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  • 2026-05-19 Industry Exhibition Opportunities Scan (Issue 3)

    ## 2026-05-19 Industry Exhibition Opportunities Scan (Issue 3)

    > Scan Date: May 19, 2026 04:30 GMT+8 | Time Window: Next 3-6 months (May 19 – November 19, 2026)

    ### 🔥 Urgent Alerts (Within 30 Days)

    | Exhibition | Dates | Location | Urgency |
    |———–|——-|———-|———|
    | China (Suzhou) High-Performance Composites Show (CSCME) | May 27-29 | Suzhou International Expo Center | 🔴 Only 8 days left |
    | 2026 Future Industries New Materials Expo (FINE) | June 10-12 | Shanghai SNIEC N1-N4 | 🟡 Only 22 days left |

    **Suzhou CSCME (May 27-29)**: 500 exhibitors, full carbon fiber + composites supply chain. Must decide on visit/exhibit this week or miss out.
    **FINE 2026 (June 10-12)**: Visitor pre-registration still open, but exhibitor registration should be closed or closing soon. Contact organizer immediately to confirm booth availability (URGENT!).

    —

    ### 📅 Upcoming Exhibitions (Chronological)

    | Exhibition | Dates | Location | Scale | Value for B2B |
    |———–|——-|———-|——-|—————-|
    | China (Suzhou) High-Performance Composites Show (CSCME) | May 27-29 | Suzhou International Expo Center | 500 exhibitors | ★★★ Closest to Yangtze Delta, must-visit |
    | 2026 Future Industries New Materials Expo (FINE) | Jun 10-12 | Shanghai SNIEC N1-N4 | 40,000㎡, 800+ exhibitors, 60,000+ visitors | ★★★★ PEEK + lightweight core show |
    | Shenzhen Int’l New Materials & Innovation Expo | Jun 10-12 | Shenzhen World | 70,000㎡, 1,000 exhibitors | ★★★ South China market |
    | The Advanced Ceramics Show (TACS) | Jul 8-9 | Birmingham NEC | 25,000㎡, 400 exhibitors (triple show) | ★★★ European ceramics tech |
    | 2026 Jiangsu Carbon Fiber Industry Conference | Aug 17-19 | Suzhou | Theme: New Quality Leadership | ★★★ Carbon fiber industry chain |
    | Formnext Asia Shenzhen (3D Printing) | Aug 26-28 | Shenzhen | 20,000㎡, 350+ exhibitors | ★★ Additive manufacturing |
    | China Composites Expo 2026 (29th) | Sep 1-3 | Shanghai NECC | 100,000㎡, 1,000+ exhibitors | ★★★★★ Asia’s largest composites show |
    | ICIF China 2026 (Int’l Chemical Industry Fair) | Sep 15-17 | Shanghai SNIEC | Chemical new materials | ★★★ Chemical raw materials |
    | CAMX 2026 (Composites & Advanced Materials Expo) | Sep 21-24 | Atlanta GWCC | 32,000㎡, 580-751 exhibitors, 26,000+ visitors | ★★★★ North American market |
    | AMI Compounding & Recycling Expo | Sep 23-24 | Frankfurt | 16,000㎡, 300 exhibitors | ★★ Plastics compounding |
    | Shanghai Int’l Carbon Fiber & Tech Expo | Sep 23-27 | Shanghai NECC | 273,229㎡, 2,556 exhibitors (part of CIIF) | ★★★★ Co-located with CIIF |
    | 26th CIIF New Materials Industry Show | Oct 12-16 | Shanghai NECC | 300,000㎡, 2,665 exhibitors | ★★★★★ China’s largest industrial fair |
    | Fakuma 2026 (Plastics Processing) | Oct 12-16 | Friedrichshafen, Germany | 90,000㎡, 1,639 exhibitors | ★★★ European plastics |
    | IACE CHINA (Advanced Ceramics) Shenzhen Tour | Oct 14-16 | Shenzhen Convention Center | Advanced ceramics | ★★★ South China ceramics |
    | Shanghai Int’l Fluoroplastics Industry Chain Expo | Dec 9-11 | Shanghai SNIEC | Fluoroplastics/PTFE | ★★★★ PTFE dedicated show |
    | China Int’l Semiconductor Expo (IC China) | Nov 12-14 | Beijing Convention Center | Semiconductor materials | ★★ Electronic materials |

    —

    ### 🎯 Top Recommendations

    **1. FINE 2026 (June 10-12, Shanghai)**
    – **Why**: PEEK, lightweight materials, and sustainable materials are core themes; 60,000+ professional visitors include top enterprises from automotive/aerospace/new energy; co-located with Carbontech 2026, dual focus on carbon materials + future industries.
    – **Action**: ① Contact organizer this week to confirm booth availability (standard 9㎡ booth approx. ¥25,000-35,000); ② If exhibit not possible, at least register as visitor for free admission; ③ Focus on visiting PEEK material manufacturers (Victrex, Solvay, Zhongyan Co., Ltd., etc.).

    **2. China Composites Expo 2026 (29th) (Sep 1-3, Shanghai)**
    – **Why**: Asia’s largest and world-leading composites professional show; 100,000㎡ exhibition area sets new record; organized by China Composites Group, highly authoritative; full coverage of carbon fiber composites, resin matrix composites, ceramic matrix composites.
    – **Action**: ① Start booth reservation immediately (3-4 months in advance); ② Budget: standard 9㎡ booth approx. ¥30,000-40,000, raw space 18㎡+ approx. ¥60,000+; ③ Focus on carbon fiber composites applications in new energy sector.

    **3. Shanghai Int’l Fluoroplastics Industry Chain Expo (Dec 9-11, Shanghai)**
    – **Why**: PTFE dedicated exhibition, co-located with semiconductor expo, sharing electronic-grade PTFE buyers; fluoroplastics applications exploding in semiconductor, chemical, new energy sectors; ample preparation time with late exhibition date.
    – **Action**: ① Start tracking organizer’s recruitment progress in June; ② Standard 9㎡ booth estimated at ¥20,000-30,000; ③ Focus on showcasing PTFE applications in semiconductor field.

    —

    ### ⏰ Registration Deadlines

    | Exhibition | Deadline | Status |
    |———–|———-|——–|
    | Suzhou CSCME | Already closed (May 27 opening) | Visit only |
    | FINE 2026 | Exhibitor registration should be closed, visitor pre-registration open until June 9 | Contact organizer urgently |
    | The Advanced Ceramics Show | Expected late May deadline | Confirm immediately |
    | China Composites Expo | Expected late June deadline | Reserve immediately |
    | CIIF New Materials Show | Expected late July deadline | Decide ASAP |

    —

    ### 💰 Cost Estimation (3-Person Team)

    | Exhibition | Booth Fee (¥) | Travel & Accommodation (¥) | Total (¥) |
    |———–|—————|—————————-|———-|
    | Suzhou CSCME | 15,000-25,000 | 5,000-8,000 | 20,000-33,000 |
    | FINE 2026 | 25,000-35,000 | 15,000-25,000 | 40,000-60,000 |
    | The Advanced Ceramics Show | 35,000-50,000 | 60,000-100,000 | 95,000-150,000 |
    | China Composites Expo | 30,000-40,000 | 15,000-25,000 | 45,000-65,000 |
    | CAMX 2026 | ,000-12,000 | ,000-15,000 | ¥130,000-200,000 |
    | CIIF New Materials Show | 30,000-40,000 | 15,000-25,000 | 45,000-65,000 |
    | Shanghai Fluoroplastics Expo | 20,000-30,000 | 15,000-25,000 | 35,000-55,000 |

