## 2026-07-26 Advanced Materials Price Trend Daily Report

**Price Overview**

| Material | Current Price Range | Weekly Change | Trend |
|———-|——————-|—————|——-|
| PTFE Resin | ¥31,800-45,500/MT | +30.11% | 📈 Strong Rally |
| PEEK Resin (Domestic) | ¥500-700/kg | Flat | ➡️ Stable |
| PEEK Resin (Import) | ¥800-1,000/kg | Flat | ➡️ Stable |
| Carbon Fiber T700 (Domestic) | ¥100,000-120,000/MT | -3% | 📉 Slight Decline |
| PI Film (Electronic Grade) | ¥500-2,000/m² | Flat | ➡️ Stable |
| Alumina | ¥2,600-2,820/MT | -2% | 📉 Slight Decline |
| Silicon Carbide (98%) | ¥5,800/MT | +1% | 📈 Slight Rise |

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**Key Price Movements**

– **PTFE Resin: +30.11% (Strong Rally)**
Driven by sustained increases in upstream fluorspar prices, PTFE market prices rebounded sharply. The Chemicalbook index showed a 60% volatility range over 30 days. Shandong suspended medium-particle quotes reached ¥45,500/MT on July 22. Short-term tight supply continues to support prices.

– **Carbon Fiber T700 (Domestic): -3% (Slight Decline)**
On June 28, Zhongfu Shenying put three world-scale carbon fiber production lines into operation simultaneously, rapidly expanding capacity and intensifying market competition. Domestic T700 prices have fallen below the critical ¥100,000/MT level, now 15-20% lower than imported equivalents. Supply-side pressure is evident.

– **Silicon Carbide (98%): +1% (Slight Rise)**
Ningxia-region silicon carbide prices showed a modest upward movement, supported by rising upstream coal prices and environmental production restrictions. Short-term cost support remains firm, with prices expected to remain stable to slightly firm.

– **Alumina: -2% (Slight Decline)**
Xinjiang alumina bidding prices fell approximately ¥50/MT, with port inventories at 629,000 MT (up 2.4% weekly). Shanxi alumina producers face potential production halts due to safety inspections on red mud storage facilities, adding supply-side uncertainty.

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**Impact Analysis**

**Impact on Procurement Costs:**
– PTFE’s sharp price increase has directly raised costs for chemical anti-corrosion linings and seals — recommend locking in 2-3 months of inventory immediately
– Carbon fiber T700’s continued decline benefits wind turbine blade and aerospace composite procurement — consider extending inventory buffers
– Silicon carbide’s modest rise has limited impact on specialty ceramics and refractory material costs, but monitor Ningxia environmental policy developments

**Impact on Supply Chain:**
– PTFE: Tight fluorspar supply cannot be resolved short-term; supplier lead times are extending — recommend extending inventory buffers from 30 to 45 days
– Carbon Fiber: Domestic production capacity rising with 90% localization rate reduces import dependency and improves supply chain autonomy, but price competition is intensifying
– PI Film: DuPont and other import brands maintain stable supply; domestic substitution is accelerating

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**Action Recommendations**

| Material | Recommendation | Rationale |
|———-|—————|———–|
| **PTFE Resin** | 🔴 Lock In Now | 30%+ rally in 30 days with tight supply — lock in 2-3 months immediately |
| **PEEK Resin** | 🟡 Stock moderately | Stable market with aerospace/semiconductor demand support; no major volatility expected |
| **Carbon Fiber T700** | 🟢 Hold & Watch | Capacity expansion driving prices down — defer large-volume procurement, await stabilization |
| **PI Film** | 🟡 Standard Purchase | Stable electronic-grade demand; domestic substitution improving cost-performance ratio |
| **Silicon Carbide** | 🟡 As-Needed | Firm cost support with limited volatility — avoid hoarding |
| **Alumina** | 🟡 Monitor Supply | Shanxi environmental inspections ongoing — maintain 2-week safety stock |

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**Key Market Data This Week**
– WTI Crude: $92.19/bbl (+5.36%)
– Brent Crude: $100.69/bbl (+6.62%)
– RMB exchange rate volatility has indirect impact on import-priced materials

> 📅 Report Generated: 2026-07-26 01:30 (Shanghai Time)
> 🕵️ Market Intelligence Officer | LIIFOO Intelligence