PTFE suspended medium-grade price fell to ¥31,800/ton this week, marking a fresh low for the past 30 days, down ~3.6% from ¥33,000/ton last week and down a significant 33.8% from the monthly high of ¥48,000/ton.
**Key Drivers:**
– **Oversupply**: Rapid capacity expansion since 2024, concentrated in Shandong and Jiangsu provinces. Syensqo’s Changshu expansion project entered trial production in Q1, continuously releasing supply-side pressure
– **Weak Demand**: Chemical and oil & gas sectors extending procurement cycles with spot purchasing only; no major restocking observed
– **Easing Costs**: Fluorite stable at ¥3,250-3,350/ton (East China); crude oil retreat to $68-72/bbl reducing cost support
– **Intensified Competition**: Domestic manufacturers locked in a price war; traders continue undercutting offers
**Short-term Outlook:** No clear improvement in fundamentals expected in July. PTFE prices to remain in the ¥31,000-34,000/ton range with downside bias.
—
### Carbon Fiber: Bottom Reversal Signal Solidifies, January Price Hikes Spill into Spot Market
The carbon fiber market has reached a critical turning point. Toray announced a 10-20% price increase on TORAYCA brand carbon fiber and prepreg products effective January 2026; Jilin Chemical Fiber followed with ¥5,000/ton for wet 12TK and ¥10,000/ton for 3K carbon fiber.
**Drivers:**
– **Low-Altitude Economy Surge**: eVTOL, flying cars, and drone applications driving demand. Nearly 10 listed companies confirmed carbon fiber products are used in low-altitude scenarios via investor platforms
– **Stable Wind Power Demand**: Blade lightweighting continues to boost large-tow carbon fiber procurement
– **Cost Support**: Stabilization of crude oil and acrylonitrile raw material prices limiting further decline
– **Capacity Cleanup Bearing Fruit**: 2024 domestic carbon fiber capacity growth slowed to 12.7%, a sharp moderation from 50%+ annual growth in 2021-2022
**Short-term Outlook:** Domestic T300/24K carbon fiber expected to range ¥80-95/kg with a slight upside bias. Quality suppliers have exited the price war, pivoting to quality competition.
—
### PEEK Resin: Domestic Substitution Accelerates, Price Range Stable
Industrial-grade PEEK maintained ¥200-400/kg; imported VICTREX brands held at ¥800-1,500/kg.
**Key Developments:**
– Zhongyan Materials and Junhua Special Plastics continuing capacity expansion, accelerating domestic substitution
– New energy EV motor insulation and semiconductor packaging driving high-end PEEK demand
– DFBP (4,4′-difluorobenzophenone) raw material price stable, supporting flat pricing
**Short-term Outlook:** Short-term stable; domestic material in the ¥200,000-400,000/ton range. Imported high-end products maintain elevated pricing due to concentrated supply.
—
### PI Film: Localization Progresses, High-End Market in Shortage
PI film market stable: domestic standard ¥180-255/m²; high-end electronic grade ¥600,000-3,000,000/ton; FPC coverlay ¥38-230/m².
**Key Developments:**
– Ruihua Tech’s semiconductor-grade PI film passed Korean semiconductor company evaluation, entering small-batch supply (June 17, 2026)
– Asahi Kasei developed photosensitive PI film for advanced semiconductor packaging
– 5G/AI driving rapid growth in thermal control PI film demand; AI equipment thermal management emerging as new growth engine
**Short-term Outlook:** Standard PI film stable; high-end electronic/semiconductor-grade PI film likely to continue upward trend due to supply tightness.
—
### Special Ceramic Raw Materials: Zirconium Oxychloride Rising
– **Zirconium Oxychloride** (Zr+Hf≥36%): ¥18,750/ton, up ¥1,000/ton MoM (+5.6%), Shandong region
– **Alumina**: Stable at ¥2,800-2,900/ton (port benchmark)
– **Fluorite**: East China 97% wet powder ¥3,250-3,350/ton, weak trend
**Driver:** Zirconium oxychloride uptrend driven by rare earth and new materials demand growth, coupled with environmental production restrictions in some regions tightening supply.
