📊 Price Overview
| Material | Current Price Range | Weekly Change | Trend |
|---|---|---|---|
| PTFE Resin | Molding grade: ¥43–84/kg Dispersion resin: ¥54,000/ton Dispersion liquid: ¥79–120/kg |
Stable (Rubber & Plastic Index -1.8%) | 📈 Steady-to-firm |
| PEEK Resin | Standard grade (Victrex 450G): ¥260–280/kg High-temp grade (HT): ¥600–650/kg CF-reinforced (450CA30): ¥250–280/kg |
+0~2% | 📈 Slight increase |
| Carbon Fiber | Domestic T700 12K: ¥140–180/kg Domestic T800: ¥160–220/kg Imported Toray T700: ¥200–260/kg |
-0~1% | 📉 Slight decline |
| PI Film | Standard electronic grade: ¥180–200/kg DuPont premium (300HN): ¥1,500–2,000/kg Transparent PI film: ¥600–900/kg |
Stable | ➡️ Flat |
| Specialty Ceramic Raw Materials | Alumina (98.5%): ¥2,700–2,755/ton Zirconium oxychloride (36%): ¥17,750/ton (+¥500) Silicon nitride powder: ¥23–60/kg |
Alumina +0.4% / Zr compounds +2.9% | 📈 Ceramic inputs firm |
🔴 Key Price Movements
- PTFE — Dongyue Group leads 5G/semiconductor material rally: Dongyue Group’s stock surged ~7% this week, driven by high-purity PTFE (especially M10-grade) gaining traction in semiconductor supply chains, alongside strong demand from 5G high-frequency CCL (copper-clad laminate) applications. Dispersion resin spot prices hold at ¥54,000/ton with low plant inventories — suppliers are firm on quotes.
- PEEK — Imported brands maintain price firmness: UK-based Victrex standard-grade PEEK 450G is quoted at ¥260–280/kg; premium HT grades fetch ¥650/kg. CF-reinforced 450CA30 is available at ¥250/kg for bulk orders. Domestic PEEK capacity is still ramping up, and import substitution is proceeding slowly — short-term price support remains strong.
- Carbon Fiber — Domestic capacity expansion suppresses import prices: Major domestic producers including Jilin Chemical Fiber and Shanghai Petrochemical have launched multi-thousand-ton large-tow carbon fiber lines. Domestic T700 12K is now priced at ¥140–180/kg, narrowing the premium over imported Toray T700 to under 15%. Compressed gas storage cylinder demand is robust, offsetting some downward price pressure from new capacity.
- PI Film — Electronic grade market balanced: Standard electronic-grade PI film base film is quoted at ¥180–200/kg with stable market activity. DuPont premium matte PI film (300HN) holds at ~¥2,000/kg amid tight supply. Demand from foldable smartphones and EV wire harnesses continues to grow steadily.
- Specialty Ceramic Raw Materials — Zirconium compounds on the rise: Zirconium oxychloride gained ¥500/ton this week to ¥17,750/ton (~+2.9%), driven by tightening rare earth and zirconium ore supply. Alumina spot prices edged up ¥10/ton to ¥2,725–2,755/ton, with bauxite cost support providing a floor.
📉 Impact Analysis
Procurement Cost Impact
- High-purity PTFE (semiconductor-grade) procurement costs face increasing upward pressure — lock in prices before Q3;
- PEEK imported brands remain pricey — prioritize domestic alternative qualification;
- Carbon fiber procurement costs improving due to domestic sourcing — consider increasing orders from domestic suppliers;
- Zirconium-based ceramic materials are rising quickly — monitor cost pass-through to finished parts.
Supply Chain Impact
- High-end PTFE supply is concentrated among Dongyue, Hao Hua, and a few others — medium supply shortage risk;
- Global PEEK capacity remains concentrated with Victrex and Solvay; domestic multi-thousand-ton projects expected to reach effective supply post-2027;
- Rapid carbon fiber domestication is restructuring the supply chain, with hydrogen storage cylinder value chain as the primary beneficiary;
- PI film still carries significant import dependence on Japan and South Korea — geopolitical uncertainty remains a factor.
✅ Actionable Recommendations
Lock in prices for:
- PTFE high-purity dispersion resin: Mainstream producers like Dongyue hold low inventory; Q3 prices are likely to rise rather than fall. Lock in 3–6 months of volume now;
- PEEK CF-reinforced grade: Import lead times are 4–8 weeks. Sign quarterly framework agreements to secure supply.
Monitor / observe for:
- Domestic T700 carbon fiber: New domestic capacity continues to come online — short-term prices still have room to decline. Purchase on as-needed basis;
- Standard-grade PI film: Supply-demand is balanced; no need for large inventory buildup. Watch foldable phone peak-season restocking节奏 in H2.
📅 Report Date: 2026-06-22 | Sources: Guidechem, 1688, CCI Research, Mysteel, CERADIR | For internal reference only