采购指南 | LiiFoo 采购指南 – 第 69 页 – LiiFoo

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  • 【政策监控日报】2026年7月8日 | 新材料行业

    报告日期:2026年7月8日(星期三)
    政策领域:中国GB标准 / US EPA TSCA / UK REACH
    综合风险等级:★★★ 中高(本周有重要政策生效)


    一、本周重大政策动态

    中国:两项电动汽车强制性国标正式实施(2026.7.1)

    涉及标准:

    • GB 38031-2025《电动汽车用动力蓄电池安全要求》— 2026年7月1日起正式实施
    • GB 18384-2025《电动汽车安全要求》— 2026年7月1日起正式实施

    核心变化:

    • 热扩散要求大幅升级:从此前的”起火、爆炸前5分钟报警”提升至“不起火、不爆炸”,并要求烟气不对乘员造成伤害
    • 新增底部撞击测试:考察电池底部受撞击后的防护能力
    • 新增快充循环安全测试:300次快充循环后进行外部短路测试,要求不起火、不爆炸
    • 挤压测试升级:增加绝缘电阻相关判定条件
    • 首次将”一键断电”装置定义为物理断电装置,取代纯软件控制方式

    合规时间表:

    • 新申报车型:2026年7月1日起强制执行
    • 已上市在售车型:过渡期至2027年7月1日

    对新材料行业的影响

    受影响材料 影响方向 风险提示
    电池隔膜 需求增加 + 性能要求提升 热稳定性、穿刺强度要求更高
    正极材料(NCM/LFP) 高镍化趋势加速 能量密度与安全性的平衡设计
    电解液 阻燃添加剂比例提升 热稳定性配方成为核心壁垒
    Pack结构材料 底部防护需求新增 冲击吸能材料市场扩大

    美国:EPA TSCA 持续推进化学品审查

    近期重要动态(2026年6月):

    • 6/23:EPA就石棉(Asbestos)遗留用途及处置问题向业界征集补充信息
    • 6/17:EPA发布5种化学品TSCA风险评估草案技术支撑文件,启动同行评审和公众评议
    • 6/12:EPA发布TBBPA(四溴双酚A)阻燃剂TSCA风险评估草案,进入公众评议期
    • 6/12:EPA发布D4(八甲基环四硅氧烷)风险评估最终SACC报告
    • 7/1:EPA宣布TSCA科学顾问委员会(SACC)新增成员名单

    重点关注:TBBPA
    TBBPA是全球用量最大的溴系阻燃剂,广泛应用于电子电气产品、塑料、纺织品中。若TSCA风险评估认定其存在不合理风险,可能触发EPA的风险管理措施,包括限制使用、强制替代。

    对中国出口企业的建议:

    • 电子电气产品中使用TBBPA的企业需密切关注评估进展
    • 建立TBBPA替代阻燃剂的技术储备
    • 跟踪EPA风险评估最终结论及可能的公众评议窗口期

    英国:UK REACH候选清单新增15项SVHC

    动态:2026年6月,英国HSE正式将15种物质列入UK REACH候选清单(SVHC)。

    企业应对要点:

    • 含有这15种物质的混合物/物品需履行通报义务(浓度>0.1%且年供应量>1吨)
    • 物品中SVHC含量>0.1%时需向接收者提供安全信息
    • 消费者有权向供应商请求相关信息

    欧盟:海关免税政策取消(已于2026.7.1生效)

    自2026年7月1日起,欧盟取消对货值不超过150欧元的B2C商品免税待遇:

    • B2C商品:每申报品名征收3欧元关税
    • B2B商品:按从价关税征收

    对中国出口企业的影响:低货值电商包裹成本上升,合规申报要求提高。建议提前评估FOB报价结构和物流成本。


    二、行动建议

    优先级 行动项 责任部门 截止时间
    审查产品中是否使用GB 38031-2025涉及的关键材料(隔膜、电解液、Pack材料) 研发/品质 2026/8/31
    启动TBBPA替代阻燃剂的技术评估 研发 2026/9/30
    对照UK REACH新增SVHC清单核查供应链 采购/合规 2026/8/15
    评估欧盟新海关关税对B2C出口成本影响 业务/财务 2026/7/31
    跟踪EPA TBBPA风险评估公众评议期(预计2026年Q3) 合规 持续

    三、本期基线信息

    • EU REACH SVHC候选清单现行总数:241种物质(截至2026年6月)
    • UK REACH SVHC候选清单:已增至约256种(2026年6月更新,新增15种)
    • 美国TSCA Inventory现有化学物质:约86,000+种
    • 中国现行GB标准中涉及新能源材料的强制性标准:GB 38031、GB 18384、GB 31241

    本报告由市场情报官自动生成 | 数据来源:EPA官网、CIRS、工信部公告、全国标准信息平台

  • 2026-07-07 行业展会机会扫描

    2026-07-07 行业展会机会扫描

    即将举办展会

    展会名称 时间 地点 规模 参展价值
    The Advanced Ceramics Show 2026.07.08–09 英国·伯明翰 400展商 / 1.3万观众 高性能陶瓷与先进材料买家集中
    China Composites Expo (CCE) 2026.09.01–03 上海·国家会展中心 850展商 / 3万观众 中国复材第一展,覆盖全产业链
    CAMX 2026 2026.09.21–24 美国·亚特兰大 580+展商 / 2万+观众 北美最大复材展,对接高端市场
    Ceramics 2026 2026.09.14–15 意大利·罗马 国际学术+产业 陶瓷与复合材料技术前沿
    TFE China 2026(聚四氟乙烯展) 2026.10.12–16 上海·国家会展中心 PTFE专业展 氟材料品牌与采购平台
    Carbon Fiber 2026 2026.11.10–12 美国·亨茨维尔 CompositesWorld主办 碳纤维降本与产能趋势
    IC China 2026(半导体博览会) 2026.11.12–14 北京·国家会议中心 半导体材料权威展 半导体材料国产替代窗口
    Glasstech Asia 2026 2026.11.10–12 马来西亚·吉隆坡 350展商 / 1.96万观众 东南亚材料市场入口
    上海国际氟塑料产业链展 2026.12.09–11 上海新国际博览中心 氟塑料产业链 含氟高分子需求增长
    CIME EXPO 2026(导电材料展) 2026.12.09–11 上海新国际博览中心 导电新材料 电子/新能源导电材料

