Introductive

The industry of Chinese carbon fiber of 2022, dosage of homebred carbon fiber surpassed import volume first on the history, and in the scale of Chinese market quantity of total demand direct violent wind rises 60.5% , grew 53.8% than 2021. Obtained brilliant military successes another year, this is inevitable plan the great a particular year that enters historical milepost. Review the hardships years that the industry comes to 20 years, all builder all feel gratified for this with proud, ask the time that everybody remembers this industry is great. In the meantime, we also need to keep sober: Afore-mentioned brilliant military successes happens in Chinese market merely, it is the achievement under the protection in policy. And our exit measures minimum, explained the international competition advantage of our industry has not been formed. Hope industry carry forward the cause and forge ahead into future, practice hard technical exercise to benefit the internal organs, major breakthrough will be made a few years henceforth.

From last centuries 60 time arrive 2020, full 60 years, inside global limits, we are the follow person of one hundred percent, look up at in those days international tycoon of 8 large trades. After 2020, whole situation produced fundamental change: 2020 to 2022, chinese market whole world takes score is not 45.7% , 53% with 55% , all be the whole world the first; China moves produce can the whole world occupies than: 21.1% , 30.5% with 43% hind all be the whole world two years the first. 20 years accumulate erupt through nearly 3 years, thereby the position that compose built carbon fiber big country, this is unquestionable fact. The change of actual strength, we want what character of “ of slam the door calls Dong Li ” surely to follow above all thinking. The Chinese carbon fiber now, the self-confidence that must have oneself, oneself road reachs his thought! To international tycoon, if say before it is to admire a few that inspect and arises to adore, today is to make the same score the objective acknowledge that inspect and arises, the great, respect that this kind of objective acknowledge can make us deeper and geographical see a person of the same trade is great just may make oneself great.

This year, before changing, to carbon fiber the industry is described generally, we became branch of carbon fiber world 3 kinds of application and company: It is enterprise of application of war industry of the first kind of aerospace respectively, the 2nd kind of high-powered industry uses a company, the 3rd kind of big silk bundle industrial application enterprise. In the 3rd kind below, have company of 4 kinds of fractionize application, it is respectively: The first fine classification - complete big bundle of enterprise, the 2nd fine classification - do not perfect big bundle of enterprise, the 3rd fine classification - not complete big bundle of enterprise, the 4th fine classification - the gigantic silk that did not appear bundle enterprise. If right now you have doubt to classification, consult please last chapter “ .

8. observation and ponder over ” to know a detail. Why to want such classification? Well-known, a few this years our enterprise is produced in swift and violent enlarge, market price case goes low, inventory increases, does regular meeting reach the conclusion of trade supply exceeds demand? Blame also, at least is right war industry of the first kind of aerospace kind, do not have an influence almost. The “T300 that is used to before us, t700, is the development strategy of T800” completely correct? It is absurd apparently to the 3rd kind of enterprise. Since sweeping verdict can have almost,refute strongly. We need fractionize industry, adjust measures to local conditions, essence discusses an issue definitely. This “ system of ” of 3 kinds of big 4 classification, it is the China that we share to global carbon fiber is achieved formerly think, cast a brick to attract jade-offer a few commonplace remarks by way of introduction so that others may come up with valuable opinions, the hope arouses the reflection of entire industry, form “ self-confident, self-sufficient the industry culture with free-standing ” !

Market competition is brutal, more great, among them the magical charm of ten thousand changes in the twinkling of an eye, topple the mountains and overturn the seas, it is the core mechanism that stimulative industry grows. Any industries have a flock of senior experts and clever brain, they are careful survey, careful analysis, mental agitate, innumerable trials and hardships planned to develop the strategy for the industry. However, market data of these 3 years, denied these try hard ruthlessly. Will 10 years write " market of composite material of global carbon fiber reports " in the process, every time I have “ when impulse of big clever ” and prophecy, market data of the 2nd year always smokes my face suddenly, intelligence quotient is in after getting for many times be harmed badly, I understood “ respects the market, habit stage by stage from ridicule ” should be an advisability lift.

Regard the market as economic student, reforming and opening of more than 40 years, we just may feel the pupil of fur. China from “ carbon fiber big country the ” stride to ” of powerful nation of “ carbon fiber in the process, ” of the colleague inside the travel of good science and technology of dead knock of more than 20 years of firm and indomitable to be used to “ , consistent day, my a bit is not afraid, it is the construction of industrial catenary zoology that special attention starts formerly only. Besides the industry, we appeal more the big environment of ” of “ esteem market and soil.

Special express gratitude

The participation that thanks carbon fiber entire industry the high attention of the enterprise and support, everybody all made uncommon contribution to our data and conclusion; Appreciate the support that everybody of association of Chinese chemical fibber leads; Thank the president before group of Chinese composite materialZhang DingjinGentleman, medium vise general manager of petrifaction Shanghai petrifactionHuang XiangyuGentleman, industry is senior sale personageOld space navigationThe colleague of a batch of industry such as the gentleman is altruistic share trade news and idea.

Market of carbon fiber of 2 whole worlds

2.1.Demand of market of global carbon fiber - a particular year

Comparative 118 2021, 000 tons, the global demand data 2022 is 135, 000 tons, grow 14.4% compared to the same period, the acquisition of this data, we have 3 reference, it is to come for years, the rule of international demand, it is roughly in the normal growth of 10% ; The 2nd reference is the development condition that knows each application industry, for instance business uses aerial progressively get warm again after a cold spell, boeing and empty guest are measured in the consign 2022 (especially composite material plane) have apparent promotion, business of sports equipment, pressure vessel is hot.

What use for years besides these two is referenced, these a few years, we added a kind of method newly, be judged namely according to Chinese application market. Above all, we are essence of life is accurate to the data of Chinese market demand (it is authentic not just) , next, chinese market has held decisive position in the whole world (hold the whole world the portion of 55.1% ) . Moreover, we are in to Chinese application market global position, also have clearer knowledge, adopt this measure, our estimation gives the measure that uses individually, collect assembly to be global year demand next.

For instance, sports, smooth hot season uses carbolic carbon answer material, it is distinct advantage of China, international company finds relevant market demand data very hard, so, they stabilize growth to describe sports market with low speed normally, actually? Sports market rose 19.7% 2021, grew user of lamina of 29.7%; wind report to be in 2022 home, but its are pulled crowded board main supplier is Jiangsu bay fills Ji Guangwei answer material; Pressure vessel still still is Euramerican manufacturer gives priority to body, although China these year of pressure vessel progress is satisfactory, in international portion also be most only 4 become scale. Through taking a fancy to a country, can see the market condition of global 80-95% basically.

On the whole, 2022 year, sports equipment and pressure vessel are the main force that market demand maintains growth, the aerospace war industry in get warm again after a cold spell also contributes force to grow.

2.2.Demand of market of global carbon fiber - apply (kiloton)

Gross: 135, 000 tons

Bibcock still is wind cable market, however, contrast grew 5.2% merely 2021, and contrast grew 7.8% 2020 2021, increase rate once upon a time some year of growth of more than 20% substantially fall after a rise. This reason will be from the back market of wind report cent is elaborated in detail.

Sports market contrast had driving growth 2021, amplitude is as high as 29.7% , returned the whole world position of the 2nd big market. Under epidemic situation, the journey of people and travel bluff type drop, these time and money are very much paid athletic sports.

Pressure vessel, all gas cylinder all have bigger growth, compared 2022 2021 grow 34.5% , show the driving trend that increases fast promotion.

Carbolic carbon answer material (include heat preservation felt) the effect of industry of smooth hot season that basically suffers China, did not maintain freeboard 2022 fast growth, grew 5.9% than 2021 only.

Contrast of aerospace war industry grew 28.3% 2021, so tall growth reason, epidemic situation is a business 3 years with plane trough, began get warm again after a cold spell 2022, additional, use aviation besides business, other kind of product growth is swift and violent.

2022, the car is to the growth range 2021 0, its are main the basis is: The whole world is exclusive the BMW I8 that two large areas use carbon fiber and I3, it is respectively by 2020 with the stop production in 2021. We reckon this influence is adjacent 5, 000 tons; And other carbon fiber apply in the car, maintaining smooth growth.

2.3.Demand of market of global carbon fiber - apply (dollar)

Gross: 4, 385.8 1 million dollars

The sale amount of global carbon fiber is 4.385 billion dollar, besides the growth of the market, the total value 2022 rose 10% on the foundation of 2021.

2.4.Demand of market of global carbon fiber - product (kiloton)

Gross: 135, 000 tons

The definition that the model measures:

Standard standard quantity is to show drawing model quantity is 230-265GPa;

Moderate pattern quantity is to show drawing model quantity is 270-315GPa;

High standard quantity is to show drawing model quantity exceeds 315GPa

Small bundle of Small Tow (or groovy silk bundle Regular Tow) 1-24K (contain)

Big bundle of Heavy Tow: > 24K, with the account with the different ≥48K of the definition before, it is to abide by “ of system of ” of 3 kinds of big 4 classification.

Gigantic silk bundle Giant Tow: ≥100K

Increased homebred product newly this year to be in portion scale of the whole world, it is mark model respectively - big silk bundle 36.4% , mark model - small silk bundle 33.6% , the model is measured in 19.1% , high standard is measured 37% . The “ Japan that once appeared on many media takes the whole world 3 times the small silk of 70% bundle judgment of history of market share ” is to need to amend.

Carbon fiber of 3 whole worlds is supplied

Theory of carbon fiber of 3.1. whole world is produced can - manufacturer

2022, although we still used “ to move,produce can the concept of ” , also squeeze among them gave many moisture, but still put in “ to produce can the problem of convert ” . Give attention to two or morethings of main consist in produces these problems in the unit of 1K-6K, they are met produce a line to come according to 12K business accounting.

Pass the understanding of pair of major manufacturer, it is unchallenged that “ produce and sale leads ” to be in the China 2022. The yield of majority manufacturer line, be produce according to the design can (contain transform) 90% above production, local manufacturer has appeared certain stock.

2022, the yield that the whole world basically increases can be: Group of Jilin chemical fibber grows nearly 26, 000 tons; Shanghai petrifaction is added newly 6, 000 tons, new innovation adds 4 lines, because the product is unidentified, press every line this year 2, 000 tons plan; Xinjiang grand quadrature is built produce can 6, 000 tons; 3 what answer god eagle increases in, 000 tons.

The whole world in 10 strong manufacturer, included Jilin chemical fibber group, medium achieve carbolic cereal, Bao Jing answer god eagle, newly enterprise of 4 chinese mainland.

