Core Viewpoint - Graphene composite fibers are emerging as a potential growth area in the new materials sector due to their superior properties such as electrical conductivity, thermal conductivity, and high strength, combined with the flexibility and processability of traditional fibers. The demand for these materials is expected to continue expanding, supported by national policies and significant investment in research and development [1][4]. Industry Overview - Graphene composite fibers are defined as fiber materials made by combining graphene or its derivatives with one or more materials. They exhibit significant advantages over conventional fibers in mechanical strength, thermal and electrical conductivity, flame resistance, antibacterial properties, far-infrared emission, UV resistance, and corrosion resistance [2][3]. - The production methods for graphene composite fibers can be categorized into three main types: surface treatment, in-situ polymerization, and physical blending, each with its own advantages and disadvantages [2][3]. Market Size and Growth - In 2024, China's graphene composite fiber production capacity is projected to reach 5,200 tons, with an industry output of 98.5 tons and a demand of 98.4 tons, resulting in a market size of 13,284 million yuan. The capacity utilization rate is currently low, at less than 2%. By 2025, production capacity is expected to increase to 6,000 tons, with output and demand reaching 140.8 tons and 140.5 tons, respectively, leading to a market size of 18,265 million yuan [5][6]. - The global graphene composite fiber market was valued at 61.96 million USD in 2023, expected to decrease to 52.88 million USD in 2024, and projected to grow to approximately 6.933 billion USD by 2025. Asia dominates the market, accounting for 58.79% of the global market share in 2024 [4][5]. Application Areas - The demand for graphene composite fibers is primarily concentrated in the textile and apparel sector, which is expected to account for 83.8% of the total domestic market size in 2024, with a demand scale of 11,132 million yuan. Other industrial applications, including supercapacitors and electromagnetic shielding, are projected to account for 16.2% of the market [7][8]. - In the textile and apparel sector, the unique properties of graphene composite fibers will be increasingly utilized, leading to a wider variety of products, including sportswear, underwear, and outdoor clothing. Companies are expected to enhance R&D efforts to improve product comfort and durability [15][16]. Competitive Landscape - The graphene composite fiber industry in China has a well-established industrial chain, from raw material supply to production and application. Major companies include Nantong Qiangsheng Graphene Technology Co., Ltd., Hangzhou Gaoxing Technology Co., Ltd., and others, with Nantong Qiangsheng being the largest producer with a capacity of 5,000 tons [12][13]. - As technology advances and market competition intensifies, companies are expected to focus on product quality and brand development, leading to a proliferation of high-quality graphene composite fiber products [12][14]. Future Trends - The market for graphene composite fibers is anticipated to grow significantly, with projections indicating that by 2031, the market size in China could reach 237,936 million yuan. The textile and apparel sector is expected to dominate, with a projected size of 198,438.6 million yuan, while other industrial applications could reach 39,497.4 million yuan [16].
2025年中国石墨烯复合纤维行业历程、产业链、发展规模、竞争格局及发展趋势研判：需求空间持续扩大，主要集中在纺织服装领域，形成新的经济增长点[图]