    —

    ### 📊 Market Trends & Insights

    1. **PEEK materials momentum continues**: FINE 2026 features dedicated PEEK lightweight forum, driven by automotive + aerospace demand;
    2. **Carbon fiber composites entering scale application**: New energy + hydrogen storage + aerospace three-wheel drive, China Composites Expo scale hits new high;
    3. **Advanced ceramics domestic substitution accelerating**: The Advanced Ceramics Show + Shenzhen IACE show active global technology exchange;
    4. **PTFE high-end transformation**: Shanghai Fluoroplastics Expo focuses on electronic-grade, medical-grade PTFE, avoiding low-end red ocean;
    5. **September global composites double-header**: China Composites Expo (Sep 1-3) and CAMX (Sep 21-24) only 18 days apart, can arrange dual-show synergy.

    —

    ### 📝 Updates (vs May 14 Scan)

    ✅ Added: Wuhan International New Materials Industry Exhibition (dates TBD)
    ✅ Updated: FINE 2026 visitor pre-registration still open, exhibitor registration urgent
    ✅ Alert: Suzhou CSCME only 8 days away, immediate decision required
    ⚠️ Note: Japan Osaka Highly-Functional Material Week already concluded (May 13-15), next edition March 2027

    —

    **Report Generated:** 2026-05-19 04:30 | **Next Scan:** 2026-05-21 04:30

  • New Materials Industry Competitor Dynamics Weekly Report (May 3rd Week, 2026)

    New Materials Industry Competitor Dynamics Weekly Report (May 3rd Week, 2026)

    1. Competitor Dynamics Overview

    Competitor Key Developments Date Impact
    Celanese Closing Singapore nylon 66 plant 05-05 ⭐⭐⭐⭐
    Zhongyan Co., Ltd. 12 billion yuan PEEK integration project 05-14 ⭐⭐⭐⭐⭐
    Xinhang New Materials DFBP capacity 4,000 tons, gross margin rebounding Q1 ⭐⭐⭐⭐
    Victrex PEEK supply-demand gap 38.8%, price increase 2026 ⭐⭐⭐⭐

    2. Key Developments Details

    Celanese: Announced closure of Singapore nylon 66 plant on May 5 (operations until end of July), optimizing production facilities in the United States. In recent years, the company has successively closed assets in Europe, Asia, and North America, executing the “grow & Fortify” strategy. The nylon 66 capacity reduction may intensify supply tightness, creating market space for Asian enterprises.
    Zhongyan Co., Ltd.: Plans to invest 12 billion yuan to construct a “100,000 tons/year PEEK + 2,000 tons/year DFBP” integration project in Zhangjiagang. Current capacity is 1,000 tons/year with full production and sales. After expansion, total capacity will reach 11,000 tons/year. Q1 2026 gross margin 50.64%, increased by over 13 percentage points YoY; R&D investment accounted for 21.37% of revenue. The 4th company globally to achieve kiloton-level PEEK capacity, currently the Chinese enterprise with the largest PEEK annual output.
    Xinhang New Materials: DFBP production capacity 4,000 tons, maintaining a high production-sales ratio, Q1 revenue 115 million yuan, net profit 15.74 million yuan. Controlling merger with Tangyuan Hairuite to enhance PEEK resin and composite materials layout. Nanjing private placement project construction period 36 months, aromatic ketone phase 2 project to be completed by June 2026. Possesses multiple advantages in process route, product purity, cost control, and stability relying on Friedel-Crafts reaction technology.
    Victrex: 2026 global PEEK demand 121,000 tons vs. effective capacity 74,000 tons, gap 47,000 tons (38.8%). Victrex accounts for 60% of global PEEK capacity, short-term capacity expansion limited, strong monopoly. Core raw material fluoroketone accounts for over 50% of PEEK crude powder cost, Q1 price fluctuations pushed up production costs. PEEK polymerization and purification process barriers are extremely high, new production line commissioning cycle 18-24 months.

    3. Competitive Situation Assessment

    Market Structure: International giant Celanese strategic contraction, Victrex capacity expansion limited; domestic leaders Zhongyan Co., Ltd. and Xinhang New Materials accelerate capacity expansion and technology breakthroughs, import substitution process accelerating. Competition focus shifts from capacity scale to industry chain integration, technology content, and product quality.
    Technology Trends: PEEK materials developing towards higher purity and better processing performance; industry chain integration becomes key to competition; thermoplastic composites become new growth point; sustainable development demand rising.
    Supply Chain Dynamics: Nylon 66 capacity adjustment affects upstream raw material supply pattern; PEEK key monomers (DFBP, fluoroketone) localization process accelerating; vertical integration becomes the strategic choice of leading enterprises.

    4. Response Recommendations

    Short-term Strategy (1-3 months):
    Medium-term Strategy (3-12 months):
    Long-term Strategy (1-3 years):

    5. Data Sources and Timeliness

    Report Disclaimer: This report is compiled and analyzed based on public information and is for reference only. Investment decisions should combine professional advice and your own risk tolerance.

    • Closely monitor the progress of Celanese’s nylon 66 capacity closure, assess the impact on raw material supply
    • Track the capacity release rhythm of Zhongyan Co., Ltd. and Xinhang New Materials, predict market supply changes
    • Strengthen technology R&D investment, especially in PEEK composite materials and processing technology optimization
    • Consider establishing strategic cooperation with domestic PEEK leading enterprises to ensure supply chain stability
    • Layout vertical integration capabilities, at least establish autonomous and controllable capabilities in precursor/monomer segments
    • Strengthen high-end application market development, especially in high-growth fields such as medical, semiconductor, and new energy
    • Establish global supply chain layout to diversify single supplier risks
    • Invest in or acquire key technology teams to accelerate technology breakthroughs
    • Participate in industry standard formulation to enhance industry discourse power and brand influence
    • Data Sources: Public network search (East Money, Sohu Finance, Tencent News, etc.)
    • Data Cutoff: May 17, 2026
    • Report Generation: May 18, 2026

  • May 17, 2026 Special Materials Price Trend Daily Report

    # Special Materials Price Trend Daily Report — May 17, 2026

    ## Price Overview

    | Material | Current Price Range | Weekly Change | Trend |
    |———-|———————|—————|——-|
    | PTFE Resin | CNY 31,800/ton (domestic suspended mid-grade) | Flat | → Stable |
    | PEEK Resin | CNY 650-1,000/kg (by brand/grade) | Flat | → Stable |
    | Carbon Fiber | T700 12K 90-120 CNY/kg; avg 84 CNY/kg | Stabilizing | → Stable |
    | PI Film | Electrical-grade uniaxial 130-170 CNY/kg, biaxial 180-220 CNY/kg | +13~18% | ↑↑ Sustained Rise |
    | Special Ceramics (ZrO2) | 80-89 CNY/kg (99%) | Flat | → Stable |

