标签：供应商

Toray T800 Carbon Fiber Prepreg Buying Guide 2026: T800H vs T800S Grades, Cost Drivers, and How to Qualify Suppliers
If you are searching for where to buy Toray T800 carbon fiber prepreg or trying to understand T800 prepreg price per square meter in 2026, this guide is written for you. It covers grade selection (T800H vs T800S), resin systems, the specification items that actually matter on a datasheet, realistic cost drivers, export-control constraints, and a practical supplier qualification checklist for aerospace and industrial buyers.

What Exactly Is T800 Prepreg?

Toray T800 is an intermediate-modulus (IM) polyacrylonitrile-based carbon fiber with a tensile strength of approximately 5,880 MPa and a tensile modulus of about 294 GPa. In prepreg form, the fiber is pre-impregnated with a precisely controlled resin system — most commonly a 180°C-cure toughened epoxy such as Toray 3900-series — and supplied as unidirectional (UD) tape or woven fabric with a defined resin content, areal weight, and out-time budget.

T800-class prepreg sits between standard-modulus T300/T700 materials and high-modulus M-series fibers. It is the workhorse of primary aircraft structures: the Boeing 787 wing and fuselage use T800S/3900-2B prepreg, which is why the grade carries strong brand recognition in procurement searches.

T800H vs T800S: Which Grade Should You Specify?
- T800H — the original grade, available in 6K and 12K tows. Long qualification heritage in space, defense, and legacy aerospace programs. Typically more expensive and with longer lead times.
- T800S — the higher-throughput successor, produced in 24K tow. Slightly higher strength (about 5,880 MPa), lower conversion cost, and the default choice for new airframe and industrial programs.
Procurement rule of thumb: if your part is qualified against an existing specification that names T800H, do not substitute without a requalification plan. For new programs where you control the spec, T800S almost always gives better value per kilogram.

Datasheet Items Buyers Must Verify Before Ordering
- Fiber areal weight (FAW): common UD tape options are 145 g/m² and 190 g/m²; tolerance should be ±3% or better.
- Resin content: typically 33–36% by weight for aerospace UD tape. Ask for lot-by-lot certificates, not just nominal values.
- Resin system and cure cycle: 180°C autoclave epoxy (e.g., 3900-2), 120°C-cure systems for tooling-limited shops, or out-of-autoclave (OoA) options. The resin, not the fiber, usually determines processing cost.
- Tack life and out-time: 10–30 days at 23°C is typical. Short out-time material is cheaper to buy and expensive to scrap.
- Frozen storage life: usually 6–12 months at −18°C. Confirm remaining shelf life at delivery in your purchase contract — insist on ≥75%.
- Certifications: Nadcap for aerospace processing, AS9100/ISO 9001 for the supplier, and program-specific specs (BMS, NMS, or your own company standard).
2026 Price Benchmarks and Cost Drivers

Indicative market levels observed in early-to-mid 2026 (ex-works, volume dependent):
- T800-class UD epoxy prepreg, industrial grade: roughly USD 90–150 per kg (about USD 25–45 per m² at 190 g/m² FAW) for multi-tonne annual commitments.
- Aerospace-certified T800S/toughened-epoxy tape: USD 180–350+ per kg depending on specification, batch traceability, and testing requirements.
- Chinese domestic T800-equivalent prepreg (fibers such as SYT55 from Zhongfu Shenying or equivalents from Guangwei Composites): typically 20–40% below imported Toray material, an increasingly credible option for industrial (non-flight-critical) applications.
What moves the price: fiber tow size (12K vs 24K), areal weight (lighter FAW costs more per kg), resin qualification level, minimum order quantity, cold-chain freight, and testing/documentation burden. For aerospace lots, paperwork and lot acceptance testing can add 15–25% to the material cost.

Export Controls and Supply Constraints

T800-class fiber and prepreg fall under dual-use export control regimes in Japan (METI), the US (EAR), and the EU. Expect end-use statements, end-user certificates, and license lead times of 4–12 weeks for cross-border shipments. Plan procurement schedules around this, and never rely on a single logistics route for program-critical material.

Capacity remains tight in 2026: aerospace build-rate recovery and hydrogen pressure vessel demand are absorbing IM-fiber capacity. For new demand, realistic lead times are 12–24 weeks for certified aerospace prepreg and 6–10 weeks for industrial grades.

Supplier Qualification Checklist
1. Confirm the prepregger’s fiber source: genuine Toray T800H/T800S with mill certificates, or a declared equivalent fiber.
2. Request lot-level data: FAW, resin content, volatiles, tack, gel time, and DSC cure data.
3. Audit cold-chain capability: −18°C storage, temperature loggers in every shipment, documented freezer-out logs.
4. Run a paid trial order: laminate mechanical tests (0° tensile, ILSS, CAI for toughened systems) against the datasheet before committing volume.
5. Negotiate shelf-life-at-delivery, requalification support, and a scrap-replacement clause into the contract.
FAQ

Q: Can I substitute T700 prepreg to save cost?
A: Only if your design margin allows a ~10% lower modulus (230 vs 294 GPa). Stiffness-driven parts usually cannot; strength-driven parts sometimes can.

Q: Is Chinese T800-equivalent prepreg reliable?
A: For industrial applications — sporting goods, drones, automotive, hydrogen tanks — domestic IM-fiber prepreg has matured rapidly and offers a strong cost position. For flight-critical aerospace structures, qualification heritage still favors Toray material.

Q: What MOQ should I expect?
A: Industrial prepreggers commonly quote 100–300 kg MOQ per resin/FAW combination; aerospace-certified material is often one full production batch.

Need a quotation comparison or a supplier shortlist for T800 prepreg? Contact our sourcing team — we track pricing for imported and domestic IM-fiber prepreg monthly.
2026年7月30日
LCP (Liquid Crystal Polymer) Selection & Procurement Guide 2026: Materials for 5G Antennas, High-Speed Connectors and AI Servers
Driven by AI servers, 5G mmWave and high-speed connectors, LCP (Liquid Crystal Polymer) has moved from a niche specialty plastic to a core material for high-frequency electronics. This guide covers material properties, grade selection, China localization progress and procurement strategy for 2026.

1. Why LCP: Three Core Advantages
- Ultra-low dielectric loss: Dk of roughly 2.9–3.2 and Df as low as 0.002–0.004 at 10 GHz — far better than PI film (Df ~0.01–0.02), making LCP a top substrate choice for mmWave antennas and high-speed transmission lines.
- Extremely low moisture absorption: <0.04% water uptake means dielectric performance barely drifts in humid environments — something PI cannot match.
- Excellent flow and thin-wall molding: The liquid-crystalline melt enables injection molding of walls below 0.2 mm, meeting the requirements of fine-pitch board-to-board connectors (pitch ≤0.35 mm).
2. Mainstream Grades and Applications
- Injection grades (connectors / camera modules): Polyplastics LAPEROS E130i, Sumitomo SumikaSuper E5008, Celanese Vectra E130i. 30% glass-filled grades dominate, UL94 V-0.
- Film grades (FPC / antenna flex): Extruded or blown LCP films of 25–100 μm for mmWave antenna-in-package (AiP) flex and high-speed FPC, led by Murata and related supply routes.
- Fiber grades: Kuraray Vectran for high-strength cable reinforcement and aerospace ropes; volume suppliers in China remain limited.
3. China Localization Progress (2026)

Domestic LCP resin capacity has expanded rapidly over the past three years. Wote Advanced Materials, Pret (Desheng) and Kingfa now supply injection grades in volume, with several grades qualified at connector customers and entering the substitution ramp-up phase. Film and fiber grades remain the weak spot — dependence on Japanese suppliers for high-end film-grade resin is still above 70%. The practical sourcing rule: go domestic for injection grades, lock long-term import contracts for film grades.

4. Procurement Strategy for 2026
1. Price benchmarks: Imported GF30 injection grades run roughly RMB 120k–180k/ton; comparable domestic grades RMB 80k–130k/ton. Film-grade resin is significantly more expensive and supply is tight — quarterly volume-lock agreements are recommended.
2. Qualification lead time: Resin requalification at connector customers typically takes 3–6 months (reflow heat resistance, warpage, CTI validation). Plan the switching window when moving to domestic grades.
3. Halogen-free and compliance: For electronics exported to the EU/US, confirm halogen-free status (Br/Cl <900 ppm) and RoHS/REACH declarations; require batch COAs in the purchase contract.
4. Supply security: Japanese resin makers are expanding cautiously. With AI-server high-speed connectors ramping, structural shortages of film grades and low-Df modified grades are a real risk in H2 2026 — dual sourcing is strongly advised.
5. FAQ

Q: LCP vs modified PPS for connectors — how to choose?
A: For pitch ≥0.5 mm and moderate frequencies, PPS wins on cost. For fine pitch below 0.35 mm and high-frequency/high-speed applications, choose LCP.

Q: Will LCP flex replace PI flex circuits?
A: No, not entirely. LCP targets high-value segments such as mmWave antennas and high-speed transmission lines, while conventional FPC remains PI-based. The two will coexist in a tiered market.

This article is for technical reference; always verify against the supplier’s latest TDS. Contact us for LCP grade selection or supplier matchmaking support.
2026年7月30日
LCP液晶聚合物选型与采购指南（2026）：5G天线、高频连接器与AI服务器材料解析
随着AI服务器、5G毫米波与高速连接器需求爆发，LCP（液晶聚合物，Liquid Crystal Polymer）正从”小众特种塑料”走向高频电子材料的核心赛道。本文从材料特性、牌号选型、国产化进展与采购策略四个维度，给出2026年的实操参考。

一、为什么是LCP：三个核心优势
- 超低介电损耗：LCP在10GHz下介电常数约2.9–3.2，损耗因子（Df）低至0.002–0.004，显著优于PI薄膜（Df约0.01–0.02），是毫米波天线与高速传输线路的首选基材之一。
- 极低吸水率：吸水率<0.04%，介电性能在潮湿环境下几乎不漂移，这是PI难以做到的。
- 优异流动性与薄壁成型能力：熔融态呈液晶取向，可注塑0.2mm以下超薄壁连接器，满足高密度Board-to-Board连接器（间距0.35mm以下）的加工要求。
二、主流牌号与应用对照
- 注塑级（连接器/摄像头模组）：宝理塑料（Polyplastics）LAPEROS E130i、住友化学SumikaSuper E5008、塞拉尼斯Vectra E130i。玻纤填充30%为主流，UL94 V-0。
- 薄膜级（FPC/天线软板）：村田与嘉利微电子路线的挤出/吹膜级LCP，厚度25–100μm，用于毫米波天线模组（AiP）软板与高速FPC。
- 纤维级：可乐丽Vecran，用于高强度线缆增强与航空航天绳缆，国内量产供应商仍有限。
三、国产化进展（2026年观察）

国内LCP树脂产能近三年快速扩张：沃特股份、普利特（帝盛）、金发科技均已实现注塑级批量供货，部分牌号在连接器客户端完成认证并进入国产替代放量阶段；薄膜级与纤维级仍是短板，高端薄膜级树脂对日系依赖度仍在70%以上。采购端的现实策略是”注塑级看国产、薄膜级锁进口长约”。

四、2026年采购策略建议
1. 价格区间参考：注塑级GF30牌号进口料约12–18万元/吨，国产对标牌号约8–13万元/吨；薄膜级树脂价格显著更高且供应偏紧，建议签订季度锁量协议。
2. 认证周期预留：连接器客户换料认证通常需3–6个月（含回流焊耐热、翘曲、CTI验证），切换国产料务必预留窗口期。
3. 关注再生与卤素指标：出口欧美的电子件需确认无卤（Br/Cl<900ppm）与RoHS/REACH合规声明，采购合同中明确批次COA要求。
4. 供应安全：日系树脂厂扩产节奏偏保守，AI服务器高速连接器放量背景下，2026下半年薄膜级与低Df改性牌号存在结构性紧缺风险，建议双源备份。
五、常见问题（FAQ）

Q：LCP和改性PPS在连接器上如何取舍？
A：间距≥0.5mm、频率不高的场景PPS性价比更优；0.35mm以下窄间距、高频高速场景选LCP。

Q：LCP软板会取代PI软板吗？
A：不会全面取代。LCP聚焦毫米波天线、高速传输段等高价值场景，常规FPC仍以PI为主，两者是分层共存关系。

本文为技术内容参考，具体牌号性能以厂商最新TDS为准。如需LCP选型或供应商对接支持，欢迎联系我们。
2026年7月30日
New Materials Price Trend Daily Report – July 30, 2026

New Materials Price Trend Daily Report — July 30, 2026

Published: July 30, 2026
Coverage: PTFE Resin

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New Materials Price Trend Daily Report — July 30, 2026

Published: July 30, 2026
Coverage: PTFE Resin | PEEK Resin | Carbon Fiber | PI Film | Specialty Ceramic Raw Materials

1. Price Overview

| Material | Current Price Range | WoW Change | Trend |

|———-|——————-|————|——-|

| PTFE Resin (Suspension Medium) | ¥30,000–48,000 /ton | -2.1% | ↘ Bearish |

| PTFE Dispersion Resin | ¥60,000–65,000 /ton | -1.5% | ↘ Soft |

| PEEK Resin (Domestic Ind. Grade) | ¥400–500 /kg | Flat | → Stable |

| PEEK Resin (Imported Ind. Grade) | ¥800–1,000 /kg | Flat | → Stalemate |

| Carbon Fiber (T300/24K) | ¥75–85 /kg | +1.2% | ↗ Bottom Bounce |

| Carbon Fiber (T700/12K) | ¥120–150 /kg | +0.8% | ↗ Stabilizing |

| PI Film (Electronic Grade) | ¥1,000,000–3,000,000 /ton | Flat | → Firm |

| Alumina (≥98.5%) | ¥2,800–3,200 /ton | +0.5% | ↗ Slight Rise |

| Silicon Carbide (88%) | ¥5,500–6,500 /ton | Flat | → Range-bound |

2. Key Price Movements

2.1 PTFE Resin — Extended Weakness, Approaching Cycle Floor

– Price: Suspension medium-grade at ¥31,800/ton (Shandong), near the 30-day low of ¥30,000/ton