    重点推荐

    • China Composites Expo (CCE 2026):中国复材领域规模最大、国际化程度最高的展会,850家展商覆盖原材料、成型设备到终端应用全链条。建议优先锁定9㎡标准展位,聚焦航空、汽车、风电客户;行动:8月底前通过主办方官网确认展位并预订特装搭建。
    • CAMX 2026(亚特兰大):北美唯一贯通复材与先进材料的综合展,是切入欧美高端供应链的捷径。建议以”会议+展位”组合参展,利用SAMPE/ACMA渠道对接决策买家;行动:9月11日前完成常规价报名(全通票 $995–1,195),提前准备英文资料与样品。

    报名提醒

    • The Advanced Ceramics Show(7/8–9 伯明翰):明日开幕,报名已基本截止,仅余现场登记,建议作为观摩备选。
    • CAMX 2026:常规价截止 9月11日,建议9月初前完成。
    • China Composites Expo:展位申请建议 8月底前确认。
    • TFE China / Carbon Fiber 2026 / IC China / 氟塑料展 / CIME:建议提前2个月(约8–10月)锁定展位。

    成本估算

    • 展位费用参考:国内标准展位(9㎡)约 ¥12,000–25,000;海外标准展位约 USD 3,000–6,500;会议通行证约 USD 1,000–1,500(CAMX全通票已确认 $995–1,195)。
    • 差旅预算参考:国内 ¥4,000–8,000/人;欧洲(英/意)¥15,000–25,000/人;美国 ¥20,000–35,000/人;东南亚(吉隆坡)¥5,000–9,000/人。以上为区间参考,实际以主办方报价为准。

  • PTFE vs PEEK: Which Material Is More Suitable for Your Application?

    PTFE vs PEEK: Which Material Is More Suitable for Your Application?

    In the selection of high-performance engineering plastics, polytetrafluoroethylene (PTFE) and polyetheretherketone (PEEK) are the two most common candidate materials. The former is known as the “King of Plastics,” while the latter is hailed as the “King of Engineering Plastics.” The price gap between them can reach 5–10×. A wrong procurement decision can at best increase cost, and at worst cause seal failure or structural fracture. This article compares the two across four dimensions—material properties, performance parameters, application scenarios, and cost-effectiveness—and provides clear selection guidance.

    1. Material Property Comparison Table

    Property PTFE PEEK
    Density (g/cm³) 2.13–2.20 1.30–1.32
    Melting point (°C) 327 343
    Glass transition Tg (°C) 143
    Continuous service temp (°C) -200 ~ 260 -60 ~ 260 (UL RTI 240)
    Tensile strength (MPa) 20–35 90–100
    Tensile modulus (GPa) 0.4–0.55 3.6
    Elongation at break (%) 200–400 11–50
    Flexural strength (MPa) Low (flexible) 170
    Coefficient of friction (dry) 0.05–0.10 0.30–0.40
    Water absorption (%) <0.01 0.5
    Dielectric strength (kV/mm) 60–100 ~19 (3mm)
    Limiting oxygen index LOI (%) 95 35
    Flammability rating Inherently flame-retardant UL94 V-0 (unfilled)
    Relative price (USD/kg) 6–20 50–100

    Data sources: ASTM D638 (tensile), ASTM D790 (flexural), ISO 1183 (density), UL 94 / UL 746B (flammability / RTI).

    2. Performance Parameter Comparison

    Mechanical: PEEK’s tensile strength is ~3–4× that of PTFE, and its modulus is an order of magnitude higher, enabling metal replacement in load-bearing structural parts, gears, and bearings. PTFE is low in strength and exhibits significant cold flow (creep), so it cannot be used in load-bearing applications, but its high ductility makes it ideal for compression-molded complex seals.

    Friction & wear: PTFE has an extremely low friction coefficient (0.05–0.10) and self-lubrication, making it the first choice for dry-friction conditions. PEEK’s dry friction coefficient is higher (0.3–0.4), but when filled with PTFE, graphite, or carbon fiber, friction drops to 0.15–0.2, and wear resistance significantly exceeds that of pure PTFE.

    Temperature & chemical: Both have a continuous service temperature ceiling near 260°C. PTFE’s chemical resistance is nearly perfect, attacked only by molten alkali metals and fluorine. PEEK resists most organic solvents, oils, and acids, but is limited under strong protic acids (e.g., hot concentrated sulfuric acid).

    Electrical & flame: PTFE offers high dielectric strength and LOI of 95%, making it the top choice for high-frequency / high-voltage insulation. PEEK itself is UL94 V-0 with LOI 35%, giving it an edge in high-temperature flame-retardant structural parts.

    3. Application Scenario Analysis

    • PTFE suits: Chemical pipe linings, valve seals, gaskets, non-stick coatings, medical catheters, high-frequency cable insulation—prioritize wherever “low friction + strong corrosion resistance + electrical insulation” is needed.
    • PEEK suits: Aerospace fasteners, automotive transmission gears, semiconductor wafer carriers, orthopedic implants, downhole oilfield instruments—prioritize wherever “high strength + high temperature + dimensional stability” is needed.

