碳纤维齐聚Carbontech2025：上海石化/顶立科技/美兰德/光大同创/德鸿碳纤维/飞纳激光......

Core Viewpoint - Carbon fiber is becoming increasingly important in various industries due to its lightweight, high strength, and excellent corrosion resistance, with emerging applications in low-altitude economy, new energy vehicles, humanoid robots, and foldable screen smartphones [2] Industry Overview - The demand for lightweight and high-strength materials is continuously increasing, presenting broader market opportunities for carbon fiber [2] - The application of thermoplastic composite materials is accelerating due to the promotion of green manufacturing and sustainability concepts [2] - The development of large tow carbon fiber technology is breaking through, expanding its use in more civilian scenarios [2] - Carbon/carbon (ceramic) brake materials are penetrating the high-end brake disc market, injecting new growth momentum into the carbon fiber industry [2] Production and Technology - The production process of carbon fiber composite materials is complex, with a long industrial chain and high technical barriers [2] - Key processes such as precursor preparation, oxidation, carbonization, and composite molding are crucial for product quality stability [2] - For carbon/carbon composite materials, densification and oxidation resistance treatment are critical for performance [2] - Domestic companies are accelerating the iteration and upgrading of carbon fiber production lines, focusing on enhancing key thermal equipment performance, optimizing composite molding processes, and building intelligent manufacturing systems [2] Market Events - The 9th International Carbon Materials Conference and Industry Exhibition (Carbontech 2025) will provide a high-end communication and cooperation platform for upstream and downstream enterprises in the carbon fiber industry [3] - The N2 Energy and Equipment Carbon Materials Pavilion will focus on the significance of carbon fiber in green energy and national key projects, creating a matrix for enterprise display and resource aggregation [3] Company Developments - In September, Sinopec Shanghai Petrochemical launched a new 60K large tow carbon fiber product, filling a domestic market gap and achieving international leading performance [4] - Sinopec now has nearly 20 models of carbon fiber products in different tow specifications, forming a comprehensive product spectrum [4] - Various companies are specializing in the research, design, production, and sales of carbon/carbon composite materials and high-temperature equipment, contributing to the industry's growth [6][8][10][12][14][16][18][20][22][24][26][28][30][32][34][36][38][40][42][44][46][48][50]