—
## Impact Analysis
### Impact on Procurement Costs
– **PTFE sharp decline**: Positive for seals, gaskets, and coating procurement. Estimated cost reduction of 3-5% for related products
– **Carbon fiber bottom rebound**: eVTOL/drone component procurement costs rising ~1-2%; early-stage cost pressure emerging for low-altitude economy supply chain
– **PI film stable**: FPC and electronic insulation material procurement costs controllable; no significant fluctuation
### Impact on Supply Chain
– **PTFE oversupply continuing**: Enhanced buyer bargaining power; recommended to lock annual framework agreements at current low prices
– **Carbon fiber supply structure improving**: Post-2023-2024 capacity consolidation, supply concentration increasing; quality supplier scarcity highlighted
– **PI film localization**: Domestic suppliers like Ruihua Tech providing stable supply, reducing import dependency risk
—
## Action Recommendations
### Materials to Lock In Prices (Recommended)
**1. Carbon Fiber** ⭐⭐⭐ (Highly Recommended)
– Reason: Upward price trend confirmed (Toray +10-20%, Jilin CF +¥5,000-10,000/ton); low-altitude economy demand surge will sustain upward momentum
– Action: Secure Q3-Q4 supply agreements with Jilin Chemical Fiber, Zhongfu Shen鹰 (AVIC Composite), and other domestic suppliers immediately
**2. PTFE** ⭐⭐ (Moderately Recommended)
– Reason: Current ¥31,800/ton near annual low with limited downside; oversupply limits upside
– Action: Lock 3-6 month supply contracts at current low prices; prioritize domestic suspension medium-grade specifications
### Materials to Monitor
1. **PEEK Resin**: Significant gap between domestic and imported pricing (10x); procurement strategy depends on specific application performance requirements
2. **PI Film**: Standard grades stable; consider restocking high-end electronic grade on price pullbacks
### Key Events to Watch
– **Mid-July**: Zhangyuan Tungsten long-term purchase price (significant cut this week; watch for tungsten-based ceramic raw material linkage effects)
– **Late July**: Carbon fiber manufacturers’ monthly price adjustment window; low-altitude economy order release progress
– **EIA Monthly Report**: EIA’s revised 2026 WTI average forecast down to $76.26/bbl (down $12); monitor downstream impact on petrochemical material costs
Toray T800 carbon fiber prepreg represents one of the most commercially successful intermediate-modulus, high-tensile-strength composite systems in the global aerospace industry. As the primary structural material for next-generation commercial and defense aircraft, T800 prepreg delivers an exceptional balance of strength-to-weight ratio, damage tolerance, and long-term fatigue resistance that defines modern composite aerostructure design.
Material Properties and Technical Specifications
The Toray T800 carbon fiber delivers a nominal tensile strength of 5,860 MPa and a tensile modulus of 294 GPa, placing it firmly in the intermediate-modulus, high-strength fiber category. When impregnated with Toray’s proprietary epoxy resin systems — including the widely adopted 3900-2 and 2520 toughened epoxy matrices — the resulting laminate achieves interlaminar fracture toughness (GIC) values exceeding 200 J/m2, a critical parameter for damage tolerance in primary aerospace structures.
Prepreg formats include unidirectional (UD) tape in widths from 150 mm to 600 mm, and fabric constructions in plain, twill, and satin weaves ranging from 3K to 12K tow counts. The resin system provides out-time stability of 10-14 days at room temperature and is fully compatible with autoclave, oven cure, and emerging out-of-autoclave (OoA) processes.
Aerospace Application Cases
T800 prepreg has accumulated an unmatched service record in commercial aviation. The Boeing 787 Dreamliner incorporates T800 as the primary structural carbon fiber composite, comprising approximately 50% of the airframe by fuselage area. This application validates the material’s ability to withstand cyclic fuselage pressurization loads over 50,000+ flight cycles with demonstrated fatigue performance exceeding original design projections.
In military aerospace, T800-based composites serve in the F-22 Raptor and F-35 Lightning II wing and fuselage skins, where the combination of ballistic damage tolerance and radar signature reduction provides decisive mission performance advantages over aluminum structures of equivalent areal weight.