– WoW: -2.1%, extending the downtrend

– Key Drivers:

– Supply: A new Shandong production line came online mid-July; industry operating rate is low but inventory remains elevated, sustaining oversupply pressure

– Demand: Downstream chemicals and food packaging sectors are in a procurement slump, dominated by small spot orders with no sign of recovery

– Cost: Fluorite and hydrofluoric acid remain elevated (~¥3,781/ton for fluorite), providing cost support but insufficient to lift prices

– Outlook: Already near cash cost floor for some producers — further downside is limited. Near-term: weak consolidation

2.2 Carbon Fiber — Early Bottom-Reversal Signal

– Price: T300/24K East China ¥75/kg; T700/12K ¥120–150/kg

– WoW: +1.2%, first positive weekly reading in 6 months

– Key Drivers:

– Policy Tailwind: Low-altitude economy (eVTOL/UAVs) formally included in China’s “15th Five-Year Plan,” significantly boosting demand expectations for structural lightweight materials

– Supply Discipline: After 12+ months of losses, smaller producers are cutting output, leading to marginal supply contraction

– Export Strength: H1 2026 carbon fiber exports posted notable YoY growth, with overseas demand outpacing expectations

– Outlook: Bottom established, but oversupply not yet fundamentally resolved — upside capped by high inventory. T700+ fine-denier grades to lead the recovery

2.3 PI Film — High Ground Holds, Bullish Structure Intact

– Price: Electronic-grade PI film ¥1–3 million/ton (significant variation by thickness and spec)

– WoW: Flat

– Key Drivers:

– Structural Supply Deficit: High-end PI film remains heavily import-dependent (DuPont, UBE, Kaneka, SK Kolon); domestic substitution still in early stages with limited supply elasticity

– Demand Acceleration: Semiconductor packaging, flexible displays, and 5G high-frequency communications continue to scale, with demand growing at 15%+ annually

– Tech Barrier: Global production capacity concentrated among a handful of players — no large-scale new effective capacity coming online short-term

– Outlook: Dominant supply-demand structure intact. High-end grades remain on an upward trajectory; lead times extended

2.4 PEEK Resin — Domestic Expansion Pressuring Imported Prices

– Price: Domestic ind. grade ¥400–500/kg; imported Victrex-grade ¥800–1,000/kg

– WoW: Flat; imported prices showing marginal softening

– Key Drivers:

– Capacity Buildout: Zhongyan Materials and Junhua Special Plastics continue expanding domestic capacity, narrowing the price gap with imports

– Demand Segmentation: Standard industrial grade supply-demand loosening; medical/aerospace grades hold firm due to certification barriers

– Outlook: Standard industrial PEEK entering a downward cycle. Lock in aerospace/medical-grade suppliers via annual contracts

2.5 Specialty Ceramic Raw Materials — Mild Cost-Push Uplift

– Price: Alumina ≥98.5% at ¥2,800–3,200/ton; SiC 88% at ¥5,500–6,500/ton

– WoW: Alumina +0.5%; others flat

– Key Drivers:

– Alumina rise driven by bauxite cost pressure; SiC capped by stable silicon feedstock prices

– Downstream advanced ceramics demand grows steadily, but raw material sector shows only modest upward movement

– Outlook: Cost-push driven modest uptick. Expect steady-to-slightly-higher prices in August

3. Impact Analysis

3.1 Procurement Cost Impact

| Material | Current Impact | Near-Term Outlook |

|———-|—————|——————-|

| PTFE Resin | Low-cost procurement window open; short-term costs manageable | Limited further downside — consider opportunistic restocking |

| PEEK (Industrial Grade) | Domestic grades expanding cost advantage | Prioritize domestic sources for industrial applications; save 20–30% |

| Carbon Fiber | Historically low cost environment for T300 | Bottom signal emerging — lock in T700 on 3–6 month terms |

| PI Film | High-cost item — advance volume commitment advised | Tight supply — place orders 3 months ahead of need |

| Specialty Ceramic Raw Materials | Mild cost increase; limited impact | Hold 2–3 week inventory; no need for large-scale stockpiling |

3.2 Supply Chain Impact

– PTFE: Oversupply enhances buyer leverage, but low prices may unlock new substitution applications

– Carbon Fiber: Bottom-reversal expectations may trigger a round of strategic restocking; logistics throughput likely to improve

– PI Film / PEEK: High-end grades remain import-dependent — monitor FX and geopolitical logistics risks

– Specialty Ceramics: Rising domestic capacity improves supply chain autonomy over time

4. Actionable Recommendations

✅ Materials to Lock In Now

1. Carbon Fiber (T700/12K): Bottom-reversal signal confirmed; low-altitude economy demand set to accelerate. Lock in 3–6 month forward contracts to secure pricing

2. PI Film (Electronic Grade): Supply deficit persists through Q3. Secure supplier配额 in advance, especially for semiconductor/flexible display end-markets

3. PEEK (Aerospace / Medical Grade): Long qualification cycles and limited suppliers. Sign annual framework agreements with preferred vendors

⏳ Materials to Monitor

1. PTFE Resin (Suspension / Dispersion): Still in downtrend cycle but near cost floor. Wait 2–4 weeks for confirmed stabilization before bulk purchasing

2. Specialty Ceramic Raw Materials: Modest fluctuations — maintain 2–3 week stock. No need for large inventory buildup

5. Macro Signals to Watch

– Crude Oil: WTI at ~$79–84/bbl — sharp decline in late July as Mideast geopolitical risk eases; petrochemical cost support weakening

– Fluorite / Hydrofluoric Acid: Remain elevated — PTFE cost floor intact but limited upside for producers

– FX: RMB appreciation would reduce landed costs of imported materials (PI film, PEEK, specialty carbon fiber grades)

This report is compiled from publicly available market data for reference only. Procurement decisions should factor in your organization’s inventory position, payment terms, and supplier relationships.

Market Intelligence Officer | New Materials Price Trend Monitoring
Date: July 30, 2026

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New Materials Price Trend Daily Report — July 30, 2026

Published: July 30, 2026
Coverage: PTFE Resin | PEEK Resin | Carbon Fiber | PI Film | Specialty Ceramic Raw Materials

1. Price Overview

| Material | Current Price Range | WoW Change | Trend |

|———-|——————-|————|——-|

| PTFE Resin (Suspension Medium) | ¥30,000–48,000 /ton | -2.1% | ↘ Bearish |

| PTFE Dispersion Resin | ¥60,000–65,000 /ton | -1.5% | ↘ Soft |

| PEEK Resin (Domestic Ind. Grade) | ¥400–500 /kg | Flat | → Stable |

| PEEK Resin (Imported Ind. Grade) | ¥800–1,000 /kg | Flat | → Stalemate |

| Carbon Fiber (T300/24K) | ¥75–85 /kg | +1.2% | ↗ Bottom Bounce |

| Carbon Fiber (T700/12K) | ¥120–150 /kg | +0.8% | ↗ Stabilizing |

| PI Film (Electronic Grade) | ¥1,000,000–3,000,000 /ton | Flat | → Firm |

| Alumina (≥98.5%) | ¥2,800–3,200 /ton | +0.5% | ↗ Slight Rise |

| Silicon Carbide (88%) | ¥5,500–6,500 /ton | Flat | → Range-bound |

2. Key Price Movements

2.1 PTFE Resin — Extended Weakness, Approaching Cycle Floor

– Price: Suspension medium-grade at ¥31,800/ton (Shandong), near the 30-day low of ¥30,000/ton

– WoW: -2.1%, extending the downtrend

– Key Drivers:

– Supply: A new Shandong production line came online mid-July; industry operating rate is low but inventory remains elevated, sustaining oversupply pressure

– Demand: Downstream chemicals and food packaging sectors are in a procurement slump, dominated by small spot orders with no sign of recovery

– Cost: Fluorite and hydrofluoric acid remain elevated (~¥3,781/ton for fluorite), providing cost support but insufficient to lift prices

– Outlook: Already near cash cost floor for some producers — further downside is limited. Near-term: weak consolidation

2.2 Carbon Fiber — Early Bottom-Reversal Signal

– Price: T300/24K East China ¥75/kg; T700/12K ¥120–150/kg

– WoW: +1.2%, first positive weekly reading in 6 months

– Key Drivers:

– Policy Tailwind: Low-altitude economy (eVTOL/UAVs) formally included in China’s “15th Five-Year Plan,” significantly boosting demand expectations for structural lightweight materials

– Supply Discipline: After 12+ months of losses, smaller producers are cutting output, leading to marginal supply contraction

– Export Strength: H1 2026 carbon fiber exports posted notable YoY growth, with overseas demand outpacing expectations

– Outlook: Bottom established, but oversupply not yet fundamentally resolved — upside capped by high inventory. T700+ fine-denier grades to lead the recovery

2.3 PI Film — High Ground Holds, Bullish Structure Intact

– Price: Electronic-grade PI film ¥1–3 million/ton (significant variation by thickness and spec)

– WoW: Flat

– Key Drivers:

– Structural Supply Deficit: High-end PI film remains heavily import-dependent (DuPont, UBE, Kaneka, SK Kolon); domestic substitution still in early stages with limited supply elasticity

– Demand Acceleration: Semiconductor packaging, flexible displays, and 5G high-frequency communications continue to scale, with demand growing at 15%+ annually

– Tech Barrier: Global production capacity concentrated among a handful of players — no large-scale new effective capacity coming online short-term

– Outlook: Dominant supply-demand structure intact. High-end grades remain on an upward trajectory; lead times extended

2.4 PEEK Resin — Domestic Expansion Pressuring Imported Prices

– Price: Domestic ind. grade ¥400–500/kg; imported Victrex-grade ¥800–1,000/kg

– WoW: Flat; imported prices showing marginal softening

– Key Drivers:

– Capacity Buildout: Zhongyan Materials and Junhua Special Plastics continue expanding domestic capacity, narrowing the price gap with imports

– Demand Segmentation: Standard industrial grade supply-demand loosening; medical/aerospace grades hold firm due to certification barriers

– Outlook: Standard industrial PEEK entering a downward cycle. Lock in aerospace/medical-grade suppliers via annual contracts

2.5 Specialty Ceramic Raw Materials — Mild Cost-Push Uplift

– Price: Alumina ≥98.5% at ¥2,800–3,200/ton; SiC 88% at ¥5,500–6,500/ton

– WoW: Alumina +0.5%; others flat

– Key Drivers:

– Alumina rise driven by bauxite cost pressure; SiC capped by stable silicon feedstock prices

– Downstream advanced ceramics demand grows steadily, but raw material sector shows only modest upward movement

– Outlook: Cost-push driven modest uptick. Expect steady-to-slightly-higher prices in August

3. Impact Analysis

3.1 Procurement Cost Impact

| Material | Current Impact | Near-Term Outlook |

|———-|—————|——————-|

| PTFE Resin | Low-cost procurement window open; short-term costs manageable | Limited further downside — consider opportunistic restocking |

| PEEK (Industrial Grade) | Domestic grades expanding cost advantage | Prioritize domestic sources for industrial applications; save 20–30% |

| Carbon Fiber | Historically low cost environment for T300 | Bottom signal emerging — lock in T700 on 3–6 month terms |

| PI Film | High-cost item — advance volume commitment advised | Tight supply — place orders 3 months ahead of need |

| Specialty Ceramic Raw Materials | Mild cost increase; limited impact | Hold 2–3 week inventory; no need for large-scale stockpiling |

3.2 Supply Chain Impact

– PTFE: Oversupply enhances buyer leverage, but low prices may unlock new substitution applications

– Carbon Fiber: Bottom-reversal expectations may trigger a round of strategic restocking; logistics throughput likely to improve

– PI Film / PEEK: High-end grades remain import-dependent — monitor FX and geopolitical logistics risks

– Specialty Ceramics: Rising domestic capacity improves supply chain autonomy over time

4. Actionable Recommendations

✅ Materials to Lock In Now

1. Carbon Fiber (T700/12K): Bottom-reversal signal confirmed; low-altitude economy demand set to accelerate. Lock in 3–6 month forward contracts to secure pricing

2. PI Film (Electronic Grade): Supply deficit persists through Q3. Secure supplier配额 in advance, especially for semiconductor/flexible display end-markets

3. PEEK (Aerospace / Medical Grade): Long qualification cycles and limited suppliers. Sign annual framework agreements with preferred vendors

⏳ Materials to Monitor

1. PTFE Resin (Suspension / Dispersion): Still in downtrend cycle but near cost floor. Wait 2–4 weeks for confirmed stabilization before bulk purchasing

2. Specialty Ceramic Raw Materials: Modest fluctuations — maintain 2–3 week stock. No need for large inventory buildup

5. Macro Signals to Watch

– Crude Oil: WTI at ~$79–84/bbl — sharp decline in late July as Mideast geopolitical risk eases; petrochemical cost support weakening

– Fluorite / Hydrofluoric Acid: Remain elevated — PTFE cost floor intact but limited upside for producers

– FX: RMB appreciation would reduce landed costs of imported materials (PI film, PEEK, specialty carbon fiber grades)

This report is compiled from publicly available market data for reference only. Procurement decisions should factor in your organization’s inventory position, payment terms, and supplier relationships.

