2025年10月，国内碳纤维市场整体平稳，主流型号产品月均价为 83.75元/千克 ，下半年价格基本维持在这一水平，相比于去年全年碳纤维均价90.1元/千克， 下降 7.58% 。 整体看来，目前碳纤维行业利润仍处于低位，需求端主要由风电和航空航天市场支撑。 以下文章来源于Carbontech ，作者CHEN Carbontech . 传播碳材料领域前沿资讯，带您进入碳时代！ 进出口方面，10月我国进口碳纤维产品 1535.90吨 ，同比 增长8.99% ，进口均价为 15.35美元/千克 ，其中日本进口数量占比最高，达40.02%。1-10月，我国累计进 口碳纤维产品 15504.65吨 。2025年10月，我国碳纤维出口 93.268吨 ，主要出口至意大利和俄罗斯等国。 在经历两年多的供需失衡与价格下行后， 2025年碳纤维行业进入产业链结构性调整阶段，高强高模及大丝束碳纤维的产业化进程持续加快 ，企业扩产与技术升级 频繁推进：4月， 上海石化 年产3万吨大丝束碳纤维异地项目开工建设；同月 精工科技 发布年产5000吨级高性能碳纤维生产线；5月， 江苏恒神 对2万吨/年高性能 碳纤维生产基地项目追加投资； ...

Group 1 - Southbound funds increased their holdings in Shanghai Petrochemical Company (00338.HK) by 2.058 million shares on November 26, 2025, representing a change of 0.19% [1][2] - Over the past 5 trading days, there were 3 days of net increases in holdings, totaling 6.286 million shares [1][2] - In the last 20 trading days, there were 12 days of net increases, accumulating to 10.022 million shares [1][2] Group 2 - As of now, southbound funds hold 1.074 billion shares of Shanghai Petrochemical Company, accounting for 33.4% of the company's total issued ordinary shares [1][2] - The company operates primarily in the petrochemical sector, with three main divisions: refining products, chemical products, and petrochemical product trading [2]

知识星球-材料汇(1300+份报告) ,链接如下 (网址复制到浏览器打开) : https://t.zsxq.com/WNpPc 或者扫一扫一下二维码 加入知识星球后,还可加入材料汇VIP群 材料汇 微信扫码加入星球 C 知识量 班 -、报告总目录 (标签) 知识星球材料汇文章标签汇总 一、投资 #新材料投资 #投资笔记 1884 二、半导体 25 4188 #第三代半导体 #碳化硅 #氮化鎵 #第四代半导体 #氧化鎵 #半导体 #半导体材料 #光刻胶 #电子特气 #靶材 #硅片 #湿电子化学品 #CMP #掩膜版 #先进封装 #封装基板 #封装材料 #玻璃通孔TGV #晶圆清洗材料 #凸点 #硅通孔TSV #芯 片黏接材料 #光敏绝缘介质材料 #PSPI #BCB #玻璃基板 #电镀液 #重布线层RDL #环氧塑 封料 #硅微粉 #金刚线 #HBM #封装设备 #底部填充料 #固晶胶 #热界面材料 #陶瓷基板 #半导体设备 #光刻机 #蚀刻机 #薄膜沉积 #离子注入 #DUV #涂胶显影设备 #量测设备 #燃料电池 #新能源汽车 #储能 #光模块 #硅光子 #铜酸锂 #石英制品 #硅上绝缘体 #托盘 #静电 ...

