Domestic T1200-grade carbon fiber for engineering mass production! Sinoma Shenying leads the rally, and the carbon fiber industry welcomes new development opportunities

Today’s morning session, the A-share market’s carbon fiber sector performed strongly, with many stocks hitting the daily limit-up. Among them, China National Chemical Corporation Shen Ying led the sector with a 20.01% increase, followed by Jilin Chemical Fiber and Jilin Carbon Valley, which also hit the daily limit. Donghua Energy, Guangwei Refractory Materials, and Montai High-tech all rose over 5%, Shuangyi Technology and Zhongjian Technology increased over 4%, and Jinggong Technology gained more than 3%. However, Antai Technology and Anda Weier fell over 4%, and Taihao Technology declined more than 3%, showing a divided pattern within the sector.

The core logic driving market enthusiasm is the significant technological breakthrough in domestically produced ultra-high-strength carbon fibers. Today, China National Chemical Corporation Shen Ying announced that its independently developed SYT80 (T1200 grade) carbon fiber has successfully achieved mass production at the hundred-ton level. The product has a tensile strength of 8,000 MPa, a tensile modulus of 324 GPa, a fracture elongation of 2.5%, and a density of 1.79 g/cm³, making it the world’s first mass-produced product to meet these technical standards. This breakthrough not only breaks the long-standing overseas technological monopoly but also fills the global market gap for T1200-grade carbon fibers.

As early as March 11, China National Building Material Group held a global launch event simultaneously with the JEC WORLD exhibition in Paris, France, officially announcing that domestically produced ultra-high-strength carbon fibers have entered mass production. This material can be widely used in aerospace, hydrogen energy storage and transportation, new energy vehicles, medical devices, and other high-end fields, providing key material support for downstream industries. Industry analysis suggests that as emerging application scenarios continue to expand, demand for carbon fibers will maintain rapid growth.

From an industrial chain perspective, upstream raw filament production is experiencing development opportunities. As the core raw material determining the performance of carbon fibers, the market demand for polyacrylonitrile-based carbon fiber precursor filaments continues to rise. Jilin Carbon Valley, a leading domestic raw filament supplier, will directly benefit from downstream capacity expansion, with strong performance growth certainty. The technological breakthrough by China National Chemical Corporation Shen Ying not only enriches its product portfolio but also consolidates its industry position by expanding into high-end application markets.

In the midstream manufacturing segment, companies with high-end mass production technology hold a competitive advantage. Guangwei Refractory Materials, with its full industry chain layout, covers multiple links including carbon fiber preparation, woven fabrics, prepreg, and composite parts, with deep technical accumulation. Donghua Energy’s Maoming carbon fiber project, once operational, will help the company enter a high-growth sector and share industry growth dividends. In downstream processing, companies capable of custom composite materials are gaining development opportunities, especially in new energy and healthcare markets, where related processing enterprises are expected to benefit continuously.