In the past three years, the market and industry of carbon fiber and its composite materials have entered a period of rapid development.

In the past 2018, the carbon fiber industry has achieved fruitful results.

In terms of market, the domestic carbon fiber market will reach 6.5 billion yuan in 2018, and the domestic carbon fiber composite material market is expected to reach 13.5 billion yuan, up 26% and 19% respectively.

In terms of industry, the self-sufficiency rate of carbon fiber has increased year by year, and will exceed 40% for the first time in 2018; the growth rate of carbon fiber composites has increased steadily, maintaining a growth rate of over 20%.

Looking forward to 2019, it will be a crucial year for opportunities and challenges to coexist. The carbon fiber and its composite materials industry is “out of the box”.

Challenge 1: There is still a gap between Chinese enterprises and foreign leading enterprises

Due to the late start of our carbon fiber industry, many grade products have bottlenecks in production, and have not yet fully involved in the design of composite materials and end products. The downstream market has low recognition, such as high-strength high-mode carbon fiber and high-end large tow carbon fiber. , high-end equipment, core additives, composite materials design), applications (such as automotive, aerospace) and other aspects are far from the international advanced enterprises.

Challenge 2: Breakthroughs in some high-end applications in the short term are still difficult

In the short term, there are still some difficulties in the application of domestic carbon fiber composite materials in the high-end field, especially in the automotive field. Although carbon fiber composite materials can greatly improve the safety and safety of automobiles, fuel efficiency and service life by virtue of their excellent performance, they have been recognized as the automotive industry. An ideal lightweight material in the field.

However, we have very few materials companies that have the right to design and develop the front-end of the automobile industry. It is difficult to obtain high value-added and market leading position in the single production of ordinary materials. In addition, it also needs to face the bottleneck of carbon fiber technology and the existing automobile industry. The production line conversion, the low efficiency of manufacturing of composite parts, and the low repair value after damage is used, the capital, time and risk involved should not be underestimated.

Opportunity 1: The domestic technology is gradually broken, and the “six leading” is fully led.

In recent years, China's carbon fiber and its composite materials technology has broken through, and related enterprises have accelerated their layout. The carbon fiber and composite materials industry has developed rapidly in terms of product grade, production line scale and application fields, and its application in downstream high-end fields and special working conditions. The expansion of the market laid the foundation.

Opportunity 2: Reduced manufacturing costs, increased industrial demand, and promotion of “military transfer to the people” to enhance market vitality

With the upgrading of carbon fiber material technology, the optimization of production technology and the expansion of production scale, domestic carbon fiber materials will be expected to reduce manufacturing costs in 2019, and will be used more in the industrial field, especially in wind turbine blades, wire and cable, pressure vessels. The use of such fields will continue to expand.

On the other hand, some of the domestic military carbon fiber products have been successfully applied in the military industry, and some products have begun to actively promote the application of “military transfer to the people”, which will inject a strong force into the domestic high-end carbon fiber and its composite materials.

Opportunity 3: Industry chain extension + industrial agglomeration, China's carbon fiber and its composite materials industry is about to come

Yancheng Xiangsheng Carbon Fiber Technology Co., Ltd. is a registered trademark of “Xiangli”, which integrates scientific research, development, production and sales. It is committed to researching the functional and design diversity of special fiber composite materials such as carbon fiber and aramid fiber. Developed a rotorcraft shell with independent intellectual property rights, landing gear, aircraft planting spray system, seaplane float, swamp boat, aerodynamic ship, aeronautical communication helmet, carbon fiber for plastic reinforcement, carbon fiber powder for friction material, brake system It uses 16 series of chopped carbon fiber, carbon fiber rope, carbon fiber cloth and carbon fiber filament special fiber cutting machine.