山西证券：碳纤维行业龙头宣布涨价 高端碳纤维需求快速提高

Core Viewpoint - The carbon fiber market is experiencing significant differentiation, with strong competition in general-purpose and large-tow products, while high-end applications in aerospace, hydrogen storage, and large-scale wind power require consistent performance and reliable long-term supply [1] Industry Summary - The demand for high-end carbon fiber is rapidly increasing, with China's actual consumption expected to reach 96,446 tons in 2025, representing a year-on-year increase of 71.89%. The growth is primarily concentrated in wind turbine blades and aerospace sectors [1] - The supply-demand relationship is improving, and companies capable of consistently providing high-performance products are gradually regaining pricing power [1] Company Summary - Jilin Chemical Fiber announced a price increase for its wet-process 12K carbon fiber and 3K carbon fiber, effective January 1, 2026, with increases of 5,000 yuan and 10,000 yuan per ton, respectively [1]