daily Report — July 30, 2026

New Materials Price Trend Daily Report — July 30, 2026

1. Price Overview

2. Key Price Movements

2.1 PTFE Resin — Extended Weakness, Approaching Cycle Floor

2.2 Carbon Fiber — Early Bottom-Reversal Signal

2.3 PI Film — High Ground Holds, Bullish Structure Intact

2.4 PEEK Resin — Domestic Expansion Pressuring Imported Prices

2.5 Specialty Ceramic Raw Materials — Mild Cost-Push Uplift

3. Impact Analysis

3.1 Procurement Cost Impact

3.2 Supply Chain Impact

4. Actionable Recommendations

✅ Materials to Lock In Now

⏳ Materials to Monitor

5. Macro Signals to Watch

New Materials Price Trend Daily Report — July 30, 2026

1. Price Overview

2. Key Price Movements

2.1 PTFE Resin — Extended Weakness, Approaching Cycle Floor

2.2 Carbon Fiber — Early Bottom-Reversal Signal

2.3 PI Film — High Ground Holds, Bullish Structure Intact

2.4 PEEK Resin — Domestic Expansion Pressuring Imported Prices

2.5 Specialty Ceramic Raw Materials — Mild Cost-Push Uplift

3. Impact Analysis

3.1 Procurement Cost Impact

3.2 Supply Chain Impact

标签：碳纤维