Had announced 2022 and the enlarge of afoot produces have: Beautiful Europe invests 100 million euro to increase east 1, 000 tons, beautiful United States invests 15 million dollar to upgrade east product line, implementation T1100G is produced can break up time, beautiful headquarters announces 100 billion yen is in those who expand in Korea, United States and France to produce east can; Jilin 18, 000 tons (finished 2023) , bao Jing 30, 000 tons (2025 before finish) , in answer god eagle 44, 000 tons (finished 2026) , shanghai petrifaction 6, 000 tons (finished 2024) , DOWAKSA 2, 000 tons (finished) 2023, korea dawn star the 4th line 2, 500 tons (finished 2023) .

Carbon fiber of 3.2. whole world moves produce can - area

Gross: 258, 550 tons

2019, we analysed the appeal that different country makes to carbon fiber, basically depend on the appeal of the integrated investment climate of this country and catenary of industrial modes of life and relation to their environment. 2020, we analysed tycoon of each big carbon fiber the position condition of main country and area. 2021, chinese mainland area exceeds the United States first, make the whole world the biggest produce can country.

2022, china is produced can be in global be far ahead, the whole world is produced can 10 big companies, chinese mainland has 4, jilin chemical fibber, medium achieve carbolic cereal and Bao Jing answer god eagle, newly, its all have enlarge 4 times this to produce a plan, a few years of total positions return meeting advancement after. Other chinese mainland companies, the enlarge that announces according to its produces a plan, shanghai petrifaction and constant god also have the possibility of before entering the world 10.

2022, the circumstance with delectable another is: The sales volume of homebred carbon fiber imports an amount more than first, this explains: The sexual price of homebred carbon fiber promotes than be in in. In the meantime, we also must realise clearly: The yield that we had built can, return existence difference with world developed country. The directest data is: 2022, we still are to import carbon fiber big country, exit of homebred carbon fiber is very few. This explains: No matter be on standard of function, quality and cost level, entrance carbon fiber still has powerful advantage. So, next, the formidable task that industry of Chinese carbon fiber faces is: Form international competition advantage move produce can!

Market of 4 China carbon fiber

4.1.Demand of Chinese carbon fiber - a particular year

The total demand of Chinese carbon fiber was 2022 74, 429 tons, comparative 62 2021, 379 tons, grew 19.3% compared to the same period, among them, import volume is 29, 429 tons (39.5% what take total demand, than 2021 decreased 11.2% ) , homebred fiber supply is 45, 000, (60.5% what take total demand, grew 53.8% than 2021) . The overall condition of the Chinese market 2021 is: Demand exceeds supply, no matter be entrance or homebred fiber.

Increase rate of calendar year of Chinese market demand: 2015(13.4%) , 2016 (16.5% ) , 2017 (20% ) , 2018 (32% ) , 2019 (22%) , 2020 (29%) , 2021(27.7%) , 2022(19.3%) . This is a market that allows international manufacturer covet, and development potential is tremendous. We need to value this market, value our property!

Increase rate of year after year of supply of homebred carbon fiber: 2015 (25% ) , 2016 (44% ) , 2017 (105.5% ) , 2018 (21.6% ) , 2019 (33.3% ) , 2020 (54.2%) , 2021(58.1%) , 2022(53.8%) . We predict before homebred 2025 can exceed an import, the rapid development of industry of domestic carbon fiber exceeds us to anticipate, in 2022 finished homebred surmount an entrance, become the historical milepost that industry of Chinese carbon fiber grows.

4.2.Demand of Chinese carbon fiber - application

Gross: 74, 429 tons

The graph basically is the contrast of ” of “ application ability on: Sports carbon of recreational, carbon answer material (include felt of fireproof heat preservation) building, electron is electric had become characteristic advantage to use the market; Aerospace war industry and pressure vessel are swift and violent develop, narrowed substantially the difference with international, achieve quite level; Wind report (deducted many supplied materials to machine, the dosage that is home of power plant of statistical home wind only) with international still car of huge gap; is reached mix match a model to shape because the high speed of car of Chinese new energy resources develops and the meeting uses latent capacity tremendous.

4.3.Demand of Chinese carbon fiber - province

Gross: 74, 429 tons

After several years, guangdong returns Chinese application ringleader afresh, shanghai also half step is caught up with, the position of Jiangsu and Shandong gets wind motion picture the noise is tremendous.

Total amount: 2, 346, 289 1000 dollars

From the point of amount, guangdong overtakes two years continuously Shandong, shanghai is become again the 2nd, fujian crosses 100 million dollar application to save cavalcade greatly.

4.4.Demand of Chinese carbon fiber - origin

Gross: 74, 429 tons

Homebred carbon fiber 2022 maintaining progress, market share 31.7% from 2019, 38% 2020, 46.9% 2021, climb rise 61% 2022, this behaved the tremendous progress of homebred carbon fiber adequately.

China is the biggest market of world carbon fiber, also be the wrestle field of manufacturer of each carbon fiber at the same time. Each country is right the supply of Chinese market, do not have specific law in last few years but abide. We just try to make certain explanation to its:

2022, chinese Taiwan, Korea, Germany all has different level to reduce to chinese mainland exit, we think, main reason is homebred replace; Hungarian reach the United States to be reduced to chinese mainland exit, and Mexico soars, main reason is Hungarian the stop production that is in short supply because of natural gas, gram of eminent Er peaceful exports contrast to decreased 2021 to chinese mainland 8.2% , basically be because of the reason with wind cable fatigued and weak market; Maintained fast growth of Japan to chinese mainland exit, the competitive dominant position that this says adequately to understand Japanese product and client faithfulness are spent. So, we are OK and bold issue a verdict: Japan still holds competitive dominant position in chinese mainland, and Chinese Taiwan, Germany Xigeli's product, in chinese mainland market competitive advantage remains to promote.

From the point of country of origin of entrance carbon fiber: Japan and Korea basically are small silk bundle product, the United States, Mexico, Hungarian, Germany basically is big silk bundle product, and Chinese Taiwan is size silk bundle give attention to two or morethings (big silk bundle basically be silk of two 24K form a partnership) .

Total amount: 2, 346, 289 1000 dollars

2022, as a result of market of whole carbon fiber in short supply, between time-sharing of annual greater part, price quotations is in went tall continuously on the foundation 2021. Import carbon fiber and its goods, the amount decreased compared to the same period 11.2% , and amount increased compared to the same period 4.1% , “ of homebred carbon fiber none ” of give the impression of weakness, price increment extent does not transport entrance product. And second half of the year begins, especially the fourth quarter, prices begins to turn head be issued to lower levels.

Big bundle of market, the price promotes a little, in 15.2 dollars / kilogram on the level. This price is large quantities of quantities purchase the value, to the user of small lot, these manufacturer often sign up for a 17-18 dollar / kilogram the price. On the whole, comparative 2021, global price increment 10% .

Industry of 5 China carbon fiber

5.1.Theory of company of Chinese carbon fiber is produced can

2022, we still cannot use “ to be produced actually can ” , main reason is a few small product line of bundle of enterprise, serve to use the company of the market at aerospace especially, their product line can be in 3K, 6K and 12K switch production. So, manufacturer is produced according to 12K newspaper normally can, and in actual production, 3K, 6K may be the greatest variety. If press actual 3-6K business accounting to produce can, we predict those who rectify a China to move produce can data should be deducted 9, 000-10, 000 tons.

China was produced 2022 can achieve 112, 050, ton, than the yield of 2021 can 63, 400 tons many went out 48, 650 tons (and the whole world the 2nd produce greatly can the United States produced the country 2022 can be 47, 900 tons) , this was 2022 second half of the year, especially the reason of be issued to lower levels of price of the fourth quarter. And these yield can medium, many it is second half of the year just builds, truly full load is supplied was 2023, can predict miserable intense of competition.

The former silk statistic of afore-mentioned majority enterprises, just produce with carbon filament can multiply calculate data with the appraise of 2.5, this basically is a specification: These manufacturer are had all or partial former silk supplies capacity, those who be not this enterprise is true former silk is produced can. Because be to be produced oneself,sell oneself, still do not have the meaning of exact count at present. In all manufacturer, 110 of Jilin chemical fibber, 000 tons are produced can be accurate data, besides self-confessed, still sell former silk to global market.

There are 3 enterprises to be not had at present in pursueing on own former silk is supplied, among them, bao Jing and achieve carbolic cereal newly to clutching the former silk base that builds oneself, likely this year put into production.

5.2.New development of estate of Chinese carbon fiber

2022, if ibid character place is narrated, dosage of homebred carbon fiber surpassed import volume first on the history, it is the milepost incident that is destined to be record in annals. This among them, entire industry all was this to make contribution.

The first kind of aerospace army taste applied enterprise, with Guang Wei answer material, brief science and technology is reached in too steel steel division is a delegate, still include constant god part to produce can, coal changes place Yangzhou base, Xi'an health this, Henan always coal, medium oily auspicious is changed, auspicious grinds the enterprise such as Gao Ke and Jilin god boat. Everybody these year make this application field jointly the imagination that old rate exceeds me. Of national defence war industry strengthen, not only let this kind of enterprise be benefited, effect of the excessive outside also will having, let other kind the company is benefited.

The 2nd kind of high-powered industry uses a company, the key of answer god eagle is Xining in the construction of 25 thousand tons of projects, on the number can increase only than was being produced 2021 2022 3, 000 tons, actual far more than this number. Announced in the harbor that connect the cloud 30 thousand tons of new enlarge produces a plan again at the beginning of 2023; 2022, constant god production is full, producing more is small silk bundle, will announce 20 thousand tons to in Shaanxi Yu forest invests construction external April / year high-powered carbon fiber produces base, first phase plans to be built first 5, 000, include line of carbonization of wet spinning of a dry in season and a big silk bundle carbonization line; Achieved carbolic cereal newly to add 4 carbonization line newly, the line of former silk craft that building according to its chooses to look, this company should return this kind; Ability of long Cheng Ke (before in how to believe) return carbon fiber big family again, produced completely almost 2022, made significant contribution for trade data growth, we hope this company can recombine through capital, throw next historical weights, develop potential of resource of production of high grade technology adequately, run together with the person of the same trade rise!