    —

    ## Key Price Movements

    **PI Film: Electrical-Grade Continues Upward (+13~18%)**
    – South China market: electrical-grade PI film prices rose; uniaxial 130-170 CNY/kg (+20-30 vs. Jan), biaxial 180-220 CNY/kg (+30-70 vs. Jan)
    – Price drivers: ① Kaneka’s 20% hike (effective Apr 16) continues transmitting; ② upstream PMDA/ODA cost support; ③ Ruihuatai (688323) limit-up keeps sentiment elevated
    – Significant price stratification: low-end electrical grade 200K CNY/ton; electronic grade 250K-1M CNY/ton; high-end electronic (COF) 1M-2M CNY/ton; CPI up to 20M-30M CNY/ton

    **Carbon Fiber: Stabilization Signal Clear**
    – Mar 2026: domestic carbon fiber market average ~84 CNY/kg, +0.3% MoM, ending consecutive declines
    – By grade: T300 12K 80-90 CNY/kg; T700 12K 90-120 CNY/kg; T800 12K 180-240 CNY/kg
    – High-end (T800/T1000/M-series): Zhongfu Shenying and other leaders proactively raised prices 10-20% since Feb
    – Mid-low end (T300/T700 12K): bottomed in Q4 2025 (48-52 CNY/kg), recovering to 60-70 CNY/kg in Mar 2026
    – Construction carbon fiber prices up 8.7% overall (MOHURD data)

    **PTFE Resin: Stable (Consolidating at Lower Levels)**
    – Domestic suspended mid-grade mainstream quotes: CNY 31,800/ton (May 12-13), flat vs. last week
    – Down significantly from 2024 peaks of 43,000-45,000 CNY/ton; currently in low-level consolidation

    **PEEK Resin: Stable (Multi-Brand Competitive Landscape Clear)**
    – Victrex 150G pure resin: 900-1,000 CNY/kg; Shangfu authorized agent spot 920 CNY/kg
    – Victrex 150P general-purpose: 680-700 CNY/kg; food-grade 450G/150G: 865-1,000 CNY/kg
    – Victrex electronics-grade 450G: 650-800 CNY/kg; bulk customer price 650 CNY/kg
    – Aerospace grade: 450G pure resin 530-550 CNY/kg (Shanghai bonded), 90HMF40 (40% CF) 920-950 CNY/kg
    – Solvay 950-1,100 CNY/kg; Evonik 880-980 CNY/kg; Toray 900-1,050 CNY/kg
    – Domestic PEEK (Zhongyan, Pengfulong): 500-600 CNY/kg, 35-45% below import

    **Special Ceramics Raw Materials: Stable**
    – Zirconia (99.5%-99.99%): 89 CNY/kg, flat vs. last week
    – Zirconia (99%): 80 CNY/kg
    – Zirconium hydroxide (45%): 28 CNY/kg (Hunan Yongshuo, May 14)
    – Fused zirconia (≥98.5%): 28,000-29,000 CNY/ton

    —

    ## Impact Analysis

    **Impact on Procurement Costs:**
    1. PI film electrical-grade continues rising — South China uniaxial +18% vs. Jan, biaxial +47%, increasing cost pressure on motor/cable downstream
    2. Carbon fiber recovery signal clear — T700 12K rebounded from bottom 48-52 to 90-120 CNY/kg; carbon fiber composite costs may face new upward cycle
    3. PTFE at cyclical low — 31,800 CNY/ton is 25-30% below 2024 peaks, window for locking long-term pricing

    **Impact on Supply Chain:**
    1. PI film domestic substitution accelerating — Ruihuatai limit-up reflects optimism on domestic capacity expansion, but high-end electronic grade still heavily import-dependent (60-80%)
    2. Carbon fiber localization improving — T700 domestic capacity adequate (Zhongfu Shenying, Guangwei), T800+ still dependent on Toray and other Japanese suppliers
    3. Solid-state battery nano-zirconia demand growing significantly, potentially diverting traditional zirconia capacity

    —

    ## Action Recommendations

    **Materials Recommended for Immediate Price Locking:**
    – **PI Film (Electrical-Grade)**: Uniaxial + biaxial both trending up; Kaneka transmission not yet complete. Lock Q3 long-term contracts now
    – **Carbon Fiber T700/12K**: Bottom reversal signal clear. Build positions on dips, lock H2 volume

    **Materials Recommended for As-Needed Purchasing:**
    – **PTFE Resin**: Currently at cyclical low. For annual volume >50 tons, consider 6-12 month contract pricing
    – **PEEK Resin**: Multi-brand competition, stable prices. Purchase as needed
    – **Special Ceramic Raw Materials (ZrO2)**: Stable, ample supply. Maintain normal inventory

    **Key Watch Items:**
    – Carbon fiber T800 domestic progress — currently 180-240 CNY/kg; if Zhongfu Shenying T800 capacity ramps, price may decline
    – PI film high-end electronic grade localization progress

    —

    **Data Sources**: Business Society, Chemicalbook, Baidu Zhidao, Longzhong Info, Sohu (Shangfu New Materials), Sina Finance, China Report Hall, Mysteel, Guidechem
    **Report Date**: May 17, 2026
    **Analyst**: Market Intelligence Officer 🕵️

    —
    *Disclaimer: This report is for reference only. Actual prices subject to supplier quotes.*

  • PEEK 3D Printing Material Prices and Selection Guide (2026)

    PEEK 3D Printing: The Additive Manufacturing Revolution of High-Performance Polymers

    Polyether ether ketone (PEEK), as a high-performance special engineering plastic, is becoming a high-end material choice in the 3D printing field with its excellent high-temperature resistance (long-term service temperature 260℃), mechanical strength, chemical corrosion resistance, and biocompatibility. In 2026, with the growth of demand for personalized customization of medical implants, aerospace components, and semiconductor manufacturing tooling, the PEEK 3D printing material market has ushered in an explosive period.

    PEEK 3D Printing Material Classification

    • Pure PEEK Filament: Suitable for FDM/FFF process, diameter 1.75mm/2.85mm, printing temperature 360-400℃
    • PEEK CF30 Filament: 30% carbon fiber reinforced, strength increased by 50%, warpage deformation reduced by 40%
    • PEEK GF30 Filament: 30% glass fiber reinforced, higher rigidity, better surface quality
    • PEEK Powder: Suitable for SLS (selective laser sintering) process, particle size 45-105μm
    • PEEK Nanocomposite Powder: Added carbon nanotubes/graphene to enhance mechanical properties and thermal conductivity

    2026 PEEK 3D Printing Material Price Trends

    According to market research data, 2026 PEEK 3D printing material prices show the following characteristics:

    1. Pure PEEK Filament: Imported brands (Stratasys/3D Systems) 2800-4500 RMB/kg; domestic brands (polymaker/Shaanxi Evonik) 1800-2800 RMB/kg
    2. PEEK CF30 Filament: Imported 3500-5500 RMB/kg; domestic 2200-3500 RMB/kg
    3. PEEK Powder (SLS): Imported 6000-12000 RMB/kg; domestic 4000-8000 RMB/kg
    4. Price Trend: Domestic substitution accelerating, prices down 15-20% YoY; high-end SLS powder still reliant on imports, prices remain firm