Market Intelligence Officer | New Materials Price Trend Monitoring
Date: July 30, 2026

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New Materials Price Trend Daily Report — July 30, 2026

Published: July 30, 2026
Coverage: PTFE Resin | PEEK Resin | Carbon Fiber | PI Film | Specialty Ceramic Raw Materials

1. Price Overview

| Material | Current Price Range | WoW Change | Trend |

|———-|——————-|————|——-|

| PTFE Resin (Suspension Medium) | ¥30,000–48,000 /ton | -2.1% | ↘ Bearish |

| PTFE Dispersion Resin | ¥60,000–65,000 /ton | -1.5% | ↘ Soft |

| PEEK Resin (Domestic Ind. Grade) | ¥400–500 /kg | Flat | → Stable |

| PEEK Resin (Imported Ind. Grade) | ¥800–1,000 /kg | Flat | → Stalemate |

| Carbon Fiber (T300/24K) | ¥75–85 /kg | +1.2% | ↗ Bottom Bounce |

| Carbon Fiber (T700/12K) | ¥120–150 /kg | +0.8% | ↗ Stabilizing |

| PI Film (Electronic Grade) | ¥1,000,000–3,000,000 /ton | Flat | → Firm |

| Alumina (≥98.5%) | ¥2,800–3,200 /ton | +0.5% | ↗ Slight Rise |

| Silicon Carbide (88%) | ¥5,500–6,500 /ton | Flat | → Range-bound |

2. Key Price Movements

2.1 PTFE Resin — Extended Weakness, Approaching Cycle Floor

– Price: Suspension medium-grade at ¥31,800/ton (Shandong), near the 30-day low of ¥30,000/ton

– WoW: -2.1%, extending the downtrend

– Key Drivers:

– Supply: A new Shandong production line came online mid-July; industry operating rate is low but inventory remains elevated, sustaining oversupply pressure

– Demand: Downstream chemicals and food packaging sectors are in a procurement slump, dominated by small spot orders with no sign of recovery

– Cost: Fluorite and hydrofluoric acid remain elevated (~¥3,781/ton for fluorite), providing cost support but insufficient to lift prices

– Outlook: Already near cash cost floor for some producers — further downside is limited. Near-term: weak consolidation

2.2 Carbon Fiber — Early Bottom-Reversal Signal

– Price: T300/24K East China ¥75/kg; T700/12K ¥120–150/kg

– WoW: +1.2%, first positive weekly reading in 6 months

– Key Drivers:

– Policy Tailwind: Low-altitude economy (eVTOL/UAVs) formally included in China’s “15th Five-Year Plan,” significantly boosting demand expectations for structural lightweight materials

– Supply Discipline: After 12+ months of losses, smaller producers are cutting output, leading to marginal supply contraction

– Export Strength: H1 2026 carbon fiber exports posted notable YoY growth, with overseas demand outpacing expectations

– Outlook: Bottom established, but oversupply not yet fundamentally resolved — upside capped by high inventory. T700+ fine-denier grades to lead the recovery

2.3 PI Film — High Ground Holds, Bullish Structure Intact

– Price: Electronic-grade PI film ¥1–3 million/ton (significant variation by thickness and spec)

– WoW: Flat

– Key Drivers:

– Structural Supply Deficit: High-end PI film remains heavily import-dependent (DuPont, UBE, Kaneka, SK Kolon); domestic substitution still in early stages with limited supply elasticity

– Demand Acceleration: Semiconductor packaging, flexible displays, and 5G high-frequency communications continue to scale, with demand growing at 15%+ annually

– Tech Barrier: Global production capacity concentrated among a handful of players — no large-scale new effective capacity coming online short-term

– Outlook: Dominant supply-demand structure intact. High-end grades remain on an upward trajectory; lead times extended

2.4 PEEK Resin — Domestic Expansion Pressuring Imported Prices

– Price: Domestic ind. grade ¥400–500/kg; imported Victrex-grade ¥800–1,000/kg

– WoW: Flat; imported prices showing marginal softening

– Key Drivers:

– Capacity Buildout: Zhongyan Materials and Junhua Special Plastics continue expanding domestic capacity, narrowing the price gap with imports

– Demand Segmentation: Standard industrial grade supply-demand loosening; medical/aerospace grades hold firm due to certification barriers

– Outlook: Standard industrial PEEK entering a downward cycle. Lock in aerospace/medical-grade suppliers via annual contracts

2.5 Specialty Ceramic Raw Materials — Mild Cost-Push Uplift

– Price: Alumina ≥98.5% at ¥2,800–3,200/ton; SiC 88% at ¥5,500–6,500/ton

– WoW: Alumina +0.5%; others flat

– Key Drivers:

– Alumina rise driven by bauxite cost pressure; SiC capped by stable silicon feedstock prices

– Downstream advanced ceramics demand grows steadily, but raw material sector shows only modest upward movement

– Outlook: Cost-push driven modest uptick. Expect steady-to-slightly-higher prices in August

3. Impact Analysis

3.1 Procurement Cost Impact

| Material | Current Impact | Near-Term Outlook |

|———-|—————|——————-|

| PTFE Resin | Low-cost procurement window open; short-term costs manageable | Limited further downside — consider opportunistic restocking |

| PEEK (Industrial Grade) | Domestic grades expanding cost advantage | Prioritize domestic sources for industrial applications; save 20–30% |

| Carbon Fiber | Historically low cost environment for T300 | Bottom signal emerging — lock in T700 on 3–6 month terms |

| PI Film | High-cost item — advance volume commitment advised | Tight supply — place orders 3 months ahead of need |

| Specialty Ceramic Raw Materials | Mild cost increase; limited impact | Hold 2–3 week inventory; no need for large-scale stockpiling |

3.2 Supply Chain Impact

– PTFE: Oversupply enhances buyer leverage, but low prices may unlock new substitution applications

– Carbon Fiber: Bottom-reversal expectations may trigger a round of strategic restocking; logistics throughput likely to improve

– PI Film / PEEK: High-end grades remain import-dependent — monitor FX and geopolitical logistics risks

– Specialty Ceramics: Rising domestic capacity improves supply chain autonomy over time

4. Actionable Recommendations

✅ Materials to Lock In Now

1. Carbon Fiber (T700/12K): Bottom-reversal signal confirmed; low-altitude economy demand set to accelerate. Lock in 3–6 month forward contracts to secure pricing

2. PI Film (Electronic Grade): Supply deficit persists through Q3. Secure supplier配额 in advance, especially for semiconductor/flexible display end-markets

3. PEEK (Aerospace / Medical Grade): Long qualification cycles and limited suppliers. Sign annual framework agreements with preferred vendors

⏳ Materials to Monitor

1. PTFE Resin (Suspension / Dispersion): Still in downtrend cycle but near cost floor. Wait 2–4 weeks for confirmed stabilization before bulk purchasing

2. Specialty Ceramic Raw Materials: Modest fluctuations — maintain 2–3 week stock. No need for large inventory buildup

5. Macro Signals to Watch

– Crude Oil: WTI at ~$79–84/bbl — sharp decline in late July as Mideast geopolitical risk eases; petrochemical cost support weakening

– Fluorite / Hydrofluoric Acid: Remain elevated — PTFE cost floor intact but limited upside for producers

– FX: RMB appreciation would reduce landed costs of imported materials (PI film, PEEK, specialty carbon fiber grades)

This report is compiled from publicly available market data for reference only. Procurement decisions should factor in your organization’s inventory position, payment terms, and supplier relationships.

Market Intelligence Officer | New Materials Price Trend Monitoring
Date: July 30, 2026

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‘ +

New Materials Price Trend Daily Report — July 30, 2026

Published: July 30, 2026
Coverage: PTFE Resin | PEEK Resin | Carbon Fiber | PI Film | Specialty Ceramic Raw Materials

1. Price Overview

| Material | Current Price Range | WoW Change | Trend |

|———-|——————-|————|——-|

| PTFE Resin (Suspension Medium) | ¥30,000–48,000 /ton | -2.1% | ↘ Bearish |

| PTFE Dispersion Resin | ¥60,000–65,000 /ton | -1.5% | ↘ Soft |

| PEEK Resin (Domestic Ind. Grade) | ¥400–500 /kg | Flat | → Stable |

| PEEK Resin (Imported Ind. Grade) | ¥800–1,000 /kg | Flat | → Stalemate |

| Carbon Fiber (T300/24K) | ¥75–85 /kg | +1.2% | ↗ Bottom Bounce |

| Carbon Fiber (T700/12K) | ¥120–150 /kg | +0.8% | ↗ Stabilizing |

| PI Film (Electronic Grade) | ¥1,000,000–3,000,000 /ton | Flat | → Firm |

| Alumina (≥98.5%) | ¥2,800–3,200 /ton | +0.5% | ↗ Slight Rise |

| Silicon Carbide (88%) | ¥5,500–6,500 /ton | Flat | → Range-bound |

2. Key Price Movements

2.1 PTFE Resin — Extended Weakness, Approaching Cycle Floor

– Price: Suspension medium-grade at ¥31,800/ton (Shandong), near the 30-day low of ¥30,000/ton

– WoW: -2.1%, extending the downtrend

– Key Drivers:

– Supply: A new Shandong production line came online mid-July; industry operating rate is low but inventory remains elevated, sustaining oversupply pressure

– Demand: Downstream chemicals and food packaging sectors are in a procurement slump, dominated by small spot orders with no sign of recovery

– Cost: Fluorite and hydrofluoric acid remain elevated (~¥3,781/ton for fluorite), providing cost support but insufficient to lift prices

– Outlook: Already near cash cost floor for some producers — further downside is limited. Near-term: weak consolidation

2.2 Carbon Fiber — Early Bottom-Reversal Signal

– Price: T300/24K East China ¥75/kg; T700/12K ¥120–150/kg

– WoW: +1.2%, first positive weekly reading in 6 months

– Key Drivers:

– Policy Tailwind: Low-altitude economy (eVTOL/UAVs) formally included in China’s “15th Five-Year Plan,” significantly boosting demand expectations for structural lightweight materials

– Supply Discipline: After 12+ months of losses, smaller producers are cutting output, leading to marginal supply contraction

– Export Strength: H1 2026 carbon fiber exports posted notable YoY growth, with overseas demand outpacing expectations

– Outlook: Bottom established, but oversupply not yet fundamentally resolved — upside capped by high inventory. T700+ fine-denier grades to lead the recovery

2.3 PI Film — High Ground Holds, Bullish Structure Intact

– Price: Electronic-grade PI film ¥1–3 million/ton (significant variation by thickness and spec)

– WoW: Flat

– Key Drivers:

– Structural Supply Deficit: High-end PI film remains heavily import-dependent (DuPont, UBE, Kaneka, SK Kolon); domestic substitution still in early stages with limited supply elasticity

– Demand Acceleration: Semiconductor packaging, flexible displays, and 5G high-frequency communications continue to scale, with demand growing at 15%+ annually

– Tech Barrier: Global production capacity concentrated among a handful of players — no large-scale new effective capacity coming online short-term

– Outlook: Dominant supply-demand structure intact. High-end grades remain on an upward trajectory; lead times extended

2.4 PEEK Resin — Domestic Expansion Pressuring Imported Prices

– Price: Domestic ind. grade ¥400–500/kg; imported Victrex-grade ¥800–1,000/kg

– WoW: Flat; imported prices showing marginal softening

– Key Drivers:

– Capacity Buildout: Zhongyan Materials and Junhua Special Plastics continue expanding domestic capacity, narrowing the price gap with imports

– Demand Segmentation: Standard industrial grade supply-demand loosening; medical/aerospace grades hold firm due to certification barriers

– Outlook: Standard industrial PEEK entering a downward cycle. Lock in aerospace/medical-grade suppliers via annual contracts

2.5 Specialty Ceramic Raw Materials — Mild Cost-Push Uplift

– Price: Alumina ≥98.5% at ¥2,800–3,200/ton; SiC 88% at ¥5,500–6,500/ton

– WoW: Alumina +0.5%; others flat

– Key Drivers:

– Alumina rise driven by bauxite cost pressure; SiC capped by stable silicon feedstock prices

– Downstream advanced ceramics demand grows steadily, but raw material sector shows only modest upward movement

– Outlook: Cost-push driven modest uptick. Expect steady-to-slightly-higher prices in August

3. Impact Analysis

3.1 Procurement Cost Impact

| Material | Current Impact | Near-Term Outlook |

|———-|—————|——————-|

| PTFE Resin | Low-cost procurement window open; short-term costs manageable | Limited further downside — consider opportunistic restocking |

| PEEK (Industrial Grade) | Domestic grades expanding cost advantage | Prioritize domestic sources for industrial applications; save 20–30% |

| Carbon Fiber | Historically low cost environment for T300 | Bottom signal emerging — lock in T700 on 3–6 month terms |

| PI Film | High-cost item — advance volume commitment advised | Tight supply — place orders 3 months ahead of need |

| Specialty Ceramic Raw Materials | Mild cost increase; limited impact | Hold 2–3 week inventory; no need for large-scale stockpiling |

3.2 Supply Chain Impact

– PTFE: Oversupply enhances buyer leverage, but low prices may unlock new substitution applications

– Carbon Fiber: Bottom-reversal expectations may trigger a round of strategic restocking; logistics throughput likely to improve

– PI Film / PEEK: High-end grades remain import-dependent — monitor FX and geopolitical logistics risks

– Specialty Ceramics: Rising domestic capacity improves supply chain autonomy over time

4. Actionable Recommendations

✅ Materials to Lock In Now

1. Carbon Fiber (T700/12K): Bottom-reversal signal confirmed; low-altitude economy demand set to accelerate. Lock in 3–6 month forward contracts to secure pricing

2. PI Film (Electronic Grade): Supply deficit persists through Q3. Secure supplier配额 in advance, especially for semiconductor/flexible display end-markets

3. PEEK (Aerospace / Medical Grade): Long qualification cycles and limited suppliers. Sign annual framework agreements with preferred vendors

⏳ Materials to Monitor

1. PTFE Resin (Suspension / Dispersion): Still in downtrend cycle but near cost floor. Wait 2–4 weeks for confirmed stabilization before bulk purchasing

2. Specialty Ceramic Raw Materials: Modest fluctuations — maintain 2–3 week stock. No need for large inventory buildup

5. Macro Signals to Watch

– Crude Oil: WTI at ~$79–84/bbl — sharp decline in late July as Mideast geopolitical risk eases; petrochemical cost support weakening

– Fluorite / Hydrofluoric Acid: Remain elevated — PTFE cost floor intact but limited upside for producers

– FX: RMB appreciation would reduce landed costs of imported materials (PI film, PEEK, specialty carbon fiber grades)

This report is compiled from publicly available market data for reference only. Procurement decisions should factor in your organization’s inventory position, payment terms, and supplier relationships.

