JCF(SZ:000420) Xin Hua She·2025-07-18 14:14Core Viewpoint - The article highlights the advancements and achievements of Jilin Chemical Fiber Group in the production and application of carbon fiber, emphasizing its significance in various industries and the company's growth trajectory in this sector [1][4]. Group 1: Carbon Fiber Production and Applications - Carbon fiber, known as "black gold," is significantly stronger than steel, with a strength 7 to 9 times greater while being only one-tenth the thickness of a human hair [1]. - Jilin Chemical Fiber Group has developed patented technologies for carbon fiber production, achieving a sales volume of over 25,000 tons in the first half of the year, representing a 65% year-on-year increase, with an expected total of over 56,000 tons for the year [3][4]. - The company has successfully established a diverse range of carbon fiber products, including sports equipment and industrial components, with a 95% market share in domestic wind turbine blade main beams and over half of the domestic market for drone structural components [4]. Group 2: Technological Innovations and Market Position - The company has invested nearly 20 years in research and development, transitioning from reliance on imports to achieving large-scale domestic production of carbon fiber since 2012 [4]. - The carbon fiber segment now accounts for 45% of the company's revenue, driven by the rapid growth in low-altitude economy, wind energy, and sports industries [4]. - Jilin Chemical Fiber Group aims to increase its carbon fiber production capacity to 70,000 tons next year, reflecting its commitment to meeting rising market demand [4]. Group 3: Broader Industry Impact - The company is also advancing in other fiber products, with its artificial silk holding a 34% share of global production capacity, acrylic fiber at 40%, and bamboo fiber at 90% [6][8]. - The growth of high-tech manufacturing in Jilin Province is evident, with a 17.9% year-on-year increase in value added in the first quarter, indicating a strengthening industrial base and innovation momentum [8].