# 2026-07-05 Price Trend Daily Report
## Price Overview Table
| Material | Current Price Range | Weekly Change | Trend |
|———-|———————|—————|——-|
| PTFE Resin | 50,000-56,000 RMB/ton | +4.17% | ⬆️ Rising |
| PEEK Resin | 260,000-300,000 RMB/ton | Stable | ➡️ Stable |
| Carbon Fiber (T300/T700) | 150-500 RMB/kg | Flat | ➡️ Stable |
| PI Film | 180-475 RMB/m² | Stable | ➡️ Stable |
| Alumina (98.5%) | 2,715 RMB/ton | Flat | ➡️ Stable |
| Zirconyl Chloride | 18,750 RMB/ton | +5.6% | ⬆️ Rising |
| Zirconia Powder (Nano) | 300-380 RMB/kg | Rising | ⬆️ Rising |
## Key Price Movements
### 1. PTFE Resin: +4.17% (Rising)
**Analysis of Causes:**
– **Raw material cost push**: Crude oil price fluctuations drive up costs of upstream materials such as fluorite and hydrofluoric acid
– **Supply tightening**: Some domestic PTFE production facilities are undergoing maintenance, causing tight supply of available stock
– **Demand recovery**: Growing demand for high-frequency and high-speed substrate materials in 5G communications, semiconductors, and new energy sectors
– **Export growth**: Increasing export orders for PTFE dispersion resin further tighten domestic supply
**Current Price**: Domestic market average price (tax included) is approximately 50,000 RMB/ton (as of late June), up about 3,000 RMB/ton from late May.
### 2. Zirconyl Chloride: +5.6% (Rising)
**Analysis of Causes:**
– **Rising raw material costs**: Continuous increase in import prices of zircon sand drives up zirconyl chloride production costs
– **Supply tightness**: Operating rates at major domestic producers are insufficient, with some facilities shut down for maintenance
– **Growing demand**: Steady growth in downstream demand from ceramics, refractory materials, nuclear-grade zirconium materials, etc.
– **High-end product price surge**: Prices of electronic-grade high-purity nano zirconia have risen significantly, reaching 50-65.7 USD/kg
**Current Price**: 18,750 RMB/ton (for (Zr+Hf)O2≥36%), up about 1,000 RMB/ton from early June.
### 3. Zirconia Powder (Nano-grade): Consistently Rising
**Analysis of Causes:**
– **High-end application driven**: Explosive demand growth in high-end fields such as MLCCs, battery separator coatings, and bioceramics
– **Concentrated supply**: Production capacity for high-purity zirconia powder is concentrated, and new capacity release takes time
– **Technical barriers**: High technical thresholds for electronic-grade nano zirconia, with domestic production rates still needing improvement
## Impact Analysis
### Impact on Procurement Costs
1. **PTFE resin price increase** will directly drive up manufacturing costs for seals, pipe linings, electronic substrates, and other products, with an estimated cost increase of 3-5% for related products.
2. **Zirconyl chloride and zirconia powder price increases** will raise raw material costs for specialty ceramics, refractory materials, and nuclear-grade zirconium material enterprises, with an estimated impact of 5-8%.
3. **Stable carbon fiber prices** provide a cost-controllable window for composite material enterprises, favoring capacity expansion in wind turbine blades, automotive lightweighting, and other sectors.
### Impact on Supply Chain
1. **PTFE supply chain**: With growing demand from 5G and new energy sectors, the PTFE supply tightness may persist. Downstream enterprises are advised to lock in quarterly procurement agreements in advance.
2. **Zirconium material supply chain**: Global zircon sand resources are concentrated (Australia, South Africa), and geopolitical factors and export policy changes may affect supply stability.
3. **PEEK and PI film**: High-end products still rely on imports (Victrex, DuPont, etc.), and the progress of domestic substitution is worth monitoring.
## Action Recommendations
### Materials Recommended to Lock in Prices
1. **PTFE Resin**
– **Reason**: Clear upward trend driven by both cost-push and demand-pull factors
– **Recommendation**: Immediately sign 3-6 month price-lock agreements with suppliers, or build safety stock (1-2 months of usage)
– **Applicable enterprises**: Seal manufacturers, electronic substrate producers, pipe lining enterprises
2. **Zirconyl Chloride / Zirconia Powder**
– **Reason**: Raw material costs continue to rise, and supply tightness is unlikely to ease in the short term
– **Recommendation**: Procure in batches, lock in Q3 usage; monitor import price trends of zircon sand
– **Applicable enterprises**: Specialty ceramic enterprises, refractory material enterprises, nuclear-grade zirconium material enterprises
### Materials Recommended to Wait-and-See
1. **Carbon Fiber**
– **Reason**: Prices are stable, supply is sufficient, no need to rush to lock in prices
– **Recommendation**: Maintain normal procurement rhythm, monitor upstream acrylonitrile price changes
– **Applicable enterprises**: Composite material enterprises, wind turbine blade enterprises, automotive lightweighting enterprises
2. **PEEK Resin**
– **Reason**: Prices are high but stable, with insufficient momentum for short-term increases
– **Recommendation**: Procure based on demand, can wait for possible promotional windows in Q3
– **Applicable enterprises**: Aerospace enterprises, high-end electronics enterprises, medical implant enterprises
3. **PI Film**
– **Reason**: Market supply is stable, price fluctuations are small
– **Recommendation**: Maintain routine procurement, monitor changes in consumer electronics orders
– **Applicable enterprises**: FPC enterprises, motor insulation material enterprises, aerospace enterprises
## Market Outlook
**Short-term (1-2 months):**
– PTFE resin prices still have room to rise, with an estimated increase of 3-5%
– Zirconyl chloride prices will remain high, monitor downstream acceptance
– Carbon fiber, PEEK, and PI film prices will primarily remain stable
**Medium-term (3-6 months):**
– Monitor crude oil price trends and their impact on the fluorochemical industry chain
– Monitor the progress of new domestic PTFE capacity release (Dongyue, Juhua, etc.)
– Monitor changes in zircon sand import policies and their impact on zirconyl chloride costs
—
**Report Prepared by:** Market Intelligence Officer
**Release Time:** July 5, 2026, 01:30 AM
**Data Sources:** Public market price monitoring, industry research
**Disclaimer:** This report is for reference only and does not constitute procurement advice. Actual procurement decisions should consider specific enterprise circumstances.