Core Insights - Graphene composite fibers, made from graphene or its derivatives combined with various materials, are emerging as a promising new material due to their superior properties such as electrical conductivity, thermal conductivity, and high strength compared to traditional fibers [1][3] - The Chinese graphene industry is rapidly expanding, with production capacity expected to reach 5,200 tons in 2024 and 6,000 tons in 2025, while the market size is projected to grow from 13,284 million yuan in 2024 to 18,265 million yuan in 2025 [1][4] Industry Definition and Characteristics - Graphene composite fibers exhibit significant advantages over conventional fibers in mechanical strength, thermal and electrical conductivity, flame resistance, antibacterial properties, infrared emission, UV protection, and corrosion resistance [3] - The performance of graphene composite fibers is influenced by the type of graphene used, the method of polymer composite, the amount of graphene added, and the spinning and post-processing techniques [3] Industry Classification - Graphene composite fibers can be categorized into three main types: graphene/inorganic metal composite fibers, graphene/inorganic non-metal composite fibers, and graphene/polymer composite fibers, with the latter further divided into graphene/organic small molecule composite fibers and graphene/polymer composite fibers [3] Industry Development History - The global graphene composite fiber market is in its early development stage, with leading companies in the U.S., South Korea, and Japan dominating technology research and industrialization, posing significant competition for domestic companies in China [3] Supply and Demand Scale - In 2024, China's graphene composite fiber production capacity is expected to be 5,200 tons, with an industry output of 98.5 tons and a low capacity utilization rate of less than 2%. By 2025, production is projected to increase to 140.8 tons [4] - The demand for graphene composite fibers in China is anticipated to reach 98.4 tons in 2024 and 140.5 tons in 2025, with market sizes of 13,284 million yuan and 18,265 million yuan, respectively [4] Market Segmentation - The demand for graphene composite fibers is primarily concentrated in the textile and apparel sector, which is expected to account for 83.8% of the total market in 2024, with a projected demand of 11,132 million yuan [5] - Other industrial applications, including supercapacitors and electromagnetic shielding, are expected to represent 16.2% of the market, with a demand of 2,152 million yuan in 2024 [5] Competitive Landscape - The domestic graphene composite fiber industry is becoming increasingly competitive, with key players including Nantong Qiangsheng Graphene Technology, Hangzhou Gaoxin Technology, and others. Nantong Qiangsheng is the largest producer with a capacity of 5,000 tons [5] Market Trends - As the application fields of graphene composite fibers expand beyond traditional textiles into emerging sectors, consumer awareness and acceptance of fibers with antibacterial, conductive, and high-strength properties are expected to drive market growth [5]

Core Viewpoint - Graphene composite fibers are emerging as a potential growth area in the new materials sector due to their superior properties such as electrical conductivity, thermal conductivity, and high strength, combined with the flexibility and processability of traditional fibers. The demand for these materials is expected to continue expanding, supported by national policies and significant investment in research and development [1][4]. Industry Overview - Graphene composite fibers are defined as fiber materials made by combining graphene or its derivatives with one or more materials. They exhibit significant advantages over conventional fibers in mechanical strength, thermal and electrical conductivity, flame resistance, antibacterial properties, far-infrared emission, UV resistance, and corrosion resistance [2][3]. - The production methods for graphene composite fibers can be categorized into three main types: surface treatment, in-situ polymerization, and physical blending, each with its own advantages and disadvantages [2][3]. Market Size and Growth - In 2024, China's graphene composite fiber production capacity is projected to reach 5,200 tons, with an industry output of 98.5 tons and a demand of 98.4 tons, resulting in a market size of 13,284 million yuan. The capacity utilization rate is currently low, at less than 2%. By 2025, production capacity is expected to increase to 6,000 tons, with output and demand reaching 140.8 tons and 140.5 tons, respectively, leading to a market size of 18,265 million yuan [5][6]. - The global graphene composite fiber market was valued at 61.96 million USD in 2023, expected to decrease to 52.88 million USD in 2024, and projected to grow to approximately 6.933 billion USD by 2025. Asia dominates the market, accounting for 58.79% of the global market share in 2024 [4][5]. Application Areas - The demand for graphene composite fibers is primarily concentrated in the textile and apparel sector, which is expected to account for 83.8% of the total domestic market size in 2024, with a demand scale of 11,132 million yuan. Other industrial applications, including supercapacitors and electromagnetic shielding, are projected to account for 16.2% of the market [7][8]. - In the textile and apparel sector, the unique properties of graphene composite fibers will be increasingly utilized, leading to a wider variety of products, including sportswear, underwear, and outdoor clothing. Companies are expected to enhance R&D efforts to improve product comfort and durability [15][16]. Competitive Landscape - The graphene composite fiber industry in China has a well-established industrial chain, from raw material supply to production and application. Major companies include Nantong Qiangsheng Graphene Technology Co., Ltd., Hangzhou Gaoxing Technology Co., Ltd., and others, with Nantong Qiangsheng being the largest producer with a capacity of 5,000 tons [12][13]. - As technology advances and market competition intensifies, companies are expected to focus on product quality and brand development, leading to a proliferation of high-quality graphene composite fiber products [12][14]. Future Trends - The market for graphene composite fibers is anticipated to grow significantly, with projections indicating that by 2031, the market size in China could reach 237,936 million yuan. The textile and apparel sector is expected to dominate, with a projected size of 198,438.6 million yuan, while other industrial applications could reach 39,497.4 million yuan [16].

Core Insights - The report provides a comprehensive analysis of the graphene composite fiber industry, focusing on market capacity, competitive landscape, and future trends [2][3][4]. Industry Overview - Graphene composite fibers are defined and their applications are outlined, highlighting the industry's current status and potential growth [3]. - The industry chain analysis reveals the interconnectedness of various stakeholders and processes within the graphene composite fiber sector [3]. Development Environment Analysis (2024-2025) - Economic and social environments affecting the graphene composite fiber industry are analyzed, indicating potential influences on market dynamics [4]. - The report discusses technological advancements and trends that are shaping the future of the graphene composite fiber industry [4]. Production and Demand Analysis - Current production levels of graphene composite fibers in China are assessed, providing insights into capacity and utilization rates [5]. - Market demand analysis includes historical data from 2019 to 2024 and forecasts for 2025 to 2031, indicating growth trajectories and demand structures [5][10]. Import and Export Market Research - The report includes a detailed examination of the import and export dynamics of graphene composite fibers, highlighting regional patterns and product composition [6][10]. - Future predictions for the import and export market from 2025 to 2031 are also provided, offering insights into potential market shifts [8][10]. Competitive Landscape - The competitive analysis of key players in the graphene composite fiber industry is presented, focusing on their operational performance and market positioning [9][12]. - The report discusses the concentration of production enterprises and market share distribution, indicating the competitive intensity within the industry [12]. Future Trends and Investment Outlook - Predictions for the graphene composite fiber industry from 2025 to 2031 are made, including market trends and potential challenges [13][14]. - Investment recommendations are provided, emphasizing strategic considerations for stakeholders looking to enter or expand within the graphene composite fiber market [14][18].