Automotive and Industrial Expanding Applications
Beyond aerospace, the automotive industry has accelerated T800 adoption for lightweight structural components in high-performance electric vehicles. Battery enclosure panels, crash structures, and chassis components increasingly specify T800 prepreg to achieve the 30-40% mass reduction targets necessary for extended EV range at acceptable cost points. The 2026 model year Porsche 911 GT3 RS rear wing assembly and select BMW M-series structural elements represent documented series-production applications.
Market Dynamics and Supply Chain
Toray maintains a dominant global market share in aerospace-grade carbon fiber prepreg, supported by vertically integrated production from precursor (PAN) through carbonization and final impregnation. As of mid-2026, lead times for T800 prepreg standard formats remain 12-16 weeks, reflecting continued tight supply-demand balance driven by expanding 787 production ramps and growing EV demand. The pricing corridor for standard aerospace-grade T800/3900-2 UD prepreg ranges from USD 45-65/kg depending on format and volume, with volume industrial grades offering meaningful cost reductions for non-aerospace applications.
Procurement Recommendations
For aerospace OEM qualification programs, we recommend initiating Toray technical datasheet reviews and material specification alignment with AS9100 Rev D supply chain requirements at least 18 months prior to first article delivery. Industrial buyers should prioritize authorized Toray distribution partners with certified shelf-life management and temperature-controlled logistics capability, as prepreg out-time accumulation permanently degrades laminate performance.
Conclusion
Toray T800 carbon fiber prepreg has earned its position as the benchmark structural composite material for aerospace and high-performance industrial applications. Its unmatched combination of mechanical performance, manufacturing maturity, and proven flight heritage continues to make it the default material of choice for primary aerostructure programs globally. For procurement teams evaluating next-generation composite supply chains in 2026, T800 prepreg remains a strategically essential material despite ongoing supply tightness in the broader carbon fiber market.
Toray Carbon Fiber Prepreg T800 is an aerospace-grade unidirectional prepreg built on T800 intermediate-modulus carbon fiber. This FAQ answers the engineering questions we hear most about its properties, storage, handling and curing.
1. What exactly is Toray T800 prepreg?
Toray T800 prepreg is continuous T800 carbon fiber tow pre-impregnated with a thermosetting epoxy system and supplied between a release film and a backing paper. The term prepreg means the resin is already mixed at a precise fiber-to-resin ratio and partially advanced, so the user only needs to lay up the plies and cure them. T800 is an intermediate-modulus fiber with a tensile modulus near 294 GPa, sitting above standard-modulus T300 and T700 grades.
2. What are the key mechanical properties?
The T800 fiber delivers tensile strength around 5,490 MPa and modulus about 294 GPa. In a typical epoxy laminate with roughly 35 percent resin content, cured unidirectional properties reach tensile strength above 2,500 MPa and compressive strength near 1,500 MPa in the fiber direction. This balance of high strength and good damage tolerance is why T800 is chosen for primary aircraft structures.
3. How should it be stored and what is the shelf life?
Store the material frozen at -18 C. At this temperature the epoxy advancement slows sharply, giving a typical out-life of about 12 months from manufacture. After thawing, the material must reach room temperature while still sealed so condensation does not form on the tacky surface. Once opened, the working life at 21 C is usually about one month, depending on the resin tack life. Never open the package while it is cold.
4. What is the recommended curing cycle?
Most T800 epoxy prepregs are autoclave cured. The lay-up is vacuum bagged, consolidated at about 0.6 MPa autoclave pressure, ramped to 180 C and held for two hours. Some systems offer low-temperature cure variants around 120 to 140 C. Always follow the specific datasheet, because changes to ramp rate shift resin flow and final void content.
5. Can T800 prepreg be processed out of autoclave?
Yes. Many grades have out-of-autoclave epoxy versions that use vacuum-only bagging, but they need a controlled oven ramp and sustained vacuum. Mechanical properties are slightly lower than autoclave parts, and thick sections are more prone to porosity. For flight-critical primary structure, the autoclave remains the standard route.
6. How does T800 compare with T300 or T700?
T300 is standard-modulus, lower in strength and cheaper, and suits general parts. T700 lifts strength while keeping moderate modulus. T800 adds roughly 20 percent more modulus and better compression-after-impact, which makes it the workhorse for modern airframes such as wing and fuselage skins. The trade-off is higher cost and tighter process control.
