Xuan Gu Bao·2025-05-14 14:44Group 1 - Jilin Chemical Fiber Group has officially issued a price adjustment notice to customers, increasing the price of wet 3k carbon fiber by 10,000 yuan per ton due to high demand driven by the low-altitude economy and drone needs [1] - The demand for carbon fiber is expected to rise significantly, with a projected demand of 60,300 tons in China by 2024, marking it as a key growth area for carbon fiber [1] - The production of carbon fiber is complex, and domestic equipment manufacturers are expected to benefit from the increasing demand and supply chain security considerations [1] Group 2 - Jilin Chemical Fiber is a global leader in the carbon fiber industry, focusing on R&D and industrialization, successfully breaking foreign technology blockades and forming a complete industrial chain from raw silk to carbon fiber and composites [2] - Zhongfu Shenying is the first domestic carbon fiber company listed on the Sci-Tech Innovation Board, specializing in high-performance carbon fiber and composite materials [2] - Guangwei Composites is the first A-share listed company in China's carbon fiber industry, emphasizing technological independence and full industrial chain layout to break international monopolies and promote breakthroughs in strategic fields like aerospace and new energy [2]