The largest-scale event in history, a major announcement from the oil industry! The world's first release, "Black Gold" achieves a significant breakthrough (with stocks)

Our country has reached an advanced international level in the field of ultra-high-strength carbon fibers.

Member countries of the International Energy Agency agree to release 400 million barrels of strategic oil reserves

According to CCTV News, IEA Executive Director Fatih Birol stated on the 11th that IEA member countries have agreed to release 400 million barrels of strategic oil reserves to address the risk of global energy supply disruptions caused by the war in the Middle East. He said this move aims to stabilize the global energy market and mitigate the impact of escalating Middle East tensions on oil supply and prices.

Previously, Xinhua News Agency reported that Japanese Prime Minister Sanae Highashi said on the 11th that the Japanese government might begin releasing national oil reserves on the 16th. This will be the first time Japan has released its national oil reserves independently since establishing the national oil reserve system in 1978.

It is noteworthy that this is the sixth coordinated stock release by the IEA since its founding. The previous releases occurred in 1991, 2005, 2011, and twice in 2022. The current release scale will be the largest in IEA history.

On March 11, international oil prices fluctuated upward. WTI crude oil futures briefly turned negative during trading, closing up 5.94% at $88.41 per barrel; ICE Brent crude futures briefly fell more than 6% during trading, but closed up 6.64% at $93.63 per barrel.

Our country independently develops the world’s strongest ultra-high-strength carbon fibers

CCTV News reported that on March 11, China’s independently developed T1200-grade ultra-high-strength carbon fiber was officially launched globally. China has become the first country in the world to achieve mass production of this level of carbon fiber at the hundred-ton scale. This completely breaks the long-standing technological monopoly of foreign countries and marks that our country has entered the international advanced level in the field of ultra-high-strength carbon fibers.

The head of the T1200-grade carbon fiber R&D at Central Composites Shen Ying said that this ultra-high-strength carbon fiber has a tensile strength increased by over 14% compared to the previous T1100 grade. Thanks to its ultra-lightweight and high-strength characteristics, T1200 carbon fiber can reduce equipment weight by more than 10% in relevant fields. It has broad application prospects in strategic emerging industries such as commercial aerospace, low-altitude economy, and humanoid robots.

Carbon fiber is known as a “combination of strength and flexibility.” It combines the “softness” of fibers—thin as hair but harder than steel; additionally, carbon fiber is highly resistant to high temperatures and corrosion, earning it titles like “Black Gold,” “King of New Materials,” and “Super-Strong Material on Earth.”

In recent years, China’s carbon fiber industry has developed rapidly, with significant increases in output and domestic production rate. According to the China Chemical Fiber Industry Association, during the 14th Five-Year Plan period, China’s carbon fiber production maintained an average annual growth rate of over 30%. Currently, China accounts for about 50% of the world’s total carbon fiber capacity, ranking first globally. By 2025, the domestic production rate of carbon fiber in China will reach 92.4%, up from only 13.4% ten years ago, demonstrating significant progress in domestically produced carbon fibers.

Following this news, on March 11, the carbon fiber concept stocks rose in the afternoon, with the index reaching a maximum increase of 2.27% during the session and closing up 1.71%. Central Composites Shen Ying, Jilin Carbon Valley, Far East Holdings, and Taihe New Materials all closed with gains exceeding 5%.

Demand for carbon fiber driven by commercial aerospace and wind power

Carbon fiber and composite materials reinforced with carbon fibers have excellent reinforcement and weight reduction effects. They are resistant to corrosion, high temperatures, have low thermal expansion, and good electrical conductivity, with strong chemical stability. They can replace metals in harsh environments such as high temperature, high pressure, and high corrosion, achieving integrated structural functions, making them key materials in national defense industries.

As downstream industries develop, demand for carbon fiber is experiencing an explosive growth. According to Baichuan Yingfu data, from January to December 2025, China’s actual consumption of carbon fiber is expected to reach 96,446 tons, a year-on-year increase of 71.89%. The increase is mainly concentrated in wind turbine blades and aerospace sectors.

In the wind power sector, as onshore wind power moves toward large-scale bases and deep-sea wind power develops rapidly, wind turbines are trending toward larger and lighter designs. The application of carbon fiber in wind turbine blades has become a rigid demand. According to the National Energy Administration, China’s new wind power installed capacity in 2025 will reach a new high of 120 million kilowatts, a year-on-year increase of 50.93%, providing strong support for the demand for carbon fiber.

In aerospace, the scale of commercial space industry is accelerating, and demand for carbon fiber is obvious. It is estimated that reducing the weight of a satellite by 1 kg can indirectly reduce launch system fuel by 500 kg and save about $20,000 in launch costs. High-performance carbon fiber, with its excellent physical properties, is expected to become the main structural material for spacecraft. In 2026, aerospace was included as a new pillar industry in the government work report, with a clear emphasis on “accelerating the development of satellite internet.” Commercial space is expected to develop rapidly, further boosting demand for high-performance carbon fiber.

Seven stocks with net profit growth or turnaround expected

According to Securities Times·Data Treasure, there are 23 carbon fiber concept stocks in the A-share market, with 15 releasing performance forecasts for 2025. Based on the lower bounds of performance forecasts and quick reports, Bo Yun New Materials, Far East Holdings, and Central Composites Shen Ying are expected to turn losses into profits. Jilin Carbon Valley, Chujiang New Materials, Wote Shares, and Jinggong Technology all achieved year-on-year profit growth.

Among stocks with expected profit increases, Jilin Carbon Valley has the highest growth, with an estimated net profit attributable to the parent company of 191 million yuan, a 103.99% increase year-on-year. The company stated during an investor survey in November 2025 that its 30,000-ton high-performance carbon fiber precursor project was gradually trialed in the second half of 2024. By the first half of 2025, product quality verification had been carried out with downstream customers in batches, aiming for early widespread market deployment.

Among stocks expected to turn around, Central Composites Shen Ying has the highest estimated net profit attributable to the parent company. The company stated on an investor Q&A platform that its 30,000-ton high-performance carbon fiber base in Lianyungang can produce various levels of products, including the globally advanced T1100 grade and above, T800 grade carbon fibers with low cost and high performance, and third-generation dry spray wet spinning high-modulus large tow carbon fibers for wind power.

Disclaimer: All information from Data Treasure does not constitute investment advice. The stock market involves risks; invest cautiously.

Proofread: Zhao Yan