    Core Supplier Landscape

    • International Brands: Victrex (UK, PEEK raw material giant), Evonik (Germany), Solvay (Belgium), Stratasys (USA)
    • Domestic Brands: Shaanxi Evonik (holding subsidiary), polymaker (Suzhou), Zhongyan Co., Ltd. (Jilin), Jida Special Plastic (Changchun)
    • Market Characteristics: Raw materials (PEEK resin) Victrex accounts for 70% of global share; 3D printing filament domestic substitution fastest; SLS powder has the highest technical barrier

    Selection Key Indicators

    When purchasing PEEK 3D printing materials, it is recommended to focus on the following indicators:

    • Melt Flow Rate (MFR): Affects printing fluency and interlayer bonding, recommend selecting MFR 15-35 g/10min (380℃/5kg)
    • Thermal Stability: Thermal decomposition temperature at printing temperature needs to be ≥420℃ to prevent material degradation during printing
    • Dimensional Accuracy: Filament diameter tolerance needs to be controlled within ±0.03mm to ensure extrusion stability
    • Moisture Content: PEEK has strong moisture absorption, needs drying treatment (120℃×4h) before use, moisture content ≤0.02%
    • Batch Consistency: Key performance indicator batch fluctuation ≤5%, ensuring stable quality of printed parts

    Application Fields and Material Selection Recommendations

    1. Medical Implants: Recommend pure PEEK filament (ISO 10993 certified), print cranial repair plates, spinal fusion cages
    2. Aerospace: Recommend PEEK CF30 filament, print drone brackets, satellite lightweight structural parts
    3. Semiconductor Tooling: Recommend PEEK GF30 filament, high temperature resistance, corrosion resistance, dimensional stability
    4. Automotive Manufacturing: Recommend PEEK CF30/GF30 filament, print turbocharger impellers, fuel system components

    Procurement Strategy Recommendations

    • Small Batch Trial Production: Prioritize domestic PEEK filament (cost 40-50% lower), verify process feasibility
    • Mass Production: Establish 2-3 qualified suppliers, domestic + import combination, ensure supply security
    • Annual Framework Agreement: Sign annual procurement agreement to lock prices, avoid raw material price fluctuation risks
    • Technical Support: Choose suppliers that provide printing process parameter optimization, failure analysis, on-site technical support

    For additive manufacturing service providers, medical device manufacturers, and aerospace enterprises, 2026 is the best time to lay out the PEEK 3D printing material supply chain. It is recommended to establish a stable and reliable PEEK 3D printing material supply system through sample verification, process development, supplier audit, and other links.

    Keywords: PEEK 3D printing material prices, PEEK filament, SLS powder, domestic substitution

  • PEEK 3D打印材料价格走势与选型指南（2026）

    PEEK 3D打印：高性能聚合物的增材制造革命

    聚醚醚酮（PEEK）作为一种高性能特种工程塑料，凭借其优异的耐高温性（长期使用温度260℃）、机械强度、耐化学腐蚀性和生物相容性，正在成为3D打印领域的高端材料选择。2026年，随着医疗植入物、航空航天零部件、半导体制造工装对个性化定制需求的增长，PEEK 3D打印材料市场迎来爆发期。

    PEEK 3D打印材料分类

    • 纯PEEK丝材：适用于FDM/FFF工艺，直径1.75mm/2.85mm，打印温度360-400℃
    • PEEK CF30丝材：30%碳纤维增强，强度提升50%，翘曲变形降低40%
    • PEEK GF30丝材：30%玻璃纤维增强，刚性更高，表面质量更好
    • PEEK粉末：适用于SLS（选区激光烧结）工艺，粒径45-105μm
    • PEEK纳米复合粉末：添加碳纳米管/石墨烯，提升力学性能和导热性

    2026年PEEK 3D打印材料价格走势

    根据市场调研数据，2026年PEEK 3D打印材料价格呈现以下特点：

    1. 纯PEEK丝材：进口品牌（Stratasys/3D Systems）2800-4500元/kg；国产品牌（polymaker/陕西赢创）1800-2800元/kg
    2. PEEK CF30丝材：进口3500-5500元/kg；国产2200-3500元/kg
    3. PEEK粉末（SLS）：进口6000-12000元/kg；国产4000-8000元/kg
    4. 价格趋势：国产替代加速，价格同比下降15-20%；高端SLS粉末仍依赖进口，价格坚挺

    核心供应商格局

    • 国际品牌：Victrex（英国，PEEK原材料巨头）、Evonik（德国）、Solvay（比利时）、Stratasys（美国）
    • 国内品牌：陕西赢创（控股子公司）、polymaker（苏州）、中研股份（吉林）、吉大特塑（长春）
    • 市场特点：原材料（PEEK树脂）Victrex占全球70%份额；3D打印丝材国产替代最快；SLS粉末技术门槛最高

    选型关键指标

    采购PEEK 3D打印材料时，建议重点评估以下指标：

    • 熔融指数（MFR）：影响打印流畅性和层间结合力，建议选择MFR 15-35 g/10min（380℃/5kg）
    • 热稳定性： printing温度下热分解温度需≥420℃，防止打印过程中材料降解
    • 尺寸精度：丝材直径公差需控制在±0.03mm以内，确保挤出稳定性
    • 水分含量：PEEK吸湿性强，使用前需干燥处理（120℃×4h），水分含量≤0.02%
    • 批次一致性：关键性能指标批次波动≤5%，确保打印件质量稳定

    应用领域与材料选择建议

    1. 医疗植入物：推荐纯PEEK丝材（ISO 10993认证），打印颅骨修补片、脊柱融合器
    2. 航空航天：推荐PEEK CF30丝材，打印无人机支架、卫星轻量化结构件
    3. 半导体工装：推荐PEEK GF30丝材，耐高温、耐腐蚀、尺寸稳定
    4. 汽车制造：推荐PEEK CF30/GF30丝材，打印涡轮增压器叶轮、燃油系统部件

    采购策略建议

    • 小批量试制：优先选用国产PEEK丝材（成本低40-50%），验证工艺可行性
    • 批量生产：建立2-3家合格供应商，国产+进口搭配，确保供应安全
    • 年度框架协议：签订年度采购协议，锁定价格，规避原材料价格波动风险
    • 技术支持：选择提供打印工艺参数优化、失效分析、驻场技术支持的供应商

    对于增材制造服务商、医疗器械厂商和航空航天企业而言，2026年是布局PEEK 3D打印材料供应链的最佳时机。建议通过样品验证、工艺开发、供应商审核等环节，建立稳定可靠的PEEK 3D打印材料供应体系。

    关键词：PEEK 3D打印材料价格、PEEK丝材、SLS粉末、国产替代

  • May 13, 2026 Special Materials Price Trend Daily Report

    # Special Materials Price Trend Daily Report — May 13, 2026

    ## Price Overview

    | Material | Current Price Range | Weekly Change | Trend |
    |———-|———————|—————|——-|
    | PTFE Resin | CNY 31,800-33,000/ton (domestic suspended mid-grade) | Flat | → Stable |
    | PEEK Resin | CNY 500-1,100/kg (by brand/grade) | Flat | → Stable |
    | Carbon Fiber | T700 12K 90-120 CNY/kg; avg 84 CNY/kg | Stabilizing & rising | ↑ Moderate Rise |
    | PI Film | Electrical-grade uniaxial 130-170 CNY/kg, biaxial 180-220 CNY/kg | +13~18% | ↑↑ Sustained Rise |
    | Special Ceramics (ZrO2) | 80-89 CNY/kg (99%-99.99%) | Flat | → Stable |

