Since June, fluorine chemical companies have collectively raised the prices of their full range of fluorine-containing products, including PTFE and PVDF.

Recently, influenced by the superposition of multiple factors such as the geopolitical situation, industry policies, and rising costs of raw materials and additives, production costs in the domestic fluorine chemical industry chain have risen significantly. Many mainstream fluorine chemical enterprises have successively issued price adjustment letters, uniformly raising the ex-factory prices of all fluoropolymer products, including PTFE, PVDF, FEP, and Fluoroelastomer (FKM), starting from June 1, 2026. A new round of price increases for fluorine chemical products has officially taken effect, and the sentiment of supporting prices across the industry has comprehensively heated up.

According to the price adjustment details of various enterprises, the adjustment ranges for fluorine-containing products of different categories and grades vary significantly.

The price adjustment for the PTFE category is unified; all grades of suspension resin, dispersion resin, and concentrate products are increased by 5% on the basis of the original current price;

All grades of Perfluoro(ethylene-propylene) resin (FEP) are simultaneously increased by 5%;

Polyvinylidene Fluoride (PVDF) products are adjusted by grade; lithium battery grade PVDF increases by 5%, while coating grade and product grade PVDF see a larger adjustment intensity, with a price increase of 10%;

Fluoroelastomer (FKM) has become the category with the highest price increase in this round, with some enterprises increasing their entire series of products by up to 15%, while other manufacturers adopt a fixed-amount increase model, uniformly raising the unit price of all categories of fluoroelastomer by 10 CNY/kg.

Many enterprises stated in their price adjustment explanations that this round of adjustment is not a short-term profit-seeking behavior driven by the market.

On one hand, continuous global geopolitical conflicts are disrupting the chemical raw material supply chain. The prices of basic fluorine chemical raw materials such as upstream fluorite, sulfuric acid, methanol, methane, and sodium chloride are a fluctuating upward trend. Coupled with rising logistics and transportation costs and simultaneous increases in additive costs, internal cost-reduction measures by enterprises through process optimization and capacity efficiency improvements can no longer digest the newly added production costs;

On the other hand, in order to adhere to the bottom line of product quality, enterprises refuse to reduce raw material input or lower product quality in exchange for low-price competition space. Instead, they ensure a stable supply of goods through reasonable price adjustments to maintain the long-term healthy and synergistic development of the upstream and downstream of the industrial chain.

Looking at the domestic spot market, before the implementation of the price adjustment, all categories of fluorine-containing products already exhibited operating characteristics supported by firm costs and market prices moving steadily stronger amidst stability.

The sentiment to support prices in the PTFE market is strong. Supported by raw material pressure, declining industry operating rates, and low factory inventories, the industry has released price increase expectations in advance. It is estimated that the subsequent increase per ton for products such as suspension medium granules and dispersion resin may reach 1,000-2,000 CNY. Last week's market spot reference prices: average price of suspension medium granules was 51,000 CNY/ton, average price of dispersion resin was 52,000 CNY/ton, and average price of PTFE concentrated emulsion was 31,000 CNY/ton.

The PVDF market is in a game stage between upstream and downstream. Upstream cost support is firm, but downstream terminal procurement sentiment is heavy with wait-and-see attitudes, purchasing in small batches on demand. The market trend is temporarily deadlocked. Last week's spot reference: average price of coating grade PVDF was 58,000 CNY/ton, film granule grade was 69,000 CNY/ton, and lithium battery binder grade PVDF was 59,000 CNY/ton. The current deadlock pattern is expected to be gradually broken after the implementation of tiered price adjustments.

FEP prices have stabilized at high levels. Cost underpinning combined with a steady recovery in downstream demand has kept quotes for cable materials and molding materials firm. Last week, the average price of cable materials was 58,000 CNY/ton, and the average price of molding materials was 70,000 CNY/ton; The Fluoroelastomer (FKM) market continues to move upward strongly, with rigid demand procurement underpinning transactions, and the negotiation focus for binary and terpolymer rubbers continues to rise. Last week, the average market price of binary fluoroelastomer was 62 CNY/kg, and the average price of terpolymer fluoroelastomer was 64 CNY/kg.

Summary of Fluorine Chemical Product Price Adjustments and Market Trends in June 2026

Looking at the overseas market, the European fluoropolymer industry is also deeply trapped in a cost dilemma. The European Chemical Industry Association pro-K mentioned in its industry report published in May that the continued fermentation of geopolitical tensions in the Middle East has exacerbated the supply risks of key fluorine chemical raw materials such as fluorite and methane in Europe. Raw material prices are fluctuating significantly, forcing local upstream production enterprises to pass on production costs to the downstream. The cost increase in the overseas industrial chain also indirectly provides peripheral support for domestic fluorine chemical product prices.

Industry analysts stated that in the short term, the high-level operation of raw materials is difficult to change significantly. Coupled with the centralized implementation of price increase policies by domestic factories, the quotes for fluoropolymer products are more likely to rise than fall. In the medium and long term, product price trends will still be anchored to the fluctuations of upstream raw materials and the pace of terminal demand release in downstream lithium batteries, coatings, and rubber and plastic processing. Subsequently, each production enterprise may dynamically adjust product quotes based on changes in market conditions.