2023 China New Materials Carbon Fiber Industry Insight Report

 

2023 China New Materials Carbon Fiber Industry Insight Report

Date:2022-09-22 08:40:25    Pageview:

       Carbon Fiber refers to the inorganic polymer material with a carbon content of more than 90%. It mainly uses polypropylene (asphalt or adhesive) as raw materials, which is generated by high temperature oxidation and carbonization. Carbon fiber has the characteristics of high hardness, high strength, high temperature resistance, corrosion resistance, light quality and other characteristics. It can be widely used in the fields of wind power blades, carbon reinforcement materials, aerospace, pressure vessels, leisure sports and other fields. Strategic new materials.hznGuangdong Hangyu Composite Materials Technology Co., Ltd.Gua
 
hznGuangdong Hangyu Composite Materials Technology Co., Ltd.Gua
         Carbon Fiber can be classified in accordance with the standards of the original wire, fiber form, beam specifications, production technology, and mechanical properties. The three commonly used classification dimensions are the original wire type, beam specifications and mechanical properties. According to the original wire type, it can be divided into polypropylene (PAN) base, asphalt group, adhesive alk, etc.; According to the beam specifications, it can be divided into large and small silk beams; according to mechanical properties Essence.hznGuangdong Hangyu Composite Materials Technology Co., Ltd.Gua
hznGuangdong Hangyu Composite Materials Technology Co., Ltd.Gua
 
hznGuangdong Hangyu Composite Materials Technology Co., Ltd.Gua
hznGuangdong Hangyu Composite Materials Technology Co., Ltd.Gua
 
      In recent years, the state has issued a series of industrial support policies on carbon fiber and carbon fiber composite materials, continuously guiding the upgrading of key production technologies, the implementation of industrialization projects and the expansion of application fields of carbon fiber materials, and promoting the vigorous development of the carbon fiber industry. Among them, the Ministry of Industry and Information Technology issued the "Guidance Catalogue for the First Batch of Application Demonstration of Key New Materials (2019 Edition)" in 2019, which listed high-strength, high-strength medium-mold, and high-model carbon fiber as key strategic materials, providing the necessary guarantee for the improvement of carbon fiber production technology and the promotion of industrialization; In 2020, the National Development and Reform Commission, the Ministry of Science and Technology, the Ministry of Industry and Information Technology, and the Ministry of Finance issued the "Guiding Opinions on Expanding Investment in Strategic Emerging Industries to Cultivate and Expand New Growth Points", proposing to focus on key industrial investment areas, focus on ensuring the stability of industrial chains and supply chains in key areas such as large aircraft, and accelerate breakthroughs in high-performance fiber materials and other fields, providing policy support for the high-quality development of strategic emerging industries such as carbon fiber and playing an important role as an engine. In the "Outline of the 14th Five-Year Plan for National Economic and Social Development of the People's Republic of China and the Long-Range Objectives for 2035", it is proposed to strengthen the research and development and application of high-performance fibers such as carbon fiber and their composite materials, providing a good policy environment for the technological progress of the carbon fiber industry in the future; In 2022, the Ministry of Industry and Information Technology and the National Development and Reform Commission issued the "Guiding Opinions on the High-quality Development of the Chemical Fiber Industry", proposing to improve the production and application level of high-performance fibers such as carbon fiber, and further expand the application of carbon fiber in aerospace, wind and photovoltaic power generation, marine engineering, environmental protection, safety protection, geotechnical construction, transportation and other fields.hznGuangdong Hangyu Composite Materials Technology Co., Ltd.Gua
hznGuangdong Hangyu Composite Materials Technology Co., Ltd.Gua
 
hznGuangdong Hangyu Composite Materials Technology Co., Ltd.Gua
 
      Under the "double carbon" policy, the rapid development of China's wind power, photovoltaic, hydrogen energy, new energy vehicles and other industries has driven the rapid increase in the demand for carbon fiber in the fields of wind power blades, carbon-carbon composite materials, pressure vessels, and automobiles. At the same time, as a dual-use strategic material, the demand for carbon fiber in aerospace, sports and leisure, construction and other fields is also growing. According to the "Global Carbon Fiber Composite Market Report" of Sail Carbon Fiber, the domestic demand for carbon fiber in 2022 will be about 74,400 tons, a year-on-year increase of 19.3%, and the compound annual growth rate of demand in the past five years will reach 25.9%, which is higher than the global average. In 2022, the domestic demand for carbon fiber will account for about 55.1% of the world's total, and China has become the world's largest carbon fiber consumption market. The rapid growth of market demand has promoted the carbon fiber industry to enter a stage of rapid development.hznGuangdong Hangyu Composite Materials Technology Co., Ltd.Gua
hznGuangdong Hangyu Composite Materials Technology Co., Ltd.Gua
 
hznGuangdong Hangyu Composite Materials Technology Co., Ltd.Gua
hznGuangdong Hangyu Composite Materials Technology Co., Ltd.Gua
 