Market Intelligence Officer | New Materials Price Trend Monitoring
Date: July 30, 2026

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New Materials Price Trend Daily Report — July 30, 2026

Published: July 30, 2026
Coverage: PTFE Resin | PEEK Resin | Carbon Fiber | PI Film | Specialty Ceramic Raw Materials

1. Price Overview

| Material | Current Price Range | WoW Change | Trend |

|———-|——————-|————|——-|

| PTFE Resin (Suspension Medium) | ¥30,000–48,000 /ton | -2.1% | ↘ Bearish |

| PTFE Dispersion Resin | ¥60,000–65,000 /ton | -1.5% | ↘ Soft |

| PEEK Resin (Domestic Ind. Grade) | ¥400–500 /kg | Flat | → Stable |

| PEEK Resin (Imported Ind. Grade) | ¥800–1,000 /kg | Flat | → Stalemate |

| Carbon Fiber (T300/24K) | ¥75–85 /kg | +1.2% | ↗ Bottom Bounce |

| Carbon Fiber (T700/12K) | ¥120–150 /kg | +0.8% | ↗ Stabilizing |

| PI Film (Electronic Grade) | ¥1,000,000–3,000,000 /ton | Flat | → Firm |

| Alumina (≥98.5%) | ¥2,800–3,200 /ton | +0.5% | ↗ Slight Rise |

| Silicon Carbide (88%) | ¥5,500–6,500 /ton | Flat | → Range-bound |

2. Key Price Movements

2.1 PTFE Resin — Extended Weakness, Approaching Cycle Floor

– Price: Suspension medium-grade at ¥31,800/ton (Shandong), near the 30-day low of ¥30,000/ton

– WoW: -2.1%, extending the downtrend

– Key Drivers:

– Supply: A new Shandong production line came online mid-July; industry operating rate is low but inventory remains elevated, sustaining oversupply pressure

– Demand: Downstream chemicals and food packaging sectors are in a procurement slump, dominated by small spot orders with no sign of recovery

– Cost: Fluorite and hydrofluoric acid remain elevated (~¥3,781/ton for fluorite), providing cost support but insufficient to lift prices

– Outlook: Already near cash cost floor for some producers — further downside is limited. Near-term: weak consolidation

2.2 Carbon Fiber — Early Bottom-Reversal Signal

– Price: T300/24K East China ¥75/kg; T700/12K ¥120–150/kg

– WoW: +1.2%, first positive weekly reading in 6 months

– Key Drivers:

– Policy Tailwind: Low-altitude economy (eVTOL/UAVs) formally included in China’s “15th Five-Year Plan,” significantly boosting demand expectations for structural lightweight materials

– Supply Discipline: After 12+ months of losses, smaller producers are cutting output, leading to marginal supply contraction

– Export Strength: H1 2026 carbon fiber exports posted notable YoY growth, with overseas demand outpacing expectations

– Outlook: Bottom established, but oversupply not yet fundamentally resolved — upside capped by high inventory. T700+ fine-denier grades to lead the recovery

2.3 PI Film — High Ground Holds, Bullish Structure Intact

– Price: Electronic-grade PI film ¥1–3 million/ton (significant variation by thickness and spec)

– WoW: Flat

– Key Drivers:

– Structural Supply Deficit: High-end PI film remains heavily import-dependent (DuPont, UBE, Kaneka, SK Kolon); domestic substitution still in early stages with limited supply elasticity

– Demand Acceleration: Semiconductor packaging, flexible displays, and 5G high-frequency communications continue to scale, with demand growing at 15%+ annually

– Tech Barrier: Global production capacity concentrated among a handful of players — no large-scale new effective capacity coming online short-term

– Outlook: Dominant supply-demand structure intact. High-end grades remain on an upward trajectory; lead times extended

2.4 PEEK Resin — Domestic Expansion Pressuring Imported Prices

– Price: Domestic ind. grade ¥400–500/kg; imported Victrex-grade ¥800–1,000/kg

– WoW: Flat; imported prices showing marginal softening

– Key Drivers:

– Capacity Buildout: Zhongyan Materials and Junhua Special Plastics continue expanding domestic capacity, narrowing the price gap with imports

– Demand Segmentation: Standard industrial grade supply-demand loosening; medical/aerospace grades hold firm due to certification barriers

– Outlook: Standard industrial PEEK entering a downward cycle. Lock in aerospace/medical-grade suppliers via annual contracts

2.5 Specialty Ceramic Raw Materials — Mild Cost-Push Uplift

– Price: Alumina ≥98.5% at ¥2,800–3,200/ton; SiC 88% at ¥5,500–6,500/ton

– WoW: Alumina +0.5%; others flat

– Key Drivers:

– Alumina rise driven by bauxite cost pressure; SiC capped by stable silicon feedstock prices

– Downstream advanced ceramics demand grows steadily, but raw material sector shows only modest upward movement

– Outlook: Cost-push driven modest uptick. Expect steady-to-slightly-higher prices in August

3. Impact Analysis

3.1 Procurement Cost Impact

| Material | Current Impact | Near-Term Outlook |

|———-|—————|——————-|

| PTFE Resin | Low-cost procurement window open; short-term costs manageable | Limited further downside — consider opportunistic restocking |

| PEEK (Industrial Grade) | Domestic grades expanding cost advantage | Prioritize domestic sources for industrial applications; save 20–30% |

| Carbon Fiber | Historically low cost environment for T300 | Bottom signal emerging — lock in T700 on 3–6 month terms |

| PI Film | High-cost item — advance volume commitment advised | Tight supply — place orders 3 months ahead of need |

| Specialty Ceramic Raw Materials | Mild cost increase; limited impact | Hold 2–3 week inventory; no need for large-scale stockpiling |

3.2 Supply Chain Impact

– PTFE: Oversupply enhances buyer leverage, but low prices may unlock new substitution applications

– Carbon Fiber: Bottom-reversal expectations may trigger a round of strategic restocking; logistics throughput likely to improve

– PI Film / PEEK: High-end grades remain import-dependent — monitor FX and geopolitical logistics risks

– Specialty Ceramics: Rising domestic capacity improves supply chain autonomy over time

4. Actionable Recommendations

✅ Materials to Lock In Now

1. Carbon Fiber (T700/12K): Bottom-reversal signal confirmed; low-altitude economy demand set to accelerate. Lock in 3–6 month forward contracts to secure pricing

2. PI Film (Electronic Grade): Supply deficit persists through Q3. Secure supplier配额 in advance, especially for semiconductor/flexible display end-markets

3. PEEK (Aerospace / Medical Grade): Long qualification cycles and limited suppliers. Sign annual framework agreements with preferred vendors

⏳ Materials to Monitor

1. PTFE Resin (Suspension / Dispersion): Still in downtrend cycle but near cost floor. Wait 2–4 weeks for confirmed stabilization before bulk purchasing

2. Specialty Ceramic Raw Materials: Modest fluctuations — maintain 2–3 week stock. No need for large inventory buildup

5. Macro Signals to Watch

– Crude Oil: WTI at ~$79–84/bbl — sharp decline in late July as Mideast geopolitical risk eases; petrochemical cost support weakening

– Fluorite / Hydrofluoric Acid: Remain elevated — PTFE cost floor intact but limited upside for producers

– FX: RMB appreciation would reduce landed costs of imported materials (PI film, PEEK, specialty carbon fiber grades)

This report is compiled from publicly available market data for reference only. Procurement decisions should factor in your organization’s inventory position, payment terms, and supplier relationships.

Market Intelligence Officer | New Materials Price Trend Monitoring
Date: July 30, 2026

-split ‘\|’ | Where-Object {

New Materials Price Trend Daily Report — July 30, 2026

Published: July 30, 2026
Coverage: PTFE Resin | PEEK Resin | Carbon Fiber | PI Film | Specialty Ceramic Raw Materials

1. Price Overview

| Material | Current Price Range | WoW Change | Trend |

|———-|——————-|————|——-|

| PTFE Resin (Suspension Medium) | ¥30,000–48,000 /ton | -2.1% | ↘ Bearish |

| PTFE Dispersion Resin | ¥60,000–65,000 /ton | -1.5% | ↘ Soft |

| PEEK Resin (Domestic Ind. Grade) | ¥400–500 /kg | Flat | → Stable |

| PEEK Resin (Imported Ind. Grade) | ¥800–1,000 /kg | Flat | → Stalemate |

| Carbon Fiber (T300/24K) | ¥75–85 /kg | +1.2% | ↗ Bottom Bounce |

| Carbon Fiber (T700/12K) | ¥120–150 /kg | +0.8% | ↗ Stabilizing |

| PI Film (Electronic Grade) | ¥1,000,000–3,000,000 /ton | Flat | → Firm |

| Alumina (≥98.5%) | ¥2,800–3,200 /ton | +0.5% | ↗ Slight Rise |

| Silicon Carbide (88%) | ¥5,500–6,500 /ton | Flat | → Range-bound |

2. Key Price Movements

2.1 PTFE Resin — Extended Weakness, Approaching Cycle Floor

– Price: Suspension medium-grade at ¥31,800/ton (Shandong), near the 30-day low of ¥30,000/ton

– WoW: -2.1%, extending the downtrend

– Key Drivers:

– Supply: A new Shandong production line came online mid-July; industry operating rate is low but inventory remains elevated, sustaining oversupply pressure

– Demand: Downstream chemicals and food packaging sectors are in a procurement slump, dominated by small spot orders with no sign of recovery

– Cost: Fluorite and hydrofluoric acid remain elevated (~¥3,781/ton for fluorite), providing cost support but insufficient to lift prices

– Outlook: Already near cash cost floor for some producers — further downside is limited. Near-term: weak consolidation

2.2 Carbon Fiber — Early Bottom-Reversal Signal

– Price: T300/24K East China ¥75/kg; T700/12K ¥120–150/kg

– WoW: +1.2%, first positive weekly reading in 6 months

– Key Drivers:

– Policy Tailwind: Low-altitude economy (eVTOL/UAVs) formally included in China’s “15th Five-Year Plan,” significantly boosting demand expectations for structural lightweight materials

– Supply Discipline: After 12+ months of losses, smaller producers are cutting output, leading to marginal supply contraction

– Export Strength: H1 2026 carbon fiber exports posted notable YoY growth, with overseas demand outpacing expectations

– Outlook: Bottom established, but oversupply not yet fundamentally resolved — upside capped by high inventory. T700+ fine-denier grades to lead the recovery

2.3 PI Film — High Ground Holds, Bullish Structure Intact

– Price: Electronic-grade PI film ¥1–3 million/ton (significant variation by thickness and spec)

– WoW: Flat

– Key Drivers:

– Structural Supply Deficit: High-end PI film remains heavily import-dependent (DuPont, UBE, Kaneka, SK Kolon); domestic substitution still in early stages with limited supply elasticity

– Demand Acceleration: Semiconductor packaging, flexible displays, and 5G high-frequency communications continue to scale, with demand growing at 15%+ annually

– Tech Barrier: Global production capacity concentrated among a handful of players — no large-scale new effective capacity coming online short-term

– Outlook: Dominant supply-demand structure intact. High-end grades remain on an upward trajectory; lead times extended

2.4 PEEK Resin — Domestic Expansion Pressuring Imported Prices

– Price: Domestic ind. grade ¥400–500/kg; imported Victrex-grade ¥800–1,000/kg

– WoW: Flat; imported prices showing marginal softening

– Key Drivers:

– Capacity Buildout: Zhongyan Materials and Junhua Special Plastics continue expanding domestic capacity, narrowing the price gap with imports

– Demand Segmentation: Standard industrial grade supply-demand loosening; medical/aerospace grades hold firm due to certification barriers

– Outlook: Standard industrial PEEK entering a downward cycle. Lock in aerospace/medical-grade suppliers via annual contracts

2.5 Specialty Ceramic Raw Materials — Mild Cost-Push Uplift

– Price: Alumina ≥98.5% at ¥2,800–3,200/ton; SiC 88% at ¥5,500–6,500/ton

– WoW: Alumina +0.5%; others flat

– Key Drivers:

– Alumina rise driven by bauxite cost pressure; SiC capped by stable silicon feedstock prices

– Downstream advanced ceramics demand grows steadily, but raw material sector shows only modest upward movement

– Outlook: Cost-push driven modest uptick. Expect steady-to-slightly-higher prices in August

3. Impact Analysis

3.1 Procurement Cost Impact

| Material | Current Impact | Near-Term Outlook |

|———-|—————|——————-|

| PTFE Resin | Low-cost procurement window open; short-term costs manageable | Limited further downside — consider opportunistic restocking |

| PEEK (Industrial Grade) | Domestic grades expanding cost advantage | Prioritize domestic sources for industrial applications; save 20–30% |

| Carbon Fiber | Historically low cost environment for T300 | Bottom signal emerging — lock in T700 on 3–6 month terms |

| PI Film | High-cost item — advance volume commitment advised | Tight supply — place orders 3 months ahead of need |

| Specialty Ceramic Raw Materials | Mild cost increase; limited impact | Hold 2–3 week inventory; no need for large-scale stockpiling |

3.2 Supply Chain Impact

– PTFE: Oversupply enhances buyer leverage, but low prices may unlock new substitution applications

– Carbon Fiber: Bottom-reversal expectations may trigger a round of strategic restocking; logistics throughput likely to improve

– PI Film / PEEK: High-end grades remain import-dependent — monitor FX and geopolitical logistics risks

– Specialty Ceramics: Rising domestic capacity improves supply chain autonomy over time

4. Actionable Recommendations

✅ Materials to Lock In Now

1. Carbon Fiber (T700/12K): Bottom-reversal signal confirmed; low-altitude economy demand set to accelerate. Lock in 3–6 month forward contracts to secure pricing

2. PI Film (Electronic Grade): Supply deficit persists through Q3. Secure supplier配额 in advance, especially for semiconductor/flexible display end-markets

3. PEEK (Aerospace / Medical Grade): Long qualification cycles and limited suppliers. Sign annual framework agreements with preferred vendors

⏳ Materials to Monitor

1. PTFE Resin (Suspension / Dispersion): Still in downtrend cycle but near cost floor. Wait 2–4 weeks for confirmed stabilization before bulk purchasing

2. Specialty Ceramic Raw Materials: Modest fluctuations — maintain 2–3 week stock. No need for large inventory buildup

5. Macro Signals to Watch

– Crude Oil: WTI at ~$79–84/bbl — sharp decline in late July as Mideast geopolitical risk eases; petrochemical cost support weakening

– Fluorite / Hydrofluoric Acid: Remain elevated — PTFE cost floor intact but limited upside for producers

– FX: RMB appreciation would reduce landed costs of imported materials (PI film, PEEK, specialty carbon fiber grades)

This report is compiled from publicly available market data for reference only. Procurement decisions should factor in your organization’s inventory position, payment terms, and supplier relationships.