7. What handling and safety steps apply?
Use nitrile gloves because the epoxy is a skin sensitizer. Work in a clean, low-dust area since loose fibers are conductive and irritating. Keep the material in its sealed package until lay-up and track the thaw time. Dispose of off-cuts as chemical waste rather than general trash.
8. Where is T800 prepreg typically used?
Commercial aircraft primary structures rely heavily on T800-class material, as do spacecraft, race chassis and high-end sporting goods where strength-to-weight is critical. Its adoption keeps growing as manufacturers replace metal with composite skins.
In short, Toray T800 prepreg offers an excellent strength-to-weight and damage-tolerance package, provided storage, thaw and cure are tightly controlled. For any engineer specifying it, the two numbers to watch are the resin out-life and the cure ramp defined on the datasheet.
– **Carbon Fiber (T700 Grade)**: Prices increased 10-20%, driven by upstream cost pressures. Japanese manufacturers Toray and Mitsubishi Rayon initiated industry-wide price hikes in January 2026, with increases of 10-20% across carbon fiber and intermediate products. The Chinese market followed with price increases concentrated in 3K and T700/T800 small-tow high-performance carbon fiber. Rising raw material costs and tight international supply chains are the primary drivers. Demand from new energy vehicles and aerospace continues to grow, creating a tight supply-demand balance.
– **PTFE Resin**: Prices declined 5.8%, from 33,000 CNY/ton to the 31,800-34,000 CNY/ton range. Shandong Luxi Chemical reduced quotations to 34,000 CNY/ton in late May. The industry is operating weakly overall. Downstream demand is in the off-season with purchases mainly for immediate needs, lacking new demand drivers.
**Impact Analysis**
– **Procurement Costs**: Carbon fiber price increases will push composite component costs in aerospace and new energy vehicles up approximately 10-15%. Recommend prioritizing price locking for T700 and higher-grade products.
– **Supply Chain**: Zirconia prices remain stable, but Oriental Zirconium has issued price adjustment notices—oxygen zirconium chloride up 1,500 CNY/ton, zirconium dioxide up 4,500 CNY/ton. Increases expected to reach end markets by mid-July; advance stockpiling recommended.
– **Market Opportunity**: PTFE price weakness presents a procurement window opportunity for building strategic inventory.
**Action Recommendations**
– **Lock Prices Now**: Carbon fiber (T700/T800), zirconia series products
– **Wait and Watch**: PTFE resin (in downward trend, may reach lower prices)
– **Normal Procurement**: PEEK resin, PI film, alumina (stable prices, purchase as needed)
—
*Data Sources: 100PPI, CBC Metal Network, ChemicalBook, Tencent Finance*
Carbon fiber prepregs have revolutionized aerospace and high-performance automotive industries, offering exceptional strength-to-weight ratios. Among these materials, Toray’s carbon fiber prepreg T800 stands out as a premium solution for structural applications. This FAQ addresses the most common technical questions engineers and procurement specialists ask when evaluating this material.
**Q1: What is Toray Carbon Fiber Prepreg T800 and how is it different from standard carbon fiber fabrics?**
Toray Carbon Fiber Prepreg T800 is a pre-impregnated composite material consisting of T800 carbon fiber filaments pre-impregnated with a controlled amount of epoxy resin system. Unlike dry carbon fiber fabrics requiring separate resin infusion, prepregs come with exact resin content already applied. The T800 grade utilizes intermediate-modulus carbon fibers (tensile modulus ~294 GPa) offering higher strength and stiffness compared to standard modulus fibers (T300 series), making it ideal for primary structural components in aerospace.
**Q2: What are the typical mechanical properties of Toray T800 prepreg?**
The T800 carbon fiber delivers tensile strength of approximately 5,490 MPa with tensile modulus of 294 GPa. When converted into prepreg with epoxy resin systems, laminates typically achieve: tensile strength 2,500-3,200 MPa, compressive strength 1,400-1,800 MPa, interlaminar shear strength (ILSS) 90-110 MPa, and glass transition temperature (Tg) 180-200°C for standard epoxy systems.
