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Transfer from: Prospective Industry Research Institute

major listed companies in the industry: zhongfu eagle (688295); Guangwei compound material (300699); blonde technology (600143); Jilin chemical fiber (000420); Jiangsu Hengshen (832397); Zhongjian Technology (300777), etc.

The core data of this article: carbon fiber production capacity; carbon fiber production; carbon fiber production distribution

1, carbon fiber production capacity of more than 120000 tons

Carbon fiber refers to a high-strength, high-modulus fiber with a carbon content of more than 90%, which can be carbonized at high temperatures with organic fibers such as viscose, polyacrylonitrile, and pitch. With acrylic and viscose fiber as raw materials, through high temperature oxidation and carbonization, high temperature resistance ranks first in all chemical fiber, is the manufacture of aerospace and other high-tech equipment excellent materials.

The start of China's carbon fiber industry can be traced back to 1962, so far it has been developed for more than 60 years, only 3 years later than the world's carbon fiber; but whether it is R & D results or manufacturing processes, there is still a certain gap between China and developed countries.

In 2021, mainland China surpassed the United States for the first time to become the world's largest producer, with a production capacity of 63400 tons, accounting for more than 30% of the world's total production capacity. In 2023, the domestic carbon fiber industry continued to expand production at a high speed, with a total production capacity of 120200 tons.

among China's carbon fiber manufacturers, Jilin chemical fiber has the highest operating capacity, close to 50000 tons. Zhongfu Shenying ranked second with an operating capacity of nearly 30000 tons. The operating capacity of Xinchuang Carbon Valley and Baojing Carbon Fiber is about 12000 tons, ranking third and fourth.

2, carbon fiber production growth slowed down

In terms of production, China's carbon fiber production continued to grow in 2023, but the growth rate slowed down. In 2023, domestic carbon fiber production was about 54600 tons, up 14.81 percent year-on-year.

From the perspective of production areas, Northeast China, Northwest China and East China are the main carbon fiber enterprise gathering places and also the main production areas, and the output of North China, Central China and other regions is relatively small, accounting for only 4.67 of the national output.

For more research and analysis of this industry, please refer to the "China Carbon Fiber Industry Market Outlook and Investment Strategic Planning Analysis Report" by the Prospective Industry Research Institute.

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