The 3rd kind of big silk bundle industrial application enterprise, the most dazzling it is group of Jilin chemical fibber, inside a year, former silk is produced can increase 50, 000 tons, carbonization line is produced can increase 26, 000 tons, can of this Jilin speed calls history of human carbon fiber the miracle that go up, unprecedented. It is Shanghai petrifaction next, in October 2022, big silk of first 10 thousand tons of class bundle carbon fiber device drives smoothly, the characteristic of this device is: Arrive from craft device is to be big only bundle of quantity body is custom-built, whole apparatus deepness is homebred change, own complete intellectual property. Bao Jing is building project of 60 thousand tons of former silk, solve former silk own problem, also be in at the same time extend 30 thousand tons of carbon fiber, plan to was finished 2025. La Xing is extending new development to expand mode. Xinjiang grand quadrature is finished in the end of the year produce can build, behave wait and see what happens to its!

3 kinds of afore-mentioned enterprises, 2022 45, 000 tons homebred in supplying taking score is not: 15.7% , 21.5% reach 62.8% . In all enterprises, the sale contribution of the state-owend enterprise is 88.8% . If ibid character place is mentioned, this year we not dare ” of supply exceeds demand of small talk “ , remind everybody sober enlarge is produced. In this report “ the 8th chapter is watched examine and ponder over ” , produce those who offerred us to think to afore-mentioned enlarge, consult for everybody only!

Media also reported following plans invest project of carbon fiber domain 2022, we turn pick as follows:

On May 4, high-powered carbon fiber and ceremony of start working of first phase project of project of industrialization of gas cylinder of hydrogenous the sources of energy are in the brilliant in Inner Mongolia city of industry of the annulus in the area that surpass rarely is held, the project plans to always invest 3 billion yuan, among them first phase project invests 300 million yuan, cover an area of 88 mus. 12K can come true after project building, carbon fiber of T700 level polyacrylonitrile is produced can 2500 tons / year, realize annual produce 400 million yuan;

On May 20, always invest Ma of 10 billion yuan of carat to depend on start working of project of garden of industry of zoology of new material of high-powered carbon fiber, cent period, build 70, 000 tons of carbon fiber;

On September 19, e Er is much this autograph of collaboration of strategy of project of base of production of catenary of carbon fiber entire industry always invests 6 billion yuan about, drive 10, 000 tons / year be born of project of high-powered carbon fiber, basically produce product of T800-T1000 high-powered carbon fiber, the plan builds 6 raw silk yarn and 6 carbonization line, form 30, 000 tons of former silk, 10, 000 tons of carbon filament and 5, the dimensions; of 000 tons of composite material

On November 12 morning, carbon fiber of function of Gu Gao of carbon of the Holy City grinds produce reach industrialization to apply autograph of demonstrative base project to make an appointment with, this project saves science and technology of cloud of country of research center of technology of carbon fiber project, benefit by Shandong university Shandong (Shandong) industry of Zhi Lianguo border of limited company, China grows (Shenzhen) limited company, China is general combination of advisory investment limited company invests construction, plan to make an appointment with 1000 mus with ground area, always invest 6 billion yuan, the project builds periodic 3-5 year, amount to postpartum can realize annual produce 20 billion yuan, profit tax 6 billion yuan, drive obtain employment 1000 people;

On December 29, meng Tai is new and high announcement: The company plans to be executive main body with limited company of fiber of function of tower of accept of wholy-owned subsidiary Guangdong, always invest 4.794 billion yuan, construction produces per year 10 thousand tons of carbon fiber and 60 thousand tons of differences to change; of acrylic fibbers project

On Feburary 21, 2023, capital attraction priority discipline centered black sea city December 2023 start working activity, limited company of machinery of spin of 10 thousand benefit and Wuhaitai mix Zhejiang company of coal cooking group is joint-stock established 10 thousand peaceful of Inner Mongolia company of chemical fiber group, 10 thousand benefit are spun machine occupy 51% accuse, group of 10 thousand peaceful invests 11.1 billion yuan, build 200 thousand tons of former silk and project of 100 thousand tons of carbon.

To afore-mentioned projects, come 20 years, we were experienced countless, had lost the interest of the comment.

Market of composite material of carbon fiber of 6 whole worlds

6.1.Global colophony base demand of carbon fiber composite material - a particular year

The demand of composite material of colophony radical carbon fiber, in answer material according to fiber 65% scale are calculated, in order to establish concept of a dimensions.

6.2.Global colophony base demand of carbon fiber composite material - apply (kiloton)

Gross: 208 kiloton

6.3.Global colophony base demand of carbon fiber composite material - apply (1 billion dollar)

Total amount: 26.21 billion dollar

2022, answer material income is global carbon fiber 26.21 billion dollar, business is anabiosising with aviation in the process, market of military plan, unmanned aircraft rises quickly; Suffer BMW 2021 besides automobile industry outside the influence of I3 of the stop production in year, other application divides the market to all have growth.

The sports of Chinese dominant is recreational equipment, because of the reason of epidemic situation, everybody has more time to be thrown in sports to lie fallow in, this drove equipment relatively high-speed grows.

The carbolic carbon of another China dominant answer material, heat up a material especially, as a result of the swift and violent development of industry of smooth hot season, drove the bitter fleabane break out of this domain to exhibit greatly, although the development 2022 is gentlier, we think is short time only adjust, this domain also is the applied market that a technology reachs high additional cost thick and fast at the same time. The contradiction of the supply exceeds demand of Dan Guangfu industry is more and more apparent, can develop continuously to industry health bury next hidden trouble.

We are awaiting make one's bow of orbit transportation industry all the time our cent market, without doubt, this market has very bright perspective, current main job still is in research and development and small lot application, the paragraphic will detailed introduction from the back.

6.4.Global colophony base demand of carbon fiber composite material - area (1 billion dollar)

Total amount: 26.21 billion dollar

2022, chinese market continues to overtake other international and area, make the whole world market of the biggest composite material; Of course, this overtakes still have bit of theory, when 2025, after American business restores in the round with aviation market, talent is real the dimensions that evaluates the market.

Distributing from afore-mentioned global industries, and the development history of the industry looks, catenary of industry of carbon fiber composite material still is the property that Euramerican Japan values very much, when us a few areas, because see labor of industry of a few composite material is concentrated, perhaps have a few pollution, consider as low end the industry. Actually, want these people to see international only the composite material workshop of car of top class a person of extraordinary powers, small-sized plane, basic also it is this about, and cannot be these always defined for low end industry? So, local government should value these composite material companies, support them to do ability to change, the environment is transformed reach a product to upgrade, these enterprises have latent capacity to become let local economy be benefited, the glazed high-tech enterprise on governmental face.

Chinese industry class is all ready, it is the good base that expands carbon fiber apparently, in the meantime, the adoption of carbon fiber often is industry upgrades the major move of replacement. The market potential that carbon fiber is in China is enormous, this is beyond question. Today's carbon fiber composite material still is in infancy, include more, much support, as the thrive of carbon fiber industry, will naturally drive more and more industry domains to use carbon fiber, become the important composition of industrial economy.

6.5.Global colophony base demand of carbon fiber composite material - workmanship

Gross: 207.7 kiloton

2022, twine pull crowded craft to be surmounted again beforehand dip shop puts technology, hold industry the position of the biggest craft. As the growth of wind report and gas cylinder application, this first position, short-term inside cannot shake.

Beforehand dip shop puts technology, as practical the material configuration with the most mature experience of the widest, application and shape craft, almost all application all can be in think of it for a short while, fumble again in using a process next characteristic, discovery is more efficient simplify craft, for instance the development history of cap of wind report bridge, from beforehand dip shop is let off cross massiness fabric, arrive again pull crowded board; For instance craft of car answer material, from beforehand dip shop is let off cross high-pressured RTM to wait.

Prefab body craft, make main technology in last few years, basically be the carbon of hot field carbon that needs because of Guang Fulu the swift and violent development of answer material and those who drive, no matter dispute is successive stereo felt, three-dimensional still and woven, braid wait for prefab body craft, be in at present carbolic carbon develops in answer material rapid. Among them a few progress also can let colophony radical composite material is benefited.

6.6.Demand of composite material of global carbon fiber - different matrix (1 billion dollar)

Amount: 32.44 billion dollar

We release this chart, aim to hint everybody does not want oversight colophony radical reachs the other matrix composite material besides carbolic radical, these material also are carbon fiber composite material one of everybody a group of things with common features.

Wait for much base material besides metal, pottery and porcelain, cement, gas gel also serves as new matrix, be united in wedlock with all sorts of fiber felt, become new-style composite material. In carbon fiber domain, beforehand the union of oxygen felt and gel of gas of 2 oxidation silicon, creating capacious applied market vacuum; Carbon fiber felt, black lead felt and carbon enrage the union of gel, also will change a lot of application.

Carbon fiber oneself also can be “ matrix ” , compound ” of oneself structure and functional “ , with carbolic accept rice carbon of rice of canal, poriferous accept combines ” of “ composite material, ” of these “ composite material can be new energy industry probably to offer revolutionary innovation.

2022, in makings of whole colophony base material, thermoplastic composite material held the proportion of about 25% , amount is 6.55 billion dollar about. Among them, the majority increases continuously to be not plastic, and successive carbon fiber is thermoplastic material, we reckon market share is controlled for 300 million dollar.

6.7.Chinese colophony base demand of carbon fiber composite material - apply (ton)

Gross: 114, 506 tons

2022, the gross of composite material of Chinese carbon fiber is 114, 506 tons.

2021, the leadership position of sports answer material is surmounted substantially by wind report again, we predict those who go down to this pattern can continue to continue. Growth of result wind electricity is slow, and sports market soares, 2022 sports transcended wind report again. The pattern of market of dominant of two big application meets wind report and sports continuously old.

Carbolic carbon answer material and pressure vessel are the “ star ” that rising gradually, development impetus is feral.

6.8.Chinese colophony base demand of carbon fiber composite material - apply (100 million yuan)

Total amount: 144.9 billion yuan

2022, the production value of carbon fiber composite material of the whole nation is 144.9 billion yuan; These data are surpassed according to us abstruse data model comes calculative, give a society the idea of an industry dimensions.

Aerospace the production value of answer material, we are to press structural member to come estimated, there are 81.6 billion yuan about 2022, surmounted sports equipment, make the cent market of the largest amount. Sports market, we come according to product factory price estimation, china has 36.5 billion yuan.

Wind cable market, we are squeeze according to pulling board come with fabric estimated, have 4.8 billion yuan income.

2022, answer material income makes an appointment with carbolic carbon 7.7 billion, make market of the 3rd big application quickly.

Trend of development of application of 7 composite material and look into

7.1.Aerospace uses the market

The development trend of the market pursues as follows: Was to the demand of carbon fiber 2022 20, 100 tons.