**Q3: What resin systems are commonly used with T800 carbon fiber prepregs?**
Toray offers several epoxy resin systems: 3900-series for high-toughness damage-tolerant aerospace structures, 2510-series for high-temperature engine nacelles, and BT250 bismaleimide (BMI) blends for elevated temperature applications (up to 180°C service). Choice depends on service temperature, toughness requirements, and processing method.
**Q4: What are the storage and handling requirements for T800 prepreg?**
T800 prepreg must be stored at -18°C (0°F) or lower to prevent premature curing. Under proper frozen storage, shelf life ranges from 12 to 18 months. Once removed from frozen storage, allow thawing in sealed packaging to prevent moisture condensation, then use within out-time limits (typically 30-60 days at room temperature).
**Q5: What curing conditions are required for T800 prepreg laminates?**
Standard epoxy-based T800 prepregs cure at 120-180°C under autoclave pressure of 3-7 bar. Cure cycles vary by resin system but commonly follow 2-4 hours at peak temperature. Some modern systems are qualified for out-of-autoclave (OOA) processing using vacuum bag-only methods.
**Q6: What are the typical applications of T800 carbon fiber prepreg in aerospace?**
Primary applications include: commercial aircraft wing skins, spars, ribs, fuselage frames; business jet empennage structures; spacecraft payload adapters and satellite bus structures; and high-performance automotive chassis components and body panels.
**Q7: How does T800 prepreg compare to other carbon fiber grades like T300 or T1100?**
Compared to T300, T800 offers ~28% higher tensile modulus and ~40% higher tensile strength, enabling thinner and lighter structures. Compared to T1100, T800 provides better toughness and impact resistance, making it preferable for damage-tolerant designs. T800 represents the optimal balance of strength, stiffness, toughness, and processability.
**Q8: What quality certifications does Toray T800 prepreg comply with?**
Toray T800 prepreg systems are qualified to major aerospace specifications including Boeing BMS 8-256, Airbus AIMS 04-01-010, and MIL-HDBK-17 material property databases. Procurement should verify current qualification status for specific resin/fiber combinations against project requirements.
**Q9: Where can I source genuine Toray T800 carbon fiber prepreg?**
Authorized distributors and direct Toray sales channels are the only reliable sources. Verify supplier certifications, request material test reports (MTRs), and confirm storage conditions during transit. For regulated industries, full material traceability is mandatory.
**Conclusion**
Toray Carbon Fiber Prepreg T800 remains the workhorse material for high-performance composite structures requiring certified strength, stiffness, and damage tolerance. Understanding its properties and sourcing considerations is essential for successful project execution.
Report Date: June 26, 2026 Monitored Materials: PTFE Resin, PEEK Resin, Carbon Fiber, PI Film, Specialty Ceramic Raw Materials
—
Price Overview Table
Material
Current Price Range
Weekly Change
Trend
———-
———————
—————
——-
PTFE Resin
36,000-50,000 CNY/ton
+5%
↗️ Rising
PEEK Resin
336-650 CNY/kg
Stable
→ Stable
Carbon Fiber (T300)
<100 CNY/kg
Sharp Decline
↘️ Plummeting
PI Film
0.95-558 CNY/piece
Stable
→ Stable
Oxygen Zirconium Chloride
18,750 CNY/ton
+5.6%
↗️ Rising
Alumina
2,645-2,705 CNY/ton
Stable
→ Stable
—
Key Price Movements
1. PTFE Resin: +5% (Price Increase Initiated)
Change Details: Starting June 1, 2026, multiple leading fluorochemical enterprises uniformly raised ex-factory prices for all PTFE product lines, with suspended resin, dispersed resin, and concentrated liquid all increasing by 5%.
Analysis of Causes:
Strengthened cost support from upstream fluorspar and hydrofluoric acid
Surging demand from AI computing infrastructure (PTFE as high-frequency high-speed PCB substrate material)
Increased industry concentration, enhanced bargaining power of leading enterprises
Recovery-driven price increase after previous overshooting (dropped from 50,000 CNY/ton to 36,000 CNY/ton during 2023-2025)
2. Zirconia: +30% (Year-to-Date)
Change Details: Oxygen zirconium chloride prices have increased by 30% since the beginning of 2026. Quote on June 24 was 18,750 CNY/ton, up 1,000 CNY/ton week-over-week (+5.6%). High-end nano zirconia quotes as high as 50-65.7 USD/kg.