    4. Cost-Effectiveness Evaluation

    PTFE raw material costs ~1/6–1/10 of PEEK and is easy to mold with low processing energy. However, if the application requires structural strength, compensating for PTFE’s mechanical weakness often means larger cross-sections or switching to metal, so the total cost is not necessarily lower. PEEK has a higher upfront cost but reduces part count, extends service life, and cuts weight—yielding a better TCO (total cost of ownership) in critical components. Rule of thumb: choose PTFE for non-load-bearing seals / insulation; choose PEEK for load-bearing high-temperature structural parts.

    5. Selection Advice

    1. Pure sealing, lining, low-friction sliding parts → Choose PTFE (lowest cost, best corrosion resistance).
    2. Load-bearing structures, gears, bearings, implants → Choose PEEK (sufficient strength and toughness).
    3. High temperature + flame retardancy + dimensional stability → Choose PEEK (UL94 V-0, halogen-free).
    4. High-voltage high-frequency insulation → Choose PTFE (superior dielectric properties).
    5. Extremely tight budget with mild conditions → Prefer PTFE; if service life is critical, recalculate by TCO.

    Conclusion

    PTFE and PEEK are complementary rather than substitutable: PTFE wins on “lubrication, corrosion resistance, insulation, low cost,” while PEEK wins on “strength, heat resistance, flame retardancy, dimensional stability.” When procuring, first define the three hard constraints of your application (load-bearing or not, temperature range, media corrosion), then select against the table—this avoids 80% of material selection mistakes.

  • PTFE vs PEEK:哪种材料更适合你的应用?

    PTFE vs PEEK:哪种材料更适合你的应用?

    在高性能工程塑料的选型中,聚四氟乙烯(PTFE)与聚醚醚酮(PEEK)是最常见的两种候选材料。前者以”塑料王”著称,后者被誉为”工程塑料之王”。二者价格差距可达 5–10 倍,采购决策一旦失误,轻则增加成本,重则导致密封失效或结构件断裂。本文从材料特性、性能参数、应用场景、成本效益四个维度进行对比,并给出明确选型建议。

    一、材料特性对比表

    性能指标 PTFE(聚四氟乙烯) PEEK(聚醚醚酮)
    密度 (g/cm³) 2.13–2.20 1.30–1.32
    熔点 (°C) 327 343
    玻璃化转变温度 Tg (°C) 143
    连续使用温度 (°C) -200 ~ 260 -60 ~ 260(UL RTI 240)
    拉伸强度 (MPa) 20–35 90–100
    拉伸模量 (GPa) 0.4–0.55 3.6
    断裂伸长率 (%) 200–400 11–50
    弯曲强度 (MPa) 低(柔性) 170
    摩擦系数(干态) 0.05–0.10 0.30–0.40
    吸水率 (%) <0.01 0.5
    介电强度 (kV/mm) 60–100 ~19(3mm)
    极限氧指数 LOI (%) 95 35
    阻燃等级 本质阻燃 UL94 V-0(无添加)
    相对价格(元/kg) 50–150 400–900

    数据来源:ASTM D638(拉伸)、ASTM D790(弯曲)、ISO 1183(密度)、UL 94 / UL 746B(阻燃 / RTI)。

    二、性能参数对比

    力学性能:PEEK 的拉伸强度约为 PTFE 的 3–4 倍,模量高出一个数量级,可替代金属制造承重结构件、齿轮、轴承;PTFE 强度低、冷流(creep)明显,不能用于承力件,但高延展性使其适合模压成复杂密封件。

    摩擦与耐磨:PTFE 具有极低的摩擦系数(0.05–0.10)和自润滑性,是干摩擦工况的首选;PEEK 干态摩擦系数较高(0.3–0.4),但加入 PTFE、石墨或碳纤维填充后,摩擦可降至 0.15–0.2,且耐磨性显著优于纯 PTFE。

    耐温与耐化学:二者连续使用温度上限均接近 260°C。PTFE 耐化学性近乎完美,仅受熔融碱金属与氟元素侵蚀;PEEK 耐大多数有机溶剂、油、酸,但在强质子酸(如高温浓硫酸)下受限。

    电气与阻燃:PTFE 介电强度高、LOI 达 95%,是高频 / 高压绝缘首选;PEEK 本身 UL94 V-0 且 LOI 35%,在高温阻燃结构件上更具优势。

    三、应用场景分析

    • PTFE 适用:化工管道衬里、阀门密封、垫片、不粘涂层、医用导管、高频线缆绝缘层——凡是”低摩擦 + 强耐腐蚀 + 电绝缘”需求,优先考虑。
    • PEEK 适用:航空航天紧固件、汽车变速箱齿轮、半导体晶圆载具、骨科植入物、石油井下仪器——凡是”高强度 + 耐高温 + 尺寸稳定”需求,优先选 PEEK。

    四、成本效益评估

    PTFE 原料单价约为 PEEK 的 1/6–1/10,且易模压、加工能耗低。但若工况需要结构强度,为补足 PTFE 的力学短板往往需增大截面或改用金属,综合成本未必更低。PEEK 初始投入高,但可减少零件数量、延长寿命、减重降本,在关键部件上 TCO(总拥有成本)更优。经验法则:非承力密封 / 绝缘选 PTFE;承力高温结构件选 PEEK。

    五、选型建议

    1. 纯密封、衬里、低摩擦滑动件 → 选 PTFE(成本最低、耐蚀最佳)。
    2. 承力结构、齿轮、轴承、植入物 → 选 PEEK(强度与韧性足够)。
    3. 高温 + 阻燃 + 尺寸稳定 → 选 PEEK(UL94 V-0 无卤)。
    4. 高压高频绝缘 → 选 PTFE(介电性能更优)。
    5. 预算极度受限且工况温和 → 优先 PTFE;若寿命要求高,按 TCO 重新核算。