Show according to Cirium database data, global business was achieved with plane delivery capacity 2022 1141, grow 10.3% compared to the same period; Add newly affirm order 2013, compared to the same period 19.8% 2021. To answer material plane, according to information of Boeing company website: 2022 consign 31 Boeing 787, have bigger growth than 14 of 2021, but still under 53 consign was measured 2020, the pay level with before its epidemic situation 100 above is to go more very far; Occupy information of empty guest website additionally: 2022 consign 60 A350 plane, contrast has constant growth 55 times of 2021. These data surfaces, business is continueing with aviation get warm again after a cold spell, quickened get warm again after a cold spell 2023, return the level 2019. Other aviation market, if do not have man-machine, military plan to wait,suffer epidemic situation to affect not quite, still maintain relatively high speed stabilizes growth. This is we are increased 2022 the reason of market data. 2022, to flight car, core controversy is to use aviation or car technology, we think first the car after aviation may be a trend.

7.2.Wind report lamina uses the market

2022, development of wind cable market still keeps low fan, china but committee of major of wind energy of society of second birth the sources of energy (CWEA) data shows: The whole nation added capacity of wind report hoisting newly to drop compared to the same period last year about 11% , among them maritime wind report drops compared to the same period exceed 6 to become; Bureau of national energy resources releases data of statistic of countrywide power industry showed 2022, the whole nation was added newly last year and net wind report is installed machine 37.63 million kilowatt, decrease compared to the same period 21% . This is since 2015 machine of outfit of Chinese wind report appears first negative growth. The market of so miserable intense, add tall look forward to of carbon fiber price, wind report is in backwater condition basically two this years with carbon fiber.

2022, suffer influence of element of allowance of foreign wind field and cost factor effect, the dosage of carbon fiber plank of VESTAS of two big tycoons and GE did not grow the whole world basically, maintain it is in annual dosage 30, 000 tons, other a few are like GAMESA, NorDex, ming Yang, 31, Shanghai is electric the dosage that wait predicts to be 4500-4700 ton. Do not have growth almost.

From craft angle: 2022, pull crowded plank to be used at crossbeam already predominate, new material of science and technology of the material in nearly two years, times, medium answer wait for even numerous, Ai Lang blade manufacturer and leader plant 31 heavy industry, Ming Yang Shanghai is electric, electric waited to release use carbon fiber or carbolic Bo to mix in succession pull crowded crossbeam blade.

Bo fine and carbolic fine pull crowded board competition: In March 2022, times of individual plant continent is newest issuance TMT185 lamina, length amounts to 91 meters, use carbon fiber of fibre glass and rather than entirely, comfortable match 4.5MW to arrive 6.5MW type. All blade business is very clear of carbon fiber reduce heavy advantage and current, just be in cost is worthwhile do not cross Zhang.

Cartel of Chinese electric power can release " analysis of situation of supply and demand of power of 2023 year whole nation forecasts a report " in predict, wind report added outfit machine newly to will achieve 65 million kilowatt 2023, contrast had tremendous amplitude 2022, 2023, the price of groovy carbon fiber has been in the history is low, two industries cooperate cheek by jowl, hopeful pulls wind report carbon fiber a lair of before 3 years, return the condition of fast growth afresh.

7.3.Sports is recreational use the market

The demand that recreational market comes to sports 10 years develops a circumstance to be as follows, the demand 2022 is 24, 000 tons. Comparative 2021 grow 29.7% .

The cent market share of sports market is as follows:

Nearly 3 years, chinese carbon fiber applies advocate demand of engine wind electricity is fatigued and weak, and whole market demand still maintains high speed growth, the “ that this China carbon fiber develops material of sports of this need acknowledgment presses cabin stone ” . By ten million home medium and small businesses forms a group this, deserve business of our carbon fiber cherish with be kind to. Sports equipment has very strong include quality: Use high-powered carbon fiber in great quantities already, also use groovy function fiber in great quantities, still have many high standard thread, from the back also can accept big a few years bundle of fiber.

Chinese economy grows up to now, had made the requirement that sports and healthy industry erupt greatly. 2022 the winter of Shanghai petrifaction research and development abstruse torch, the car of snow having helm of spaceflight leading research and development, ski. Let the masses know carbon fiber this advanced material, those who be worth to advance carbon fiber and sports fitness equipment energetically is allied.

7.4.Pressure vessel uses the market

Ultimate cluster of carbon fiber gas cylinder: Breathe gas cylinder, CNG gas cylinder, hydric bottle reachs bottle of trailer length a canal. Trailer length a canal applies to CNG to reach hydric. As a result of the inadequacy of air entrainment infrastructure, the heavy card that at present CNG bottle, hydric bottle basically uses at securing a line, content sheds car and public transportation bus. Use hydric bottle with the car to multiplying, the trend is not at present clear still.

Occupy to the global market of of all kinds bottle than, we do not have accurate data, the data that can pass Chinese area only will estimate. 2022, dosage of gas cylinder carbon fiber is about 6, 000 tons. Among them, hydric bottle is occupied than 42% , CNG bottle is occupied than 29% , trailer length a canal is occupied than 16% , breathing bottle is occupied than 13% . In the near future, the growth that breathes gas cylinder will be steadier, but suffer base effect, growth amount is limited. The dosage of natural gas gas cylinder in future 3 annual meeting grow somewhat, but began to meet 2025 somewhat slow down. Main point of growth can appear in hydric bottle domain.

The brunt of global gas cylinder still is in Euramerican, main manufacturer is as follows: Luxfer, Faurecia, Hanwha Cimmaron, Hexagon Composites, Hexagon-Purus, Iljin Hysolus, NPROXX, Plastic Omnium, Toyota, Toyoda Gosei, these industry technology actual strength are powerful, among them several had decorated manufacturing plant in China.

7.5.Answer material applies carbolic carbon the market

The 3 big markets of answer material grow carbolic carbon as follows:

Market of undercarriage of Buddhist templeput on the brakes: Main business of international is: The Ho of Messier-Bugatti company of France, United StatesNeywell company, B.F. The Dunlop company of Goodrich company, Goodyear company and England. Undercarriage of aircraft Buddhist templeput on the brakes is main Magaoke having north, medium branch of apply the brake of Xi'an of ship aircraft Inc. , Bo Yunxin material, Xi'an exceeds the manufacturer such as code, Jin Bo. This market development is stable.

Spaceflight component: Main business is the relevant courtyard place of domestic spaceflight, carbolic carbon the spray pipe that composite material makes line of larynx of rocket of large solid body, engine with its superior performance, diffuse paragraph, termination cap the first selection material that wait. This market development is stable.

Heat up a component: Monocrystalline silicon furnace suppositions brilliant to fill movement of capital of Electromechanical, Beijing to connect science and technology, Jiangsu on main business 7 stars of equipment of photoelectricity of Hua Chengtian dragon, Beijing China achieve Kayex of PVA TePla AG of electron, Germany, United States company of Ferrotec of company, Japan; Inside monocrystalline silicon furnace, basically have bucket of material of carbolic felt function and crucible, heat preservation, protect dish of carbon waiting for carbon material of answer material composition: International enterprise is SGL company of Germany, company of element of carbon of the East China Sea; Home is engaged in carbolic carbon the unit of material of compound heat field includes the fine on appropriate of Jin Bo, day, exceed code, beautiful Lan De, grand radical to wait. Prefab body is carbolic carbon the production segment with answer important material, main business of home is: In institute of composite material of university of industry of limited company of new and high technology, Tianjin, appropriate promotes bird of day of academy of fibre glass of Nanjing of material science and technology, Jiangsu city flying boat is new and high limited company of data of science and technology.

Carbolic felt: To facilitate statistic, we also bring into carbolic felt this market, the application of carbolic felt we reach count of material of carbolic felt function this carbon carbon in answer lumber market, at present the carbolic felt of maximum is a service at monocrystalline silicon furnace. Be in store can domain, carbon fiber also has tremendous applied latent capacity, spreading out continuously.

2022, according to the judgement of president of Miao Yunliang of bird of day of Jiangsu of the expert inside course of study, carbolic carbon answer material is comparative 2021 have a bit drop. Integrated and a few otherer information, we are adjusted grow for appreciably.

7.6.Mix match a model to shape applied market

Mix match a model to shape (Molding&compound) tell strictly, not be an application market, be opposite however the description of craft, but the application as a result of these craft over or across is much, so, apply its classify into, facilitating specification. Mix match (Compound) it is to show blame is successive carbon fiber increases plastic, basically include short cut increase and LFT. Bo fine D-LFT proved the advantage of configuration of this kind of composite material in the wide application of car domain. The model shapes (Molding) basically be to point to a Sheet Molding Compound-SMC of shape moulding makings, bulk Molding Compound-BMC of makings of conglomerate form moulding. Because reclaim the affiliation of carbon fiber, let these be not successive configuration, and the mixture structure that is not successive configuration to add successive form, show a certain development space.

Be engaged in short cut carbon fiber to increase plastic, it is modified normally plastic enterprise, for instance SABIC, RTP, POLYONE, COMPTEX, POLYNT, Shenzhen fertile science and technology of golden hair of special, Guangdong. Be engaged in carbon fiber piece the proprietor of an enterprise that shape moulding expects wants to have: American QUANTUM, MAGANA, Ashland, CoNtinental Structural Plastics, the enterprise such as German MENZOLIT.

2022, this domain did not show a special news, but whole industry development maintains in stabilize development continuously. Basically reflect in: Civil and unmanned opportunity is right short cut enhance carbon fiber dosage to heal more big, besides the tradition antistatic reach part of electromagnetism screen function, will heal more much structural member begins to use carbon fiber to increase plastic. Comparative and other staple increases plastic, the basically sells a dot to depend on be being measured to plastic pattern promotion of carbon fiber. Mix equably match, rudimental length, fiber and plastic adhesion, should make more important than quantity of fiber itself model research way.

Composite material of comparative and successive fiber, c-SMC and forging answer material (FORGED COMPOSITES) the mould pressing that basically is used at complex part shapes. But, what the inadequacy that the model measures brings about sexual price to compare is insufficient, bring about these two kinds of material to did not get big promotion. One of orientation that promote a model the volume are pair of short staple is directional arrange, hope this domain causes the attention of unit of domestic answer lumber.

