YANTAI TAYHO(SZ:002254) DT新材料·2025-05-19 14:30Core Viewpoint - The article discusses the development of a new 12,000 tons/year protective para-aramid fiber project by Ningxia Taihe Aramid Fiber Co., which aims to meet the growing demand in the national defense sector for high-performance fibers, utilizing domestic equipment to overcome previous restrictions on military applications [1][2]. Group 1: Project Overview - The Ningxia Taihe Aramid Fiber Co. is planning to construct a 12,000 tons/year protective para-aramid fiber project to produce fibers primarily for national defense special protective equipment [1]. - The existing production line uses foreign equipment, which restricts the use of the produced para-aramid fibers in military applications [1]. - The new project will utilize domestic equipment, aligning with national defense needs and market demand for special fibers [1]. Group 2: Material Properties - Para-aramid fibers are characterized by high strength, with a tensile strength three times that of steel and four times that of high-strength polyester industrial yarns [1]. - The modulus of para-aramid fibers exceeds ten times that of polyamide fibers, with excellent thermal stability, maintaining 65% of original strength at 260°C [1]. - Additional properties include low density, abrasion resistance, impact resistance, flame retardancy, low thermal expansion, and excellent shock absorption and dielectric performance [1]. Group 3: Market Position - Global production of para-aramid fibers is dominated by companies such as DuPont (35,000 tons/year), Teijin (32,000 tons/year), and Kolon (7,000 tons/year), alongside domestic players like Taihe New Materials (16,000 tons/year) and Sinochem International (8,000 tons/year) [2]. - Taihe Aramid Fiber Co. was established in July 2018 and is located in the Ningdong Energy and Chemical Base, focusing on high-performance aramid fiber research and production [2]. - Taihe New Materials holds the leading position in China's aramid fiber industry, with a total capacity of 17,000 tons/year for meta-aramid and 16,000 tons/year for para-aramid fibers [3].