Analysis of Causes:
Supply side: Domestic environmental protection production restrictions, smelting capacity constrained
Demand side: Explosive growth in new energy batteries, optical communications, and semiconductor sectors
Low inventory: Full industry inventory digestion, supply-demand pattern reshaped
Accelerated import substitution of electronic-grade high-purity zirconia, volume-price surge in high-end products
Change Details: Toray T300 carbon fiber prices plummeted from 8,000 CNY/kg to less than 100 CNY/kg, a drop of over 99%. Toray announced consideration of production equipment reduction or withdrawal for general-grade carbon fiber business.
Analysis of Causes:
Severe global overcapacity (Toray total capacity 63,700 tons/year, expansion below expectations)
Low-price competition from Chinese manufacturers, domestic substitution completed
Slowing growth in downstream demand from wind power, automotive and other sectors
Reduced technical barriers for general-grade carbon fiber, intensified homogenized competition
Zirconia Series: Oxygen zirconium chloride, chemical zirconia, fused zirconia all rising in price, cost pressure on specialty ceramic manufacturers increasing
Materials with Declining Costs:
Carbon Fiber: T300-grade carbon fiber procurement costs significantly reduced, this is a window period to lock in long-term supply
Note: Low prices may be accompanied by quality risks, recommend selecting domestic suppliers with good reputation
PTFE: Supply stability improved after price increase, but need to monitor hydrofluoric acid safety production issues
Supply Adequacy:
Carbon Fiber: Severe overcapacity, adequate supply, full bargaining power available
PEEK, PI Film: Basic balance of supply and demand, stable supply
—
Action Recommendations
Materials to Lock in Prices Immediately
1. PTFE Resin – Reason: Price increase just initiated, may continue to rise; AI infrastructure demand continuously driven – Recommendation: Lock in 3-6 months of usage, adopt “fixed price + floating price” combination strategy
2. Zirconia Series (Oxygen zirconium chloride, chemical zirconia, fused zirconia) – Reason: Supply-demand pattern reshaped, prices may continue to rise; low inventory – Recommendation: Immediately lock in 3 months of usage; simultaneously search for alternative materials or suppliers
3. High-Purity Nano Zirconia (Electronic Grade) – Reason: New energy and semiconductor demand exploding, high-end products in short supply – Recommendation: Sign long-term agreements with suppliers, lock in 6-12 months of usage
Materials to Wait-and-See
1. Carbon Fiber (T300/T700 general grade) – Reason: Prices may hover at low levels for 1-2 years after the plummet; Toray production cuts may bring price recovery opportunities – Recommendation: Procure based on demand, don’t stock up; closely monitor Toray capacity adjustment moves
2. PEEK Resin – Reason: Stable prices, balanced supply and demand, no strong upward or downward drivers – Recommendation: Maintain normal procurement rhythm, can wait for promotional opportunities at the end of Q3
3. PI Film – Reason: Stable prices, steady demand from electronic products – Recommendation: Procure based on demand, monitor demand fluctuations brought by consumer electronics new product release cycles
—
Risk Warnings
1. Zirconia Supply Chain Risk: Domestic environmental policies continuously tightening, may cause supply interruptions, recommend establishing diversified supply system 2. Carbon Fiber Price War Risk: Low-price competition may lead to quality deterioration, must strengthen quality inspection during procurement 3. PTFE Raw Material Risk: Hydrofluoric acid is a hazardous chemical, safety production accidents may affect supply 4. Macroeconomic Risk: Global economic downward pressure may weaken new material demand, pay special attention to wind power, automotive, electronics and other downstream industries
Toray carbon fiber prepreg is a high-performance composite material where carbon fiber reinforcement is pre-impregnated with a resin matrix, typically epoxy.
What are the primary advantages?
Key benefits include: High Strength-to-Weight Ratio, Consistent Quality, Excellent Drapability, Superior Surface Finish, Controlled Resin Content.
Which aerospace applications utilize Toray Carbon Fiber Prepreg?
Commercial Aircraft, Business Jets, Military Aircraft, Space Applications, Interior Components.
