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风电+商业航天概念联动6天3板!九鼎新材9:30再度涨停,背后逻辑揭晓
Jin Rong Jie· 2026-01-15 01:45
据交易所数据显示, 九鼎新材6天3板,该股今日于9时30分封涨停,成交额3.43亿元,换手率4.26%。 金融界App AI线索挖掘:公司在 风电领域布局大型风电 叶片生产线项目,在 商业航天领域掌握航天火 箭隔热层玻纤技术,相关产品已应用于航天任务,同时通过参股企业绑定商业航天产业链。风险提示: 连板股波动剧烈,注意追高风险,理性投资!(注:以上由AI基于交易所等公开数据生成,内容不构 成投资建议。) ...
国产碳纤维最新价格出炉,最高240元/千克
DT新材料· 2025-07-13 13:34
Core Viewpoint - The carbon fiber market in China is experiencing price stability, with expectations for future breakthroughs in production technology to enhance competitiveness [2][4]. Price Summary - As of July 11, 2025, the average price of carbon fiber in China is 83.75 yuan per kilogram, with specific prices for different grades: - Domestic T300 grade: 12K specifications priced between 80 to 90 yuan/kg, while 24/25K bundles range from 70 to 80 yuan/kg [1]. - Domestic T700 grade: 12K products priced between 90 to 120 yuan/kg, and 24K products range from 85 to 120 yuan/kg [1]. - Domestic T800 grade: 12K specifications priced between 180 to 240 yuan/kg [1]. Market Dynamics - T800 grade products command significantly higher prices due to their advanced technology and high-end applications, while smaller bundles (e.g., 12K) are priced higher than larger bundles (e.g., 48/50K) within the same grade due to complexity and performance advantages [2]. - The carbon fiber market is currently in a stagnant phase without major positive stimuli, but advancements in raw silk technology and production processes may lead to cost reductions and improved competitiveness in the future [2]. Technological Developments - A collaborative research project involving Jilin Chemical Fiber Group and several leading enterprises has successfully developed key technologies for the large-scale manufacturing of large bundle carbon fibers and composite materials, achieving stable production of high-performance 35K and above large bundle carbon fibers [3]. - The project has established a simulation model for the pultrusion process of large bundle carbon fibers and developed specialized high-efficiency pultrusion processes and equipment, enabling the stable mass production of high-performance pultruded plates [3]. Future Market Potential - The carbon fiber market is expected to benefit from applications in hydrogen storage and transportation, global wind turbine blade recovery, photovoltaic thermal carbon-carbon composites, low-altitude economy, and the domestic large aircraft supply chain [4].