New Materials Price Trend Daily Report — May 1, 2026
Price Overview
| Material |
Current Price Range |
WoW Change |
Trend |
| PTFE Suspension Resin |
34,000–54,000 CNY/ton |
-2.9% |
↓ Declining |
| PEEK Virgin Resin (Imported) |
650–980 CNY/kg |
+1.3% |
↑ Slight Increase |
| Carbon Fiber (T300 Grade) |
85,000–120,000 CNY/ton |
+3.1% |
↑ Rising |
| PI Film (Electronic Grade) |
180–475 CNY/kg |
0% |
→ Stable |
| Alumina (Ceramic Grade) |
2,695–2,774 CNY/ton |
-0.8% |
↓ Under Pressure |
Key Movements
Carbon Fiber: +3.1% — The standout this week. Jilin Chemical Fiber announced a price increase of 5,000 CNY/ton across all carbon fiber specifications in early April, driven by surging acrylonitrile feedstock prices. Kaiyuan Securities notes that T800+ high-end grades remain in tight supply-demand balance, with robust demand from wind turbine blades, aerospace, and the low-altitude economy. Q1 2026 average carbon fiber prices rose 3.07% YoY. The carbon fiber concept index gained 0.47%–0.63% this week.
PTFE: -2.9% — Luxi Chemical lowered its PTFE quote to 34,000 CNY/ton, down 1,000 CNY/ton from the prior period. Domestic PTFE capacity expansion combined with sluggish demand continues to pressure prices. However, dispersion resin (Fuxin Hengtong at 54,000 CNY/ton) remains relatively firm, and imported brands (Daikin, Chemours) hold steady at 120–180 CNY/kg.
PEEK: +1.3% — The PEEK concept index edged up 1.34%. Virgin resin (Victrex 450G) is quoted at 880 CNY/kg, while the 600G grade reaches 980 CNY/kg. Domestic modified PEEK trades in the 280–350 CNY/kg range with balanced supply and demand.
PI Film: Stable — No significant price movement for electronic-grade PI film. Domestic products range from 180–475 CNY/kg, while premium imports like DuPont KAPTON exceed 2,000 CNY/kg. FPC and new energy demand supports the price floor.
Alumina: -0.8% — Spot average price around 2,774 CNY/ton, pulling back from recent highs. The futures front-month contract dipped to 2,695 CNY/ton, down over 14% from the March peak. The alumina oversupply pattern persists, with new capacity continuing to come online as the main downward pressure.
Impact Analysis
Cost Side: Rising acrylonitrile prices are the core driver of carbon fiber price increases; crude oil volatility indirectly affects PTFE and PEEK cost structures; for alumina, Guinea policy uncertainty remains the biggest supply-side variable.
Demand Side: Emerging sectors like low-altitude economy and aerospace are driving rapid demand growth for high-end carbon fiber (T800+); semiconductors and new energy continue to pull PI film and specialty ceramics demand; PTFE demand remains weak, with slower procurement in wire & cable and chemical corrosion protection.
Supply Side: PTFE and alumina overcapacity is unlikely to reverse in the short term; high-end carbon fiber grades face supply tightness, with domestic substitution accelerating but high-end capacity still limited; PEEK domestic players like Jilin Zhongyan are expanding, but import dependency remains high.
Actionable Recommendations
Lock-in Prices:
- Carbon Fiber (T700/T800) — Strong cost support + robust demand; further upside expected. Recommend locking in long-term contracts.
- Imported PEEK Resin — Tight supply pattern; recommend advance stocking.
Stay on the Sidelines:
- PTFE Suspension Resin — In a downtrend; no rush to purchase, wait for bottom signals.
- Alumina — Oversupply persists; further downside expected.
Monitor Closely:
- Jilin Chemical Fiber carbon fiber price increase implementation and industry follow-through
- Acrylonitrile feedstock price trends (carbon fiber cost anchor)
- Guinea bauxite policy changes (alumina supply side)
- PTFE capacity recovery progress post-spring maintenance
Sources: 100ppi.com, East Money, Futunn, 1688.com, Alibaba, Plasway, ChemicalBook | Report Date: May 1, 2026