Group 1 - The latest stock price of Boyun New Materials is 9.13 yuan, an increase of 0.06 yuan compared to the previous trading day [1] - The trading volume on that day was 338,636 hands, with a transaction amount of 309 million yuan [1] - The company specializes in the research and production of aerospace composite materials and carbon-carbon composite materials, being a leading supplier in the domestic composite materials market [1] Group 2 - On August 11, the net inflow of main funds was 8.5749 million yuan, but over the last five trading days, there has been an overall net outflow of 77.287 million yuan [1]

碳碳复合材料是以碳纤维为增强材料，以沉积碳（如热解碳或高分子材料热解形成的固体碳）为基体材料，通过特定工艺加工而成的一类复合材 料。它几乎全是碳元素，由树脂碳、碳纤维、热解碳构成，具有极高的碳含量。 全球碳碳复合材料市场规模与增长趋势 2024年，全球碳碳复合材料市场规模达到了2007.30百万美元，预计2031年将达到1971.21百万美元，年复合增长率（CAGR）为-0.26% 地区层面来看，中国市场在过去几年变化较快，2024年市场规模为422.54百万美元，约占全球的21.05031年将达到474.07百万美元，届时全球占比 将达到24.05%。 从产品类型及技术方面来看，化学汽相淀积2024年市场全球规模为1212.34百万美元，约占全球60.40预计2031年将达到1185.58百万美元，2025- 2031年年复合增长率（CAGR）达到-0.03%。 从产品市场应用情况来看，CZ和DSS炉最主要的应用之一，CZ和DSS炉2024年市场全球规模为561.82百万美元，约占全球27.99%市场份额，预计 2031年将达到284.16百万美元，2025-2031年年复合增长率（CAGR）达到-9.59 ...

Core Viewpoint - The article discusses the recent A-round financing of Zhongxin New Carbon (Xiamen) Material Technology Co., Ltd., which aims to enhance production capacity, technology research and development, and market promotion for high-performance carbon materials, particularly focusing on pitch-based carbon fibers and their applications in both military and civilian sectors [3]. Group 1: Company Overview - Zhongxin New Carbon was established in 2022 and specializes in the research and production of high-performance carbon materials, including intermediate pitch, pitch-based carbon fibers, and carbon-carbon composites [3]. - The company has achieved stable production of high-modulus, high-conductivity intermediate pitch at a scale of 50 tons per year and small-scale production of pitch-based carbon fibers and carbon-carbon composites [3][10]. Group 2: Market Context - The domestic carbon fiber market has seen significant growth, with production capacity increasing nearly fivefold from 2019 to 2023. However, the growth rate is expected to slow down in 2024 due to a decrease in demand for PAN-based carbon fibers [11]. - The main challenge for pitch-based carbon fibers is the stability of raw material supply, as many domestic companies have faced difficulties in achieving stable production despite having production lines [8][11]. Group 3: Technical Challenges - The key challenge in producing pitch-based carbon fibers lies in the preparation of high-spinnable intermediate pitch, which has complex requirements for raw material stability and synthesis processes [8]. - Zhongxin New Carbon has made breakthroughs in molecular design to address the challenges of synthesizing intermediate pitch, achieving a product that meets both spinning and foam carbon production needs [8][12]. Group 4: Strategic Focus - The company adopts a dual strategy targeting both civilian and military applications, with a focus on sectors such as 5G communications and aerospace, aiming for significant sales growth in the next three years [12]. - Zhongxin New Carbon is also working to enter national or provincial military-civilian integration projects to secure production orders in aerospace applications within a 2-3 year timeframe [12][13].