① low-altitude economy, robotics and other emerging industries to accelerate the promotion and lightweight demand, driving carbon fiber composite to meet the incremental space;

② Zhongfu Condor, Jilin Chemical Fiber, Guangqi Technology, etc. are all in the beach layout. Blonde Technology said, "The company's carbon fiber reinforced composite materials can be used in low-altitude aircraft such as flying cars and drones";

Subject to higher costs, it will take some time for carbon fiber to gradually replace traditional materials in the application market.

financial association, June 24 (reporter Wu Xin, Lu tingting) because of its advantageous properties such as weight reduction and enhancement, "black gold" carbon fiber in the material industry is regarded as a national strategic material and is of great use in aerospace, robotics, new energy and other fields. Market analysis believes that the low-altitude economy, robotics and other emerging industries to accelerate the development trend of lightweight, carbon fiber composite demand will meet the incremental new space.

The Ministry of Industry and Information Technology recently issued a document stating that it is necessary to accelerate the cultivation and growth of the new material industry. In view of the huge potential of the carbon fiber consumer market to be released and the high-business application scenario is still expanding, the pace of the layout of players in industries such as Zhongfu Eagle (688295.SH) and Jilin Chemical Fiber (000420.SZ) continues to move forward. In terms of related business and application development, the securities department of Guangqi Technology (002625.SZ) revealed to the Caixin News Agency that it has signed cooperation agreements with potential strategic parties in the low-altitude economy. Many interviewees also pointed out that it will take some time for carbon fiber to gradually replace traditional materials in the application market due to higher costs.

"lightweight" carbon fiber "C" debut

As a lightweight, corrosion-resistant, high-strength, high-modulus high-temperature-resistant fiber, carbon fiber and its composite materials can be called a "slimming" weapon. Its application in the lightweight market has attracted much attention, and the future demand is also bullish.

According to the report of China Business Industry Research Institute, the market size of China's carbon fiber will be 12.81 billion billion yuan in 2022, up 20.69 percent year on year. It is predicted that the market size will reach 17.14 billion yuan in 2024.

"The growth in demand for carbon fiber reinforced composites (CF/PEEK) is closely related to technological advances, innovative applications, and product landing and mass production." Zhang Yi, CEO and chief analyst of AI Media Consulting, told Caixin that it mainly uses carbon fiber to modify PEEK to improve the mechanical strength, friction resistance and impact resistance of PEEK materials, and has many application scenarios in industries with rapid development in recent years, such as aerospace, robots, automobiles, 3D printing, etc.

Since the beginning of this year, the low-altitude economy, humanoid robot policy and industrial catalysis have continued, and the advancement of lightweight trends has made the future demand for carbon fiber and its composites in these areas worth looking forward. It is understood that the eVTOL body needs to meet the lightweight requirements, and carbon fiber materials play a key role. They are usually used in key components such as the frame, wing surface and propeller of the aircraft, which can reduce the weight of the aircraft and improve the flight performance.

according to the calculation of debang securities, the demand for carbon fiber for a single eVTOL is between 100-400kg. according to the data of Cirium ruisiyu, the global eVTOL order is about 6300 as of may 23. assuming all the eVTOL orders are released by 2030, it is expected to boost the demand of 1,000 tons.

CF/PEEK is the core material of the humanoid robot. Tianfeng Securities analysis pointed out that the application of carbon fiber in humanoid robots mainly lies in the mechanical arm. Relevant products of domestic institutions have proved that the overall quality of the mechanical arm made of carbon fiber composite material is 30% lower than that of aluminum alloy, thus reducing the center of gravity and vibration of the arm frame, effectively improving the safety and stability.

On the news, Tesla is rapidly expanding the number and scale of humanoid robot Optimus. In addition, low-altitude aircraft developers such as Yihang Intelligence and Xiaopeng Huitian all use carbon fiber as the main material for the fuselage structure.