点击 最 下方 "在看"和" "并分享，"关注"材料汇 添加 小编微信 ，遇见 志同道合 的你 正文 尊敬的各位展商、嘉宾、参会代表、观众、合作单位、媒体及业界朋友们： 您好！ 诚挚欢迎您参加 Carbontech2025第九届国际碳材料大会暨产业展览会 。本届展会以 "材料创新驱动产 业变革" 为主线，其中 N1半导体碳材料馆 聚焦金刚石及超硬材料的最新成果与产业化应用， N2能源与 装备碳材料馆 集中展示碳材料在风电、空天、汽车、储氢及电池等战略性领域的应用与创新解决方案。 The Ninth International Carbon Materials Conference & Exposition 码注册 报到流程 REGISTRATION PROCESS s u 凭换证二维码,自助打印胸牌 已注册已缴费 凭换证二维码,自助打印胸牌,领取会议资料 已注册未缴费 需至人工缴费处缴费,再凭换证二维码领取胸 牌和会议资料 未注册未缴费 扫码现场注册并缴费,凭换证二维码领取胸牌 和会议资料 Carbontech2025将举办 4大应用端大会，以及新品发布、钻石宣讲、供需对接等7大同期活动 。我们诚 邀国内外知 ...

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 Points - The State-owned Assets Supervision and Administration Commission (SASAC) organized a meeting to promote the professional integration of central enterprises, resulting in the signing of key projects in various sectors including new materials, artificial intelligence, cruise operations, inspection and testing, and air logistics [2][3] Group 1: Professional Integration Projects - A total of 17 units participated in the signing of key projects, focusing on accelerating breakthroughs in core technologies and promoting the scale development of emerging industries [2][3] - Notable projects include collaborations between Sinopec and Dongfang Electric Group, FAW Group and Zhuoyue Technology in intelligent driving, and China Aluminum Group with Ansteel in the industrial internet and smart supply chain [3] Group 2: Importance of Professional Integration - Professional integration is a crucial task in the reform of state-owned enterprises, aimed at optimizing the layout of state-owned economies and enhancing core competitiveness [4] - Since 2024, over a thousand professional integration projects have been initiated to support national strategies and promote high-quality development [4] Group 3: Future Directions - The meeting emphasized the need for central enterprises to consolidate resources effectively, focusing on core business areas and avoiding unrelated diversification [5] - Future integration efforts will target unreasonable business layouts and aim to enhance scale effects and extend into high-end markets [5]

Core Viewpoint - The Carbontech 2025 International Carbon Materials Conference and Exhibition focuses on "Material Innovation Driving Industrial Transformation," showcasing advancements in semiconductor carbon materials and their applications in strategic fields such as wind power, aerospace, automotive, hydrogen storage, and batteries [2][4]. Group 1: Event Overview - Event Name: Carbontech 2025 International Carbon Materials Conference and Exhibition [4] - Event Theme: Material Innovation Driving Industrial Transformation [4] - Event Date: December 9-11, 2025 [4] - Venue Distribution: N1 Semiconductor Carbon Materials Hall, N2 Energy and Equipment Carbon Materials Hall [4] Group 2: Conference Activities - The conference will host four major application forums, including the Diamond Annual Conference, Carbon Fiber High-end Equipment Manufacturing Conference, and New Energy Carbon Materials and Battery Conference [5]. - Concurrent activities include product launches, supply-demand matching, scientific research achievements display, and diamond viewing events [5]. Group 3: Organizational Structure - Honorary Chairman: Xue Qunji, Academician of the Chinese Academy of Engineering [8]. - Organizers: DT New Materials, China Superhard Materials Network, and various supporting institutions including universities and industry associations [8]. Group 4: Schedule and Agenda - The event will feature a detailed schedule including opening ceremonies, keynote speeches, and various specialized conferences focusing on diamond applications, carbon fiber manufacturing, and new energy materials [12][19][24]. - Specific sessions will cover topics such as high-performance silicon-based anode materials, diamond film applications, and advancements in carbon fiber technology [33][41][46]. Group 5: Transportation and Venue Access - The venue is accessible via multiple transportation options including metro lines and taxis, with specific routes provided for attendees traveling from major airports and train stations [53][56][57].

