风电碳纤维需求暴涨，精工科技签约运达能源

Group 1: Strategic Cooperation - On February 3, Seiko Technology and Yunda Energy Technology Group signed a strategic cooperation agreement to address the development needs of large-scale and lightweight wind power equipment [1] - The collaboration will focus on "carbon fiber+" new material applications, precision manufacturing, joint scientific research, green electricity synergy, and comprehensive energy solutions [1] - The partnership aims to enhance the domestic production and engineering application of key materials, promoting a safer and more stable supply chain in the wind power industry [1] Group 2: Carbon Fiber Industry Outlook - By 2025, China's carbon fiber industry is expected to transition to a rational development phase characterized by stable capacity growth, accelerated output, and optimized structure [2] - The production of T300/T400 grade carbon fiber is projected to reach 63,883 tons, accounting for 71.31% of total production, driven by the surging demand for carbon fiber in wind turbine blades [2] - The wind power industry in China is at a critical juncture, with expectations of explosive growth during the "14th Five-Year Plan" period [2]