Core Viewpoint - Jilin Chemical Fiber (000420.SZ) anticipates improved performance due to price increases in carbon fiber products in March and May 2025, driven by a rise in market demand for carbon fiber [2] Group 1: Company Performance and Market Position - Jilin Chemical Fiber holds the largest operational capacity among domestic carbon fiber companies in 2024 [6] - Other A-share listed companies by production capacity include Zhongfu Shenying, Shanghai Petrochemical, and Guangwei Composites, with Shanghai Petrochemical being a low-cost industrial application enterprise similar to Jilin Chemical Fiber [6] - The revenue contribution from carbon fiber products for Jilin Chemical Fiber is less than 10% [8] Group 2: Competitor Analysis - Zhongjian Technology, Guangwei Composites, and Zhongfu Shenying are key players in the carbon fiber sector, with Zhongjian Technology being a core supplier of high-end carbon fiber for aerospace applications, heavily reliant on a single major client [9] - Projected revenues for 2024 are 2.45 billion, 1.56 billion, and 810 million for Zhongjian Technology, Guangwei Composites, and Zhongfu Shenying respectively [9]
碳纤维景气度提升!产能过剩,高端短缺,四大龙头“冰火两重天”