    结论

    PTFE 与 PEEK 并非替代关系,而是互补:PTFE 赢在”润滑、防腐、绝缘、便宜”,PEEK 赢在”强度、耐热、阻燃、尺寸稳定”。采购时先明确工况的三项硬约束(是否承力、温度区间、介质腐蚀),再对表选型,即可避免 80% 的选材失误。

  • Guia de Compras de Fibra de Carbono: Como Comprar Prepreg e Tecido de Fibra de Carbono da China (2026)

    Introdução

    A China tornou-se um dos maiores produtores de fibra de carbono do mundo. Para compradores estrangeiros, adquirir fibra de carbono e seus compósitos (prepreg, tecido, tow) da China oferece vantagens de custo e acesso a capacidade em rápida expansão. No entanto, os graus de fibra de carbono são complexos e o prepreg exige logística rigorosa de cadeia de frio. Os compradores devem definir especificações técnicas, documentos de qualidade e termos de entrega antes de pedir. Este guia orienta equipes de compras estrangeiras nos passos-chave e armadilhas comuns ao comprar fibra de carbono da China.

    1. Conheça as Formas do Produto

    • Tow/roving de fibra de carbono: classificado por tamanho do tow — 1K, 3K, 6K, 12K, 24K (K = mil filamentos).
    • Tecido de fibra de carbono: trama lisa, sarja ou cetim; gramaturas comuns 200/300/400 g/m².
    • Prepreg de fibra de carbono: semiproduto impregnado com resina, congelado a -18°C; distinguido pelo sistema de resina (epóxi, BMI, fenólico) e temperatura de cura.

    2. Defina Especificações Críticas Antecipadamente

    • Graus de resistência: T300 (módulo padrão), T700 (intermediário), T800 (alta resistência), T1000 (ultra alta).
    • Resistência à tração e módulo: especifique valores em GPa e norma de ensaio (ex.: ISO 10618).
    • Parâmetros de prepreg: teor de resina (ex.: 35±3%), temperatura de cura (120°C/180°C), tempo de gel, prazo de validade (shelf life).
    • Largura e comprimento do rolo: tecido comum 1000/1270 mm; prepreg 300/600 mm.

    3. Entenda os Polos Industriais da China

    • Jilin: importante base de precursor e capacidade de carbonização.
    • Jiangsu e Shandong: fabricantes concentrados de prepreg e compósitos.
    • Xangai e Delta do Yangtzé: cadeia de suprimentos aeroespacial e de compósitos de alta qualidade madura.

    4. MOQ e Prazo de Entrega

    • Tecido e tow: MOQ tipicamente de dezenas a centenas de kg; itens padrão 2–4 semanas.
    • Prepreg: MOQ maior devido à formulação; prazo 4–8 semanas; prever tempo extra para preparo de cadeia de frio.

    5. Não Pule os Documentos de Qualidade

    • Cada lote acompanha COA e MTC.
    • Uso aeroespacial/médico pode exigir certificações como AS9100, NADCAP (como referências de qualificação).
    • Relatórios de ensaio de terceiros (ex.: SGS) ajudam na aceitação.

    6. Logística de Cadeia de Frio para Prepreg

    • O prepreg deve ser enviado congelado a -18°C com gelo seco, conforme regras IATA de controle de temperatura.
    • Garanta armazenamento frio no destino para evitar descongelamento que degrada a resina.

    7. Pagamento e Termos Comerciais

    • Comum: sinal T/T + saldo, ou L/C à vista.
    • Incoterms: novos compradores usam CIF/CFR (vendedor arruma frete); mudar para FOB quando familiarizado.

    8. Alfândega e Conformidade

    • Produtos de fibra de carbono costumam entrar no HS 6815.99; confirme imposto de importação e certificações de destino.
    • Atenção a atualizações de controle de exportação e itens de duplo uso; material aeroespacial de alta graduação pode ser restrito.

    9. Armadilhas Comuns para Compradores Estrangeiros

    • Cotar apenas o nome do grau sem parâmetros medidos → lotes inconsistentes.
    • Ignorar cadeia de frio do prepreg → material chega descongelado/degradado.
    • Usar termos comerciais genéricos para bens sensíveis à temperatura → responsabilidade logística obscura.
    • Sem padrão de aceitação ou direito de reinspeção acordado → difícil provar disputas.

    10. Checklist Pré-Pedido

    • [ ] Forma (tow/tecido/prepreg) e grau
    • [ ] Grau de resistência e parâmetros medidos (com norma de ensaio)
    • [ ] Gramatura / largura / comprimento do rolo
    • [ ] Sistema de resina do prepreg, temp. de cura, prazo de validade
    • [ ] Documentos de qualidade (COA/MTC/relatório de terceiros)
    • [ ] Plano de cadeia de frio e embalagem
    • [ ] Pagamento e termos comerciais
    • [ ] Cláusula de aceitação e reinspeção

    Conclusão

    Comprar fibra de carbono da China resume-se a “especificações primeiro, documentos completos, cadeia de frio correta”. Colocar especificações técnicas e documentos de qualidade no contrato protege a qualidade da entrega melhor do que apenas comparar preços.

  • Carbon Fiber Procurement Guide: How to Source Carbon Fiber Prepreg and Fabric from China (2026)

    Introduction

    China has become one of the world’s largest carbon fiber producers. For overseas buyers, sourcing carbon fiber and its composites (prepreg, fabric, tow) from China offers both cost advantages and access to rapidly expanding capacity. However, carbon fiber grades are complex and prepreg demands strict cold-chain logistics. Buyers must define technical specs, quality documents, and delivery terms before ordering. This guide walks overseas procurement teams through the key steps and common pitfalls of buying carbon fiber from China.