Market Intelligence Officer | New Materials Price Trend Monitoring
Date: July 30, 2026

.Trim() -ne ” } | ForEach-Object {

‘
‘ +

New Materials Price Trend Daily Report — July 30, 2026

Published: July 30, 2026
Coverage: PTFE Resin | PEEK Resin | Carbon Fiber | PI Film | Specialty Ceramic Raw Materials

1. Price Overview

| Material | Current Price Range | WoW Change | Trend |

|———-|——————-|————|——-|

| PTFE Resin (Suspension Medium) | ¥30,000–48,000 /ton | -2.1% | ↘ Bearish |

| PTFE Dispersion Resin | ¥60,000–65,000 /ton | -1.5% | ↘ Soft |

| PEEK Resin (Domestic Ind. Grade) | ¥400–500 /kg | Flat | → Stable |

| PEEK Resin (Imported Ind. Grade) | ¥800–1,000 /kg | Flat | → Stalemate |

| Carbon Fiber (T300/24K) | ¥75–85 /kg | +1.2% | ↗ Bottom Bounce |

| Carbon Fiber (T700/12K) | ¥120–150 /kg | +0.8% | ↗ Stabilizing |

| PI Film (Electronic Grade) | ¥1,000,000–3,000,000 /ton | Flat | → Firm |

| Alumina (≥98.5%) | ¥2,800–3,200 /ton | +0.5% | ↗ Slight Rise |

| Silicon Carbide (88%) | ¥5,500–6,500 /ton | Flat | → Range-bound |

2. Key Price Movements

2.1 PTFE Resin — Extended Weakness, Approaching Cycle Floor

– Price: Suspension medium-grade at ¥31,800/ton (Shandong), near the 30-day low of ¥30,000/ton

– WoW: -2.1%, extending the downtrend

– Key Drivers:

– Supply: A new Shandong production line came online mid-July; industry operating rate is low but inventory remains elevated, sustaining oversupply pressure

– Demand: Downstream chemicals and food packaging sectors are in a procurement slump, dominated by small spot orders with no sign of recovery

– Cost: Fluorite and hydrofluoric acid remain elevated (~¥3,781/ton for fluorite), providing cost support but insufficient to lift prices

– Outlook: Already near cash cost floor for some producers — further downside is limited. Near-term: weak consolidation

2.2 Carbon Fiber — Early Bottom-Reversal Signal

– Price: T300/24K East China ¥75/kg; T700/12K ¥120–150/kg

– WoW: +1.2%, first positive weekly reading in 6 months

– Key Drivers:

– Policy Tailwind: Low-altitude economy (eVTOL/UAVs) formally included in China’s “15th Five-Year Plan,” significantly boosting demand expectations for structural lightweight materials

– Supply Discipline: After 12+ months of losses, smaller producers are cutting output, leading to marginal supply contraction

– Export Strength: H1 2026 carbon fiber exports posted notable YoY growth, with overseas demand outpacing expectations

– Outlook: Bottom established, but oversupply not yet fundamentally resolved — upside capped by high inventory. T700+ fine-denier grades to lead the recovery

2.3 PI Film — High Ground Holds, Bullish Structure Intact

– Price: Electronic-grade PI film ¥1–3 million/ton (significant variation by thickness and spec)

– WoW: Flat

– Key Drivers:

– Structural Supply Deficit: High-end PI film remains heavily import-dependent (DuPont, UBE, Kaneka, SK Kolon); domestic substitution still in early stages with limited supply elasticity

– Demand Acceleration: Semiconductor packaging, flexible displays, and 5G high-frequency communications continue to scale, with demand growing at 15%+ annually

– Tech Barrier: Global production capacity concentrated among a handful of players — no large-scale new effective capacity coming online short-term

– Outlook: Dominant supply-demand structure intact. High-end grades remain on an upward trajectory; lead times extended

2.4 PEEK Resin — Domestic Expansion Pressuring Imported Prices

– Price: Domestic ind. grade ¥400–500/kg; imported Victrex-grade ¥800–1,000/kg

– WoW: Flat; imported prices showing marginal softening

– Key Drivers:

– Capacity Buildout: Zhongyan Materials and Junhua Special Plastics continue expanding domestic capacity, narrowing the price gap with imports

– Demand Segmentation: Standard industrial grade supply-demand loosening; medical/aerospace grades hold firm due to certification barriers

– Outlook: Standard industrial PEEK entering a downward cycle. Lock in aerospace/medical-grade suppliers via annual contracts

2.5 Specialty Ceramic Raw Materials — Mild Cost-Push Uplift

– Price: Alumina ≥98.5% at ¥2,800–3,200/ton; SiC 88% at ¥5,500–6,500/ton

– WoW: Alumina +0.5%; others flat

– Key Drivers:

– Alumina rise driven by bauxite cost pressure; SiC capped by stable silicon feedstock prices

– Downstream advanced ceramics demand grows steadily, but raw material sector shows only modest upward movement

– Outlook: Cost-push driven modest uptick. Expect steady-to-slightly-higher prices in August

3. Impact Analysis

3.1 Procurement Cost Impact

| Material | Current Impact | Near-Term Outlook |

|———-|—————|——————-|

| PTFE Resin | Low-cost procurement window open; short-term costs manageable | Limited further downside — consider opportunistic restocking |

| PEEK (Industrial Grade) | Domestic grades expanding cost advantage | Prioritize domestic sources for industrial applications; save 20–30% |

| Carbon Fiber | Historically low cost environment for T300 | Bottom signal emerging — lock in T700 on 3–6 month terms |

| PI Film | High-cost item — advance volume commitment advised | Tight supply — place orders 3 months ahead of need |

| Specialty Ceramic Raw Materials | Mild cost increase; limited impact | Hold 2–3 week inventory; no need for large-scale stockpiling |

3.2 Supply Chain Impact

– PTFE: Oversupply enhances buyer leverage, but low prices may unlock new substitution applications

– Carbon Fiber: Bottom-reversal expectations may trigger a round of strategic restocking; logistics throughput likely to improve

– PI Film / PEEK: High-end grades remain import-dependent — monitor FX and geopolitical logistics risks

– Specialty Ceramics: Rising domestic capacity improves supply chain autonomy over time

4. Actionable Recommendations

✅ Materials to Lock In Now

1. Carbon Fiber (T700/12K): Bottom-reversal signal confirmed; low-altitude economy demand set to accelerate. Lock in 3–6 month forward contracts to secure pricing

2. PI Film (Electronic Grade): Supply deficit persists through Q3. Secure supplier配额 in advance, especially for semiconductor/flexible display end-markets

3. PEEK (Aerospace / Medical Grade): Long qualification cycles and limited suppliers. Sign annual framework agreements with preferred vendors

⏳ Materials to Monitor

1. PTFE Resin (Suspension / Dispersion): Still in downtrend cycle but near cost floor. Wait 2–4 weeks for confirmed stabilization before bulk purchasing

2. Specialty Ceramic Raw Materials: Modest fluctuations — maintain 2–3 week stock. No need for large inventory buildup

5. Macro Signals to Watch

– Crude Oil: WTI at ~$79–84/bbl — sharp decline in late July as Mideast geopolitical risk eases; petrochemical cost support weakening

– Fluorite / Hydrofluoric Acid: Remain elevated — PTFE cost floor intact but limited upside for producers

– FX: RMB appreciation would reduce landed costs of imported materials (PI film, PEEK, specialty carbon fiber grades)

This report is compiled from publicly available market data for reference only. Procurement decisions should factor in your organization’s inventory position, payment terms, and supplier relationships.

Market Intelligence Officer | New Materials Price Trend Monitoring
Date: July 30, 2026

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New Materials Price Trend Monitoring

Date: July 30, 2026

2026年7月30日
2026-07-30 新材方値价校R动势日报

2026-07-30 新材料价格趋势日报

发布时间: 2026年7月30日
监测范围: PTFE树脂

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2026-07-30 新材料价格趋势日报

发布时间: 2026年7月30日
监测范围: PTFE树脂 | PEEK树脂 | 碳纤维 | PI薄膜 | 特种陶瓷原料

一、价格概览表

| 材料 | 当前价格区间 | 周环比 | 趋势方向 |

|——|————-|——–|———-|

| PTFE树脂（悬浮中粒） | 30,000–48,000 元/吨 | -2.1% | ↘ 弱势下行 |

| PTFE分散树脂 | 60,000–65,000 元/吨 | -1.5% | ↘ 偏弱整理 |

| PEEK树脂（国产工业级） | 400–500 元/公斤 | 持平 | → 区间稳定 |

| PEEK树脂（进口工业级） | 800–1,000 元/公斤 | 持平 | → 僵持整理 |

| 碳纤维（T300/24K） | 75–85 元/千克 | +1.2% | ↗ 底部微涨 |

| 碳纤维（T700/12K） | 120–150 元/千克 | +0.8% | ↗ 触底企稳 |

| PI薄膜（电子级） | 100–300 万元/吨 | 持平 | → 高位持稳 |

| 氧化铝（≥98.5%） | 2,800–3,200 元/吨 | +0.5% | ↗ 小幅上探 |

| 碳化硅（88%） | 5,500–6,500 元/吨 | 持平 | → 整理观望 |

二、重点变动分析

2.1 PTFE树脂 — 持续承压，接近周期底部

– 价格区间: 悬浮中粒主流31,800元/吨（山东），处于近30天低点（30,000元/吨）附近

– 周环比: -2.1%，延续弱势

– 核心驱动:

– 供给端: 山东某新产能项目7月中旬投产，行业整体开工率偏低但库存偏高，供应压力不减

– 需求端: 下游化工/食品包装行业采购情绪低迷，按需小单为主，无明显增量

– 成本端: 萤石、氢氟酸价格高位（萤石约3,781元/吨），成本托底效应存在，但支撑有限

– 判断: 价格已接近部分企业现金流成本线，进一步下行空间有限，短期偏弱整理

2.2 碳纤维 — 底部反转信号初现

– 价格区间: T300/24K华东75元/千克，T700/12K约120–150元/千克

– 周环比: +1.2%，近半年来首次转正

– 核心驱动:

– 政策催化: 低空经济（eVTOL/无人机）纳入”十五五”规划，碳纤维作为结构轻量化核心材料，需求预期升温

– 供给出清: 行业连续亏损1年后，中小产能开始停产降负，供应边际收缩

– 出口回暖: 2026年上半年碳纤维出口量同比增幅明显，海外需求好于预期

– 判断: 底部确立，但供大于求格局未根本扭转，反弹空间受制于库存高度；T700以上小丝束优先受益

2.3 PI薄膜 — 高位持稳，景气延续

– 价格区间: 电子级PI薄膜100–300万元/吨（厚度/规格差异显著）

– 周环比: 持平

– 核心驱动:

– 供需格局: 国内高端PI薄膜严重依赖进口（杜邦/宇部/钟渊/韩SK），国产替代仍处早期阶段，供给弹性不足

– 需求支撑: 半导体封装、柔性显示、5G高频通信等高端应用持续放量，需求增速保持15%以上

– 技术壁垒: 全球仅少数企业具备量产能力，短期无新增大规模有效产能

– 判断: 强势格局延续，国产化提速但短期难改进口依赖，高端型号价格仍有上行动力

2.4 PEEK树脂 — 国产替代压制进口价格

– 价格区间: 国产工业级400–500元/公斤，进口威格斯等800–1,000元/公斤

– 周环比: 持平，进口端略有松动

– 核心驱动:

– 国产扩产: 中研股份、君华特塑等国内厂商持续扩产，国产与进口价差收窄

– 需求分化: 工业级供需趋松；医疗/航空航天级因认证门槛高，价格坚挺

– 判断: 普通工业级价格进入下行通道；建议锁定航空航天/医疗级PEEK的稳定供应商

2.5 特种陶瓷原料 — 成本推动型小幅上涨

– 价格区间: 氧化铝≥98.5%约2,800–3,200元/吨；碳化硅88%约5,500–6,500元/吨

– 周环比: 氧化铝+0.5%，其余持平

– 核心驱动:

