证券日报网讯1月8日，精工科技（002006）在互动平台回答投资者提问时表示，公司以碳纤维全链高端 装备及先进复合新材料为核心业务，目前，公司在碳纤维材料端领域，主要致力于高性能碳纤维原丝以 及碳纤维复材能力建设。 ...

精工科技表示，该项目旨在武汉打造一个集研发、生产、销售于一体的高端复合材料智能制造基地，形 成碳纤维复合新材料产品生态，填补区域产业链空白，推动武汉市乃至湖北省新材料产业的结构优化与 转型升级，为国家战略性新兴产业的发展注入强劲动力。同时，项目的实施也将有效推动公司碳纤维产 业整体发展战略的落地，加速公司在碳纤维材料及复材端领域的布局，加速公司从单一装备供应商 向"装备+材料"综合解决方案提供商的转型，有利于做强做优做大公司碳纤维主业，从而进一步提升公 司核心竞争力和盈利能力。 公告显示，该项目实施后，将形成年产复材生产设备10套，碳陶刹车盘28000套，碳纤维预浸料75万平 方米（自用25万平方米，外售50万平方米），风电叶片拉挤梁1000吨，碳纤维缠绕压力容器2000件，航 空航天、低空载人设备45套，人形机器人碳纤维部件6000套，无人机碳纤维桨叶16万件，新能源电池壳 体25万件等生产能力。 据公司预测，该项目建成后，正常运营年份年产值约4.81亿元，年净利润约1.12亿元。项目投资财务内 部收益率所得税前为33.70%、所得税后为26.55%，均高于行业基准收益率；项目投资财务净现值所得 税前和所得 ...

精工科技（002006）(002006.SZ)发布公告，2025年12月3日，湖北裕创碳纤维有限公司在中国招标投标 公共服务平台对《武汉青山高性能碳纤维生产基地项目》招标中标结果进行了公告。公告载明，精工科 技为本次招标项目采购中标单位，项目中标金额为7.29亿元，占公司2024年度经审计营业收入的 42.16%。 ...

Core Viewpoint - Carbontech is leveraging a robust data system to drive resource integration, precise matching, and cross-industry collaboration in the carbon materials sector, facilitating academic and industrial partnerships through the publication of a directory of over 160 industry experts [2]. Group 1: Expert Directory - The directory includes over 160 experts from more than 30 universities and research institutions, covering key research areas such as performance analysis, structural design, functional applications, and recycling in the carbon fiber and carbon/carbon composite fields [2]. - This compilation serves as a comprehensive resource for researchers, engineers, and companies engaged in carbon fiber and carbon/carbon composite research, promoting academic collaboration, technical consulting, project matching, and the transformation of research outcomes into practical applications [2]. Group 2: Industry Trends and Applications - The carbon fiber industry is undergoing a critical phase of technological transformation and industrial restructuring, with application sectors acting as the core driving force for industry revitalization [9]. - The demand for high-performance materials is rapidly increasing in high-end equipment manufacturing sectors such as aerospace, automotive, and wind energy, positioning carbon fiber as an essential strategic material [9]. - Emerging sectors like eVTOL and the expanding market for electric vehicles, along with the growth potential of green energy sources such as wind, solar, and hydrogen, are creating vast demand opportunities for carbon fiber [9]. Group 3: Conference Information - The Carbontech Carbon Fiber High-End Equipment Manufacturing Conference will take place from December 9-11, 2025, at the Shanghai New International Expo Center, focusing on innovative applications to break the "involution" pattern in the domestic carbon fiber industry [9]. - The conference aims to systematically discuss the market status, industry layout, and technological iterations of carbon fiber, as well as its applications and development trends in aerospace, automotive, and green energy sectors [9].

