Price Trend Daily Report — July 28, 2026
Price Overview
| Material | Current Price Range | WoW Change | Trend |
|---|---|---|---|
| PTFE resin (suspension, medium granular) | RMB 32,000–46,000/ton | +5% or more | ↑ Rising |
| PEEK resin (domestic neat resin) | RMB 200,000–400,000/ton | Flat | → Stable |
| Carbon fiber T300(12K) / T700(12K) | RMB 90 / 120 per kg | Flat | → Stable-to-weak |
| PI film (electronic grade) | RMB 180–386/kg | Flat | → Stable |
| Advanced ceramic raw materials (alumina / silicon nitride powder) | Alumina ~RMB 3,000/ton; Si3N4 powder RMB 90–360/kg | -1% to -3% | ↓ Retreating from highs |
Key Movements
- PTFE resin: sharp rally. The Chemicalbook index shows PTFE up over 30% in the past 30 days, with Shandong suspension medium-granular quotes reaching RMB 45,500/ton (July 22), trading in a 30-day range of RMB 30,000–48,000/ton. Firm upstream anhydrous hydrofluoric acid and fluorspar prices, plus supply cuts from environmental restrictions, are the main drivers.
- Ceramic raw materials: pulling back from highs. Alumina spot prices rose over RMB 100 in multiple regions in June on regional supply disruptions, but both futures and spot fell in early July as new capacity ramps up, adding oversupply pressure into Q3.
- Carbon fiber: stable but soft. T300(12K) holds at RMB 90/kg and T700(12K) at RMB 120/kg, flat for several weeks. However, industry inventory stands near 15,700 tons, up 27% year-to-date — the supply-heavy, demand-light pattern persists.
- PEEK: prices steady, domestic substitution accelerating. Domestic capacity has exceeded 10,000 tons and the local market share is expected to reach 60% in 2026. Domestic neat resin sells at roughly half the import price, pointing to a lower long-term price center.
- PI film: flat. Electronic-grade quotes remain in the RMB 180–386/kg range, supported by 5G and flexible-electronics demand.
Impact Analysis
- Procurement cost: Buyers with heavy PTFE exposure may see July procurement costs rise 10%+ month-over-month. Carbon fiber and PI film costs remain stable; ceramic raw material costs are edging down.
- Supply chain: If fluorochemical environmental restrictions persist, PTFE supply will stay tight in Q3 with longer lead times. Carbon fiber inventories are ample with no shortage risk; alumina supply is loosening as new capacity comes online.
Action Recommendations
- Lock in prices: PTFE resin — the uptrend is clear with strong cost-side support. Secure Q3 contract prices with key suppliers now, or pre-stock 1–2 months of usage.
- Wait and see: Carbon fiber and alumina ceramic raw materials — oversupply and high inventories make further declines more likely than gains. Maintain as-needed, small rolling purchases.
- Watch closely: The PEEK domestic-substitution window — with local share rising fast, start qualification testing of domestic grades to build a second supply source for next year’s cost reduction.
Sources: Chemicalbook, Oilchem (Longzhong), SCI99, Mysteel and other public market data. Prices are market references; actual transactions prevail.