– 氧化铝上涨主因铝土矿成本上移；碳化硅受硅质原料价格平稳压制

– 下游特种陶瓷/精密陶瓷需求稳增，但原料端整体涨幅温和

– 判断: 成本推动型小幅上涨，预计8月维持稳中有升态势

三、影响分析

3.1 对采购成本的影响

| 材料 | 当前采购影响 | 短期展望 |

|——|————-|———|

| PTFE树脂 | 低位采购窗口期，短期成本可控 | 继续下行空间有限，建议逢低适量补库 |

| PEEK树脂（工业级） | 国产货源性价比优势扩大 | 工业级可优先采购国产，节省成本20–30% |

| 碳纤维 | 历史低位，T300级采购成本友好 | 底部信号出现，可适当锁定T700长单 |

| PI薄膜 | 高成本项目，建议提前锁量 | 供应偏紧，建议提前3个月备货 |

| 特种陶瓷原料 | 成本温和上行，影响有限 | 适量储备氧化铝，关注稀土原料波动 |

3.2 对供应链的影响

– PTFE: 供应过剩，买方议价能力增强，但低价可能刺激新增替代应用

– 碳纤维: 底部反转预期下，供应链存在阶段性补库需求，物流周转可能加速

– PI薄膜/PEEK: 高端牌号供应仍以进口为主，需关注汇率波动和地缘物流风险

– 特种陶瓷: 国产化率提升中，供应链自主可控性逐步改善

四、行动建议

✅ 建议锁定价格的材料

1. 碳纤维（T700/12K）: 底部反转信号已现，下游低空经济需求预期升温，建议锁定3–6个月长单，锁定成本

2. PI薄膜（电子级）: 供应偏紧格局短期难改，建议提前锁定供应商配额，尤其面向半导体/柔性显示客户

3. PEEK树脂（航空航天/医疗级）: 认证周期长、供应商稀缺，建议签订年度框架协议

⏳ 建议观望的材料

1. PTFE树脂（悬浮中粒/分散树脂）: 价格处于下行周期底部，但供过于求格局未变，观望2–4周确认止跌信号后再批量补库

2. 特种陶瓷原料: 小幅波动，库存周期保持2–3周即可，无需大规模囤货

五、宏观信号监测

– 原油价格: WTI约79–84美元/桶（7月底大幅下跌，中东地缘风险降温），化工品成本支撑边际减弱

– 萤石/氢氟酸: 高位运行，PTFE成本支撑仍在，但力度有限

– 汇率: 人民币汇率若走强，进口高端材料（PI/PEEK/碳纤维）采购成本将有所改善

本报告基于公开市场数据整理，仅供参考。实际采购决策请结合企业自身库存、账期及供应商关系综合判断。

市场情报官 | 新材料价格趋势监控
日期: 2026-07-30

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2026-07-30 新材料价格趋势日报

发布时间: 2026年7月30日
监测范围: PTFE树脂 | PEEK树脂 | 碳纤维 | PI薄膜 | 特种陶瓷原料

一、价格概览表

| 材料 | 当前价格区间 | 周环比 | 趋势方向 |

|——|————-|——–|———-|

| PTFE树脂（悬浮中粒） | 30,000–48,000 元/吨 | -2.1% | ↘ 弱势下行 |

| PTFE分散树脂 | 60,000–65,000 元/吨 | -1.5% | ↘ 偏弱整理 |

| PEEK树脂（国产工业级） | 400–500 元/公斤 | 持平 | → 区间稳定 |

| PEEK树脂（进口工业级） | 800–1,000 元/公斤 | 持平 | → 僵持整理 |

| 碳纤维（T300/24K） | 75–85 元/千克 | +1.2% | ↗ 底部微涨 |

| 碳纤维（T700/12K） | 120–150 元/千克 | +0.8% | ↗ 触底企稳 |

| PI薄膜（电子级） | 100–300 万元/吨 | 持平 | → 高位持稳 |

| 氧化铝（≥98.5%） | 2,800–3,200 元/吨 | +0.5% | ↗ 小幅上探 |

| 碳化硅（88%） | 5,500–6,500 元/吨 | 持平 | → 整理观望 |

二、重点变动分析

2.1 PTFE树脂 — 持续承压，接近周期底部

– 价格区间: 悬浮中粒主流31,800元/吨（山东），处于近30天低点（30,000元/吨）附近

– 周环比: -2.1%，延续弱势

– 核心驱动:

– 供给端: 山东某新产能项目7月中旬投产，行业整体开工率偏低但库存偏高，供应压力不减

– 需求端: 下游化工/食品包装行业采购情绪低迷，按需小单为主，无明显增量

– 成本端: 萤石、氢氟酸价格高位（萤石约3,781元/吨），成本托底效应存在，但支撑有限

– 判断: 价格已接近部分企业现金流成本线，进一步下行空间有限，短期偏弱整理

2.2 碳纤维 — 底部反转信号初现

– 价格区间: T300/24K华东75元/千克，T700/12K约120–150元/千克

– 周环比: +1.2%，近半年来首次转正

– 核心驱动:

– 政策催化: 低空经济（eVTOL/无人机）纳入”十五五”规划，碳纤维作为结构轻量化核心材料，需求预期升温

– 供给出清: 行业连续亏损1年后，中小产能开始停产降负，供应边际收缩

– 出口回暖: 2026年上半年碳纤维出口量同比增幅明显，海外需求好于预期

– 判断: 底部确立，但供大于求格局未根本扭转，反弹空间受制于库存高度；T700以上小丝束优先受益

2.3 PI薄膜 — 高位持稳，景气延续

– 价格区间: 电子级PI薄膜100–300万元/吨（厚度/规格差异显著）

– 周环比: 持平

– 核心驱动:

– 供需格局: 国内高端PI薄膜严重依赖进口（杜邦/宇部/钟渊/韩SK），国产替代仍处早期阶段，供给弹性不足

– 需求支撑: 半导体封装、柔性显示、5G高频通信等高端应用持续放量，需求增速保持15%以上

– 技术壁垒: 全球仅少数企业具备量产能力，短期无新增大规模有效产能

– 判断: 强势格局延续，国产化提速但短期难改进口依赖，高端型号价格仍有上行动力

2.4 PEEK树脂 — 国产替代压制进口价格

– 价格区间: 国产工业级400–500元/公斤，进口威格斯等800–1,000元/公斤

– 周环比: 持平，进口端略有松动

– 核心驱动:

– 国产扩产: 中研股份、君华特塑等国内厂商持续扩产，国产与进口价差收窄

– 需求分化: 工业级供需趋松；医疗/航空航天级因认证门槛高，价格坚挺

– 判断: 普通工业级价格进入下行通道；建议锁定航空航天/医疗级PEEK的稳定供应商

2.5 特种陶瓷原料 — 成本推动型小幅上涨

– 价格区间: 氧化铝≥98.5%约2,800–3,200元/吨；碳化硅88%约5,500–6,500元/吨

– 周环比: 氧化铝+0.5%，其余持平

– 核心驱动:

– 氧化铝上涨主因铝土矿成本上移；碳化硅受硅质原料价格平稳压制

– 下游特种陶瓷/精密陶瓷需求稳增，但原料端整体涨幅温和

– 判断: 成本推动型小幅上涨，预计8月维持稳中有升态势

三、影响分析

3.1 对采购成本的影响

| 材料 | 当前采购影响 | 短期展望 |

|——|————-|———|

| PTFE树脂 | 低位采购窗口期，短期成本可控 | 继续下行空间有限，建议逢低适量补库 |

| PEEK树脂（工业级） | 国产货源性价比优势扩大 | 工业级可优先采购国产，节省成本20–30% |

| 碳纤维 | 历史低位，T300级采购成本友好 | 底部信号出现，可适当锁定T700长单 |

| PI薄膜 | 高成本项目，建议提前锁量 | 供应偏紧，建议提前3个月备货 |

| 特种陶瓷原料 | 成本温和上行，影响有限 | 适量储备氧化铝，关注稀土原料波动 |

3.2 对供应链的影响

– PTFE: 供应过剩，买方议价能力增强，但低价可能刺激新增替代应用

– 碳纤维: 底部反转预期下，供应链存在阶段性补库需求，物流周转可能加速

– PI薄膜/PEEK: 高端牌号供应仍以进口为主，需关注汇率波动和地缘物流风险

– 特种陶瓷: 国产化率提升中，供应链自主可控性逐步改善

四、行动建议

✅ 建议锁定价格的材料

1. 碳纤维（T700/12K）: 底部反转信号已现，下游低空经济需求预期升温，建议锁定3–6个月长单，锁定成本

2. PI薄膜（电子级）: 供应偏紧格局短期难改，建议提前锁定供应商配额，尤其面向半导体/柔性显示客户

3. PEEK树脂（航空航天/医疗级）: 认证周期长、供应商稀缺，建议签订年度框架协议

⏳ 建议观望的材料

1. PTFE树脂（悬浮中粒/分散树脂）: 价格处于下行周期底部，但供过于求格局未变，观望2–4周确认止跌信号后再批量补库

2. 特种陶瓷原料: 小幅波动，库存周期保持2–3周即可，无需大规模囤货

五、宏观信号监测

– 原油价格: WTI约79–84美元/桶（7月底大幅下跌，中东地缘风险降温），化工品成本支撑边际减弱

– 萤石/氢氟酸: 高位运行，PTFE成本支撑仍在，但力度有限

– 汇率: 人民币汇率若走强，进口高端材料（PI/PEEK/碳纤维）采购成本将有所改善

本报告基于公开市场数据整理，仅供参考。实际采购决策请结合企业自身库存、账期及供应商关系综合判断。

市场情报官 | 新材料价格趋势监控
日期: 2026-07-30

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2026-07-30 新材料价格趋势日报

发布时间: 2026年7月30日
监测范围: PTFE树脂 | PEEK树脂 | 碳纤维 | PI薄膜 | 特种陶瓷原料

一、价格概览表

| 材料 | 当前价格区间 | 周环比 | 趋势方向 |

|——|————-|——–|———-|

| PTFE树脂（悬浮中粒） | 30,000–48,000 元/吨 | -2.1% | ↘ 弱势下行 |

| PTFE分散树脂 | 60,000–65,000 元/吨 | -1.5% | ↘ 偏弱整理 |

| PEEK树脂（国产工业级） | 400–500 元/公斤 | 持平 | → 区间稳定 |

| PEEK树脂（进口工业级） | 800–1,000 元/公斤 | 持平 | → 僵持整理 |

| 碳纤维（T300/24K） | 75–85 元/千克 | +1.2% | ↗ 底部微涨 |

| 碳纤维（T700/12K） | 120–150 元/千克 | +0.8% | ↗ 触底企稳 |

| PI薄膜（电子级） | 100–300 万元/吨 | 持平 | → 高位持稳 |

| 氧化铝（≥98.5%） | 2,800–3,200 元/吨 | +0.5% | ↗ 小幅上探 |

| 碳化硅（88%） | 5,500–6,500 元/吨 | 持平 | → 整理观望 |

二、重点变动分析

2.1 PTFE树脂 — 持续承压，接近周期底部

– 价格区间: 悬浮中粒主流31,800元/吨（山东），处于近30天低点（30,000元/吨）附近

– 周环比: -2.1%，延续弱势

– 核心驱动:

– 供给端: 山东某新产能项目7月中旬投产，行业整体开工率偏低但库存偏高，供应压力不减

– 需求端: 下游化工/食品包装行业采购情绪低迷，按需小单为主，无明显增量

– 成本端: 萤石、氢氟酸价格高位（萤石约3,781元/吨），成本托底效应存在，但支撑有限

– 判断: 价格已接近部分企业现金流成本线，进一步下行空间有限，短期偏弱整理

2.2 碳纤维 — 底部反转信号初现

– 价格区间: T300/24K华东75元/千克，T700/12K约120–150元/千克

– 周环比: +1.2%，近半年来首次转正

– 核心驱动:

– 政策催化: 低空经济（eVTOL/无人机）纳入”十五五”规划，碳纤维作为结构轻量化核心材料，需求预期升温

– 供给出清: 行业连续亏损1年后，中小产能开始停产降负，供应边际收缩

– 出口回暖: 2026年上半年碳纤维出口量同比增幅明显，海外需求好于预期

– 判断: 底部确立，但供大于求格局未根本扭转，反弹空间受制于库存高度；T700以上小丝束优先受益

2.3 PI薄膜 — 高位持稳，景气延续

– 价格区间: 电子级PI薄膜100–300万元/吨（厚度/规格差异显著）

– 周环比: 持平

– 核心驱动:

– 供需格局: 国内高端PI薄膜严重依赖进口（杜邦/宇部/钟渊/韩SK），国产替代仍处早期阶段，供给弹性不足

– 需求支撑: 半导体封装、柔性显示、5G高频通信等高端应用持续放量，需求增速保持15%以上

– 技术壁垒: 全球仅少数企业具备量产能力，短期无新增大规模有效产能

– 判断: 强势格局延续，国产化提速但短期难改进口依赖，高端型号价格仍有上行动力

2.4 PEEK树脂 — 国产替代压制进口价格

– 价格区间: 国产工业级400–500元/公斤，进口威格斯等800–1,000元/公斤

– 周环比: 持平，进口端略有松动

– 核心驱动:

– 国产扩产: 中研股份、君华特塑等国内厂商持续扩产，国产与进口价差收窄

– 需求分化: 工业级供需趋松；医疗/航空航天级因认证门槛高，价格坚挺

– 判断: 普通工业级价格进入下行通道；建议锁定航空航天/医疗级PEEK的稳定供应商

2.5 特种陶瓷原料 — 成本推动型小幅上涨

– 价格区间: 氧化铝≥98.5%约2,800–3,200元/吨；碳化硅88%约5,500–6,500元/吨

– 周环比: 氧化铝+0.5%，其余持平

– 核心驱动:

