Core Viewpoint - The article highlights the rapid development of the high-performance carbon fiber industry in China, emphasizing the establishment of large-scale production projects and the increasing capacity of various companies in this sector [4][5][6]. Group 1: Industry Developments - The Shenshan Special Cooperation Zone has approved a high-performance carbon fiber project with a planned annual production capacity of 10,000 tons, divided into two phases, with construction expected to start in October 2025 and full production by December 2029 [4]. - The carbon fiber industry in China is experiencing accelerated industrialization, with multiple projects being established, leading to a cluster development model centered around leading enterprises [4]. - Zhongfu Shenying has built a production base with an annual capacity exceeding 20,000 tons, including various grades of carbon fiber, some of which have entered the aerospace sector [4]. Group 2: Company Highlights - Zhongjian Technology has established a production capacity of several thousand tons of T700-grade carbon fiber, with applications in aerospace and sports leisure [5]. - Sinopec Shanghai Petrochemical has built the first domestic 1,000-ton T800 carbon fiber production line, with a current capacity of 24,000 tons/year for precursor fibers and 12,000 tons/year for carbon fibers [5]. - Guangwei Composites is one of the earliest companies to achieve carbon fiber localization, with a current production capacity at the level of 10,000 tons [6]. Group 3: Industry Challenges - The high-performance carbon fiber industry faces several bottlenecks, including technological barriers in precursor fiber preparation, which is a long-standing shortcoming in China [7]. - The equipment level for production processes such as spinning and carbonization needs improvement, as the stability and consistency of domestic equipment are still lacking [7]. - The market structure for high-performance carbon fiber is concentrated in wind power and sports leisure, with limited demand from aerospace and high-end equipment sectors, hindering the development of high-end products [7].