The domestic para-aramid fiber industry is developing well. The Russia-Ukraine conflict provides new opportunities for domestic enterprises.

Para-aramid fiber (aramid 1414), the full name is poly-paraphenylene terephthalamide fiber (PPTA), the main raw materials are para-phenylenediamine and terephthaloyl chloride. Due to its excellent thermal stability and chemical inertness, para-aramid fiber occupies an important position in high-performance composite reinforced fibers. Together with carbon fiber and ultra-high molecular weight polyethylene fiber, it is known as the world’s three major high-performance fibers. It is mainly used for Optical fiber cables, automotive industry, bulletproof protection and other fields.

For a long time, with the development of global science and technology and high-tech industries, the global demand for high-performance materials has continued to increase, and the application fields of para-aramid fiber have gradually increased, especially in rubber tires, military protection, wires and cables, and building materials. , composite materials and other fields continue to unleash market potential. Thanks to the development of para-aramid fiber production technology and the increase in output, para-aramid fiber has also expanded from a few special fields such as national defense and aerospace to civilian and industrial fields. Para-aramid fiber is gradually developing from special high-end materials to standard materials and general-purpose materials.

At present, para-aramid fiber production capacity is mainly concentrated in the United States, Japan, and Europe, such as Kevlar fiber from DuPont in the United States, Technora fiber from Teijin Company in Japan, Twaron fiber from AkzoNobel Company in the Netherlands (now merged by Teijin), and Terlon fiber from Russia. wait. In particular, DuPont of the United States and Teijin of Japan occupy important market shares in the global para-aramid fiber market with their leading product performance, huge production capacity and good brand image.

From the domestic market, Taihe New Materials Group Co., Ltd., Sinochem International (Holdings) Co., Ltd., Zhongfang Special Fiber Co., Ltd., Shandong Jufang New Materials Co., Ltd., and Blue Star Chemical New Materials Co., Ltd. Aramid fiber production accounts for the vast majority of the country’s share, and the industry is highly concentrated. Among them, Taihe New Materials Group Co., Ltd. and Sinochem International (Holdings) Co., Ltd. have larger production scales and stronger domestic influence. According to the released “2023-2027 Para-aramid Fiber Industry Market In-depth Research and Investment Prospect Forecast Analysis Report“, 2022 In 2018, China’s para-aramid fiber output was 15,800 tons.

As the core material for the production of protective equipment such as bulletproof vests and bulletproof helmets, para-aramid fiber has an important application in the field of bulletproof protection. Since the outbreak of the conflict between Russia and Ukraine, the demand for protective equipment such as bulletproof vests and bulletproof helmets from Russia and Ukraine has increased sharply. Russia, in particular, has increased its production and supply of bulletproof vests and bulletproof helmet factories, prompting it to purchase large quantities of products from my country. Aramid fiber drives the growth of demand for para-aramid fiber in China. Analysts believe that in the future, if the conflict between Russia and Ukraine ends, the production scale and alignment of Russian body armor, bulletproof helmets and other protective equipment will Demand for aramid fiber may decline.