# New Materials Price Trend Daily Report — July 12, 2026
**Published: July 12, 2026 | Coverage: Last 30 Days | Report Type: Weekly Monitoring**
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## 1. Price Overview
| Material | Current Price Range | WoW Change | Trend |
|———-|——————-|————|——-|
| PTFE Resin (Suspension Medium) | 30,000–48,000 CNY/ton | +30.87% | 📈 Strong Rebound |
| PEEK Resin (Industrial Grade, Domestic) | 200,000–400,000 CNY/ton | Flat | ➡️ Stable |
| PEEK Resin (Imported Victrex) | 800,000–1,500,000 CNY/ton | Flat | ➡️ Stable |
| Carbon Fiber T300 (12K, Domestic) | 85–100 CNY/kg | -5% | 📉 Bearish |
| Carbon Fiber T700 (12K, Domestic) | 145–160 CNY/kg | -3% | 📉 Mild Decline |
| Carbon Fiber T300 (50K, Large Tow) | 85–95 CNY/kg | -4% | 📉 Under Pressure |
| PI Film (Electronic Grade) | 350,000–1,000,000 CNY/ton | Flat | ➡️ Range-bound |
| PI Film (High-end Electronic/COF) | 1,000,000–2,000,000 CNY/ton | Flat | ➡️ Stable |
| Alumina (Industrial Grade) | 2,700–2,830 CNY/ton | +2.2% | 📈 Slight Uptick |
| Zirconium Oxychloride | 18,750 CNY/ton | +5.6% | 📈 Moderate Rise |
| Silicon Carbide Powder (98% 200 mesh) | 250 CNY/kg | Flat | ➡️ Stable |
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## 2. Key Price Movements
### 2.1 PTFE Resin: Sharp Rebound, Near-Term Strength
– **Price Movement**: Current at 31,800 CNY/ton, up +30.87% from 30-day low; price sitting near the upper end of the recent range
– **Key Drivers**: In June 2026, multiple major fluorochemical producers jointly raised出厂报价 across the full range of fluoropolymers including PTFE, PVDF, and FEP. Combined tightening fluorspar supply and tightening HCFC ban policy expectations provided dual support from cost and regulatory sides
– **Risk Note**: Price has already reached a relatively high point within the 30-day band (high of 48,000 CNY/ton). Chasing at current levels carries upside risk; monitor actual transaction volumes for confirmation
### 2.2 Carbon Fiber: Persistent Pressure, Bottoming Process
– **Price Movement**: T300/T700 across all specs down another 3–5% month-over-month; overall prices remain near multi-year lows
– **Key Drivers**: Ongoing domestic capacity expansion with elevated inventory levels (10,000+ tons). Traditional demand sectors (wind energy, sports equipment) show no significant recovery. Emerging demand from low-altitude economy and robotics has not yet reached scale to provide meaningful support
– **Bottoming Signals**: Jilin Chemical Fiber has initiated price adjustments, with T300(25K) seeing a tentative price increase of 2,000 CNY/ton. Rising acrylonitrile costs may accelerate bottom confirmation
### 2.3 Alumina & Zirconium Oxychloride: Moderate Upward Trend in Raw Materials
– **Alumina**: Shandong region quoted at 2,730 CNY/ton in June, up ~58 CNY/ton vs. late May, driven by bauxite cost pressure
– **Zirconium Oxychloride**: ZrO₂≥36% spec quoted at 18,750 CNY/ton, monthly increase of ~1,000 CNY/ton; downstream ceramics and precision manufacturing demand steady-to-rising
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## 3. Impact Analysis
### 3.1 Impact on Procurement Costs
– **PTFE**: Short-term procurement window is narrowing. At 31,800 CNY/ton, current levels are already relatively elevated. Prioritize locking in long-term agreement pricing; defer spot purchases for non-urgent needs
– **Carbon Fiber**: Sustained low prices provide cost optimization opportunities for buyers. T700 high-performance specs showing improving cost-performance; monitor domestic substitution progress
– **PI Film**: Prices stable across the board. No special strategy needed for standard electronic grade procurement; high-end COF/flexible display specs warrant 90-day advance stocking given concentrated supply
– **Specialty Ceramic Raw Materials**: Alumina and zirconium oxychloride increases are modest; cost pass-through to downstream ceramic structural parts is limited in the near term
### 3.2 Impact on Supply Chain
– **PTFE**: Fluoropolymers entering an upward cycle broadly. Monitor HCFC ban policy pace as a key uncertainty for supply-side dynamics
– **Carbon Fiber**: High inventory levels may accelerate consolidation among smaller producers, which could benefit supply chain health over the medium term
– **PEEK**: Victrex and other imported brands maintain stable supply. Domestic expansion by Zhongyan Materials and Junhua Specialty Plastics progressing steadily; domestic substitution runway remains significant
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## 4. Actionable Recommendations
### ✅ Materials to Lock In
1. **PTFE Resin** (Urgent): Prices already in an upward channel with policy catalysts in play. Complete Q3 procurement volume locking immediately
2. **Carbon Fiber T300/T700** (Strategic): Current prices are at cycle lows. Negotiate 12-month framework agreements with suppliers to lock volume and price
3. **PI Film (High-End Specs)**: COF and flexible display PI supply is concentrated; procurement lead times are long. Recommend 90-day advance procurement
### ⏸️ Materials to Monitor
1. **PEEK Resin**: Domestic/import price ratio is ~4:1; imported material is not cost-justified for non-critical applications. Domestic grades preferred; aerospace and medical grade still import-dependent
2. **Specialty Ceramic Raw Materials (Alumina/Zr oxychloride)**: Modest price increases with multiple alternative suppliers available; maintain monthly rolling procurement
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## 5. Risk Disclaimers
– Crude oil price volatility creates lagged cost transmission into fluoropolymer raw materials
– Faster-than-expected new carbon fiber capacity ramp-up could further depress prices
– Geopolitical factors may impact import supply availability for high-end PTFE and PI film grades
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*This report is compiled from publicly available market data and is for reference only. Procurement decisions should be made based on actual business conditions.*