    —

    ## Key Price Movements

    **PI Film: Electrical-Grade Continues Upward (+13~18%)**
    – South China market (Apr 22): electrical-grade PI film prices rose narrowly; uniaxial 130-170 CNY/kg (+20-30 vs. Jan), biaxial 180-220 CNY/kg (+30-70 vs. Jan)
    – Price drivers: ① Kaneka’s 20% hike (effective Apr 16) continues transmitting; ② upstream PMDA/ODA cost support; ③ Ruihuatai (688323) limit-up on May 6 keeps sentiment elevated
    – Significant price stratification: low-end electrical grade 200K CNY/ton; electronic grade 250K-1M CNY/ton; high-end electronic (COF) 1M-2M CNY/ton; CPI up to 20M-30M CNY/ton

    **Carbon Fiber: Stabilization & Recovery Signal Clear**
    – Mar 2026: domestic carbon fiber market average ~84 CNY/kg, +0.3% MoM, ending consecutive declines
    – By grade: T300 12K 80-90 CNY/kg; T700 12K 90-120 CNY/kg; T800 12K 180-240 CNY/kg
    – High-end (T800/T1000/M-series): Zhongfu Shenying and other leaders proactively raised prices 10-20% since Feb
    – Mid-low end (T300/T700 12K): bottomed in Q4 2025 (48-52 CNY/kg), recovering to 60-70 CNY/kg in Mar 2026
    – Construction carbon fiber prices up 8.7% overall (MOHURD data)

    **PTFE Resin: Stable (Consolidating at Lower Levels)**
    – Domestic suspended mid-grade mainstream quotes: CNY 31,800-33,000/ton (May 7-9), flat vs. last week
    – Shandong Yihe 31,800 CNY/ton (May 9); Shandong Hongyang 33,000 CNY/ton (May 8)
    – Down significantly from 2024 peaks of 43,000-45,000 CNY/ton; currently in low-level consolidation

    **PEEK Resin: Stable (Multi-Brand Competitive Landscape Clear)**
    – Victrex 150G pure resin: 900-1,000 CNY/kg; Shangfu authorized agent spot 920 CNY/kg
    – Victrex 150P general-purpose: 680-700 CNY/kg; food-grade 450G/150G: 865-1,000 CNY/kg
    – Victrex electronics-grade 450G: 650-800 CNY/kg; bulk customer price 650 CNY/kg
    – Aerospace grade: 450G pure resin 530-550 CNY/kg (Shanghai bonded), 90HMF40 (40% CF) 920-950 CNY/kg
    – Solvay 950-1,100 CNY/kg; Evonik 880-980 CNY/kg; Toray 900-1,050 CNY/kg
    – Domestic PEEK (Zhongyan, Pengfulong): 500-600 CNY/kg, 35-45% below import
    – **Notable change**: Evonik quotes shifted from prior 500-600 CNY/kg range to 880-980 CNY/kg — significant increase requiring monitoring for brand repositioning vs. supply tightening

    **Special Ceramics Raw Materials: Stable**
    – Zirconia (99.5%-99.99%): 89 CNY/kg (Hubei Zhixingyuan, May 7-10), flat vs. last week
    – Zirconia (99%): 80 CNY/kg (Hunan Yongshuo, May 11)
    – Zirconia (99.5%): 32,000 CNY/ton (Hubei Qibajiu, May 11)
    – High-purity nano-zirconia (4N): 81,000 CNY/ton, lithium battery cathode additive
    – Solid-state battery electrolyte precursor nano-zirconia: 480,000 CNY/ton
    – Fused zirconia (≥98.5%): 28,000-29,000 CNY/ton

    —

    ## Impact Analysis

    **Impact on Procurement Costs:**
    1. PI film electrical-grade continues rising — South China uniaxial +18% vs. Jan, biaxial +47%, increasing cost pressure on motor/cable downstream
    2. Carbon fiber recovery signal clear — T700 12K rebounded from bottom 48-52 to 90-120 CNY/kg; carbon fiber composite costs may face new upward cycle
    3. PEEK Evonik quote shift (500-600 → 880-980 CNY/kg) — if confirmed as systematic repricing, will push overall PEEK procurement costs higher
    4. PTFE at cyclical low — 31,800-33,000 CNY/ton is 25-30% below 2024 peaks, window for locking long-term pricing

    **Impact on Supply Chain:**
    1. PI film domestic substitution accelerating — Ruihuatai limit-up reflects optimism on domestic capacity expansion, but high-end electronic grade still heavily import-dependent (60-80%)
    2. Carbon fiber localization improving — T700 domestic capacity adequate (Zhongfu Shenying, Guangwei), T800+ still dependent on Toray and other Japanese suppliers
    3. Solid-state battery nano-zirconia demand (480K CNY/ton) growing significantly, potentially diverting traditional zirconia capacity

    —

    ## Action Recommendations

    **Materials Recommended for Immediate Price Locking:**
    – **PI Film (Electrical-Grade)**: Uniaxial + biaxial both trending up; Kaneka transmission not yet complete. Lock Q3 long-term contracts now
    – **Carbon Fiber T700/12K**: Bottom reversal signal clear. Build positions on dips, lock H2 volume

    **Materials Recommended for As-Needed Purchasing:**
    – **PTFE Resin**: Currently at cyclical low. For annual volume >50 tons, consider 6-12 month contract pricing
    – **PEEK Resin**: Evonik anomaly needs follow-up. If systematic repricing confirmed, accelerate domestic substitution (500-600 CNY/kg) share
    – **Special Ceramic Raw Materials (ZrO2)**: Stable, ample supply. Maintain normal inventory

    **Key Watch Items:**
    – PEEK Evonik quote shift from 500-600 to 880-980 CNY/kg — confirm whether brand repositioning or supply tightening signal
    – Carbon fiber T800 domestic progress — currently 180-240 CNY/kg; if Zhongfu Shenying T800 capacity ramps, price may decline

    —

    **Data Sources**: Business Society, Chemicalbook, Baidu Zhidao, Longzhong Info, Sohu (Shangfu New Materials), Sina Finance, China Report Hall, Mysteel, Guidechem
    **Report Date**: May 13, 2026
    **Analyst**: Market Intelligence Officer 🕵️

    —
    *Disclaimer: This report is for reference only. Actual prices subject to supplier quotes.*

  • May 12, 2026 Special Materials Price Trend Daily Report

    # Special Materials Price Trend Daily Report — May 12, 2026

    ## Price Overview

    | Material | Current Price Range | Weekly Change | Trend |
    |———-|———————|—————|——-|
    | PTFE Resin | CNY 31,800-33,000/ton (domestic suspended mid-grade) | Flat | → Stable |
    | PEEK Resin | CNY 650-1,000/kg | Flat | → Stable |
    | Carbon Fiber | Sector index ref. May 8 +1.79% | Data updating | ↑ Ref. Rise |
    | PI Film | +20% vs baseline; sector leader limit-up | +20% | ↑↑ Strong Rise |
    | Special Ceramics (ZrO2) | CNY 89/kg | Flat | → Stable |