Core Viewpoint - Since the "14th Five-Year Plan," Sinopec has focused on overcoming key core technologies in carbon fiber, establishing a core cluster for the carbon fiber industry chain, and pursuing a collaborative innovation path that integrates production, education, research, and application [1] Summary by Relevant Sections - In October 2022, Sinopec launched China's first domestically produced 48K large tow carbon fiber production line at Shanghai Petrochemical, becoming the first in China and the fourth globally to master the industrialization technology of 48K large tow carbon fiber [1] - In April 2025, Sinopec will begin construction of a project in Ordos, Inner Mongolia, with an annual production capacity of 30,000 tons of large tow carbon fiber [1] - In September 2025, Sinopec will officially release a new self-developed 60K large tow carbon fiber product, which has internationally leading performance, thus achieving production capabilities for nearly 20 models of carbon fiber products across different tow specifications, including 24K, 48K, and 60K [1] - As of the end of 2024, Sinopec has applied for 842 patents in the field of carbon fiber and its composite materials, ranking first in China and third globally, with 408 patents granted and 4 PCT (Patent Cooperation Treaty) applications completed [1]

Investment Rating - The report maintains a positive outlook on overseas growth and technology sectors, emphasizing the importance of identifying companies capable of navigating overseas cycles and accelerating domestic technology development [2][12]. Core Insights - The report highlights the impact of changes in the US interest rate stance on market sentiment, particularly affecting high-valuation sectors linked to overseas economies. It underscores the significance of finding resilient companies in overseas markets and the opportunity for domestic technology supply chain development [2][12]. - The report expresses optimism for the overseas and AI new materials sectors, citing the recent listing of "Le Shushi," a leading fast-moving consumer goods company in East and West Africa, as a notable addition to the overseas sector [2][12]. - In the traditional building materials and construction sectors, the focus has shifted to low-valuation or less-followed segments, with dividend policies becoming a key consideration. Companies are adapting to industry challenges by reducing capital expenditures and increasing dividends [3][13]. Summary by Sections Weekly Market Performance - The building materials index decreased by 6.46% during the week, with specific declines in glass manufacturing (-9.93%), fiberglass (-11.18%), and cement manufacturing (-6.06%) [17]. Price Changes in Building Materials - National cement prices slightly decreased by 0.4% week-on-week, with regional variations in price movements. Southern regions showed a slight increase in demand, while northern regions faced a decline due to weather conditions [26]. - The average price of float glass was reported at 1168.37 RMB/ton, reflecting a decrease of 2.26% week-on-week, with inventory levels increasing [38][52]. Sector Analysis - In the cement sector, the average price was 351 RMB/ton, down 78 RMB/ton year-on-year, with an average shipment rate of 45.7% [14]. - The fiberglass market showed stability in pricing, with the average price for 2400tex direct yarn at 3531.75 RMB/ton, a slight increase of 0.2% week-on-week [57]. - The report notes that the demand for construction materials remains weak, particularly in the completion phase, while retail segments show stable growth [16].

国务院国资委此前公布的数据显示，"十四五"期间，国资央企大力推进布局优化结构调整，聚焦战略安 全、产业引领、国计民生、公共服务等，以市场化方式重组了6组10家企业，新组建、设立了9家中央企 业。 专业化整合是深化国资国企改革的重要战略部署。国务院国资委主任张玉卓此前发表署名文章提出，要 加强战略性、专业化重组，围绕强化功能使命、提升规模效益，加大力度合并"同类项"，避免重复建设 和无序竞争；围绕推进科技创新、产业创新，推动科技领军企业加强创新资源整合和一体化配置；围绕 增强我国产业链韧性和竞争力，加强产业链上下游纵向资源整合和合作，共同向价值链高端迈进。 会议要求，中央企业要坚持主动谋划、加强集团战略引领，坚持防范内卷、优化行业资源配置，坚持提 升本领、增强战新整合能力，坚持融合为本、打造一体化竞争优势，坚持协同推进、形成整体工作合 力。 此次签约项目主要包括中国石化与东方电气集团、内蒙古乌审旗碳纤维"产业合作+资本运作"项目，中 国一汽与卓驭科技智能驾驶领域专业化整合项目，中国一汽与中国五矿电池关键材料领域产业链共链项 目，中铝集团与鞍钢产业互联网与数智供应链领域专业化整合项目，南航集团与招商局集团航空物流 ...