本文为节选内容，更多内容关注公众号：得算多未来产业研究 (1）光威复材（300699.SZ）：国内碳纤维国产化先发民企，率先实现产业化 "两高一低"碳纤维业务发展战略，紧跟国际前沿和国家所需。坚持高强、高模、低成本的"两高一低"业务发展战略，形成系列化、多元化碳纤维、经编织 物和机织物等产品。2024年，公司新增授权知识产权证书169个，累计达931个，彰显强大创新实力。公司业务覆盖碳纤维、经编织物和机织物、树脂体 系、预浸料、复合材料构制件与产品的设计开发，以及装备设计制造、检测（拥有CNAS/DIIAC认证国家和国防实验室）等上下游环节，成为复合材料业 务系统方案提供商。 （4）吉林化纤（000420.SZ)：大丝束产能规模化，全链成本优势明显 大丝束产能规模优势，打造工业级碳纤维核心壁垒。公司作为全球最重要的粘胶长丝厂商，兼营碳纤维业务，吉林化纤将不断推动碳纤维质量提高和成本 降低，继续拓展下游应用领域，实施"原丝一碳纤维一复合材料一终端制品"产业链一体化创新，塑造先进制造技术的创新优势。 全产业链布局、装备全面，实现产业核心自主自控。公司以国家级工业设计中心、国家认定企业技术中心、山东省碳纤维技术创新 ...

Core Insights - The Chinese glass fiber industry is experiencing fluctuations in both import and export volumes, with total import and export value exceeding $4 billion in 2022, decreasing to $3.42 billion in 2023, and projected to increase to $3.7 billion in 2024, reflecting an 8.4% year-on-year growth [1] - In 2024, China's glass fiber export volume is expected to reach a record high of 2.022 million tons, marking a 12.5% increase compared to previous years [2] - The import volume of glass fiber products has shown a declining trend, with a 12.31% decrease in 2024 and a 3.3% decrease in the first nine months of 2025 [7] Export Analysis - The export structure indicates that in the first nine months of 2025, the largest share of export value comes from prepregs and other products, accounting for 33%, followed by woven fabrics at 25% [5] - Cumulatively, the export volume of glass fiber and products in the first nine months of 2025 was 1.479 million tons, reflecting a 4.5% year-on-year decline [2] Import Analysis - The import structure shows that in the first nine months of 2025, the highest import value shares were from prepregs and other products at 55%, and commodity yarn products at 36%, with other products accounting for less than 5% [8] - The cumulative import volume of glass fiber and products in 2024 was 103,000 tons, with a continued decline observed in 2025 [7] Summary of Trade - Overall, the Chinese glass fiber industry is witnessing a decline in import volumes while export volumes are showing a fluctuating upward trend. The total import and export value reached $2.99 billion in the first nine months of 2025, representing a 9.6% increase [9]