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Overseas giants join hands to invest in carbon fiber companies, and concept stocks welcome opportunities for take-off

Recently, Zoomlion and Italian enterprises jointly invested in carbon fiber materials company, the market is expected that the average annual growth of carbon fiber demand will reach 30% in the next three years, carbon fiber industry has huge development prospects, related concepts are expected to continue to blowout.

According to Hongyuan Securities research report, carbon fiber has excellent performance and is used in a variety of high-end fields. Carbon fiber (CFRP) is a fibrous carbon material with a carbon content of more than 90 percent; Carbon fiber is black, hard and has characteristics such as high strength and light weight. In the traditional field, carbon fiber can be used in machinery, automobiles, pressure vessels, construction, home appliances and other industries, in the emerging field, carbon fiber can be used in aerospace, wind power, ocean engineering and so on.

Global carbon fiber industry: the demand is growing rapidly, and high-end products are promising for a long time. With the rapid growth of carbon fiber in automotive, various mechanical equipment, aerospace applications, is expected in the next few years, the rapid growth of carbon fiber demand trend is expected to continue for a long time, 2015 global carbon fiber consumption will reach 70,000 tons, the average annual compound growth rate of 9.37%. With the development of other industries, the application space of carbon fiber will have a new large-scale growth at any time, such as the field of carbon fiber deep sea exploration, in the field of new energy and other applications.

China's carbon fiber industry: the current demand gap of 70%. At present, China's carbon fiber industry is mainly concentrated in the synthetic materials and end product application two links, only a few enterprises engaged in the production of raw silk and carbon fiber material production, but the quality and quantity can not meet the demand of the Chinese market. It is expected that by 2015, the total demand for carbon fiber in China will reach 13,500 tons/year, and the carbon fiber market will show rapid expansion in the next few years, with an average annual growth rate of 18.41%. At present, China's actual production of carbon fiber is less than 2000 tons, self-sufficiency rate is less than 30%, so China's carbon fiber demand gap is still very large.

High performance carbon fiber problem solved

The 18th China International Composite Material Industry Technology Exhibition was held in Shanghai World Expo Exhibition Center from September 5 to 7. On the 5th, SYT45(T700 grade) high-performance carbon fiber produced by China's equipment and international mainstream technology has attracted wide attention. According to reports, carbon fiber is a widely used strategic new material. SYT45(T700 grade) carbon fiber is produced by Zhongfu Shenying Carbon Fiber Co., LTD., the only enterprise in China that can industrialized the production of dry spray wet spinning T700 grade carbon fiber. The product exhibition marks the first time that China has cracked the problem of industrialized production of high-performance carbon fiber.

In addition, at the 8th Northeast Asia Expo, Jilin City, China's earliest city of research and development and production of carbon fiber, launched a carbon fiber industry matchmaking meeting to deepen exchanges and cooperation with carbon fiber enterprises, universities and research institutes outside China, and build a "China Carbon Valley" by relying on scientific and technological innovation.

In the past two years, Jilin City has invested 85% of its scientific research funds in carbon fiber projects, which are used to support carbon fiber enterprises to research new technologies and develop new products. Jilin Carbon Valley general manager Zhuang Hailin said, carbon fiber bicycle, woven cloth, bicycle carbon fiber accessories and other products have come out, carbon fiber heating products, cold clothing, heated floor and other products into the market, car bottom protection board, car heated seat has completed the vehicle experiment...

Jilin City carbon fiber industry formed a "propylene - acrylonitrile - polyacrylonitrile based carbon fiber forefilament - carbon fiber - carbon fiber downstream products" China's most complete carbon fiber industrial chain, initially formed a cluster, large-scale development trend, in January 2010, Jilin City was identified by the Ministry of Science and Technology as the national carbon fiber high-tech industrialization base.

Around the national key areas, industrial fields, civil fields and building reinforcement fields, Jilin City key investment promotion of an annual output of 1 million square meters of prepreg, an annual output of 100,000 carbon fiber sporting goods, an annual output of 70,000 carbon fiber engine bottom protection plate and other 16 carbon fiber industrialization projects.

In the recently held project signing ceremony, Hong Kong Fuyi International Engineering Construction Co., LTD., Xiamen Alpha Sports Goods Co., LTD., Guangdong Peida Composite Materials Co., LTD., signed 16,000 tons of special fibers, carbon fiber research and development and products and 4 million square meters of carbon fiber prepreg cloth 3 projects, a total investment of 3.1 billion yuan.

"Twelfth Five-Year Plan" period, Jilin City will accelerate the start of carbon fiber core area, carbon fiber products deep processing area, carbon fiber auxiliary materials supporting area, carbon fiber key equipment manufacturing and maintenance area, carbon fiber R & D business district and other five functional areas.

Yingda Securities said that among the listed companies involved in the concept of carbon fiber, it is recommended to focus on Sinosteel Jitan (000928.SH) and Sanpu Pharmaceutical (600869.SH).

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