The market space for carbon fiber prefabricated products is huge. Analysis of representative enterprises in my country

According to the “In-depth Market Research and Investment Strategy Suggestions Report on Carbon Fiber Precast Industry 2022-2026” released by the Industrial Research Center, carbon fiber Preform is a general term for weaving filament carbon fiber or chopped carbon fiber into a carbon fiber preform with a specific shape through technologies such as spinning, web forming, quasi-three-dimensional molding, composite needle punching, etc. It is the most basic structural reinforcement of carbon fiber composite materials. body. Carbon fiber is an important strategic material for the development of the national economy. It can be widely used in many fields such as national defense, aerospace, energy, automobile transportation, medical care, construction, etc. The market space is large, which is beneficial to the development of the carbon fiber prefabricated industry.

Since 2015, the Chinese government has successively introduced a number of policies to encourage and support the development of the carbon fiber industry. The “14th Five-Year Plan and 2035 Vision Goals Outline” proposes to strengthen the research and development and application of high-performance fibers such as carbon fiber and their composite materials. At the same time, my country’s carbon fiber-related technical bottlenecks continue to break through, and core competitiveness continues to increase. Furthermore, the development of my country’s military aviation, civil aviation, and aerospace industries is accelerating, the demand for new materials in new energy power generation, rail transportation, automobiles and other fields continues to grow, and the scale of the carbon fiber market continues to expand. It is expected that my country’s carbon fiber demand will exceed 60,000 tons in 2022, which provides sufficient space for the development of the carbon fiber prefabricated body industry.

Chujiang New Materials is the leader in my country’s carbon fiber prefabricated industry. Its subsidiary Tianniao High-tech has strong R&D and production capabilities in the field of carbon fiber prefabricated carbon/carbon composite materials. It is the only company in my country that has the ability to provide carbon fiber prefabricated materials for the aerospace industry. enterprise. The carbon fiber prefabricated body of carbon/carbon composite materials has high technical barriers. Only a few companies in the world can mass-produce it, and the products of foreign companies are generally not sold to the outside world. The carbon fiber prefabricated body produced by Tianniao High-tech breaks the foreign technology monopoly and can be used for aircraft brake discs and Other aircraft parts and thermal field material manufacturing fields.

In the first half of 2021, Tianniao High-tech’s revenue was 228 million yuan, its net profit was 90.2076 million yuan, and its net profit rate was approximately 39.6%.

Jinbo Co., Ltd. is another representative enterprise in my country’s carbon fiber prefabricated body industry. It is mainly engaged in the research and development, production and sales of carbon-based composite materials. Carbon/carbon composite materials are its main products, mainly used as thermal field materials. The single crystal drawing furnace and polycrystalline ingot furnace required for the production of crystalline silicon in the photovoltaic industry are being manufactured. Jinbo Co., Ltd. has the ability to independently produce carbon fiber preforms. Carbon fiber prefabricated products have high added value. Therefore, compared with other carbon/carbon thermal field material manufacturers, Jinbo Co., Ltd. has a cost advantage and significant profitability.

Industry analysts said that the scale of my country’s carbon fiber prefabricated body industry is still expanding. In March 2021, the first phase of the Tianniao High-tech Carbon Fiber Thermal Field Prefabricated Industrialization Project was successfully put into production. After all is completed and put into production, its production capacity can reach 650 tons/year. At the end of 2021, the first phase of the carbon fiber prefabricated body project built by Tianyi Shangjia in Jiangyou Industrial Park was completed, and the first phase of the production line was successfully put into operation. Generally speaking, my country’s carbon fiber prefabricated body industry is developing well, but technical barriers are high. If new entrants do not have independent research and development and production capabilities, there will be little room for development.