Key Breakthrough! China First to Mass Produce T1200 Grade Carbon Fiber Related Concept Stocks Sorted Out

The carbon fiber sector performed strongly on March 12, with Zhongfu Shenying, Shuangyi Technology, and Jilin Chemical Fiber hitting the daily limit; Jilin Carbon Valley, Donghua Energy, Guangwei Refractory Materials, and Montai High-tech also saw significant gains.

According to reports from China National Radio on March 12, China National Building Material Group held a global launch of SYT80 (T1200 grade) ultra-high-strength carbon fiber at the JEC World exhibition in Paris on March 11, simultaneously at their Beijing headquarters. They officially announced that Zhongfu Shenying has achieved industrial-scale production of this product, becoming the world’s first T1200 grade carbon fiber product to reach industrial mass production.

Data shows that, based on the raw filament matrix classification, carbon fibers can be divided into PAN (polyacrylonitrile) based, asphalt-based, and viscose-based types. Among these, PAN-based carbon fibers are the dominant route in the global market, accounting for over 90%. The previously mentioned SYT80 carbon fiber is a PAN-based product.

In terms of mechanical performance classification, carbon fibers are divided into two categories: one focused on tensile strength (Tensile), usually named T-series (T700, T800, T1100, etc.); the other focused on tensile modulus (Modulus), usually named M-series (M30, M40, M60, etc.). The larger the number, the higher the tensile strength or modulus. Higher strength indicates better resistance to breaking; higher modulus indicates greater rigidity and less deformation.

Because of their combination of strength and flexibility, carbon fibers are as fine as hair but harder than steel. Additionally, they are highly resistant to high temperatures and corrosion, earning titles such as “Black Gold,” “King of New Materials,” and “Super-Strong Material on Earth.” They are preferred materials in wind power, aerospace, and other fields. China Securities Journal reports that the global carbon fiber market is expected to reach $5.8 billion by 2025 and $11.5 billion by 2030, with an average annual compound growth rate of approximately 14.9%.

In terms of stocks, current market focus is on segments such as carbon fiber production (Zhongfu Shenying, Guangwei Refractory Materials, Zhongjian Technology), raw filament manufacturing (Jilin Chemical Fiber, Jilin Carbon Valley), and equipment and auxiliary materials (Jinggong Technology, Shanggong Shenbei, Shenkai Shares).

(Source: Oriental Wealth Research Center)