7.7.The car uses the market

The market demand 2022 is 9, 500 tons, comparative 12 2020, 500 tons, have 3, 000 tons reduce, its are main the reason is BMW company in the stop production end 2020 I8 of composite material model, be in again July 2021 stop production I3. Our estimation was affected nearly 5, the demand of 000 tons of carbon fiber, add other component, change one's costume or dress the growth of the market, gross decreases about 3, 000 tons. The backwater that lasts two years develops, the likelihood develops newly in be pregnant with.

The swift and violent development of electric car, to increase add boat mileage, must because of weightening finish of batteries model group, make to other part light quantified design. This basically includes part of batteries carapace, construction and boss.

Current batteries case is main material of fine answer of metal or Bo, the stricter requirement of batteries crust and test standard. For example, UL2596 standard (batteries crust hot out of control is evaluated - BETR) rolled out in January 2022, it is one kind evaluates sample of batteries crust material to heat up the method of out of control reliably. UL checks at the follow-up torch that announced in October 2022 and grit (TaG) predict to will be released 2023.

Structural part respect, the unifinication die-casting of tesla is the mainstream, part car identity solution for a few parts unifinication die-casting, in production cost, production efficiency, material reclaims wait for a respect to have great advantage; Assemble alignment peace all right undertake at the same time, truckload assembly needs to undertake only, this also promoted efficiency greatly. If press continuance of this train of thought to go down, dig when the potential of aluminium alloy when appearing, he may need with “ tall compositive the structural composite material that spends ” to be characteristic. By 2022, tesla official network says in heart city Austin builds the center of plastic production engineering of 58 million dollar.

Hub respect, carbon Revolution besides luxurious wheel hub, still announce development is mixed 23 inches wheel of 24 inches of carbon fiber, the target is to be used at dynamoelectric lorry and SUV market. This company is strange exert of Boeing company CH-47 to overcome helicopter wheel to have concept and project of test and verify. Italian Bucci rolled out rim of first 20 inches of carbon fiber, use technically at motion / domain of super racing bike. American Vision Wheel rolled out new carbon fiber wheel, this wheel braids joint development of expert A&P Technology with American IDI Composites International and composite material, the cost of every wheel is 2000 dollars lower even. American ESE Carbon Co. its wheel of composite material of carbon fiber of type of E2 an organic whole puts in the market after carry out, provide a service for Model 3 of tesla Model S, tesla and car of Si Balu WRX STI.

7.8.The building uses the market

Competence region is the building of an extensive meaning, include us not only normally the building of the meaning, also included construction machinery, bridge, sea wall, dike, channel and industrial conduit to wait, the application of composite material basically is like below a few domains:

1. builds those who reach bridge construction to fill strong; 2. River (the sea) consolidate of bank margin slope; 3. Structure of art architectural main body; 4. Build cross greatly / dimensional structure; 5. Conduit fills strong; 6. Construction machinery.

In afore-mentioned applied markets, the carbon fiber that has 80-90% fills with the consolidate at building and bridge construction strong. In Feburary 2023, turkey produces earth shake, the instant has collapse of many 20 thousand building, cause damage of 160 thousand buildings. The resident that how allows these 160 thousand buildings can return a relatively safe home quickly, carbon fiber fills strong it is the most reliable with quick way. Alleviate as epidemic situation, ascendant momentum of business of consolidate material foreign trade is swift and violent related our country carbon fiber, exemple of Ma Wei of above sea bold, foreign trade sells increase rate to exceed 30% .

In the river (the sea) respect of consolidate of bank margin slope, the muscle of carbon fiber composite material that research and development of academy of advanced material innovation produces Shanghai petrifaction finishs pattern plate treatment and concrete to irrigate, apply successfully at hidden danger of safety of Shanghai petrifaction sea wall to administer a project. The be born of CFRPA1.0 of anchor cable of new-style carbon fiber that research and development of company of 8 bureaus construction builds in academy of 8 bureaus project is being built to combine in project of some southwest and downy railroad, apply successfully at project of consolidate of downy edge slope, realized first time of homebred carbon fiber to unplug in Gao Hai the area applies, have the sense of milepost type. Carbon fiber muscle uses Beijing station early or late freeway, Chongqing two Jiang Sian face day door piece in project of area processing promotion, applied quantity is in 30 thousand meters of above.

Build cross greatly / dimensional respect, afterwards 3 inferior after the structure of carbon fiber all alone such as big bridge of river of be astonished of stadium, apprentice talking about a city, road of Qingdao big talk crossed wind river big bridge to use 48k is big first bundle of carbon fiber boom; Predicted big bridge of built Guangxi dragon door crosses diameter to exceed 1000m 2023, plan to use odd root length to exceed the carbon fiber sling of 100m, ultimate pulling force is amounted to 2, 000 tons.

Respect of structure of art architectural main body, the project of area of global innovation garden of Shanghai beauty passes building of argumentation high level smoothly to use big tonnage carbon fiber first inclined draw demand, building of carbon fiber creation is beautiful!

7.9.The electron is electric use the market

2022, the electron is electric domain, the market is in smooth growth.

It is domain of functional sex application above all: Short cut carbon fiber to increase plastic have the function such as screen of antistatic, electromagnetism to be in the product such as connect of transmission cable of camera of copycat, printer, number, data has had maturity application early, contrast is like the similar material such as carbon black, metal otherly, carbon fiber enhances plastic cost to reduce, the stability that can bring this market is patulous.

Mechanical enhance a respect: Main product configuration has long carbon fiber to increase plastic (LFT) enhance material with successive carbon fiber. LFT is an interpose actually at short cut with successive between, give attention to two or morethings the product pattern that has perspective of cost and function very much, next, thermoplastic interfacial problem, if why hold longer length and even and dispersive issue in plastic middleman and guarantor, these technical obstacle block up the wider application of this product. Successive carbon fiber enhances material, basically be the housing that is used at frivolous jotter, have the hot solid housing of classical craft among them, also have thermoplastic housing.

2022, the industry does not have special window, expression of tower of communication of carbon fiber of design of reseau of American Isotruss lattice is beautiful beautiful, in Philippine new plant go into operation, march formally Asian market. This kind exceeds light application of quantified latticedot matrix reseau is extensive, home should accelerate research and development and industrial production.

In smartphone domain, shenzhen city abundant is aimed at fold mobile phone with limited company of new material science and technology light the application that quantifies carbon fiber material, among them hinge door plank, flexible lid of batteries of the fine that reach Bo is propped up to already cooperated dimensions of many terminal manufacturer of domestic to change a quantity to produce below screen, the industry technology with be had certain is banner quality. In ultrathin low gram weighs structural member of nicety of small size carbon fiber, extended answer material craft, reach flatness to face of lens of carbon fiber exterior but fold function raises stricter craft sex requirement, extraordinary to industry application meaning!

7.10.Shipping uses the market

Current, shipping domain basically is to the demand of carbon fiber: Contest kind the shipping, shipping that exceeds passenger ship of luxurious houseboat, high speed and martial utility. Come for years, besides the contest kind shipping, in last few years, the taxi on dynamoelectric Hovercraft, water, high speed passenger liner uses carbon fiber composite material in succession, form new growth heat.

CW report: In August 2022, swedish Candela company announced P-12 moves back and forth boat plan, this is a Shui Yi dynamoelectric ferry, will reach Stockholm water area 2023. Candela claims, this ferry will be up to now the fastest, range is the the longest, most energy-saving dynamoelectric boat on the world, its characteristic is wing, hull, board, internal composition, foil piece pillar and rudder all are to use carbon fiber / epoxy resin is made through colophony infuse;

In September 2022, large ship group supertanker of sail of composite material of the 2nd acting carbon fiber (VLCC) shakedown and triumphal, the cooperative achievement that regards large ship group and carry out of the ship that enrol business as strategy of travel country double carbon, ” of “ Xin Yidui annulus installed sail of wing section of two large to new generation horniness, this sail presents as leading role by large ship group, the group develops the domestic scientific research that the unit such as material of ship's classification society of the ship that enrol business, China, Guang Wei answer participates independently;

In January 2023, guangzhou city port office learns, first China creates of great capacity of “ of passenger liner of high speed of complete carbon fiber date of bead bay ” is about to throw dock of passenger transport of Pa continent HongKong and Macow to carry of battalion of course of Hong Kong airport after the Spring Festival.

7.11.Core material uses the market

2022, we divide this the name of the market to become ” of “ core material from the change of ” of “ cable core before, this basically increased to build useful of all kinds carbon fiber among them core material, because the amount is insufficient still much, craft and cable core are similar, we are so temporary classify comes here.

The global demand of our statistic is 1, 200 tons, growth is slow, and industry interior statistic, estimation has 700-800 only ton, add building core capable person, reach 1200 tons amount. Cable core country is immanent 2022 have discovery hardly window, through watching network of official of American CTC company, below report 3 information:

In June 2022, CTC Global Corporation announces his to core of the 4th compound fiber is made and check a factory finishing devoted use. New plant CTC Global S.A. (CSA) be located in Paraguay inferior Song Sen, already provided a service for South-American client. The ACCC Core that CSA factory is a complete qualification is made and check a factory, added the plant that is located in California city, Indonesia and China, make CTC Global can satisfy the advanced conductor requirement of public utility of world each district.

The United States was stationed in Ao Bin of white · of Algerian ambassador Yi Lisha in December 2022 (Elizabeth Aubin) the signing ceremony that chaired concern of new partner of company of American CTC Global and Algerian ENICAB firm, the lead of line of power of built on stilts that both sides will produce high-powered, high-energy effect, the dilate with supportive Algerian electrified wire netting, raise efficiency and decarbonization.

In March 2022, CTC Global announces the subsidiary Ducab Me with Ducab groupTals Business(DMB) signs an agreement, the high capacity that makes this organization can make CTC Global in A couplet chief of a tribe, energy-saving ACCC conductor.

About building core material, besides before a few years inclined pull the bridge, stadium house to apply, still appeared 2022 project of consolidate of slope of edge of large construction, railroad and sea wall project (detailed sees the building divides the market) . If these apply promotion to leave, can be carbon fiber open up a new big market.

7.12.Other application market

Orbit traffic

2021, the gain that orbit traffic domain shows is very much, car of model of principle of float of magnetism of high temperature superconduction hands in line of test of big magnetism float to get offline successfully in southwest, this bodywork is Shanghai advance petrifaction of Inc. of science and technology of flying carbon fine, Shanghai and in the unit combines research and development related the car; The car in China train of float of 200 kilometers magnetism appears on the 7th acting speed per hour: Carbon fiber bodywork and in suspension are worn is Tang Shan development of Inc. of science and technology of fine of flying carbon of advance of Shanghai of engine company combination; Assume the development, our country speed per hour that has completely own intellectual property by the car in China system of traffic of float of magnetism of 600 kilometers high speed gets offline successfully in Qingdao, this model used carbon fiber composite material extensively; Shanghai Pudong new developed area faces electric car of rubber tyre of orbit of number of motivation of hydrogen of the volume in harbor to get offline, advance of Shanghai of car company combination got off the ground limited company of carbolic fine science and technology to develop cab of fiber composite material and work station in.