New Material Price Trend Daily Report – 2026-06-25
Report Date: June 25, 2026 Monitored Materials: PTFE Resin, PEEK Resin, Carbon Fiber, PI Film, Specialty Ceramic Raw Materials Data Sources: Public market transaction data, industry reports, supplier quotations
Current Prices: – Dispersed resin: ~54,000 RMB/ton (Fuxin Hengtong, early June) – Suspended medium-particle resin: ~83,900 RMB/ton (Shandong Dongyue DF-101)
Reasons for Price Movement: – Crude Oil Price Support: International crude oil prices remain elevated (WTI ~90.54 USD/barrel), supporting upstream raw material costs – Low Capacity Utilization: Some facilities operating at low rates with low inventory levels – Stable Demand: Demand from semiconductor and chemical corrosion-resistant applications remains resilient
Outlook: Short-term prices will maintain high-level fluctuations. Monitor ex-factory price adjustments from major suppliers like Dongyue and Juhua.
Reasons for Price Movement: – Balanced Supply-Demand: Growing demand for high-end engineering plastics (aerospace, automotive, electronics) – Import Dependence: High-end PEEK still relies on imports; exchange rate fluctuations affect costs – Accelerating Domestic Substitution: Gradual release of domestic capacity intensifies price competition in mid-to-low-end segment
Outlook: Prices for high-end products (high-temperature resistant, wear-resistant grades) will remain firm, while mid-to-low-end products face downward pressure.
Major Event: Toray Industries (Japan) announced on May 25, 2026, that it is considering scaling back or discontinuing its general-grade carbon fiber business and promoting “asset lightening” of production equipment. This marks the entry of the carbon fiber industry into a period of deep adjustment.
Price Changes: – T300 grade: Plummeted from historical high of 8,000 RMB/kg to less than 100 RMB/kg – T700 grade and above: Prices relatively stable but under downward pressure
Influencing Factors: – Overcapacity: Global carbon fiber capacity expansion far exceeds demand growth – Chinese Capacity Release: Increasing self-sufficiency rate of domestic carbon fiber, reducing import dependence – Demand Structure Changes: Slowing growth in wind power, photovoltaic and other sectors
Action Recommendations: – ✅ Immediate Procurement: T300/T700 grade carbon fiber, currently at historical lows – ⚠️ Wait-and-See: High-end carbon fiber (T800 grade and above), await further price declines
—
4. PI Film: Electronics Industry Demand Recovery, Prices Mildly Rising 📈
Current Prices: – General industrial grade: 180-475 RMB/kg – Electronic grade (high-performance): 1,000-2,000 RMB/kg – DuPont imported film: ~2,000 RMB/kg
Reasons for Price Movement: – Consumer Electronics Recovery: Smartphone and wearable device demand recovering – New Energy Applications Expansion: Flexible circuits, power battery separator demand growing – Supply-Side Concentration: High-end PI film still dominated by international giants like DuPont, Kaneka, PI Advanced Materials
Outlook: Electronic-grade PI film prices will remain strong. Recommend locking in long-term supply agreements.
—
5. Specialty Ceramic Raw Materials: Alumina Stable, Zirconia Divergent 🔄
Influencing Factors: – New Energy Drive: Lithium battery separators, solid-state battery materials demand growing – Semiconductor Localization: Increasing localization rate of advanced ceramic components – Rare Earth Price Volatility: Affected by national stockpiling policies
Procurement Recommendations: – Alumina: Procure as needed, price stable – Zirconia/Zirconium dioxide: Bulk purchasing allows negotiation, consider suppliers like Ruizhixiang – Rare earth raw materials: Lock in long-term contracts to avoid price volatility risks
—
3. In-Depth Analysis of Influencing Factors
1. Crude Oil Prices: High-Level Fluctuation, Cost Support Weakening ⛽
Current Situation: – WTI Crude Oil: 90.54 USD/barrel (June 8), down from previous highs – Brent Crude Oil: 93.09 USD/barrel – Crude oil change rate: -2.98%, corresponding to price reduction of 140 RMB/ton (adjustment window on June 19)
Impact on New Materials: – Positive: Cost support weakening for petroleum-based resins like PTFE, PE, PP – Negative: If crude oil prices rebound, will again push up synthetic resin costs
Forecast: Short-term crude oil prices will fluctuate in the 85-95 USD/barrel range, with neutral impact on chemical new material costs.
