① Due to its advantageous properties such as weight reduction and enhancement,”black gold” carbon fiber is regarded as a national strategic material in the materials industry and is of great use in aerospace, robotics, new energy and other fields.
② Open Source Securities pointed out that CF/PEEK composites are expected to be further widely used in the future and become a new growth pole for carbon fiber and PEEK demand.
Due to its advantageous properties such as weight reduction and enhancement,”black gold” carbon fiber is regarded as a national strategic material in the materials industry and is of great use in aerospace, robotics, new energy and other fields. Market analysis believes that with the accelerated advancement of emerging industries such as low-altitude economy and robots and the development trend of lightweight, the demand for carbon fiber composites will welcome new space for growth.
As a lightweight, corrosion-resistant, high-strength and high-modulus high-temperature resistant fiber, carbon fiber and its composite materials can be called “slimming” tools, and their application in the lightweight market has attracted much attention. Low-altitude economy, humanoid robot policies and industrial catalysis continue, and the advancement of the trend of lightweight make it worth looking forward to the future demand for carbon fiber and its composite materials in these fields. Open Source Securities pointed out that CF/PEEK materials filled with 30% carbon fiber have better performance than pure PEEK materials in terms of tensile strength, bending strength, compression strength, coefficient of thermal expansion, coefficient of friction, etc. In the future, CF/PEEK composites are expected to be further widely used and become a new growth pole in demand for carbon fiber and PEEK.
According to the Cailian theme library, among the relevant listed companies:
guangwei compositeIn recent years, the research and development of thermoplastic prepregs including PEEK has continued. Currently, thermoplastic carbon fiber composite products such as PEEK prepreg wires/prepreg tapes have been developed, and the development of relevant experimental production lines is under way.
zhongjian technologyIn 2019, we will achieve cross-generational improvement in the performance indicators of the new generation of carbon fiber composite materials, and achieve stable batch production and supply in 2023.
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