山西云冈经开区清洁能源产业园，一条崭新的生产线发出低沉的轰鸣。卷绕机上，数万根细丝般的黑色 纤维汇成一道道"乌亮河流"，匀速流淌。 图为T1000碳纤维。（中国科学院山西煤炭化学研究所供图） "从'无米下炊'到'高端迭代'，我们走了二十年。"中国科学院山西煤炭化学研究所副所长、项目负责人 张寿春说，这抹亮丽的黑色背后，是一场持久的材料创新攻坚。 碳纤维，强度远超钢铁，重量轻如羽翼，被誉为"黑色黄金"与"新材料之王"，是高性能、轻量化复合材 料结构件的优选之材，其研制涉及多个学科，是一项流程长、难度大、成本高的系统工程。 中国科学院山西煤炭化学研究所正高级工程师、技术研发负责人经德齐介绍，2005年前后，一些国家加 紧对我国实施碳纤维技术封锁和产品禁运，导致我国高端领域使用碳纤维陷入"断粮"境地。 彼时，T300是日本东丽公司研发的碳纤维牌号，T代表拉伸强度，后面的数字越大，碳纤维的力学性能 指标就越高。横截面1平方毫米的T300碳纤维，可以吊起重约百公斤的物体。这样的性能，让它成为大 国重器的关键支撑。 碳纤维的"轻"承载的是技术突围的"重"。我国自20世纪70年代开展相关领域研究，一代代人扎根山西煤 化所， ...

几批研究者孜孜不倦的付出，助力我国实现了高端碳纤维的「无中生有」和「由弱变强」，让中国碳纤 维从「被人卡脖子」，变成了今天的「占据全球产能的半壁江山」。 碳纤维曾被「两院院士」师昌绪形容为跟芯片一样重要的东西。 它的重量只有钢的四分之一，强度却是钢的七到十倍，太空环境下能耐受上千度的高温，零下两百度仍 能保持稳定。 这种优越的性能，让它成为「现代材料之王」。 往大了说，它可以制造洲际导弹和运载火箭的耐高温外壳，可以制造飞机的轻质航空机身，制造顶级跑 车里坚固的驾驶座舱。 还有风力发电的叶片、高铁的车头、氢能汽车的储氢罐，"低空经济"中的飞行器，碳纤维都不可或缺。 但是曾经，对于中国来说，碳纤维却是一个被死死卡住脖子的痛点。以日本东丽为首的日本和美国企 业，通过多年的技术垄断，占据了全球大部分市场份额。 01 2005年左右，因为高性能碳纤维是典型的「军民两用」敏感物资，日美对中国实行了出口管制。你能在 市场上买得到波音787，但买不到造飞机的用的高端碳纤维，更买不到背后的科研技术。 那几年，正值国产大飞机项目酝酿启动，国防武器高速发展，新一代运载火箭和卫星急需升级。很多高 端制造领域，图纸都画出来了，但因为缺 ...

Core Viewpoint - The carbon fiber industry is facing challenges due to high prices and supply-demand imbalances, but new growth opportunities are emerging in low-altitude economy and robotics sectors [3][4][8]. Group 1: Carbon Fiber Market Overview - Carbon fiber is a lightweight, high-strength material with applications in aerospace, automotive, and wind energy, but its high cost limits widespread use [3]. - The average price of carbon fiber in early June was 72.5 RMB/kg for small bundles and 95.0 RMB/kg for large bundles, showing a year-on-year decline, yet it remains more expensive than traditional materials [3]. - Domestic carbon fiber production rates are expected to remain below 50% in 2024 due to complex international conditions [3]. Group 2: Low-Altitude Economy Growth - The low-altitude economy, driven by policy support and market demand, is rapidly developing with sectors like drones and eVTOL (electric Vertical Take-Off and Landing) aircraft [4]. - The global drone market is projected to grow from approximately $35.28 billion in 2024 to $67.64 billion by 2029, with a compound annual growth rate (CAGR) of 13.9% [4]. - The Chinese eVTOL market is expected to reach 5.75 billion RMB by 2025, reflecting a year-on-year growth of over 50% [4]. Group 3: Carbon Fiber Applications in Low-Altitude Vehicles - Carbon fiber composites are crucial in eVTOL manufacturing, with applications accounting for up to 70% in structural components and systems [5]. - The global aerospace carbon fiber market is anticipated to reach $3.5 billion by 2025, with eVTOL contributing over 30% [5]. - Demand for carbon fiber in the eVTOL sector is projected to increase from 500 tons in 2024 to 11,750 tons by 2030, with a CAGR of 69% [5]. Group 4: Key Players in the Carbon Fiber Industry - Leading domestic companies like Jilin Chemical Fiber, Guangwei Composites, and Zhongfu Shenying are actively expanding in the low-altitude economy sector [6][7]. - Jilin Chemical Fiber holds over 90% market share in domestic carbon fiber precursor production and has established partnerships with major companies like XPeng and DJI [6]. - Guangwei Composites reported a 15.6% year-on-year revenue increase to 107 million RMB in 2024, driven by its drone-related composite materials business [7]. Group 5: Robotics Sector Opportunities - The robotics sector is emerging as a new growth area for carbon fiber, with increasing demand for industrial and service robots [7]. - Carbon fiber's lightweight and high-strength properties make it ideal for components in robots, enhancing flexibility and precision [7]. - Tesla's humanoid robot, Optimus, utilizes T700 carbon fiber in its legs, reducing weight by 40% and energy consumption by 18% [7]. Group 6: Industry Events and Future Outlook - The 2025 International Carbon Materials Conference will focus on carbon fiber innovations and applications across various industries, providing a platform for technical exchange and product display [8][10]. - The event will showcase advancements in carbon fiber applications in high-end manufacturing sectors, including aerospace and wind energy [10].