Core Insights - The article highlights the emergence of a new profession, "Carbon Fiber Product Molding Technician," reflecting the growing importance and demand for carbon fiber products in China [1] - The carbon fiber industry in China is experiencing significant growth, driven by strong market demand and supportive national policies, creating new career opportunities for young professionals [1] Industry Overview - The carbon fiber industry in China is expanding rapidly, with increasing market demand and a supportive policy environment [1] - The introduction of new professions, such as the Carbon Fiber Product Molding Technician, indicates a shift towards specialized roles within the industry [1] Professional Insights - The role of a Carbon Fiber Product Molding Technician involves precise and skilled work, including the careful layering of carbon fiber prepreg materials according to specific design and mechanical performance requirements [1] - The process includes ensuring accurate fiber orientation, uniform tension, and tight bonding, followed by high-temperature and high-pressure curing, and rigorous quality testing before delivery [1]

Group 1: Carbon Fiber Industry Strategy - The company focuses on high-end equipment and advanced composite materials in the carbon fiber industry, aiming for integrated construction of the entire industrial chain [2] - The carbon fiber production line technology is at an internationally advanced level, with a domestic market share exceeding 60% [2] - The goal is to become a world-class provider of new materials and specialized equipment system integration solutions [2] Group 2: Recent Developments in Carbon Fiber - The company has completed the layout of high-end equipment and is expanding in the material and composite fields [3] - The first raw silk production line is in the debugging phase, with expectations for significant cost reductions [3] - The carbonization line's capacity has increased from 3,000 tons to 5,000 tons, with a substantial reduction in energy consumption [3] Group 3: Composite Material Capabilities - The company has established composite material companies in Shaoxing and Wuhan, enhancing its production capabilities [4] - Progress has been made in developing applications such as exoskeleton robots, carbon fiber streetlights, and UAV bodies [4] - Collaborations with other companies aim to build a comprehensive capability in composite material research, manufacturing, and maintenance [4] Group 4: Employee Stock Ownership Plan - In 2024, the company launched its first employee stock ownership plan with performance targets set for 2024-2026 [6] - The first unlock period requires a net profit of no less than 184 million yuan in 2024 [6] - Subsequent unlock periods have cumulative profit targets of 414 million yuan and 713 million yuan for 2024-2025 and 2024-2026, respectively [6] Group 5: Polyester Recycling Production Line - The company is in the trial production phase of a polyester recycling line with a capacity of 50,000 tons [6] - This project aims to achieve a green closed-loop cycle from waste textile PET to regenerated new material PET [6]

Core Viewpoint - The announcement from Heshun Technology (301237) highlights the expanding application fields of high-performance carbon fiber, driven by technological maturity and cost optimization, which opens up new market opportunities for China's carbon fiber industry [1] Group 1: Company Insights - Heshun Technology has successfully penetrated key sectors such as civil aviation, 3C digital products, low-altitude aircraft, and racing cars with high-performance carbon fiber [1] - The continuous expansion of application scenarios provides a solid foundation for the large-scale development of the carbon fiber industry in China [1] Group 2: Industry Trends - The carbon fiber industry in China is experiencing an increase in market size due to the broadening of application fields [1] - The advancements in technology and cost efficiency are crucial factors contributing to the growth of the carbon fiber market [1]

Core Viewpoint - The event aims to promote investment in Jilin City, particularly in the carbon fiber industry, leveraging the platform of the China International Supply Chain Promotion Expo [1][2]. Group 1: Event Overview - The 15th China-Northeast Asia Expo promotion meeting and investment conference for Jilin City's carbon fiber industry was held in Beijing on July 17 [1]. - The event attracted foreign and domestic business representatives, trade promotion associations, and entrepreneurs [1]. - A promotional video for the 15th China-Northeast Asia Expo was shown, highlighting the preparation status of the event [1]. Group 2: Investment Promotion - Jilin Province Trade Promotion Association emphasized its role in connecting government, enterprises, and international markets to enhance Jilin's openness and cooperation [2]. - The event featured Jilin Chemical Fiber Group as a representative of Jilin's new productive forces, showcasing both traditional fiber and strategic emerging carbon fiber industries [2]. - The aim is to facilitate advanced manufacturing and investment cooperation, contributing to the high-quality development of Jilin's carbon fiber composite materials industry [2]. Group 3: Product Display - The event included a product display area featuring artificial silk, acrylic fiber, bamboo fiber, carbon fiber, and composite products [1]. - Representative end-use applications of carbon fiber products were showcased, including drone propellers, bags, rackets, skis, bicycles, and terminal products [1].