    1. Know the Product Forms

    • Carbon fiber tow/roving: classified by tow size — 1K, 3K, 6K, 12K, 24K (K = thousand filaments).
    • Carbon fiber fabric: plain, twill, or satin weave; common areal weights 200/300/400 gsm.
    • Carbon fiber prepreg: resin-impregnated semi-product that must be frozen at -18°C; distinguished by resin system (epoxy, BMI, phenolic) and cure temperature.

    2. Define Critical Specs Up Front

    • Strength grades: T300 (standard modulus), T700 (intermediate), T800 (high strength), T1000 (ultra high).
    • Tensile strength & modulus: specify GPa values and test standard (e.g., ISO 10618).
    • Prepreg parameters: resin content (e.g., 35±3%), cure temperature (120°C/180°C), gel time, shelf life.
    • Width & roll length: fabric often 1000/1270 mm; prepreg commonly 300/600 mm.

    3. Understand China’s Industry Clusters

    • Jilin: major base for precursor and carbonization capacity.
    • Jiangsu & Shandong: concentrated prepreg and composite manufacturers.
    • Shanghai & Yangtze Delta: mature high-end composite and aerospace supply chain.

    4. MOQ and Lead Time

    • Fabric & tow: MOQ typically tens to hundreds of kg; standard items 2–4 weeks.
    • Prepreg: higher MOQ due to formulation; lead time 4–8 weeks; allow extra time for cold-chain prep.

    5. Don’t Skip Quality Documents

    • Each batch ships with COA and MTC.
    • Aerospace/medical use may require supplier certifications such as AS9100, NADCAP (as qualification references).
    • Third-party test reports (e.g., SGS) help acceptance.

    6. Cold-Chain Logistics for Prepreg

    • Prepreg must be shipped frozen at -18°C with dry ice, complying with IATA temperature-controlled rules.
    • Ensure cold storage at destination to avoid thawing that degrades resin.

    7. Payment and Trade Terms

    • Common: T/T deposit + balance, or L/C at sight.
    • Incoterms: new buyers use CIF/CFR (seller arranges freight); switch to FOB once familiar.

    8. Customs & Compliance

    • Carbon fiber products often fall under HS 6815.99; confirm destination duty and certifications.
    • Watch dual-use and export-control updates; high-grade aerospace material may be restricted.

    9. Common Pitfalls for Overseas Buyers

    • Quoting only grade name without measured parameters → inconsistent batches.
    • Ignoring prepreg cold chain → material arrives thawed/degraded.
    • Using generic trade terms for temperature-sensitive goods → unclear logistics responsibility.
    • No agreed acceptance standard or re-inspection right → hard to prove disputes.

    10. Pre-Order Checklist

    • [ ] Form (tow/fabric/prepreg) and grade
    • [ ] Strength grade and measured parameters (with test standard)
    • [ ] Areal weight / width / roll length
    • [ ] Prepreg resin system, cure temp, shelf life
    • [ ] Quality docs (COA/MTC/third-party report)
    • [ ] Cold-chain & packaging plan
    • [ ] Payment & trade terms
    • [ ] Acceptance & re-inspection clause

    Conclusion

    Sourcing carbon fiber from China comes down to “specs first, documents complete, cold chain right.” Writing technical specs and quality documents into the contract protects delivery quality better than price comparison alone.

  • 碳纤维采购指南:海外采购商如何从中国采购碳纤维预浸料与织物(2026版)

    引言

    中国已成为全球最大的碳纤维生产国之一。对于海外采购商而言,从中国采购碳纤维及其复合材料(预浸料、织物、丝束)既能获得成本优势,也能对接快速扩张的产能。但碳纤维品类规格复杂,预浸料对温控物流要求高,采购方需要在下单前明确技术参数、质量文件与交付方式。本指南面向海外采购商,系统梳理从中国采购碳纤维的关键步骤与常见陷阱。

    1. 先分清碳纤维的产品形态

    • 碳纤维丝束/原丝(Tow/Roving):按丝束规格分 1K、3K、6K、12K、24K 等,K 代表千根单丝。
    • 碳纤维织物(Fabric):平纹、斜纹、缎纹,常用面密度如 200 g/m²、300 g/m²、400 g/m²。
    • 碳纤维预浸料(Prepreg):已浸渍树脂的半成品,需冷冻储存(-18℃),按树脂体系(环氧、双马来酰亚胺 BMI、酚醛)和固化温度区分。

    2. 关键规格必须提前定义

    • 强度等级:T300(标准模量)、T700(中等强度)、T800(高强度)、T1000(超高强度)。
    • 拉伸强度与模量:明确 GPa 数值与测试标准(如 ISO 10618)。
    • 预浸料参数:树脂含量(如 35±3%)、固化温度(如 120℃/180℃)、凝胶时间、储存期(shelf life)。
    • 幅宽与卷长:织物幅宽常见 1000mm/1270mm,预浸料多为 300mm/600mm。

    3. 了解中国产业聚集地

    • 吉林:依托原丝与碳化产能,是国内碳纤维原丝重要基地。
    • 江苏、山东:复合材料与预浸料企业集中。
    • 上海及长三角:高端复材与航空航天供应链较成熟。

    4. 起订量(MOQ)与交期

    • 织物与丝束:MOQ 通常为数十公斤至百公斤,标准品交期 2–4 周。
    • 预浸料:因配方定制,MOQ 与最小批次较高,交期 4–8 周;冷藏配方需预留冷链准备时间。