      The carbon fiber industry chain is long, covering the complete manufacturing process from crude oil raw materials to end applications. From the perspective of the preparation process, upstream enterprises first prepare propylene from fossil fuels such as petroleum, coal, and natural gas, and obtain acrylonitrile after ammonia oxidation, which is polymerized and spun to produce precursor, and then carbon fiber is obtained through process steps such as pre-oxidation and low-temperature/high-temperature carbonization. Subsequently, the carbon fiber can be re-made into carbon fiber fabrics, carbon fiber prepregs, carbon fiber composite parts, etc. Carbon fiber is mainly used in wind power, sports and leisure, aerospace and other fields. From the perspective of the whole industrial chain, the midstream of the industrial chain is the core link, and the threshold for technology, capital, and equipment is relatively high.hznGuangdong Hangyu Composite Materials Technology Co., Ltd.Gua
hznGuangdong Hangyu Composite Materials Technology Co., Ltd.Gua
 
hznGuangdong Hangyu Composite Materials Technology Co., Ltd.Gua
hznGuangdong Hangyu Composite Materials Technology Co., Ltd.Gua
 
Upstream: Polyacrylonitrile has become the mainstream of the carbon fiber market.hznGuangdong Hangyu Composite Materials Technology Co., Ltd.Gua
hznGuangdong Hangyu Composite Materials Technology Co., Ltd.Gua
      The upstream of carbon fiber belongs to the petrochemical industry, which first produces propylene from fossil fuels such as petroleum, coal, natural gas, etc., and obtains acrylonitrile after ammonia oxidation, and acrylonitrile is polymerized and spun to obtain polyacrylonitrile (PAN) precursor. Carbon fiber can be divided into polyacrylonitrile (PAN) base, asphalt base, viscose base and so on according to the type of precursor. Among them, PAN-based carbon fiber has quickly occupied the market due to its simple production process, abundant raw material sources and superior tensile strength, and its global share has exceeded 90%, becoming the mainstream of the carbon fiber market. Viscose-based and asphalt-based carbon fibers have a single use and limited output; Viscose-based carbon fiber has been basically discontinued due to its low productivity, weak mechanical properties, and limited application, and it is possible to completely withdraw from the carbon fiber market.hznGuangdong Hangyu Composite Materials Technology Co., Ltd.Gua
hznGuangdong Hangyu Composite Materials Technology Co., Ltd.Gua
Midstream: The core link of the industrial chain has high technical barriers.hznGuangdong Hangyu Composite Materials Technology Co., Ltd.Gua
hznGuangdong Hangyu Composite Materials Technology Co., Ltd.Gua
        Precursor is the key to producing high-quality carbon fiber, and its cost accounts for about 51% of the cost of carbon fiber production. Generally speaking, the industry believes that 90% of the performance of carbon fiber depends on the precursor, the strength of carbon fiber significantly depends on the microscopic morphological structure of the precursor and its compactness, and the poor quality of the precursor (such as surface holes, deposition, scratches and monofilament bonding, etc.) is difficult to eliminate in subsequent processing, so it is particularly important for manufacturers to have high-quality precursor production technology. At present, carbon fiber production enterprises mostly reduce their raw material costs by laying out the production of carbon fiber precursors, so they all have the production capacity of carbon fiber precursors. However, the vast majority of carbon fiber and its composite material manufacturers produce carbon fiber precursors only for their own use, and rarely sell to the outside world.hznGuangdong Hangyu Composite Materials Technology Co., Ltd.Gua
hznGuangdong Hangyu Composite Materials Technology Co., Ltd.Gua
 
hznGuangdong Hangyu Composite Materials Technology Co., Ltd.Gua
hznGuangdong Hangyu Composite Materials Technology Co., Ltd.Gua
 
      From the perspective of tow specifications, small tow carbon fiber has excellent mechanical properties, but the cost is high, and it is mostly used in the field of national defense and military industry and aerospace. In contrast, although the performance of large tow carbon fiber is not as good as that of small tow carbon fiber, it is more cost-effective in terms of price and is mostly used in industrial fields. The production technology of large tow carbon fiber is difficult, which is mainly reflected in the uniformity and wool control of multiple links such as precursor, prepreg and carbonization. In the past, the production technology of large tow carbon fiber was mainly in the hands of several large companies in the United States, Germany, and Japan. At present, domestic large tow carbon fiber manufacturers are striving for growth and breakthroughs, and constantly narrowing the gap with foreign companies. For example, Shanghai Petrochemical has established a domestic production line of 10,000-ton large tow carbon fiber; Jilin Chemical Fiber's 48K large tow can greatly improve the production capacity of carbon fiber single line under the same process conditions. It can be seen that domestic large tow carbon fiber is expected to gradually usher in large-scale application.hznGuangdong Hangyu Composite Materials Technology Co., Ltd.Gua
hznGuangdong Hangyu Composite Materials Technology Co., Ltd.Gua
 
