My country's carbon fiber market is growing rapidly

At present, my country's carbon fiber industry is still in its infancy, and there are problems such as low industrial concentration, low capacity utilization, and urgent need to improve the technical level. At the graphene industry development trend and investment forum held last week, Gao Yunhu, deputy director of the Department of Raw Materials of the Ministry of Industry and Information Technology, mentioned the fact that overseas carbon fiber giants are extremely sensitive to the advancement of Chinese companies in the industrialization of carbon fiber, and it has been realized for the first time since 2008. Since the large-scale production of carbon fiber, foreign companies have repeatedly adopted low-price dumping strategies to kill my country's carbon fiber industry in its embryonic state.

"In 2008, Chinese enterprises announced the large-scale production of T300 carbon fiber, and the international price of this specification product dropped from the initial 500 yuan per kilogram to less than 120 yuan; in 2011, the T700 level experiment was successful, and the international price fell from 400 yuan per kilogram to 320 yuan. Yuan; last year the product was put into production, and the international price further dropped to 160 Yuan per kilogram." Gao Yunhu said.

Throughout the international market, the production of small and medium carbon fiber tows is basically controlled by Japanese companies such as Toray, Toho and Mitsubishi, with a market share of about 70%; large tows are mainly composed of Zoltek from the United States, SGL and Controlled by Toho, Japan, the market share is about 80%. Among the many segments of the carbon fiber industry chain, the above-mentioned companies basically monopolize the core technology. Among them, the polymerization, spinning, and traction steps in the production of PAN precursors, the low-temperature carbonization and high-temperature carbonization in the carbonization process occupy two links The profit share of the entire industry chain is 55%-75%.

In contrast, my country's carbon fiber industry, due to the quality of carbon fiber precursors, high temperature resistant materials and several key technical factors of large-scale high temperature furnaces, the self-sufficiency rate was only 2.3% in 2000, and it has risen to more than 15% in recent years. The latest data shows that my country's carbon fiber products are mainly low-end products such as small tows. T300 carbon fiber has achieved domestic production, mainly small tows 6K and 12K; T700 is in small batch production; T800 and T1000 have also begun related research and development .

"my country's current carbon fiber industry layout is dominated by the low-end, which is a necessary step for this industry. Using cost advantages to quickly stimulate the rise of domestic demand and occupy the global low-end market is the hope of China's carbon fiber industry. It is not impossible to achieve a breakthrough in key technologies, or to obtain policy support at key points, to achieve overtaking on a curve." An industry analyst told reporters.