无人机出口暴增，碳纤维每吨涨价1万元，吉林化纤再涨停

Core Viewpoint - Jilin Chemical Fiber Group has raised the price of wet-process 3K carbon fiber by 10,000 yuan per ton due to increased demand, leading to significant stock price increases for related companies in the carbon fiber sector [2][3]. Price Adjustments - Jilin Chemical Fiber previously adjusted prices for various carbon fiber products in Q1, with significant increases for 3K and other types [2][3]. - The recent price increase is attributed to supply shortages driven by demand from the low-altitude economy and the drone market [3][6]. Market Dynamics - Carbon fiber is recognized for its superior properties, being lighter than steel while having 7-9 times its tensile strength, making it suitable for high-end applications like aerospace and military [3][4]. - The carbon fiber industry is experiencing a dual path of high performance and low cost, with increasing applications in various sectors including aerospace, wind energy, and consumer electronics [5][6]. Supply and Demand Issues - Despite stock price increases, Jilin Chemical Fiber indicated that wet-process 3K carbon fiber contributes a small portion to its total revenue, and the company is facing losses in its carbon fiber business for 2024 [6][7]. - The carbon fiber sector is undergoing a phase of adjustment due to concentrated capacity release, leading to supply-demand imbalances and declining profit margins for companies like Zhongfu Shenying [6][7]. Profitability Trends - Zhongfu Shenying's carbon fiber business has seen a significant decline in gross margins from 47.85% in 2022 to an expected 13.59% in 2024, reflecting broader industry challenges [6][7]. - Other companies like Zhongjian Technology and Guangwei Composite also report decreasing profit margins, indicating a trend across the industry [7]. Cost Reduction Efforts - Companies are actively working to reduce carbon fiber production costs, particularly in the wind energy sector, where high costs remain a barrier to exclusive use of carbon fiber [7].