    —

    ## Key Price Movements

    **PI Film: +20% (Sector Leader Limit-Up Effect Persists)**
    – Ruihuatai (688323), China’s leading PI film manufacturer, hit the 20% limit-up on May 6. Market sentiment remains elevated
    – Kaneka’s 20% price hike (effective April 16) continues transmitting through downstream channels; buyers adopt wait-and-see stance
    – Double-drawn PI film (0.025mm): ~CNY 330/roll (Taobao channel, May 6)
    – Middle East tensions persist; upstream raw materials PMDA and ODA prices remain under pressure

    **PTFE Resin: Stable (Adequate Domestic Supply)**
    – May 5-11: domestic suspended mid-grade PTFE mainstream quotes CNY 31,800-33,000/ton, essentially flat vs. last week
    – Shandong Yihe Fine Chemical (31,800 CNY/ton), Shandong Hongyang Chemical (33,000 CNY/ton) maintain stable quotes
    – Import PTFE (Chemours Teflon, Daikin Neoflon): CNY 200,000-380,000/ton; high-end specs supply slightly tight
    – Cumulative increase 70-85% over 2025-2026; currently in high-level consolidation phase

    **PEEK Resin: Stable (Multi-Brand Pricing Transparent)**
    – Victrex food-grade 450G/150G: CNY 865-1,000/kg (May 10)
    – Victrex electronics-grade 450G: CNY 650-800/kg; bulk customer price CNY 650/kg
    – Victrex 150P general-purpose: CNY 680-700/kg; 150G pure resin: CNY 900-1,000/kg
    – Solvay KT-820: CNY 950-1,100/kg; Evonik: CNY 720-800/kg
    – Shangfu New Materials domestic PEEK: CNY 500-600/kg, 35-45% lower than import, outstanding cost-performance
    – All brand quotes consistent with last week; ample spot supply, wide procurement options

    **Carbon Fiber: Data Updating (Sector Extends Strength)**
    – No specific 2026 May carbon fiber quotes collected today
    – Reference May 8 sector data: Carbon fiber sector index (BK1171) closed at 1991.86, +1.79% daily
    – Toray’s announced 10-20% price hike (Jan 2026) continues penetrating domestic market
    – Reference Aug 2025 data: Japanese carbon fiber ex-factory price 259 CNY/kg, up 5.1% MoM

    **Special Ceramics Raw Materials: Stable**
    – Zirconia (99.5%-99.99%, 10-500nm): 89 CNY/kg (Hubei Zhixingyuan, May 7), flat vs. last week
    – Zirconium hydroxide (45% content): 28 CNY/kg (Hunan Yongshuo, May 11)
    – Nano-grade zirconia (D50 <1μm): 81 CNY/kg (Jiangsu Xinsu, Apr 28) — nano-grade significantly higher than industrial grade - Ordinary fused zirconia (98%-99%): CNY 27,000-27,500/ton; high-purity grade (99.5%): CNY 28,000-30,000/ton --- ## Impact Analysis **Impact on Procurement Costs:** 1. PI film cumulative cost increase ~15-20% YTD; Ruihuatai limit-up further reinforces price hike expectations — downstream cost pressure continues to build 2. PTFE domestic material 31,800-33,000 CNY/ton still 70%+ above 2024 baseline, but flat wow — short-term costs manageable 3. PEEK multi-brand competitive landscape clear; Shangfu domestic material 500-600 CNY/kg provides cost-down substitution space **Impact on Supply Chain:** 1. Ruihuatai limit-up reflects market expectations for accelerated PI film domestic substitution; domestic capacity expansion plans merit attention 2. Middle East tensions continue disrupting global chemical supply chains; PI film key raw materials PMDA/ODA delivery cycles face extension risks 3. Zirconia and specialty ceramic raw materials: adequate domestic supply (89 CNY/kg), high supply chain security --- ## Action Recommendations **Materials Recommended for Immediate Price Locking:** - **PI Film**: Kaneka hike implemented + clear Ruihuatai limit-up signal; high probability of follow-on hikes by Japanese/Taiwanese suppliers. Confirm Q2-Q3 long-term contract pricing immediately to avoid subsequent price hike risks - **Carbon Fiber T700/12K**: Sector strength + Toray transmission effect continues; appropriately stock on dips, lock down H2 volume **Materials Recommended for As-Needed Purchasing:** - **PTFE Resin**: Domestic prices stable; import high-end tight. Purchase ordinary specs as needed; lock high-end specs in advance - **Special Ceramic Raw Materials (ZrO2)**: 89 CNY/kg, stable, ample supply. Maintain normal inventory - **PEEK Resin**: Ample spot, multiple brands in full competition; procurement side can fully compare prices, maintain normal inventory **Data Note:** Carbon fiber latest quotes not collected today. Continuously monitor sector index and leading enterprise pricing announcements. --- **Data Sources**: Longzhong Info, Business Society, Sohu (Shangfu New Materials), East Money, Taobao, 1688, Chemicalbook **Report Date**: May 12, 2026 **Analyst**: Market Intelligence Officer 🕵️ --- *Disclaimer: This report is for reference only. Actual prices subject to supplier quotes.*

  • 2026-05-12 新材料价格趋势日报

    # 2026-05-12 价格趋势日报

    ## 价格概览表

    | 材料 | 当前价格区间 | 周环比 | 趋势 |
    |——|————-|——–|——|
    | PTFE树脂 | 3.18-3.3万元/吨（国产悬浮中粒）| 持平 | → 稳定 |
    | PEEK树脂 | 650-1000元/公斤 | 持平 | → 稳定 |
    | 碳纤维 | 板块指数参考05-08 +1.79% | 数据更新中 | ↑ 参考上涨 |
    | PI薄膜 | 基准价上浮20%；龙头涨停 | +20% | ↑↑ 强势上涨 |
    | 特种陶瓷(氧化锆) | 89元/公斤 | 持平 | → 稳定 |

    —

    ## 重点变动

    **PI薄膜: +20%（龙头涨停效应持续）**
    – 国内PI薄膜龙头瑞华泰（688323）于5月6日触及涨停（20.01%）后，市场情绪持续高涨
    – 日本钟渊化学4月16日起PI薄膜提价20%，传导效应持续发酵，下游客户观望情绪浓厚
    – 双拉PI聚酰亚胺膜（0.025mm）市场零售价约330元/卷（淘宝渠道，5月6日）
    – 中东地缘局势未见缓和，上游原料PMDA、ODA价格承压

    **PTFE树脂: 稳定（国产货源充足）**
    – 5月5-11日国产悬浮中粒PTFE主流报价31,800-33,000元/吨，与上周基本持平
    – 山东亿禾精细化工（31,800元/吨）、山东宏洋化学（33,000元/吨）维持稳定报价
    – 进口PTFE（科慕Teflon、大金Neoflon）报价20-38万元/吨，高端规格供应偏紧
    – 2025-2026年累计涨幅70-85%，当前处于高位盘整阶段

