碳纤维涨价带来哪些投资机会？哪些公司最受益？

Core Viewpoint - The recent price increase of carbon fiber is driven by explosive demand from the low-altitude economy, a surge in export orders, and signals of an industry cycle reversal [3] Group 1: Price Increase Drivers - The price increase of carbon fiber is primarily due to three factors: explosive demand from the low-altitude economy, a surge in export orders, and signals of an industry cycle reversal [3] - Jilin Chemical Fiber Group has officially issued a price adjustment notice, increasing the price of its wet-process 3K carbon fiber by 10,000 yuan per ton [3] Group 2: Beneficiary Companies - Jilin Chemical Fiber, as the main subject of this price increase, is expected to see improved profitability due to high demand for its wet-process 3K carbon fiber products [6] - Jilin Carbon Valley, a major supplier of carbon fiber precursor, may benefit from increased demand for precursors due to the price increase by Jilin Chemical Fiber [7] - Zhongfu Shenying, a leading domestic small-tow carbon fiber producer, may gain market share as some customers shift towards its products due to the price increase by Jilin Chemical Fiber [8] Group 3: Related Companies in the Supply Chain - Guangwei Composites, a leader in the carbon fiber supply chain, is expected to benefit from the expanding market opportunities brought by the development of the low-altitude economy [9] - Montai High-tech, through its subsidiary Guangdong Nata, is set to benefit from the overall industry development as it aims for mass production of T300 grade precursor [10] - Shuangyi Technology, whose mold products are used in the production of carbon fiber composite shells for low-altitude vehicles and flying cars, is likely to see increased demand as the industry grows [11] Group 4: Low-Altitude Economy Related Companies - Wanfeng Aowei, which is involved in the eVTOL (electric vertical takeoff and landing) sector, has a significant demand for lightweight carbon fiber materials [12] - Shanhe Intelligent, a company in the drone sector, may experience business growth due to the rising demand for carbon fiber [13]