It is worth noting that compared with traditional materials such as glass fiber, aluminum alloy and steel, carbon fiber is more expensive, which affects its replacement speed in the downstream market. A person from a listed company told the Caixin News Agency that the price of glass fiber is low, less than 10000 yuan per ton, but even when the price of carbon fiber goes down, the price per ton is about 7-80000 yuan.

The person further stated, "Carbon fiber has become a trend for its application due to its light weight and high strength. However, manufacturers must consider cost performance and cost to gradually replace it. This requires a certain period and time."

Strong demand for listed companies beach layout

At present, the relevant manufacturers are brewing to expand to the aforementioned areas.

Guangqi Technology Securities Department told Caixin News Agency reporters that in the low-altitude economy, it has signed cooperation agreements with potential strategic parties. In addition, the company mainly supplies to military-industrial OEMs, in addition to the use of aviation, navigation, but also in the field of drones.

The Securities Department of Blonde Technology (600143.SH) also told reporters that the company's carbon fiber reinforced composites and special engineering plastics can be used in low-altitude aircraft such as flying cars and drones. "Traditional manufacturers of low-altitude aircraft, as well as those who develop aircraft, use the company's materials more or less." In terms of the new demand for carbon fiber and its composite materials for humanoid robots, blonde technology said bluntly, "it depends on the speed of industrial incubation and outbreak".

Carbon fiber prices are unlikely to return to their highs in the short term due to the decline in the growth rate of wind turbine blade installations in one of the largest downstream applications. But the domestic leading enterprises are constantly coming to the news of capacity expansion, why? Or look at the low-altitude economy and other emerging applications of high-performance carbon fiber demand.

zhongfu eagle (688295.SH) previously raised more than 0.9 billion yuan to build a high-performance carbon fiber project with an annual output of 30000 tons, which is expected to reach a usable state in 2026. The company replied in the investor interaction platform that domestic substitution accelerated, driving the expansion of emerging downstream scenes, and the company in low-altitude flight, humanoid robots, commercial aerospace and other fields, have different degrees of layout. At present, it has supplied directly or indirectly to Yihang Intelligence, Xiaopeng Huitian and other enterprises.

Zhejiang baojing carbon material co., ltd. will complete the expansion of 30000 tons of production capacity by 2025. Jilin Chemical Fiber is also seeking to use carbon fiber as the second growth curve. In 2023, its 12000-ton carbon fiber composite project will be put into production one after another.

a reporter from the financial union called Jilin chemical fiber securities department as an investor and learned that the company is actively expanding the low-altitude economic field and has already applied its products, but so far the volume is not particularly large. According to relevant sources, it will be some time before the large-scale volume is released, and now it is also setting and proofing parameters with downstream customers.

Investors are also eyeing carbon fiber. Orange IT data show that since 2024, the number of financing events around carbon fiber has totaled 3, compared with 10 in 2023.

The value of PEEK (polyether ether ketone) used in combination with carbon fiber also increases. Zhang Yi believes that "although PEEK still has room for improvement in aging resistance and chemical resistance, and has a long R & D cycle and return cycle, overall, it has strong demand as a new material."

blonde technology, the annual production capacity of 21000 tons of special engineering plastics under construction is expected to be completed in December this year. Walter also told reporters, "PEEK has a broader market space under the background of downstream development of' plastic instead of steel' and' lightweight."

it is understood that the design annual production capacity of polyaryletherketone (PEEK is an important variety) of water shares (002886.SZ) is 1000 tons, of which the first phase of the project has completed the evaluation of fire protection, environmental protection and trial production plan. The first phase of the project will enter the trial production period from the construction period, and the formal production license will be obtained later.

Walter shares further told reporters: "the company is a supplier of head customers in the global unmanned aerial vehicle field. the unmanned aerial vehicle material solutions provided by the company have been successfully applied to key components such as blades, fuselage, pan-tilt, motor, remote control handle, etc. of unmanned aerial vehicles in different fields to help downstream and end customers realize the application needs of high strength, large load, corrosion resistance, long endurance and other scenarios." In the downstream robot industry, Walter said, "The company's lightweight body and lightweight materials for domestic robots and robot dogs provided by the company for downstream and end customers have been recognized." Collection

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