hznGuangdong Hangyu Composite Materials Technology Co., Ltd.Gua
 
Downstream: Blooming in the field of carbon fiber application, with its own characteristics.hznGuangdong Hangyu Composite Materials Technology Co., Ltd.Gua
hznGuangdong Hangyu Composite Materials Technology Co., Ltd.Gua
       At present, carbon fiber has been used in wind power leaves, sports and leisure, aerospace, pressure vessels, carbon reinforcement materials, transportation construction, ocean and other fields. It is an indispensable important strategic material for national defense military industry and national economic development. From the perspective of market structure, compared with the world, the application of carbon fiber in my country has its own characteristics. Globally, wind power blades still occupy absolute mainstream. In 2022, the top three fields of global carbon fiber applications accounted for wind power blades (26%), sports leisure (18%), and aerospace (15%). In our country, the proportion of carbon fiber applications in the field of sports and leisure is higher than the global, and it is a cockpit stone for my country's carbon fiber demand. At the same time, the demand for carbon fiber in aerospace accounted for only 10%, lower than 15%of the world. The main reason is that domestic carbon fiber production technology is still growing, and it is impossible to supply small beam carbon fibers with T800 or more in batches. In the future, with the expansion of my country's carbon fiber in high -end fields such as aerospace, the demand structure of the carbon fiber will move towards high -end.hznGuangdong Hangyu Composite Materials Technology Co., Ltd.Gua
hznGuangdong Hangyu Composite Materials Technology Co., Ltd.Gua
 
hznGuangdong Hangyu Composite Materials Technology Co., Ltd.Gua
hznGuangdong Hangyu Composite Materials Technology Co., Ltd.Gua
 
       In recent years, driven by factors such as policy support, technological progress and wide application, China's carbon fiber industry has achieved rapid development, and the market size has always maintained a growth trend, growing from 3.81 billion yuan in 2017 to 12.81 billion yuan in 2022, with a compound annual growth rate of 27.4%. It is expected that the market size of China's carbon fiber industry will reach 15.37 billion yuan in 2023, and the development prospect is broad. From the perspective of competition, the market concentration of China's carbon fiber industry is high, the production capacity is mainly concentrated in the head enterprises, CR5 more than 75% (production capacity perspective), the main players include Zhongfu Shenying, Zhongjian Technology, Jiangsu Hengshen, Guangwei composite materials and so on.hznGuangdong Hangyu Composite Materials Technology Co., Ltd.Gua
hznGuangdong Hangyu Composite Materials Technology Co., Ltd.Gua
 
hznGuangdong Hangyu Composite Materials Technology Co., Ltd.Gua
        In recent years, the preparation of carbon fiber has been continuously innovating and upgraded, which has brought about the continuous improvement of carbon fiber products, and more types of composite carbon fiber materials have been born. For example, nano -class carbon fiber came into being. Compared with the traditional carbon fiber, it has higher strength, better conductivity and thermal conductivity, and a variety of superior properties make it in aerospace, radiation -proof materials, high temperature resistance chemistry, chemical resistance, chemical resistance, resistance, and chemical resistance. The material field is very popular. In addition, carbon fiber modification, as an important process, can provide more effective modified composite materials for customer needs, and is more adapted with actual needs in terms of high -strength, high wear resistance, light quality, functionalization and other aspects. In addition, the design innovation of carbon fiber material structure is also the future development direction. By designing a multi -level structure of carbon fiber materials, more complex performance requirements can be achieved, thereby improving the application depth and breadth of materials.hznGuangdong Hangyu Composite Materials Technology Co., Ltd.Gua
hznGuangdong Hangyu Composite Materials Technology Co., Ltd.Gua
       Due to excellent performance, carbon fiber was first applied in high -end fields such as aerospace and became one of the key materials for the development of the defense industry. Subsequently, benefited from technological progress and cost reduction, carbon fiber began to gradually be applied to the civil field, and the proportion of application continued to expand. It was widely used in aerospace, wind power, hydrogen energy photovoltaic, construction engineering, rail transit, sports and leisure and other fields. In the future, with the innovation and performance improvement of preparation, the application of carbon fiber will be more widely used, and it is expected to become important materials in more fields. For example, in the medical field, carbon fiber can be used for manufacturing imaging equipment, surgical equipment, prosthetic limbs, wheelchairs, medical implants, cell regeneration substrates, etc. In addition, carbon fiber can be applied to emerging fields such as 3D printing. Carbon fiber materials are used to compound and improve the performance of the material, thereby further breaking the limitation of 3D printing materials.hznGuangdong Hangyu Composite Materials Technology Co., Ltd.Gua
hznGuangdong Hangyu Composite Materials Technology Co., Ltd.Gua
Article Source: 36 Kr