2022 the influence as a result of epidemic situation, the achievement of orbit traffic domain is revealed less, in March, 22 line head connect Guangzhou subway paragraph of formal enlightened operation, subway of ” of orange of this “ vigor and the “ bay area that will enable on September 28 last year are blue ” is same, used carbon fiber composite material. In November, shanghai faces harbor brand-new the volume in generation 2 lines (T2 line) all fronts of electric car of rubber tyre of orbit of hydrogenous motivation number tries operation, carbon fiber of Shanghai petrifaction 12k applies successfully at cover of head of this car vehicle. This is afterwards after realizing head of car of high speed subway to open the batch that shut a cover to move first, this product succeeds again the volume in coming true the head overspreads cab of wisdom rail electric car the commercial operation of the component, have good application to set an example the effect; In Feburary 2023, on Feburary 10, by in the domestic head that joint-stock company develops car long settle or live in a strange place lists the volume in much adaptability one-track system car gets offline in Chongqing. This car uses carbon fiber composite material, this car gross ril load only 9 tons, for one-track traffic whole system is small quantify laid a foundation.

Carbon fiber composite material to orbit traffic energy-saving fall this the meaning is beyond question, and applied foreground is very capacious. Current main obstacle: Stuff of metal of cost contrast tradition is more expensive, orbit traffic designs personnel to still need to accumulate to the design experience of composite material, these are the inevitable questions in growing process, also can solve necessarily as growing process.

Material of carbon fiber function

The main function sex of carbon fiber applies, besides the tradition flame retardant material: Beforehand oxygen silk, beforehand oxygen felt, still have traditional hot field stuff: Carbolic felt, black lead is strong blanket of soft felt, electric heat; Still have stuff of traditional screen of antistatic, electromagnetism: Short cut carbon fiber, crocus to increase plastic etc.

Material of new-style carbon fiber function, basically have:

A. The gaseous diffusion layer of fuel cell (GDL) ;

B. The carbolic felt of the electrode material of current batteries (black lead felt) ;

C. The carbolic felt of the leading electrode that replaces plumbic acerbity batteries board;

D. The material of carbon fiber of much smaller hole that promotes lithium ion batteries energy density;

E. Beforehand oxygen felt + composite material of gel of gas of 2 oxidation silicon

2022, main news is: The carbolic felt demand of current batteries is exuberant, relevant enterprise all is in energetically enlarge is produced. On March 13, 2023, net of official of company of person of the Supreme Being releases news, the aeriform diffusion layer that developed a kind of ply to be 50 micron only (Gas Diffusion Layer, GDL) , this is the diffusion layer of the thinnest a gas inside the industry. Exceed thin carbon fiber through what develop the company (PotenCia® ) with counterpoint fiber of fragrant black silk ribbon (Twaron® ) be united in wedlock, use proprietary papermaking technology. PotenCia® makes new GDL realizes exceedingly good conductivity, and won't damage the activator layer inside fuel cell, and Twaron® conduces to tall wear and water proofing property. Accordingly, the small hole layer that does not need a convention (MPL) , this makes new GDL is decreased thin to 50 micron, be less than the half of traditional GDL ply. Person of the Supreme Being uses experience of its rich fiber processing technique, developed a kind to exceed thin carbon fiber, have long fiber and tall crystallization to spend.

8 observation and think

Current situation of industry of 8.1. China carbon fiber reachs existence issue

2022, the carbon fiber quantity of total demand of chinese mainland market is 74, 429 tons, comparative 2021 quantity of total demand 62, 379 tons grew 19.3% . Among them, homebred quantity 45, 000 tons (occupy than 60.5% ) , comparative 29 2021, 250 tons increased 53.8% ; The entrance is measured 29, 429 tons (occupy than 39.5% ) , comparative 33 2021, 129 tons reduced 11.2% (entrance of the first time on the history is reduced) . Homebred portion jumps, surpassed import volume first. Begin from 2022, homebred carbon fiber has become the mainstream of Chinese market to supply, this homebred the climate that supersede will stronger and stronger. Begin from 2021, china has become global carbon fiber to move actually produce can (63, 400 tons, occupy than 30.5% ) reach demand (62, 379, occupy than 52.9% ) the biggest country. 2022, the whole world 10 big the biggest produce can in the company: Jilin chemical fibber (the 2nd) , in answer god eagle (the 4th) , achieve carbolic cereal newly (the 8th) , Bao Jing carbon fiber (the 9th) . Henceforth a few years, chinese mainland enterprise holds the whole world to produce can can be expected soon of half of country.

In the meantime, we must see the inadequacy of our industry existence clearly:

The industry is big and not strong, international competition advantage has not been formed, evaluating index is sexual price is compared. Contrast of afore-mentioned homebred quantity imports a quantity to acquire larger dominant position, a respect is the effort of industrial oneself, also import tariff adds value added tax to make entrance product value much give about 32% very big correlation. Export data to look from our country custom additionally, the exit of great majority is to result from the exit after receiving makings treatment, the exit very little of enterprise of our carbon fiber.

Repeat construction serious, this divides a level to tell, the first level, object clearly be being propped up without new technology, the repetition that is technology of duplicate and existing industry merely is built. Media reported 2022 join a project newly not less, we appeal: The capital of relevant local government and project backside needs to make good feasibility survey, ” of sodden poop deck of one ground chicken feather, one caboodle is in “ is common on carbon fiber history; The 2nd level, the inadequacy that reviews existing product line adequately (function, quality and cost respect) , and with the type with international advanced level is opposite mark, understand the technical position with at present located oneself, the test and verify that more progresses with the technology produces a basis as enlarge, and rather than gives priority to the enlarge that guide to produce for market of race to control. Because latter is politic,not be the way that develops continuously. The 3rd level, the technology that believes firmly you already international is banner, can be dominant with opportunity of market of race to control, large-scale duplicate produce can, although be on this administrative levels, the enterprise also dare not loosen technical research and development.

Consciousness of development of low cost technology is not quite strong, face in last few years the market flourishs, price theory is tall, our more effort is used in extend to produce can go up, the strength that develops to be the technology of the mark with ” of “ low cost is abate. This is breakneck, once market be issued to lower levels, a large number of unit that do not have cost advantage may become the negative capital of the enterprise.

Internationalization is managed have not start, this divides a pace normally, the first pace is exit, china precedes the enterprise just begins, when after abroad user is increasing, should develop the 2nd condition, those who build place to sell development of support of storehouse, technology, combination and production factory is necessary. See international tycoon, industrial position is had basically in Euramerican Asia, especially 3 tycoons of Japanese, native land market is limited, the supply that blended in client of Euramerican big application adequately catenary, this is all in all to the research and development of enterprise itself.

Innovation of applied zoology catenary is lacked badly, the mechanism that crosses industry collaboration innovation remains exploration and breakthrough. Up to now, in the application of global carbon fiber, return neither one almost our country starts bigger field formerly, basic it is on the development foundation of the west and Japan duplicate or magnify. And the job of the transition of new energy resources of our country may be world strength is the greatest, included report of car of new energy resources, wind, solar energy, hydrogen among them can, of all kinds store can batteries, additional industry of characteristic of our country developing, for instance Gao Tie is orbit traffic of the representing, place of large and artistic building, large sports, large bridge. These all are industries of our country carbon fiber can extend the applied zoology cable length with innovation hard.

8.2.The industrial situation with current whole world and think

We once did general narration to ” of industry of “ carbon fiber, in the conflict that has produced inside the industry, is development for instance high-powered be must? Is low cost carbon fiber inferior to others? Actually, the source that these conflict arise is once general narrate a habit. Through nearly 20 years struggle tough act vigorously is entered, we had formed 3 kinds of big companies inside course of study, it is respectively the first kind is enterprise of application of aerospace war industry, enterprise of application of the 2nd kind of high-powered industry and the 3rd kind is big silk bundle industrial application enterprise. To 2022, industry of Chinese carbon fiber moves actually produce can, the first kind is occupied than 14% ; The 2nd kind is occupied than 15% , the 3rd kind is occupied than 71% . (earnest specification: Method of this kind of classification is rougher, main the preparation technology from current business, advocate battalion product and applied market will classify, business development is dynamic, the market also is change, this classification also can be adjusted subsequently optimize. )

War industry of the first kind of aerospace uses a company, with Guang Wei answer material, medium brief science and technology, too steel steel division is a delegate (in still including, answer god eagle reachs constant god part to produce can, coal changes place Yangzhou base, Xi'an health this, Henan always coal, medium oil, fiber breed of production, besides with T1100 class, the carbon fiber such as IM10 class and M60J class is top class breed of the representing, other all already or realizing industrial capacity to produce, solved subproblem blocking neck basically. This kinds of enterprise makes sure national war industry is safe, principal attention orders the company is function and freeboard quality stability, low cost wants pursuit of course, but urgent pitch is far be inferior to from the back two kinds of enterprises. The hair force of this kinds of enterprise nods: Firm qualitative synergism, supply a gap, reduce cost!

International respect: Industry of American military affairs is powerful, its are main manufacturer conspicuous family name and cyanogen are this kind of enterprise especially, basically serve Yu Jun to taste the task, sell a product in competitive market rarely. The martial industry of Japanese itself suffers be restricted, development space is limited, but Japanese Dong Lidong state 3 companies share produces 3 water chestnut can participate in homeland and construction of Euramerican war industry, they are in Euramerican and active strengthen mainland to produce can build, more deepness ground blends in construction of this locality war industry.

The 2nd kind of high-powered industry uses a company, basically use equipment of sports of car of aerospace, general aviation, flight, high end, high-powered heat in the light of business the advanced industry domain such as container of field material, advanced high pressure. Special without the first kind of enterprise quotation supports this kinds of industry, price of main support sex lives than get with development. With in ability of god of constant of answer god eagle, Jiangsu, long Cheng Ke (before in how to believe) for the delegate, advocate hit a product to be T700 and T800 (contain similar be like,taste newly the Gao Ren breed between M30-40) . To civil aviation spaceflight, comfortable boat attestation asks the material appraisal under needs to grow cycle to accumulate, the means of the construction of the database and material appraisal needs to raise efficiency and progress. This kind of enterprise is the material safeguard that improves the health for advanced industry. The principal attention dot of the enterprise is sexual price is compared, can pass improve performance or reduce cost to get. The hair force of this kinds of enterprise nods: Promote a gender valence comparing, compose builds international competition dominant position.