    5. 质量文件不可省略

    • 每批附 COA(分析证书)与 MTC(材质证明)。
    • 航空/医疗用途可要求供应商具备 AS9100、NADCAP 等相关认证作为资质参考。
    • 第三方检测报告(如 SGS)可辅助验收。

    6. 预浸料的冷链物流

    • 预浸料须全程 -18℃ 冷冻运输,使用干冰包装并符合 IATA 温控规定。
    • 到港后需具备冷库接驳,避免解冻回温导致树脂失效。

    7. 付款与贸易条款

    • 常见 T/T 预付款+尾款,或即期信用证(L/C at sight)。
    • Incoterms 建议:首单用 CIF/CFR 由卖方安排运输,熟悉后可转 FOB。

    8. 海关与合规

    • 碳纤维及制品 HS 编码多归入 6815.99 等税号,需确认目的国进口税率与认证要求。
    • 关注两用物项与出口管制动态,高规格航空级材料可能受限。

    9. 海外采购商常见陷阱

    • 只报牌号不报实测参数,导致批次不一致。
    • 忽视预浸料冷链,收到时已回温变质。
    • 用通用贸易条款采购温控材料,物流责任不清。
    • 未约定验收标准与复检权,纠纷难举证。

    10. 采购清单(下单前核对)

    • [ ] 形态(丝束/织物/预浸料)与牌号
    • [ ] 强度等级与实测参数(附测试标准)
    • [ ] 面密度/幅宽/卷长
    • [ ] 预浸料树脂体系、固化温度、储存期
    • [ ] 质量文件(COA/MTC/第三方报告)
    • [ ] 冷链与包装方案
    • [ ] 付款与贸易条款
    • [ ] 验收与复检条款

    结语

    从中国采购碳纤维,核心是“参数先行、文件齐全、冷链到位”。把技术规格与质量文件写进合同,比单纯比价更能保障交付质量。

  • New Materials Price Trend Report — July 7, 2026

    New Materials Price Trend Report — July 7, 2026

    Price Overview

    Material Current Price Range WoW Change Trend
    PTFE Resin (Suspension Medium) ¥30,000–¥45,000/MT ±0%–3%↑ Stable/Bullish
    PTFE Resin (Dispersion) ¥43,000–¥52,000/MT ±0%–2%↑ Stable/Bullish
    PEEK Resin (Industrial Grade) ¥200,000–¥600,000/MT ±0%–1% Stable
    PEEK Resin (Carbon Fiber Reinforced) ¥400,000–¥800,000/MT ±0%–1% Stable
    Carbon Fiber T300 12K ¥75,000–¥85,000/MT -2%–3%↓ Declining
    Carbon Fiber T700 12K ¥100,000–¥130,000/MT -2%–4%↓ Declining
    PI Film (Electronic Grade) ¥1,000,000–¥3,000,000/MT ±0%–2%↑ Stable/Bullish
    Special Ceramics (Tungsten-based) ¥447,000–¥660,000/MT -13%–18%↓↓ Sharply Declining

    Key Price Movements

    Carbon Fiber (T300/T700): -2%–4% (Oversupply + Weak Demand)

    Domestic carbon fiber capacity continues to expand, with major producers like Jilin Chemical Fiber maintaining normal operating rates and inventory levels elevated across the market. This week, T300 12K transaction prices dropped to ¥75–85/kg, while T700 12K fell to ¥100–130/kg. Wind turbine blades, the primary downstream sector, are releasing demand below expectations; emerging applications in low-altitude economy and NEVs have not yet compensated for the supply overhang. Prices are expected to remain under downward pressure in the near term.

    Tungsten-based Ceramic Raw Materials: -13%–18% (Sharp Decline in Upstream Tungsten Concentrate)

    Zhangyuan Tungsten’s July 1H 2026 long-term order quotes: Black tungsten concentrate at ¥448,000/dmtu (-13.8% WoW), ammonium paratungstate (APT) at ¥660,000/MT (-15.4% WoW). Drivers include looser supply from Russian imports and domestic mines, combined with weakening manufacturing procurement demand. Tungsten-based ceramic input costs are expected to ease in the near term.

    PTFE Resin: Steady-to-firm (Maintenance Support + Peak Season)

    Shandong suspension medium grain quoted at ~¥31,800/MT, Fujian dispersion resin at ¥50,000/MT, broadly stable. The fluorspar-R22 chain remains firm, PTFE plant maintenance continues across producers, and traders are holding firm on offers. Downward pressure is limited; upside is capped by tepid end demand.

    PI Film: Steady-to-firm (Strong Demand + High Import Dependence)

    Electronic-grade PI film remains in the ¥1,000,000–¥3,000,000/MT range. High-end grades rely heavily on imports from DuPont, Ube, and SK Kolon. Domestic substitution is in progress but slow. Sustained demand from 5G, NEVs, and semiconductor packaging keeps supply tight.