    **PEEK树脂: 稳定（多品牌报价透明）**
    – 威格斯（Victrex）食品级450G/150G：市场价865-1000元/公斤（5月10日）
    – 威格斯电子级450G：市场价650-800元/公斤，大客户专享650元/公斤
    – 威格斯150P通用型：680-700元/公斤；150G纯树脂：900-1000元/公斤
    – 索尔维KT-820：950-1100元/公斤；赢创（Evonik）：720-800元/公斤
    – 上氟新材国产PEEK：500-600元/公斤，较进口低35-45%，性价比突出
    – 各品牌报价与上周一致，市场现货充裕，采购选择空间大

    **碳纤维: 数据更新中（板块延续强势）**
    – 今日未采集到2026年5月最新碳纤维具体报价
    – 参考5月8日板块数据：碳纤维板块指数（BK1171）收于1991.86，单日涨幅1.79%
    – 日本东丽年初宣布碳纤维涨价10-20%，传导效应向国内市场渗透中
    – 参考2025年8月数据：日本碳纤维出厂价259元/公斤，环比上涨5.1%

    **特种陶瓷原料: 稳定**
    – 氧化锆（99.5%-99.99%，10-500nm）：89元/公斤（湖北知行远，5月7日），与上周持平
    – 氢氧化锆（含量45%）：28元/公斤（湖南永硕，5月11日）
    – 纳米级氧化锆（D50<1μm）：81元/公斤（江苏新素，4月28日）——纳米级价格显著高于工业级 - 普通电熔氧化锆（98%-99%）：2.7-2.75万元/吨；高纯级（99.5%）：2.8-3万元/吨 --- ## 影响分析 **对采购成本的影响：** 1. PI薄膜自年初累计涨幅约15-20%，瑞华泰涨停进一步强化涨价预期，下游客户成本压力持续加大 2. PTFE国产料3.18-3.3万元/吨，较2024年基数仍高70%+，但本周环比持平，短期成本可控 3. PEEK多品牌竞争格局清晰，上氟新材国产料500-600元/公斤，为降本替代提供空间 **对供应链的影响：** 1. 瑞华泰涨停反映市场对PI薄膜国产替代加速的预期，国内产能扩张计划值得关注 2. 中东局势持续扰动全球化工原料供应链，PI薄膜关键原料PMDA、ODA到港周期存在延长风险 3. 氧化锆等特种陶瓷原料国内供应充足（89元/公斤），产业链安全性高 --- ## 行动建议 **建议立即锁定价格的材料：** - **PI薄膜**：钟渊涨价已落地+瑞华泰涨停信号明确，其他日系/台系厂商跟涨概率极高，建议立即确认Q2-Q3长单锁价，避免后续涨价风险 - **碳纤维T700/12K**：板块强势+东丽传导效应持续，建议逢低适量建仓，锁定下半年用量 **建议按需采购的材料：** - **PTFE树脂**：国产料价格平稳，进口高端料偏紧。普通规格按需采购，高端规格可提前锁定 - **特种陶瓷原料（氧化锆）**：89元/公斤平稳，供应充裕，维持常规库存即可 - **PEEK树脂**：现货充裕，多家品牌充分竞争，采购方可充分比价，维持正常库存 **数据说明：** 碳纤维今日未采集到最新报价，建议持续关注板块指数及头部企业调价公告。 --- **数据来源**：隆众资讯、生意社、搜狐（上氟新材）、东方财富网、淘宝、1688、Chemicalbook **报告日期**：2026年5月12日 **分析师**：市场情报官 🕵️ --- *免责声明：本报告仅供参考，实际价格请以供应商报价为准。*

  • May 11, 2026 Special Materials Price Trend Daily Report

    # Special Materials Price Trend Daily Report — May 11, 2026

    ## Price Overview

    | Material | Current Price Range | Weekly Change | Trend |
    |———-|———————|—————|——-|
    | PTFE Resin | CNY 30,000-62,000/ton (domestic mid-grade) | Flat | → Stable |
    | PEEK Resin | CNY 650-1,000/kg | Flat | → Stable |
    | Carbon Fiber | Sector index +1.79% (May 8) | +1.79% | ↑ Slight Rise |
    | PI Film | +20% vs baseline; sector leader hits limit-up | +20% | ↑↑ Strong Rise |
    | Special Ceramics (ZrO2) | CNY 89/kg | Flat | → Stable |

    —

    ## Key Price Movements

    **PI Film: +20% (Sector Leader Hits Limit-Up, Market Sentiment Strong)**
    – Ruihuatai (688323), China’s leading PI film manufacturer, hit the 20% limit-up on May 6, closing at CNY 28.79 with CNY 436M turnover
    – Drivers: PI film tech breakthroughs + capacity expansion + land preparation — triple positive catalysts
    – Kaneka’s 20% price hike (effective April 16) continues transmitting through downstream channels
    – Middle East tensions persist; raw material cost pressure remains elevated

    **PTFE Resin: Stable (Multi-Spec Quotes Flat)**
    – May 7 Longzhong Info: PTFE mid-grade quotes CNY 44,500-62,000/ton (multiple specs)
    – Import PTFE mainstream CNY 200,000-350,000/ton (Chemours Teflon CNY 280,000-380,000/ton, Daikin Neoflon CNY 260,000-350,000/ton)
    – Cumulative increase 70-85% over 2025-2026; currently consolidating at high levels

    **PEEK Resin: Stable (Detailed Multi-Brand Pricing Available)**
    – Victrex food-grade 450G/150G: CNY 865-1,000/kg (May 10)
    – Victrex electronics-grade 450G: CNY 650-800/kg; bulk customer CNY 650/kg
    – Victrex 150P general-purpose: CNY 680-700/kg; 150G pure resin: CNY 900-1,000/kg
    – Solvay KT-820: CNY 950-1,100/kg; Evonik: CNY 720-800/kg
    – All brand quotes broadly unchanged from last week; ample spot supply

    **Carbon Fiber: Slight Rise (Sector Extends Strength)**
    – Carbon fiber sector index (BK1171) closed at 1991.86 on May 8, +1.79% daily
    – Toray’s announced 10-20% price hike (Jan 2026) continues penetrating domestic market
    – Reference: Jilin Chemical Fiber raised wet-process 3K carbon fiber by CNY 10,000/ton; T700/12K by CNY 3,000/ton

    —

    ## Impact Analysis

    **Impact on Procurement Costs:**
    1. PI film cumulative cost increase ~15-20% YTD, compounded by limit-up sentiment — follow-on hikes highly probable
    2. PTFE domestic mid-grade stable at CNY 44,500-62,000/ton range, but still 70%+ above 2024 base
    3. PEEK pricing transparency improved across multiple brands — increased room for procurement negotiation

    **Impact on Supply Chain:**
    1. Ruihuatai limit-up signals market expectations for accelerated PI film domestic substitution; capacity expansion signals positive
    2. Middle East tensions continue disrupting global chemical transport; extended delivery cycles
    3. Zirconia and specialty ceramic raw materials: adequate domestic supply (CNY 89/kg), low supply chain risk

