Carbon fiber has excellent performance and has been widely used in aerospace, sports and leisure, wind power blades and other fields. Carbon fiber is a high-strength, high-modulus fiber material with a carbon content of more than 95%. It is a microcrystalline graphite material obtained by stacking graphite flakes in the axial direction of the fiber and subjecting it to carbonization and graphitization. . Carbon fiber composites are widely used in aerospace, sports and leisure, wind power blades and other fields, especially for national defense, due to their advantages of light weight, high specific strength, high specific stiffness, fatigue resistance, corrosion resistance, and convenient large-area overall forming. In the field, carbon fiber and its composite materials have played a key role in reducing the weight, high performance, and long life of weapons and equipment, and their consumption has also become one of the signs of advanced weapons and equipment.
Japan has a complete rayon-based, PAN-based, pitch-based, and mesophase pitch carbon fiber industry, occupying the commanding heights of various subdivision technologies and controlling the high-end product market. Toray Japan is a global player in the carbon fiber industry. Previously, it mainly produced high-performance small-fiber carbon fiber, and entered the low-cost large-fiber carbon fiber segment industry through the acquisition of Zoltek Corporation. ZOLTEK is the first company in the world to develop and produce cheap and high performance large tow carbon fiber. According to the "2017 Global Carbon Fiber Composite Market Report" statistics, in 2017, the global theoretical carbon fiber production capacity was 147,100 tons, of which the three Japanese companies had a total capacity of 70,200 tons, accounting for 47.72%, which has an absolute leading advantage.
The US PAN-based carbon fiber industrialization lags behind Japan, but still has strong strength. The United States has the technology, products, and production capacity that can guarantee military use, but the cost performance advantage of the product is not as good as Toray. HEXEL (Hexel) is the largest carbon fiber research and production enterprise in the United States, and its products have been used in military aircraft. The carbon fiber produced by HEXEL has been widely used in A400M transport aircraft, RAH-66 Comanche helicopter, F-22 fighter aircraft, F-35C fighter aircraft and intercontinental missiles.
China's carbon fiber technology has developed rapidly and realized the industrialization of high-strength carbon fibers. High-strength medium-mode and high-strength high-mode carbon fibers have also been successfully developed. In 2002, under the strong promotion of seniors in the materials industry represented by Mr. Shi Changxu, the 863 Program established a carbon fiber technology research project, and the Natural Science Foundation also supported the development of basic research on carbon fiber. In 2005, the state promoted the "one-stop" management model for carbon fiber preparation and application. Under the traction of the Aerospace 703 and Aviation Industry 601, the domestic carbon fiber preparation and application technology developed efficiently and rapidly, and solved the problem of domestic carbon fiber materials used in major national defense equipment. "Are there any"? Initially realized the independent guarantee of key materials. At present, China has been able to produce T300, T700, and T800 carbon fibers on a large scale, with domestic substitution capabilities, and has successfully developed T1000, T1100 high-strength medium-mode carbon fibers and M55J, M60J high-strength high-mode carbon fibers.
In 2018, the total domestic carbon fiber production capacity reached 26,800 tons / year, but there were fewer high-end applications, and the industry concentration trend became stronger and stronger. There are more than 20 PAN-based carbon fiber manufacturers and 6 carbon fiber research units in China. According to Sail Carbon Fiber Statistics, the domestic carbon fiber company sales in 2018 were approximately 9,000 tons.
In 2018, the domestic carbon fiber industry's concentration is accelerating. The theoretical production capacity of eight thousand-ton carbon fiber companies has accounted for 86.9% of the country's total. The trend of industrial concentration will become stronger and stronger in the future. WHGW Carbon Fiber Composite Material Technology Company and JSZJ Carbon Fiber Technology are the main carbon fiber suppliers in China's aerospace industry. In recent years, the rapid development of aerospace has driven the rapid growth in demand for related types of carbon fiber. Therefore, the two companies have a good profit situation, and their revenue and profits Faster growth. Carbon fiber companies serving industrial applications, represented by JSZF high-performance carbon fiber technology. 48K large tow carbon fiber raw yarn manufacturers represented by JLHX Special Chemical Fiber Group and SHSH Petrochemical are building a raw yarn base with international competitiveness. Carbon fiber enterprises serving the entire industry chain model, represented by JSHS Carbon Fiber Group, have made many breakthroughs.