International respect: Japanese Dong Li, east state, 3 water chestnut, korea dawn star all is the important player of this application, american conspicuous family name and cyanogen are special besides army article, also serve hereat the high-end market of the domain - business uses aerospace market. The preparation technology system of stage model and Turkey DOWAKSA is in this domain, but competitive advantage is insufficient, the market basically applies in the 3rd kind, preparation technology system and market do not match, gain will be more difficult.

The 3rd kind is big silk bundle industrial application enterprise, basically be aimed at is equipment of traffic of car of wind report lamina, new energy resources, orbit, groovy sports, groovy hot field material, new-style function material. It is a delegate with petrifaction of Jilin chemical fibber, Bao Jing, Shanghai, La Xing (still have enter newly nearly two years of travel achieve carbolic cereal newly, xinjiang grand quadrature) . This kind of enterprise is to be whole industry system to upgrade the strategic material of replacement is propped up, before contrast two kinds of enterprises, principal attention orders the company is low cost. The hair force of this kinds of enterprise nods: 48K stabilizes production, breakthrough T700; Stride to 100K stage by stage; The whole world takes the lead in developing gigantic silk bundle (> 100K) carbon fiber and application, race to control market of the 4th kind of fractionize. The 3rd kind is big silk bundle under industrial application enterprise, have company of 4 kinds of fractionize:

The first classification - complete big bundle of enterprise, have big silk of complete 48K and above bundle preparation technology, former silk accedes the low cost capability of acrylic fibbers is strong, representing a company is gram of peaceful of American eminent Er and Shanghai petrifaction. The core advantage that the American enterprise Zhuo Ertai that Dong Li bought 2014 overcomes is former silk the low cost ability of successive acrylic fibbers exceeds strong! So, he is the enterprise that looks the cost on preexistence bound has an advantage most. Shanghai petrifaction is domestic head furniture has depth of own intellectual property, equipment homebred change, can accuse independently and have to the design ability, use international the unit of 10 thousand tons of class of mode of the most advanced production.

The 2nd classification - do not perfect big bundle of enterprise, former silk accedes the low cost capability of acrylic fibbers is strong, but 48K and above are big bundle preparation technology remains to perfect, for instance Jilin chemical fibber, and achieve carbolic cereal the Bao Jing that cooperates with its, newly to reach Xinjiang grand quadrature, this kind of enterprise the product of 90% still is 48K the following, big silk of 48K and above is had on former silk bundle ability, carbonization capacity is not sufficient still; Or carbonization capacity is enough, former silk is controlled about. Achieve carbolic cereal Bao Jing, newly to building oneself protonema to fasten in compose, need special attention former silk the low cost ability of successive acrylic fibbers, enter the mode of the 2nd kind of enterprise possibly otherwise;

The 3rd classification - not complete big bundle of enterprise, have complete 48K and above preparation technology, former silk accedes the low cost capability of acrylic fibbers is not strong, for instance the big silk of 3 water chestnut of Japanese bundle board piece, former silk of Xigeli basically depends on Germany 3 water chestnut, in the acrylic fibbers plant that oneself buys, newly-built former silk plant returns the low cost of not sufficient successive acrylic fibbers. La Xing does not have acrylic fibbers to prop up, low cost develops direction to have an obstacle. Raise its are big bundle function arrives high-powered, compare in order to get better sexual price, make the inevitable choice of synergism of this kind of enterprise. Of course, means of this high-powered development also is the choice with afore-mentioned two fractionize automatical enterprises, this not only the way that can allow an enterprise to develop many times, at the same time as a result of low cost have an advantage already, meeting concussion uses a space to the 2nd kind.

The 4th classification - the gigantic silk that did not appear bundle enterprise, the low cost ability of successive acrylic fibbers exceeds former silk strong, overturn the technology of line of short circuit carbonization of sexual innovation drive. Analyse from market respect above all, the brother is the same as the door of carbon fiber - fibre glass, enhance fiber as what apply the most extensively at present, be born earlier than carbon fiber more than 10 years merely, global Bo fine was produced 2022 can 11.1 million tons, produce 10.4 million tons actually, dosage is in 940 ～ 9.5 million tons. Under contrast, global carbon fiber was produced 2022 can be 220 thousand tons about, actual dosage is controlled in 130 thousand tons about. The application of comparative carbon fiber and fibre glass, besides printed circuit board wait for insulation application, carbon fiber cannot be replaced because of electric conduction, go up from function merely, the market height coincide of carbon fiber and fibre glass, and the way that carbon fiber still has many fibre glass to apply impossibly: For instance screen of electric, electromagnetism, ablation prevents hot, advanced structure to wait. From actual carbon fiber potential demand looks, lamina of mere wind report, car reachs orbit liaison man, the mankind has used carbon fiber for many times, its effect benefit is remarkable, hard entire industry is popularized and the core problem of batch application is too expensive.

We will analyse carbon fiber cost, former silk respect, we with propylene nitrile history all valence 12, 000 yuan / ton for exemple, at present big silk bundle preparation cost is about 10, 000 yuan / ton, and the preparation cost of acrylic fibbers about 4, 000-5, 000/ ton. Theoretic, the cost of former silk can approximate acrylic fibbers indefinitely, this also is the pursuit with former silk current business, so, the Yuan Sicheng of polypropylene fine is reduced originally have larger space. Inside the frame of technology of existing carbonization line, main cost is the problem of specific power consumption of the retention period that oxidizes beforehand and carbonization furnace, use the method of innovation, can realize ” of “ short circuit and cost completely to drop substantially. Our country should begin the work of research and development of this respect as soon as possible.

8.3.Our country is current and opposite sense of all ready situation of carbon fiber industry is extraordinary

As comparative as the powerful nation such as Euramerican Japan, we are the most all ready, enterprise of application of war industry of the first kind of aerospace solved “ basically to block neck ” problem, the raw material safety that ensured production of national defence war industry supplies a problem; The 2nd kind of high-powered industry uses a company, this kind of enterprise is the material safeguard that improves the health for advanced industry. The 3rd kind of big silk bundle industrial application enterprise, this kind of enterprise is to be whole industry system to upgrade the strategic material of replacement is propped up. This kind of all ready industry structure, the adamancy that is strategy of development of confluence of the army and the people is propped up.

Technology of the applied market of enterprise of 3 kinds of carbon fiber, preparation, craft reachs equipment, have its difficulty and key severally. From our country course of former silk technology looks: just a little kind former silk uses DMSO more dry in season is wet + times taller draft + high speed course, basically Dong Ligen occupies his to course of acrylic fibbers craft develops and go out this, dong Li of our Ceng Shicong, so, this craft course collected our country's most enterprise and most academic resource.

Not allow the fact of oversight is: 3 water chestnut (DMAC) , east state (family name of ZnCl2) , conspicuous (NaSCN) , cyanogen is special (the tycoon such as DMSO) all also is a basis its are distinctive acrylic fibbers foundation and development gives different technology course, also made outstanding carbon fiber on respective course.

Dong Li is the company with great industry, it is certain that this cannot choose the technical route that derives he chooses great, just acceded actually of the enterprise go to already resource or say to be aimed at specific applied market at most, the discretion that will judge a technology from this is more dilettante lift. In the mankind under the long-term competition of course of technology of numerous acrylic fibbers, the DMAC that winner is cost get victory and NaSCN are wet + multistage draft + middling speed, this is tall productivity, much technology the mature engineering technology of compositive production acrylic fibbers, this is the mainstream technology of the 3rd kind of enterprise, complete also be identical the target of the 3rd kind of enterprise.

Look from carbonization line technology: The first kind of application is current 3-6K is given priority to, wide cut waits in using relatively appropriate; The 2nd kind of 12-24K is given priority to, the 3rd kind of 48K and above are given priority to, 25K basically is the complement because of 48K in short supply, the 23rd kind, need to introduce line of carbonization of wide cut high speed. Carbon fiber develops today, we need to realise soberly: Level of the acrylic fibbers gene of your enterprise, acrylic fibbers, former silk and course of carbonization line technology reach a choice, decided you can serve to use the market at which kinds; Conversely, defined target market when you, selected the craft course that does not match and technical system however, this is disaster to the enterprise.

So, from industry point of view, the personage inside our travel should form classification to talk the habit of the thing, cannot again general express expert opinion or alleged consensus, the health of industry of this can serious misdirect develops; Our each type enterprise more cannot only me alone honour, won't value other type company, this meeting shows ignorance, mutual study and draw lessons from, just be an industry this some ethos; From academic angle, just a little kind once was the heat that scholars study, and the characteristic that science and technology develops is:

As a result of the organizes run mode vast difference of scientific research and enterprise, once the enterprise mastered some technical hind, a few years short meet a scholar swing on acknowledge give a few markets, so, the scholar must choose industrial blank and new commanding elevation, just can have live the opportunity with development, in just a little kind the market, mobile space of the scholar is extremely finite, if the company still comes you cooperate when all-pervasive Great Master, basic it is a few did not join a company truly. Provide sectional point of view from government and travel owner, answer to understand the current situation that the industry grows adequately, cannot say turkey to one and bazzard to another, more want essence of life accurate administration, fill short board, stimulative pace, support the balanced and orderly development of the industry.

The proposal that 8.4. China carbon fiber develops

(The demands for be more than analysis with serious 1) and proposal

2021 the demand market of our country is 62, 379 tons (entrance - 33, 129 tons, homebred - 29, 250 tons) , move produce can be 63, 400 tons, among them, as a result of Jilin chemical fibber, in answer reach achieve those who wait for an enterprise newly to produce can finish it is by 2021, all yield that can supply the market can with 29, 250 tons comparative, homebred carbon fiber is in 2022 first half of the year day still feel well, to second half of the year, the yield of 2021 construction can 63, 400 tons are released completely, obtained 45, 000 tons total sales, supply and demand has had 18, 400 tons of breach, although deduct convert to produce can, also have about 10, 000 tons redundant produce can, this was 2022 base market value drops, the main reason that inventory increases.