    —

    ## Action Recommendations

    **Materials Recommended for Immediate Price Locking:**
    – **PI Film**: Kaneka hike implemented + clear limit-up signal; high probability of follow-on hikes by Japanese/Taiwanese suppliers. Confirm Q2-Q3 long-term contract pricing immediately
    – **Carbon Fiber T700/12K**: Sector strength + Toray transmission; appropriately stock on dips

    **Materials Recommended for As-Needed Purchasing:**
    – **PTFE Resin**: High-level sideways trading; no clear short-term direction. Wait and observe
    – **Special Ceramic Raw Materials (ZrO2)**: CNY 89/kg, stable, ample supply. Purchase as needed
    – **PEEK Resin**: Ample spot, stable quotes, multiple brands available. Maintain normal inventory

    —

    **Data Sources**: Longzhong Info, Business Society, East Money, Sina Finance, Sohu, GuideChem, 1688
    **Report Date**: May 11, 2026
    **Analyst**: Market Intelligence Officer 🕵️

    —
    *Disclaimer: This report is for reference only. Actual prices subject to supplier quotes.*

  • New Materials Industry Competitor Dynamics Weekly Report (May 2nd Week, 2026)

    New Materials Industry Competitor Dynamics Weekly Report (May 2nd Week, 2026)

    1. Competitor Dynamics Overview

    Competitor Key Developments Date Impact Level
    ———— —————— —— ————–
    Celanese Restructuring nylon business, closing Singapore plant 2026-05-05 ⭐⭐⭐⭐
    Zhongyan Co., Ltd. PEEK sales exceeded 1,000 tons, gross margin over 50% 2026-Q1 ⭐⭐⭐⭐⭐
    Xinhang New Materials 2 billion yuan investment in PEEK integration project 2026-05 ⭐⭐⭐⭐
    Victrex LMPAEK™ polymer technology advancement Ongoing ⭐⭐⭐

    2. Key Developments Details

    1. Celanese — Business Restructuring, Optimizing Global Layout

    Key Actions:

    • Announced nylon business restructuring on May 5, closing Singapore nylon 66 plant (expected to cease operations by end of July)
    • Optimizing nylon 66 polymer production facilities in Richmond, Virginia and Washington, West Virginia, USA
    • Advancing liquid crystal polymer business in China, enhancing specialty compounds production capacity in Europe
    • Launching new medical-grade composite material products in Asia, optimizing product structure and localizing production in India

    Strategic Intent:

    By closing high-cost production capacity and optimizing global production layout, Celanese aims to build a more competitive and robust development platform. Meanwhile, strengthening layout in high-end fields such as specialty materials and medical materials.

    Industry Impact:

    The reduction in nylon 66 production capacity may lead to short-term supply tightness and upward price pressure. However, Celanese’s strengthening in specialty materials field will intensify competition in high-end markets.

    2. Zhongyan Co., Ltd. (688716) — Consolidating PEEK Leadership, Improving Profitability Quality

    Financial Performance:

    • PEEK global sales exceeded 1,000 tons for the first time in 2025, achieving a historic breakthrough
    • Q1 2026 sales gross margin reached 50.64%, up more than 13 percentage points YoY
    • Q1 2026 operating revenue was 65.6291 million yuan, up 1.65% YoY
    • Net cash inflow from operating activities was 1.2942 million yuan, successfully turning positive

    R&D Investment:

    • 2025 R&D expenditure was 44.245 million yuan, accounting for 16.05% of operating revenue
    • R&D personnel increased by 80, up 105.26% YoY
    • Added 6 new patents (4 invention patents)

    Competitive Situation:

    Zhongyan Co., Ltd. has obvious advantages in technology accumulation and production capacity scale in the PEEK field. The significant increase in gross margin demonstrates product competitiveness and cost control capabilities. However, note that net profit attributable to parent company is still negative, and the profit inflection point still needs observation.

    3. Xinhang New Materials (301076) — Vertical Integration Layout, Building PEEK Industry Base

    Major Project:

    • Total investment of 2 billion yuan in Yilite high-performance resin and composite materials project by wholly-owned subsidiary
    • Constructed in two phases, focusing on high-end PEEK and thermoplastic composite materials
    • Will form an integrated “core monomer — high-performance resin — composite materials” industry chain

    Strategic Significance:

    Through vertical integration layout, Xinhang New Materials will enhance industry chain autonomy and controllability, reduce raw material price fluctuation risks, and strengthen comprehensive competitiveness in the PEEK field.

    Market Reaction:

    As of May 7, Xinhang New Materials’ stock price rose about 6.48% this week, with main capital net inflow of 12.8586 million yuan, indicating market optimism about its integration layout.

    4. Victrex — Continuous Technological Innovation, LMPAEK™ Polymer Advancement

    Technology Progress:

    • Continuously advancing LMPAEK™ polymer technology, achieving significant improvements in processing efficiency
    • Excellent strength performance enhancement, effectively reducing traditional manufacturing system costs
    • Providing sustainable alternative solutions for PFAS issues

    Market Positioning:

    As a global leader in PEEK materials, Victrex maintains technological leadership advantages in high-end application fields (aerospace, automotive, medical).

    3. Competitive Situation Assessment

    1. Market Structure

    • International Giants: Celanese, Victrex, etc. continue to maintain technological advantages in high-end markets
    • Domestic Leaders: Zhongyan Co., Ltd., Xinhang New Materials, etc. are accelerating import substitution through capacity expansion and technological breakthroughs
    • Competition Focus: Shifting from production scale to technology content, product quality, and customization capabilities

    2. Technology Trends

    • PEEK Materials: Developing towards higher purity and better processing performance
    • Composite Materials: Thermoplastic composites becoming a new growth point
    • Sustainable Development: Increasing demand for environmentally friendly and recyclable materials

    3. Supply Chain Dynamics

    • Nylon 66 capacity adjustment may affect upstream raw material supply structure
    • PEEK key monomer localization process is accelerating
    • Vertical integration has become the strategic choice of leading enterprises

    4. Response Recommendations

    1. Short-term Strategy (1-3 months)

    • Closely monitor the progress of Celanese’s nylon 66 capacity closure, assess the impact on raw material supply
    • Track the capacity release rhythm of Zhongyan Co., Ltd. and Xinhang New Materials, predict market supply changes
    • Strengthen technology R&D investment, especially in PEEK composite materials and processing technology optimization

    2. Medium-term Strategy (3-12 months)

    • Consider establishing strategic cooperation with domestic PEEK leading enterprises to ensure supply chain stability
    • Layout vertical integration capabilities, at least establish autonomous and controllable capabilities in precursor/monomer segments
    • Strengthen high-end application market development, especially in high-growth fields such as medical, semiconductor, and new energy

    3. Long-term Strategy (1-3 years)

    • Establish global supply chain layout to diversify single supplier risks
    • Invest in or acquire key technology teams to accelerate technology breakthroughs
    • Participate in industry standard formulation to enhance industry discourse power and brand influence

    5. Data Sources and Timeliness

    • Data Sources: Public network search (Sogou Search, East Money, Sohu Finance, etc.)
    • Data Cutoff: May 10, 2026
    • Report Generation: May 11, 2026

    Report Disclaimer: This report is compiled and analyzed based on public information and is for reference only. Investment decisions should combine professional advice and your own risk tolerance.