    Impact Analysis

    On Procurement Costs

    Positive (Cost Relief):

    • Crude oil sharply lower (WTI breaking below $68/bbl, Brent ~$72/bbl), weakening cost support across the petrochemical chain
    • Tungsten-based inputs down significantly (-15.4% APT), easing cost pressure for tungsten-based ceramic manufacturers
    • Carbon fiber sustained at low levels benefits composite material producers reducing raw material spend

    Negative (Cost Rigidity):

    • PI film import dependence exceeds 60%; RMB/USD rate and import tariffs sustain cost floor
    • High-end PEEK grades (medical/aerospace) remain at ¥1,500–2,000/kg
    • PTFE constrained by fluorspar supply, limiting downside

    On Supply Chain

    • Carbon Fiber: Oversupply + destocking pressure — extended supplier payment terms; preferred treatment for long-term contract customers
    • PI Film: Domestic substitution accelerating (Ruihuatai capacity expansion), but electronic-grade still import-dependent
    • PEEK: Domestic substitution improving (Zhongyan Stock, Junhua Special Materials expanding), long-cycle orders may consider locking domestic suppliers
    • Special Ceramics: Sharp tungsten-based price drops may trigger upstream hold-and-wait behavior; watch price transmission pace

    Actionable Recommendations

    Material Recommendation Action
    Carbon Fiber T300/T700 Build positions in batches, avoid chasing Lock Q3 volumes at current low levels; prioritize suppliers with flexible payment terms
    PTFE Resin Lock 3-month coverage Maintenance season tightening supply — lock volume and price ahead of schedule
    PEEK (Imported Brands) Lock immediately FX volatility + supply uncertainty — pre-order one quarter ahead
    PI Film Lock quarterly framework Dual-source strategy (domestic + import); secure electronic-grade supply first
    Special Ceramics (Tungsten) Wait 1–2 months Post-plunge, upstream may attempt price support; wait for stabilization before restocking

    Data Sources: SCI99, Longzhong, Chemicalbook, CBC Metal, CNGold (Crude), Guidechem
    Report Date: July 7, 2026

  • 【日报】2026-07-07 新材料价格趋势日报

    2026-07-07 新材料价格趋势日报

    价格概览表

    材料 当前价格区间 周环比 趋势
    PTFE树脂(悬浮中粒) 3.0万–4.5万元/吨 ±0%–3%↑ 稳定偏强
    PTFE树脂(分散树脂) 4.3万–5.2万元/吨 ±0%–2%↑ 稳定偏强
    PEEK树脂(工业级) 20万–60万元/吨 ±0%–1% 稳定
    PEEK树脂(碳纤增强) 40万–80万元/吨 ±0%–1% 稳定
    碳纤维T300 12K 7.5万–8.5万元/吨 -2%–3%↓ 下跌
    碳纤维T700 12K 10万–13万元/吨 -2%–4%↓ 下跌
    PI薄膜(电子级) 100万–300万元/吨 ±0%–2%↑ 稳定偏强
    特种陶瓷(钨基原料) 44.7万–66万元/吨 -13%–18%↓↓ 大幅下跌

    重点变动

    碳纤维(T300/T700): -2%–4%(供应宽松+需求疲软)

    国内碳纤维产能持续释放,吉林化纤等大厂维持正常开工,市场库存居高不下。本周T300 12K成交区间跌至75–85元/千克,T700 12K跌至100–130元/千克。风电叶片作为主要下游,需求释放不及预期;低空经济、新能源车增量尚不足以对冲产能压力,预计短期价格仍承压下行。

    钨基特种陶瓷原料: -13%–18%(上游钨精矿大幅下挫)

    章源钨业2026年7月上半月长单报价:黑钨精矿44.8万元/标吨(环比-13.8%),仲钨酸铵66万元/吨(环比-15.4%)。主因进口俄镍及国内矿端供应宽松,叠加制造业采购需求走弱。预计短期钨系原料维持弱势,对下游陶瓷企业成本压力有所缓解。

    PTFE树脂: 持稳偏强(检修支撑+旺季预期)

    山东地区悬浮中粒报价约3.18万元/吨,福建分散树脂5万元/吨,整体持稳。萤石-氟化工产业链价格坚挺(R22坚挺),PTFE装置集中检修期延续,贸易商挺价意愿强。短期无下行压力,但上行空间受需求端压制。

    PI薄膜: 持稳偏强(需求旺盛+进口依存度高)

    电子级PI薄膜市场价仍在100万–300万元/吨区间,高端产品依赖美日进口(杜邦、宇部兴产、SK Kolon等),国产化率偏低。5G通讯、新能源汽车、半导体封装需求持续放量,供应紧张格局短期难解。

    影响分析

    对采购成本的影响

    正向(成本下行):

    • 原油价格大幅下挫(WTI跌破68美元/桶,布伦特约72美元/桶),化工链原料成本支撑减弱
    • 钨基原料跌幅显著(仲钨酸铵-15.4%),钨系特种陶瓷采购成本压力骤降
    • 碳纤维持续低价区间,有利于复合材料企业降低原材料支出

    负向(成本刚性):

    • PI薄膜进口依存度超60%,汇率+进口关税持续构成成本刚性
    • PEEK高端型号(医疗/航空航天级)价格仍在1500–2000元/公斤高位
    • PTFE原料受萤石供应约束,深跌空间有限

    对供应链的影响

    • 碳纤维:产能过剩叠加去库压力,供应商账期拉长,优质供应商优先保障长单客户
    • PI薄膜:国产替代进程加速(瑞华泰等企业扩产),但高端电子级仍依赖进口,供应风险需关注
    • PEEK:国产化率提升中(中研股份、君华特塑),长周期订单可考虑锁定国产供应商
    • 特种陶瓷:钨系原料大幅下行或引发上游惜售情绪,需关注价格传导节奏

    行动建议

    材料 建议 具体行动
    碳纤维T300/T700 分批建仓,不追高 当前低价区间可锁定Q3用量,优先选择账期宽松供应商
    PTFE树脂 锁定3个月用量 检修季供应趋紧,建议提前锁量锁价
    PEEK(进口品牌) 立即锁定 汇率波动+供应不确定性,进口品牌建议提前一个季度备货
    PI薄膜 锁定季度框架合同 国产+进口双渠道布局,优先确保电子级供货稳定
    特种陶瓷(钨基) 观望1–2个月 急跌后上游或有挺价动作,等企稳后再分批采购

    数据来源:卓创资讯、隆众资讯、Chemicalbook、CBC金属网、金投原油网、盖德化工网
    报告时间:2026-07-07

  • Guia de Compras de Materiais PEEK: Como Comprar Polieter Eter Cetona de Alto Desempenho da China (2026)

    O Polieter Eter Cetona (PEEK) e um dos plasticos de engenharia termoplasticos de maior desempenho do mundo, com crescimento sustentado da demanda em aeroespacial, dispositivos medicos, semicondutores e eletronica automotiva. A China emergiu como um produtor significativo de materiais PEEK, com qualidade consistentemente aprimorada e vantagens de custo notaveis. Este guia aborda sistematicamente os pontos-chave para compradores internacionais que buscam materiais PEEK da China.