2022 the demand market of our country is 74, 429 tons (entrance - 29, 429 tons, homebred - 45, 000 tons) , move produce can be 112, 050 tons. Redundant produce can have been as high as 67, 050 tons, element of subtract convert etc, china had minimum completely 2023 96, 000 tons supply capacity, according to the most hopeful estimation, total 2023 demand 90, 000 tons, 29 of the entrance, 429 tons in, have about 19, 000 tons of improvement trade, in last few years, this number is very stable in 18, 000-19, 000 tons between, those who show these demand is homebred replace have difficulty, basically depend on the quality of the 2nd kind of enterprise will surely be denied firmly with pass an imperial examination of Dong Li competition the cost of 3 kinds of enterprises reduces capacity whether compete with ZOLTEK. Conclusion: By the most hopeful estimation demand increases, homebred fiber expression is best, market at least had 20 2023, 000 tons redundant produce can.

Afore-mentioned analysis just is analysed slightly first, we return 3 kinds of methods that use a company: War industry of the first kind of aerospace, do not need referenced afore-mentioned judgment, this industry according to plan is characteristic, its special supply and demand evaluates means. The 2nd kind of high-powered industry uses a company, advocate making a product is T700, got hurt 2022 not quite, but the trend that the price glides has been shown come out, OK and local basis afore-mentioned supply and demand change, competitive pressure can greaten, decide miserable intense rate won't come from interior of this kinds of enterprise possibly, because cost difference is not big, the high-powered big silk that can come from the 3rd kind of enterprise bundle product. Such under, our home company can pound international only with stable quality the market of lead company, the firm qualitative ability that wants you only is enough. The 3rd kind of market, because we return the 48K that has lot to enter the market, substitute 25K is the mainstream, the yield of 25K itself can increase sharply, 48K is produced can release in succession this year, this market is competition the area of the most miserable intense, produce can patulous most too fast, may cause the great harm of oneself.

Of course, the thing also can have good one side, the price of the 3rd kind of enterprise is intense compete, use before the meeting is exciting do not rise or wait-and-see big application client enters the arena, for instance wind report, once they enter the arena, demand can appear cruel add, afore-mentioned supply and demand analyse automatic invalidation. The 3rd kind of market should experience this ablution necessarily, the enterprise that will early be produced to a few radical enlarge is meddlesome, come late the enormous pressure that can cash flows. This among them, be about to see company of the 3rd kind of 4 fine classification with “ low cost ” is argue of capability of prominent symbol technology. Of course, technical capacity is sufficient, to upgrading the product to T700, taking low cost advantage to pound market of the 2nd kind of application, also be a profitable line of course.

Pass afore-mentioned analysises, with respect to the position that at present Chinese industry is in the world, no matter how short-term supply demand relations changes, before we do not have banner world, still still have tremendous progress space. Differ somewhat with traditional industry, not be to rely on resource advantage, not be capital dominant position more, technical system (high-powered, high quality, low cost) still be core element. Current level, produce spread regard as the train of thought of burnish technology system is right choice. And producing a target for the enlarge of loot market share may be danger, one action is inadvertent, the management of the enterprise is likely because of this get into trouble.

(Catenary of industry of 2) carbon fiber achieves what new student condition builds to think

This is the long-term issue of the industry, our annual report has relevant reflection. Last year, we speak of the United States and Japan about market drawing (Market Pull) reach a technology to drive (Technology Push) two kinds of old thinking, in the different development phase of material and application, have its effect severally. Use us afore-mentioned “ system of ” of 3 kinds of big 4 classification, our redo is analysed, the first kind of aerospace army taste applied enterprise, the majority is the applied drawing of model; Enterprise of the 2nd kind of high-powered application, for instance business uses aerospace, may be Boeing, empty guest and Shang Fei only this kind of large user does applied drawing. We discover a law: These applied clients already test and verify of carbon fiber cannot be replaced or valence compares the gender to satisfy its requirement basically. So, they can apply zoology of tractive industry catenary through commercializing a method to finish.

Where is flight car? This is the product between machine of interpose Yu Fei and car, current, basically be the existing system that uses aviation answer material, next, the amount of aviation answer material and cost are very difficult with the car answer material competes, route of what kind of craft should choose after all? Be to apply drawing or technology to advance? The 3rd kind of big silk bundle industrial application enterprise, for instance VESTAS of magnate of international wind cable overcame cost inferior position, insist to use carbon fiber all the year round, drawing gives a huge market; Watch home instead, wind report lamina is in all the time disrelish carbon fiber expensive, with do not rise, manage together, domestic car and orbit traffic are faced with this expensive and not dare the problem of dimensions application.

When the sexual price that uses a client to discover current carbon fiber asks than still cannot satisfying its, how should we go does compose build innovation zoology chain? Applied end is used deficient, and jump over need not, carbon fiber industry jumps over lack to fall strongly this technical research and development, become a fast knot. The core that opens fast knot is not to apply end to use unused issue, it is issue of technology of carbon fiber cost. After solving problem of low cost carbon fiber, does application come with respect to nature? Return so that be based on low cost carbon fiber, with application end develops low cost jointly answer material shapes craft and applied technology. The investment of research and development of all these all lies below the state of risk of a height undertake. This moment, should be government or social orgnaization enlist support, as the support to domain of of car of new energy resources same.

(3) encourages an industry to form “ double carbon to reach as soon as possible reclaim the thought of recycle ” pays at the action

Net of European parliament official on December 18, 2022 message, european parliament and government of European Union each country are discharged with respect to European Union carbon trade system (program of EU ETS) reform reached an agreement, announced carbolic duty proposed law further relevant details, affirmatory carbon border land adjusts mechanism (CBAM, weigh ”) of “ carbon custom duty to will rise formally from 2026 again proof. Custom duty of European Union carbon will rise on October 1 this year carry out. Was to 2026 2023 transfer period. These blow on the face and the situation of international double carbon that come, the height that should cause entire industry takes seriously.

Itself of preparation of our carbon fiber is the industry that high cost of a “ discharges ” high, be in early 1999, manufacturers Association of Japanese carbon fiber (Japan Carbon Fiber Manufacturers Association, JCMA) the ” of “ lifecycle detailed list that announced carbon fiber first (Life Cycle Inventory, LCI) data, update ceaselessly again from the back. In October 2022, in newest carbon fiber complete lifecycle evaluates a report in, carry the count that produces to Japanese carbon fiber, announced manufacturing 1kg carbon fiber: Direct specific power consumption is 318.2 MJ(89KWH) , add raw material the sources of energy, 350.2 MJ (98KWH) of add up to. Discharge capacity: CO2-19.849 Kg, NOX-0.0353 Kg, SOX-0.0161kg. The check of the similar index that the director branch related our country or trade organization need to develop pair of carbon fiber businesses as soon as possible reachs statistical system, after this system is built, not only target of service double carbon, also can regard carbon fiber enterprise as the principal opinion index of integrated technology capability. Enterprise of entire industry carbon fiber should strengthen the use of pair of green the sources of energy, for ready-made of product competition advantage.

Itself of carbon fiber preparation is ” of tall platoon of “ high cost, its application all has “ the great sense of the energy-saving ” that decrease a platoon. The whole life cycle of JCMA considers to show in the report: In cycle of run of 10 years, every business decreases carbon with the plane 27, 000 tons; Every are multiplied decrease carbon with the car 5 tons, 3MW wind report decreases carbon 720, 000 tons (20 years) . If ” is born to have ” of bit of “ original sin at the beginning of the “ of carbon fiber, but in its life all the time, be in desperately “ condonable ” . The green that is the world makes contribution.

After carbon fiber life ends? Wait when report of plane, wind, car after discarding as useless, carbon fiber still won't disappear, ” of second birth of reincarnation of its meeting “ , because be at the beginning of “ ,give birth to ” of thoroughly tempered of the “ in ” process, accomplished the body ” with “ not bad King Kong, theoretic carbon fiber is had infinite the actual strength of ” of “ reincarnation second birth, just every time the “ appearance ” after “ reincarnation ” is met somewhat difference, application also arrives from the plane car; Unripe ” carbon fiber is outstanding at the beginning of “ , use unit evaluation; And its gene is outstanding, the people that lets ” of second birth of their “ reincarnation will evaluate. This crowd is carbon fiber reclaims the entrepreneur of recycle people.

Open an impertinent fun: Carbon fiber enterprise fostered a son, and reclaim recycle enterprise fostered grandchildren and heavy grandchildren, their mission and take on of course gets respect. Do poineering work difficultly before 20 years, enterprise of Chinese carbon fiber is in with all one's strength foster a son, begin from now, some sons had grown up, enterprise behoove puts partial energy in breed grandchildren respect, this ability is responsible parent! This respect, the enterprise of Euramerican Japan is far tall we prepare. It is big application enterprise not just, be like Boeing empty guest, early began reclaim the job of recycle; Join company of large carbon fiber, be like person of Dong Li emperor 3 water chestnut 3 big tycoons, also be in cooperate actively with relevant enterprise, for downstream client and industrial catenary, in advance layout reclaims the job of recycle.

This works, the Nantong that Shanghai hands in big Mr. Yang Bin to establish the job of science and technology of answer source new material is worth to admire, they stand on the commanding elevation that carbon fiber complete lifecycle analyses, cherish ideal, bear mission, hold to composite material of carbon fiber of research and development for a long time reclaim recycle technology. 2022, carbon fiber of second birth of their get through uses an approach, become international head home to be able to be passed reclaim the enterprise of recycle gain, and become reclaim international of carbon fiber domain obtains the whole world first times to reclaim standard (GRS) the enterprise of aptitude attestation, become big company of international carbon fiber and the associate that use big plant try to be the first to cooperate.

Speak of reclaim recycle technology, cannot avoid to talk about thermoplastic composite material, current, domain of aerospace war industry reachs artificial and skeletal domain, give priority to with PPS and PEEK matrix, although these two base material are far costlier than epoxy resin, but shape many cost can be saved on craft. Recreational domain also has sports many thermoplastic material, if wait by sneaker; And dimensions industry domain waits in the car, more it is PA and PP, as a result of the astringent requirement of cost, here more dispute is successive configuration, main purpose is the dosage that reduces carbon fiber, compare in order to get taller sex price. Answer material basically passes hot solid sex splitting decomposition law will depart fiber and colophony, and thermoplastic answer material, simpler, heat model is changed shape again, and should depart fiber and plastic, be not easy thing. Current, enterprise of global majority carbon fiber all provided material of oar of hot solid sex, thermoplastic oar makings carbon fiber is extremely exiguous on market. The research and development that suggests enterprise of our carbon fiber increases this respect works, for thermoplastic answer material provides material safeguard.

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