– 氧化铝上涨主因铝土矿成本上移；碳化硅受硅质原料价格平稳压制

– 下游特种陶瓷/精密陶瓷需求稳增，但原料端整体涨幅温和

– 判断: 成本推动型小幅上涨，预计8月维持稳中有升态势

三、影响分析

3.1 对采购成本的影响

| 材料 | 当前采购影响 | 短期展望 |

|——|————-|———|

| PTFE树脂 | 低位采购窗口期，短期成本可控 | 继续下行空间有限，建议逢低适量补库 |

| PEEK树脂（工业级） | 国产货源性价比优势扩大 | 工业级可优先采购国产，节省成本20–30% |

| 碳纤维 | 历史低位，T300级采购成本友好 | 底部信号出现，可适当锁定T700长单 |

| PI薄膜 | 高成本项目，建议提前锁量 | 供应偏紧，建议提前3个月备货 |

| 特种陶瓷原料 | 成本温和上行，影响有限 | 适量储备氧化铝，关注稀土原料波动 |

3.2 对供应链的影响

– PTFE: 供应过剩，买方议价能力增强，但低价可能刺激新增替代应用

– 碳纤维: 底部反转预期下，供应链存在阶段性补库需求，物流周转可能加速

– PI薄膜/PEEK: 高端牌号供应仍以进口为主，需关注汇率波动和地缘物流风险

– 特种陶瓷: 国产化率提升中，供应链自主可控性逐步改善

四、行动建议

✅ 建议锁定价格的材料

1. 碳纤维（T700/12K）: 底部反转信号已现，下游低空经济需求预期升温，建议锁定3–6个月长单，锁定成本

2. PI薄膜（电子级）: 供应偏紧格局短期难改，建议提前锁定供应商配额，尤其面向半导体/柔性显示客户

3. PEEK树脂（航空航天/医疗级）: 认证周期长、供应商稀缺，建议签订年度框架协议

⏳ 建议观望的材料

1. PTFE树脂（悬浮中粒/分散树脂）: 价格处于下行周期底部，但供过于求格局未变，观望2–4周确认止跌信号后再批量补库

2. 特种陶瓷原料: 小幅波动，库存周期保持2–3周即可，无需大规模囤货

五、宏观信号监测

– 原油价格: WTI约79–84美元/桶（7月底大幅下跌，中东地缘风险降温），化工品成本支撑边际减弱

– 萤石/氢氟酸: 高位运行，PTFE成本支撑仍在，但力度有限

– 汇率: 人民币汇率若走强，进口高端材料（PI/PEEK/碳纤维）采购成本将有所改善

本报告基于公开市场数据整理，仅供参考。实际采购决策请结合企业自身库存、账期及供应商关系综合判断。

市场情报官 | 新材料价格趋势监控
日期: 2026-07-30

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2026-07-30 新材料价格趋势日报

发布时间: 2026年7月30日
监测范围: PTFE树脂 | PEEK树脂 | 碳纤维 | PI薄膜 | 特种陶瓷原料

一、价格概览表

| 材料 | 当前价格区间 | 周环比 | 趋势方向 |

|——|————-|——–|———-|

| PTFE树脂（悬浮中粒） | 30,000–48,000 元/吨 | -2.1% | ↘ 弱势下行 |

| PTFE分散树脂 | 60,000–65,000 元/吨 | -1.5% | ↘ 偏弱整理 |

| PEEK树脂（国产工业级） | 400–500 元/公斤 | 持平 | → 区间稳定 |

| PEEK树脂（进口工业级） | 800–1,000 元/公斤 | 持平 | → 僵持整理 |

| 碳纤维（T300/24K） | 75–85 元/千克 | +1.2% | ↗ 底部微涨 |

| 碳纤维（T700/12K） | 120–150 元/千克 | +0.8% | ↗ 触底企稳 |

| PI薄膜（电子级） | 100–300 万元/吨 | 持平 | → 高位持稳 |

| 氧化铝（≥98.5%） | 2,800–3,200 元/吨 | +0.5% | ↗ 小幅上探 |

| 碳化硅（88%） | 5,500–6,500 元/吨 | 持平 | → 整理观望 |

二、重点变动分析

2.1 PTFE树脂 — 持续承压，接近周期底部

– 价格区间: 悬浮中粒主流31,800元/吨（山东），处于近30天低点（30,000元/吨）附近

– 周环比: -2.1%，延续弱势

– 核心驱动:

– 供给端: 山东某新产能项目7月中旬投产，行业整体开工率偏低但库存偏高，供应压力不减

– 需求端: 下游化工/食品包装行业采购情绪低迷，按需小单为主，无明显增量

– 成本端: 萤石、氢氟酸价格高位（萤石约3,781元/吨），成本托底效应存在，但支撑有限

– 判断: 价格已接近部分企业现金流成本线，进一步下行空间有限，短期偏弱整理

2.2 碳纤维 — 底部反转信号初现

– 价格区间: T300/24K华东75元/千克，T700/12K约120–150元/千克

– 周环比: +1.2%，近半年来首次转正

– 核心驱动:

– 政策催化: 低空经济（eVTOL/无人机）纳入”十五五”规划，碳纤维作为结构轻量化核心材料，需求预期升温

– 供给出清: 行业连续亏损1年后，中小产能开始停产降负，供应边际收缩

– 出口回暖: 2026年上半年碳纤维出口量同比增幅明显，海外需求好于预期

– 判断: 底部确立，但供大于求格局未根本扭转，反弹空间受制于库存高度；T700以上小丝束优先受益

2.3 PI薄膜 — 高位持稳，景气延续

– 价格区间: 电子级PI薄膜100–300万元/吨（厚度/规格差异显著）

– 周环比: 持平

– 核心驱动:

– 供需格局: 国内高端PI薄膜严重依赖进口（杜邦/宇部/钟渊/韩SK），国产替代仍处早期阶段，供给弹性不足

– 需求支撑: 半导体封装、柔性显示、5G高频通信等高端应用持续放量，需求增速保持15%以上

– 技术壁垒: 全球仅少数企业具备量产能力，短期无新增大规模有效产能

– 判断: 强势格局延续，国产化提速但短期难改进口依赖，高端型号价格仍有上行动力

2.4 PEEK树脂 — 国产替代压制进口价格

– 价格区间: 国产工业级400–500元/公斤，进口威格斯等800–1,000元/公斤

– 周环比: 持平，进口端略有松动

– 核心驱动:

– 国产扩产: 中研股份、君华特塑等国内厂商持续扩产，国产与进口价差收窄

– 需求分化: 工业级供需趋松；医疗/航空航天级因认证门槛高，价格坚挺

– 判断: 普通工业级价格进入下行通道；建议锁定航空航天/医疗级PEEK的稳定供应商

2.5 特种陶瓷原料 — 成本推动型小幅上涨

– 价格区间: 氧化铝≥98.5%约2,800–3,200元/吨；碳化硅88%约5,500–6,500元/吨

– 周环比: 氧化铝+0.5%，其余持平

– 核心驱动:

– 氧化铝上涨主因铝土矿成本上移；碳化硅受硅质原料价格平稳压制

– 下游特种陶瓷/精密陶瓷需求稳增，但原料端整体涨幅温和

– 判断: 成本推动型小幅上涨，预计8月维持稳中有升态势

三、影响分析

3.1 对采购成本的影响

| 材料 | 当前采购影响 | 短期展望 |

|——|————-|———|

| PTFE树脂 | 低位采购窗口期，短期成本可控 | 继续下行空间有限，建议逢低适量补库 |

| PEEK树脂（工业级） | 国产货源性价比优势扩大 | 工业级可优先采购国产，节省成本20–30% |

| 碳纤维 | 历史低位，T300级采购成本友好 | 底部信号出现，可适当锁定T700长单 |

| PI薄膜 | 高成本项目，建议提前锁量 | 供应偏紧，建议提前3个月备货 |

| 特种陶瓷原料 | 成本温和上行，影响有限 | 适量储备氧化铝，关注稀土原料波动 |

3.2 对供应链的影响

– PTFE: 供应过剩，买方议价能力增强，但低价可能刺激新增替代应用

– 碳纤维: 底部反转预期下，供应链存在阶段性补库需求，物流周转可能加速

– PI薄膜/PEEK: 高端牌号供应仍以进口为主，需关注汇率波动和地缘物流风险

– 特种陶瓷: 国产化率提升中，供应链自主可控性逐步改善

四、行动建议

✅ 建议锁定价格的材料

1. 碳纤维（T700/12K）: 底部反转信号已现，下游低空经济需求预期升温，建议锁定3–6个月长单，锁定成本

2. PI薄膜（电子级）: 供应偏紧格局短期难改，建议提前锁定供应商配额，尤其面向半导体/柔性显示客户

3. PEEK树脂（航空航天/医疗级）: 认证周期长、供应商稀缺，建议签订年度框架协议

⏳ 建议观望的材料

1. PTFE树脂（悬浮中粒/分散树脂）: 价格处于下行周期底部，但供过于求格局未变，观望2–4周确认止跌信号后再批量补库

2. 特种陶瓷原料: 小幅波动，库存周期保持2–3周即可，无需大规模囤货

五、宏观信号监测

– 原油价格: WTI约79–84美元/桶（7月底大幅下跌，中东地缘风险降温），化工品成本支撑边际减弱

– 萤石/氢氟酸: 高位运行，PTFE成本支撑仍在，但力度有限

– 汇率: 人民币汇率若走强，进口高端材料（PI/PEEK/碳纤维）采购成本将有所改善

本报告基于公开市场数据整理，仅供参考。实际采购决策请结合企业自身库存、账期及供应商关系综合判断。

市场情报官 | 新材料价格趋势监控
日期: 2026-07-30

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2026-07-30 新材料价格趋势日报

发布时间: 2026年7月30日
监测范围: PTFE树脂 | PEEK树脂 | 碳纤维 | PI薄膜 | 特种陶瓷原料

一、价格概览表

| 材料 | 当前价格区间 | 周环比 | 趋势方向 |

|——|————-|——–|———-|

| PTFE树脂（悬浮中粒） | 30,000–48,000 元/吨 | -2.1% | ↘ 弱势下行 |

| PTFE分散树脂 | 60,000–65,000 元/吨 | -1.5% | ↘ 偏弱整理 |

| PEEK树脂（国产工业级） | 400–500 元/公斤 | 持平 | → 区间稳定 |

| PEEK树脂（进口工业级） | 800–1,000 元/公斤 | 持平 | → 僵持整理 |

| 碳纤维（T300/24K） | 75–85 元/千克 | +1.2% | ↗ 底部微涨 |

| 碳纤维（T700/12K） | 120–150 元/千克 | +0.8% | ↗ 触底企稳 |

| PI薄膜（电子级） | 100–300 万元/吨 | 持平 | → 高位持稳 |

| 氧化铝（≥98.5%） | 2,800–3,200 元/吨 | +0.5% | ↗ 小幅上探 |

| 碳化硅（88%） | 5,500–6,500 元/吨 | 持平 | → 整理观望 |

二、重点变动分析

2.1 PTFE树脂 — 持续承压，接近周期底部

– 价格区间: 悬浮中粒主流31,800元/吨（山东），处于近30天低点（30,000元/吨）附近

– 周环比: -2.1%，延续弱势

– 核心驱动:

– 供给端: 山东某新产能项目7月中旬投产，行业整体开工率偏低但库存偏高，供应压力不减

– 需求端: 下游化工/食品包装行业采购情绪低迷，按需小单为主，无明显增量

– 成本端: 萤石、氢氟酸价格高位（萤石约3,781元/吨），成本托底效应存在，但支撑有限

– 判断: 价格已接近部分企业现金流成本线，进一步下行空间有限，短期偏弱整理

2.2 碳纤维 — 底部反转信号初现

– 价格区间: T300/24K华东75元/千克，T700/12K约120–150元/千克

– 周环比: +1.2%，近半年来首次转正

– 核心驱动:

– 政策催化: 低空经济（eVTOL/无人机）纳入”十五五”规划，碳纤维作为结构轻量化核心材料，需求预期升温

– 供给出清: 行业连续亏损1年后，中小产能开始停产降负，供应边际收缩

– 出口回暖: 2026年上半年碳纤维出口量同比增幅明显，海外需求好于预期

– 判断: 底部确立，但供大于求格局未根本扭转，反弹空间受制于库存高度；T700以上小丝束优先受益

2.3 PI薄膜 — 高位持稳，景气延续

– 价格区间: 电子级PI薄膜100–300万元/吨（厚度/规格差异显著）

– 周环比: 持平

– 核心驱动:

– 供需格局: 国内高端PI薄膜严重依赖进口（杜邦/宇部/钟渊/韩SK），国产替代仍处早期阶段，供给弹性不足

– 需求支撑: 半导体封装、柔性显示、5G高频通信等高端应用持续放量，需求增速保持15%以上

– 技术壁垒: 全球仅少数企业具备量产能力，短期无新增大规模有效产能

– 判断: 强势格局延续，国产化提速但短期难改进口依赖，高端型号价格仍有上行动力

2.4 PEEK树脂 — 国产替代压制进口价格

– 价格区间: 国产工业级400–500元/公斤，进口威格斯等800–1,000元/公斤

– 周环比: 持平，进口端略有松动

– 核心驱动:

– 国产扩产: 中研股份、君华特塑等国内厂商持续扩产，国产与进口价差收窄

– 需求分化: 工业级供需趋松；医疗/航空航天级因认证门槛高，价格坚挺

– 判断: 普通工业级价格进入下行通道；建议锁定航空航天/医疗级PEEK的稳定供应商

2.5 特种陶瓷原料 — 成本推动型小幅上涨

– 价格区间: 氧化铝≥98.5%约2,800–3,200元/吨；碳化硅88%约5,500–6,500元/吨

– 周环比: 氧化铝+0.5%，其余持平

– 核心驱动:

– 氧化铝上涨主因铝土矿成本上移；碳化硅受硅质原料价格平稳压制

– 下游特种陶瓷/精密陶瓷需求稳增，但原料端整体涨幅温和

– 判断: 成本推动型小幅上涨，预计8月维持稳中有升态势

三、影响分析

3.1 对采购成本的影响

| 材料 | 当前采购影响 | 短期展望 |

|——|————-|———|

| PTFE树脂 | 低位采购窗口期，短期成本可控 | 继续下行空间有限，建议逢低适量补库 |

| PEEK树脂（工业级） | 国产货源性价比优势扩大 | 工业级可优先采购国产，节省成本20–30% |

| 碳纤维 | 历史低位，T300级采购成本友好 | 底部信号出现，可适当锁定T700长单 |

| PI薄膜 | 高成本项目，建议提前锁量 | 供应偏紧，建议提前3个月备货 |

| 特种陶瓷原料 | 成本温和上行，影响有限 | 适量储备氧化铝，关注稀土原料波动 |

3.2 对供应链的影响

– PTFE: 供应过剩，买方议价能力增强，但低价可能刺激新增替代应用

– 碳纤维: 底部反转预期下，供应链存在阶段性补库需求，物流周转可能加速

– PI薄膜/PEEK: 高端牌号供应仍以进口为主，需关注汇率波动和地缘物流风险

– 特种陶瓷: 国产化率提升中，供应链自主可控性逐步改善

四、行动建议

✅ 建议锁定价格的材料

1. 碳纤维（T700/12K）: 底部反转信号已现，下游低空经济需求预期升温，建议锁定3–6个月长单，锁定成本

2. PI薄膜（电子级）: 供应偏紧格局短期难改，建议提前锁定供应商配额，尤其面向半导体/柔性显示客户

3. PEEK树脂（航空航天/医疗级）: 认证周期长、供应商稀缺，建议签订年度框架协议

⏳ 建议观望的材料

1. PTFE树脂（悬浮中粒/分散树脂）: 价格处于下行周期底部，但供过于求格局未变，观望2–4周确认止跌信号后再批量补库

2. 特种陶瓷原料: 小幅波动，库存周期保持2–3周即可，无需大规模囤货

五、宏观信号监测

– 原油价格: WTI约79–84美元/桶（7月底大幅下跌，中东地缘风险降温），化工品成本支撑边际减弱

– 萤石/氢氟酸: 高位运行，PTFE成本支撑仍在，但力度有限

– 汇率: 人民币汇率若走强，进口高端材料（PI/PEEK/碳纤维）采购成本将有所改善

本报告基于公开市场数据整理，仅供参考。实际采购决策请结合企业自身库存、账期及供应商关系综合判断。

市场情报官 | 新材料价格趋势监控
日期: 2026-07-30

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2026-07-30 新材料价格趋势日报

发布时间: 2026年7月30日
监测范围: PTFE树脂 | PEEK树脂 | 碳纤维 | PI薄膜 | 特种陶瓷原料

一、价格概览表

| 材料 | 当前价格区间 | 周环比 | 趋势方向 |

|——|————-|——–|———-|

| PTFE树脂（悬浮中粒） | 30,000–48,000 元/吨 | -2.1% | ↘ 弱势下行 |

| PTFE分散树脂 | 60,000–65,000 元/吨 | -1.5% | ↘ 偏弱整理 |

| PEEK树脂（国产工业级） | 400–500 元/公斤 | 持平 | → 区间稳定 |

| PEEK树脂（进口工业级） | 800–1,000 元/公斤 | 持平 | → 僵持整理 |

| 碳纤维（T300/24K） | 75–85 元/千克 | +1.2% | ↗ 底部微涨 |

| 碳纤维（T700/12K） | 120–150 元/千克 | +0.8% | ↗ 触底企稳 |

| PI薄膜（电子级） | 100–300 万元/吨 | 持平 | → 高位持稳 |

| 氧化铝（≥98.5%） | 2,800–3,200 元/吨 | +0.5% | ↗ 小幅上探 |

| 碳化硅（88%） | 5,500–6,500 元/吨 | 持平 | → 整理观望 |

二、重点变动分析

2.1 PTFE树脂 — 持续承压，接近周期底部

– 价格区间: 悬浮中粒主流31,800元/吨（山东），处于近30天低点（30,000元/吨）附近

– 周环比: -2.1%，延续弱势

– 核心驱动:

– 供给端: 山东某新产能项目7月中旬投产，行业整体开工率偏低但库存偏高，供应压力不减

– 需求端: 下游化工/食品包装行业采购情绪低迷，按需小单为主，无明显增量

– 成本端: 萤石、氢氟酸价格高位（萤石约3,781元/吨），成本托底效应存在，但支撑有限

– 判断: 价格已接近部分企业现金流成本线，进一步下行空间有限，短期偏弱整理

2.2 碳纤维 — 底部反转信号初现

– 价格区间: T300/24K华东75元/千克，T700/12K约120–150元/千克

– 周环比: +1.2%，近半年来首次转正

– 核心驱动:

– 政策催化: 低空经济（eVTOL/无人机）纳入”十五五”规划，碳纤维作为结构轻量化核心材料，需求预期升温

– 供给出清: 行业连续亏损1年后，中小产能开始停产降负，供应边际收缩

– 出口回暖: 2026年上半年碳纤维出口量同比增幅明显，海外需求好于预期

– 判断: 底部确立，但供大于求格局未根本扭转，反弹空间受制于库存高度；T700以上小丝束优先受益

2.3 PI薄膜 — 高位持稳，景气延续

– 价格区间: 电子级PI薄膜100–300万元/吨（厚度/规格差异显著）

– 周环比: 持平

– 核心驱动:

– 供需格局: 国内高端PI薄膜严重依赖进口（杜邦/宇部/钟渊/韩SK），国产替代仍处早期阶段，供给弹性不足

– 需求支撑: 半导体封装、柔性显示、5G高频通信等高端应用持续放量，需求增速保持15%以上

– 技术壁垒: 全球仅少数企业具备量产能力，短期无新增大规模有效产能

– 判断: 强势格局延续，国产化提速但短期难改进口依赖，高端型号价格仍有上行动力

2.4 PEEK树脂 — 国产替代压制进口价格

– 价格区间: 国产工业级400–500元/公斤，进口威格斯等800–1,000元/公斤

– 周环比: 持平，进口端略有松动

– 核心驱动:

– 国产扩产: 中研股份、君华特塑等国内厂商持续扩产，国产与进口价差收窄

– 需求分化: 工业级供需趋松；医疗/航空航天级因认证门槛高，价格坚挺

– 判断: 普通工业级价格进入下行通道；建议锁定航空航天/医疗级PEEK的稳定供应商

2.5 特种陶瓷原料 — 成本推动型小幅上涨

– 价格区间: 氧化铝≥98.5%约2,800–3,200元/吨；碳化硅88%约5,500–6,500元/吨

– 周环比: 氧化铝+0.5%，其余持平

– 核心驱动:

– 氧化铝上涨主因铝土矿成本上移；碳化硅受硅质原料价格平稳压制

– 下游特种陶瓷/精密陶瓷需求稳增，但原料端整体涨幅温和

– 判断: 成本推动型小幅上涨，预计8月维持稳中有升态势

三、影响分析

3.1 对采购成本的影响

| 材料 | 当前采购影响 | 短期展望 |

|——|————-|———|

| PTFE树脂 | 低位采购窗口期，短期成本可控 | 继续下行空间有限，建议逢低适量补库 |

| PEEK树脂（工业级） | 国产货源性价比优势扩大 | 工业级可优先采购国产，节省成本20–30% |

| 碳纤维 | 历史低位，T300级采购成本友好 | 底部信号出现，可适当锁定T700长单 |

| PI薄膜 | 高成本项目，建议提前锁量 | 供应偏紧，建议提前3个月备货 |

| 特种陶瓷原料 | 成本温和上行，影响有限 | 适量储备氧化铝，关注稀土原料波动 |

3.2 对供应链的影响

– PTFE: 供应过剩，买方议价能力增强，但低价可能刺激新增替代应用

– 碳纤维: 底部反转预期下，供应链存在阶段性补库需求，物流周转可能加速

– PI薄膜/PEEK: 高端牌号供应仍以进口为主，需关注汇率波动和地缘物流风险

– 特种陶瓷: 国产化率提升中，供应链自主可控性逐步改善

四、行动建议

✅ 建议锁定价格的材料

1. 碳纤维（T700/12K）: 底部反转信号已现，下游低空经济需求预期升温，建议锁定3–6个月长单，锁定成本

2. PI薄膜（电子级）: 供应偏紧格局短期难改，建议提前锁定供应商配额，尤其面向半导体/柔性显示客户

3. PEEK树脂（航空航天/医疗级）: 认证周期长、供应商稀缺，建议签订年度框架协议

⏳ 建议观望的材料

1. PTFE树脂（悬浮中粒/分散树脂）: 价格处于下行周期底部，但供过于求格局未变，观望2–4周确认止跌信号后再批量补库

2. 特种陶瓷原料: 小幅波动，库存周期保持2–3周即可，无需大规模囤货

五、宏观信号监测

– 原油价格: WTI约79–84美元/桶（7月底大幅下跌，中东地缘风险降温），化工品成本支撑边际减弱

– 萤石/氢氟酸: 高位运行，PTFE成本支撑仍在，但力度有限

– 汇率: 人民币汇率若走强，进口高端材料（PI/PEEK/碳纤维）采购成本将有所改善

本报告基于公开市场数据整理，仅供参考。实际采购决策请结合企业自身库存、账期及供应商关系综合判断。

市场情报官 | 新材料价格趋势监控
日期: 2026-07-30

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2026-07-30 新材料价格趋势日报

发布时间: 2026年7月30日
监测范围: PTFE树脂 | PEEK树脂 | 碳纤维 | PI薄膜 | 特种陶瓷原料

一、价格概览表

| 材料 | 当前价格区间 | 周环比 | 趋势方向 |

|——|————-|——–|———-|

| PTFE树脂（悬浮中粒） | 30,000–48,000 元/吨 | -2.1% | ↘ 弱势下行 |

| PTFE分散树脂 | 60,000–65,000 元/吨 | -1.5% | ↘ 偏弱整理 |

| PEEK树脂（国产工业级） | 400–500 元/公斤 | 持平 | → 区间稳定 |

| PEEK树脂（进口工业级） | 800–1,000 元/公斤 | 持平 | → 僵持整理 |

| 碳纤维（T300/24K） | 75–85 元/千克 | +1.2% | ↗ 底部微涨 |

| 碳纤维（T700/12K） | 120–150 元/千克 | +0.8% | ↗ 触底企稳 |

| PI薄膜（电子级） | 100–300 万元/吨 | 持平 | → 高位持稳 |

| 氧化铝（≥98.5%） | 2,800–3,200 元/吨 | +0.5% | ↗ 小幅上探 |

| 碳化硅（88%） | 5,500–6,500 元/吨 | 持平 | → 整理观望 |

二、重点变动分析

2.1 PTFE树脂 — 持续承压，接近周期底部

– 价格区间: 悬浮中粒主流31,800元/吨（山东），处于近30天低点（30,000元/吨）附近

– 周环比: -2.1%，延续弱势

– 核心驱动:

– 供给端: 山东某新产能项目7月中旬投产，行业整体开工率偏低但库存偏高，供应压力不减

– 需求端: 下游化工/食品包装行业采购情绪低迷，按需小单为主，无明显增量

– 成本端: 萤石、氢氟酸价格高位（萤石约3,781元/吨），成本托底效应存在，但支撑有限

– 判断: 价格已接近部分企业现金流成本线，进一步下行空间有限，短期偏弱整理

2.2 碳纤维 — 底部反转信号初现

– 价格区间: T300/24K华东75元/千克，T700/12K约120–150元/千克

– 周环比: +1.2%，近半年来首次转正

– 核心驱动:

– 政策催化: 低空经济（eVTOL/无人机）纳入”十五五”规划，碳纤维作为结构轻量化核心材料，需求预期升温

– 供给出清: 行业连续亏损1年后，中小产能开始停产降负，供应边际收缩

– 出口回暖: 2026年上半年碳纤维出口量同比增幅明显，海外需求好于预期

– 判断: 底部确立，但供大于求格局未根本扭转，反弹空间受制于库存高度；T700以上小丝束优先受益

2.3 PI薄膜 — 高位持稳，景气延续

– 价格区间: 电子级PI薄膜100–300万元/吨（厚度/规格差异显著）

– 周环比: 持平

– 核心驱动:

– 供需格局: 国内高端PI薄膜严重依赖进口（杜邦/宇部/钟渊/韩SK），国产替代仍处早期阶段，供给弹性不足

– 需求支撑: 半导体封装、柔性显示、5G高频通信等高端应用持续放量，需求增速保持15%以上

– 技术壁垒: 全球仅少数企业具备量产能力，短期无新增大规模有效产能

– 判断: 强势格局延续，国产化提速但短期难改进口依赖，高端型号价格仍有上行动力

2.4 PEEK树脂 — 国产替代压制进口价格

– 价格区间: 国产工业级400–500元/公斤，进口威格斯等800–1,000元/公斤

– 周环比: 持平，进口端略有松动

– 核心驱动:

– 国产扩产: 中研股份、君华特塑等国内厂商持续扩产，国产与进口价差收窄

– 需求分化: 工业级供需趋松；医疗/航空航天级因认证门槛高，价格坚挺

– 判断: 普通工业级价格进入下行通道；建议锁定航空航天/医疗级PEEK的稳定供应商

2.5 特种陶瓷原料 — 成本推动型小幅上涨

– 价格区间: 氧化铝≥98.5%约2,800–3,200元/吨；碳化硅88%约5,500–6,500元/吨

– 周环比: 氧化铝+0.5%，其余持平

– 核心驱动:

– 氧化铝上涨主因铝土矿成本上移；碳化硅受硅质原料价格平稳压制

– 下游特种陶瓷/精密陶瓷需求稳增，但原料端整体涨幅温和

– 判断: 成本推动型小幅上涨，预计8月维持稳中有升态势

三、影响分析

3.1 对采购成本的影响

| 材料 | 当前采购影响 | 短期展望 |

|——|————-|———|

| PTFE树脂 | 低位采购窗口期，短期成本可控 | 继续下行空间有限，建议逢低适量补库 |

| PEEK树脂（工业级） | 国产货源性价比优势扩大 | 工业级可优先采购国产，节省成本20–30% |

| 碳纤维 | 历史低位，T300级采购成本友好 | 底部信号出现，可适当锁定T700长单 |

| PI薄膜 | 高成本项目，建议提前锁量 | 供应偏紧，建议提前3个月备货 |

| 特种陶瓷原料 | 成本温和上行，影响有限 | 适量储备氧化铝，关注稀土原料波动 |

3.2 对供应链的影响

– PTFE: 供应过剩，买方议价能力增强，但低价可能刺激新增替代应用

– 碳纤维: 底部反转预期下，供应链存在阶段性补库需求，物流周转可能加速

– PI薄膜/PEEK: 高端牌号供应仍以进口为主，需关注汇率波动和地缘物流风险

– 特种陶瓷: 国产化率提升中，供应链自主可控性逐步改善

四、行动建议

✅ 建议锁定价格的材料

1. 碳纤维（T700/12K）: 底部反转信号已现，下游低空经济需求预期升温，建议锁定3–6个月长单，锁定成本

2. PI薄膜（电子级）: 供应偏紧格局短期难改，建议提前锁定供应商配额，尤其面向半导体/柔性显示客户

3. PEEK树脂（航空航天/医疗级）: 认证周期长、供应商稀缺，建议签订年度框架协议

⏳ 建议观望的材料

1. PTFE树脂（悬浮中粒/分散树脂）: 价格处于下行周期底部，但供过于求格局未变，观望2–4周确认止跌信号后再批量补库

2. 特种陶瓷原料: 小幅波动，库存周期保持2–3周即可，无需大规模囤货

五、宏观信号监测

– 原油价格: WTI约79–84美元/桶（7月底大幅下跌，中东地缘风险降温），化工品成本支撑边际减弱

– 萤石/氢氟酸: 高位运行，PTFE成本支撑仍在，但力度有限

– 汇率: 人民币汇率若走强，进口高端材料（PI/PEEK/碳纤维）采购成本将有所改善

本报告基于公开市场数据整理，仅供参考。实际采购决策请结合企业自身库存、账期及供应商关系综合判断。

市场情报官 | 新材料价格趋势监控
日期: 2026-07-30

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新材料价格趋势监控

日期: 2026-07-30

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