    1. Panorama do Mercado de PEEK e Capacidade de Producao da China

    A capacidade global de PEEK esta concentrada nos EUA, Reino Unido, China e Alemanha. Fabricantes chineses (como Zhongyan Advanced Materials, Jilin DSL, Panjin Weiyingjie, entre outros) expandiram significativamente sua capacidade nos ultimos anos, alcançando varios milhares de toneladas anuais, com fornecimento estavel em multiplas marcas de resina PEEK e materiais compostos.

    Vantagens Principais dos Materiais PEEK Chineses:

    • Competitividade de custo: Produtos de especificacoes equivalentes da China sao tipicamente 30%~50% mais baratos que marcas europeias e americanas
    • Especificacoes completas: Cobertura desde resina pura ate compostos reforcados com fibra de vidro, fibra de carbono e grafite
    • Entrega estavel: A producao em escala garante ciclos de fornecimento confiaveis para graus padrao

    2. Principais Graus de PEEK e Codigos de Compra

    Selecione a especificacao apropriada com base na sua aplicacao:

    • PEEK resina pura: ex., Victrex 450G, PEEK 770N — para moldagem por injeccao e extrusao
    • PEEK reforcado com fibra de vidro: graus GF30%, GF40% — rigidez e resistencia termica melhoradas para pecas estruturais
    • PEEK reforcado com fibra de carbono: graus CF30% — alta relacao resistencia-peso para estruturas aeroespaciais
    • PEEK resistente ao desgaste: graus com carga de grafite ou fibra de carbono para rolamentos e vedacoes
    • PEEK grau medico: certificado de biocompatibilidade ISO 10993 — para implantes ortopedicos e instrumentos cirurgicos

    3. Indicadores-Chave para Selecao de Fornecedores Chineses de PEEK de Qualidade

    3.1 Verificacao da Capacidade de Producao

    Verifique a capacidade anual real do fornecedor, especificacoes do reator (afetando a consistencia do lote) e se possui linhas de processamento de compostos. Os principais centros de producao de PEEK na China estao nas provincias de Jilin, Jiangsu e Shandong.

    3.2 Certificacoes do Sistema de Qualidade

    Compradores internacionais devem solicitar: certificacao ISO 9001, declaracoes de conformidade ROHS/REACH e relatorios de testes de terceiros (propriedades mecanicas, MFI, estabilidade termica, etc.).

    3.3 Correspondencia de Grau e Verificacao por Amostras

    O PEEK e altamente sensivel a formulacao. Mesmo o mesmo grau de lotes diferentes pode apresentar variabilidade no processamento. Sempre solicite amostras para teste: 0,5~2kg de amostras para validacao de MFI, comportamento de fluxo e propriedades mecanicas antes de pedidos em grande escala.

    3.4 Conformidade de Exportacao e Logistica

    Exportacoes padrao de PEEK tipicamente nao requerem licencas especiais. Pontos importantes: alguns materiais de grau aeroespacial de alta especificacao estao sujeitos a controles de exportacao ITAR/EAR; transporte maritimo em conteineres padrao e preferivel (conteiner 20FT adequado para lotes de 1~3 toneladas); garanta embalagem a prova de umidade.

    4. Negociacao de Compras e Termos de Preco

    • Base de preco: FOB Xangai/Qingdao e o termo de comercio padrao
    • Condicoes de pagamento: T/T 30% de entrada + 70% contra copia do conhecimento de embarque para primeiros pedidos; L/C ou O/A para clientes estabelecidos
    • MOQ: Resina pura tipicamente 1 tonelada metrica; graus compostos podem comecar a partir de 500kg
    • Validade da cotacao: Precos de resina PEEK sao vinculados aos custos de DFBP upstream; cotacoes sao tipicamente validas por 7 dias

    5. Alertas de Risco e Recomendacoes

    • Inspecao de recebimento e essencial: Envie cada lote para SGS, Bureau Veritas ou equivalente para reteste por terceiros, especialmente para propriedades mecanicas criticas
    • Cuidado com falsificacoes: Tenha cautela com precos suspiciousamente baixos que alegam ser marcas genuinas Victrex ou Solvay — verifique credenciais autorizadas
    • Estabeleca uma estrategia de dupla fonte: Evite dependencia de fornecedor unico; mantenha relacoes com 1~2 fornecedores de backup

    6. Resumo

    O ecossistema de fornecedores de materiais PEEK da China amadureceu consideravelmente. O sucesso nas compras depende de qualificacao rigorosa de fornecedores, testes completos de amostras e construcao de parcerias de longo prazo. Compradores internacionais sao aconselhados a comecar com pedidos de teste pequenos em graus padrao, depois escalar gradualmente conforme a confianca se desenvolve — capturando as vantagens de custo da China enquanto gerenciam efetivamente os riscos de compra.

    Este artigo e baseado em informacoes de mercado de julho de 2026. Precos e condicoes de fornecimento podem variar com flutuacoes do mercado; confirme cotacoes atuais com fornecedores antes de comprar.