Price Dynamics: – Acrylonitrile quotation on June 16: 6,900 RMB/ton – Trend in 2026: Maintaining high-level fluctuation range – Late May broke through key resistance level
Supply-Demand Logic: – Supply Side: Plant maintenance in North America and Middle East, supply reduction – Demand Side: Resilient demand from ABS resin and carbon fiber – Conclusion: Strong pattern difficult to break in short term
Transmission Effect: Acrylonitrile is a key raw material for carbon fiber (PAN-based) and ABS resin. Its high price will support downstream product prices.
Key Signals: – Polyethylene (PE): Weak demand in May led to price decline, likely to continue in June – Polypropylene (PP): Weak demand in off-season, prices under pressure – Lithium Carbonate: Inventory destocking, short-term fluctuating operation
Impact on New Materials Industry: – Demand from traditional application fields (construction, automotive, home appliances) is weak – Demand from emerging application fields (new energy, semiconductors, aerospace) is growing but limited in volume – Export orders affected by slowing global economic growth
—
4. Supply Chain Risk Early Warning
🔴 High Risk
1. Carbon Fiber Overcapacity: Global capacity utilization below 60%, price war will continue 2. Rare Earth Raw Material Volatility: National policy adjustments may cause dramatic price fluctuations in dysprosium oxide, terbium oxide, etc.
🟡 Medium Risk
1. PEEK Import Dependence: High-end products still depend on international giants like Victrex and Solvay, geopolitical risks exist 2. PI Film Technical Barriers: Localization rate of high-end electronic-grade PI film less than 30%
🟢 Low Risk
1. PTFE Supply Stable: Domestic capacities from Dongyue, Juhua, etc. are sufficient 2. Alumina Commoditized: Small price fluctuations, ample supply
—
5. Action Recommendations
✅ Immediate Execution
1. Lock in Carbon Fiber Procurement: T300/T700 grade prices at historical lows, recommend bulk procurement for Q3-Q4 in June-July 2. PI Film Long-Term Agreements: Sign 6-12 month long-term supply agreements with suppliers to lock in electronic-grade PI film prices
⚠️ Wait-and-See
1. PEEK Resin: Wait for further release of domestic capacity, Q3 may present a price reduction window 2. Specialty Ceramic Raw Materials: Rare earth raw material prices volatile, recommend batch procurement
📊 Continuous Monitoring
1. Crude Oil Price Trends: Watch 85 USD/barrel key support level; a break below would benefit petroleum-based resins 2. Toray Carbon Fiber Strategic Adjustments: Monitor specific implementation plans for its capacity reduction plan 3. National Rare Earth Policies: Watch for policy changes like stockpiling, export controls
—
6. Data Limitations Statement
This report is compiled based on information from public sources and has the following limitations:
1. Price Data Timeliness: Some quotations are supplier list prices; actual transaction prices may have discounts 2. Specification Differences: Prices vary significantly for the same material with different specifications and grades; this report uses typical specifications 3. Regional Differences: Prices in East China, South China, and North China markets may differ 4. Data Gaps: Public price data for some niche materials (e.g., specialty PI film, high-purity ceramic powders) is limited
Recommendation: Before making major procurement decisions, be sure to request quotations from multiple suppliers and consider practical factors such as transportation and payment terms.
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Report Prepared by: Market Intelligence Officer Next Update: June 26, 2026 Contact: [Please insert actual contact information]
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Appendix: Key Information Sources
1. Longzhong Information (oilchem.net) – Petrochemical price trends 2. Mysteel (mysteel.com) – Commodity supply and demand data 3. 1688.com, Alibaba China – Supplier quotations 4. Guidechem (guidechem.com) – Chemical product prices 5. CBC Metal Network (cbcie.com) – Metal material prices 6. Toutiao, Tencent News – Industry major event reports
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Disclaimer: This report is for reference only and does not constitute investment advice. Market price fluctuations are affected by multiple factors. Please combine with your company’s specific situation for actual procurement decisions.