At the end of July, the Science and Technology Department of Jiangsu Province approved relying on the Yangtze River Delta’s carbon fiber and composite materials technological innovation The center builds Jiangsu Province Carbon Fiber and Composite Materials Technology Innovation Center.
No coincidence. A domestic light aircraft ZA800 made of all carbon fiber composite materials recently took off for the first time at Hubei Jingmen Zhanghe Airport. Hengshen Co., Ltd. is the only supplier of carbon fiber materials used in the ZA800.
Hengshen Co., Ltd. provides carbon fiber and composite materials for the domestic light aircraft ZA800 independently developed by Zall Aerospace Group.
At a time when the domestic carbon fiber industry as a whole is in the “golden period” of development, these new actions have made the industry deeply aware of the development vitality of Jiangsu’s carbon fiber industry.
How are the current operating conditions of several leading carbon fiber companies in Jiangsu? What are the new trends? What new breakthroughs have their products made in downstream applications? How is the construction situation of new projects of leading enterprises? In terms of industrial technology innovation ecological construction, how can the industry chain leader better integrate with the application end?
The effect of industrial agglomeration is highlighted
At the end of June this year, the Yangtze River Delta Carbon Fiber and Composite Materials Technology Innovation Center was unveiled in Changzhou City, Jiangsu Province. The center will focus on R&D and industrial applications in the fields of advanced composite material structure design and manufacturing technology, green composite materials and green manufacturing. With the core of solving common industry technologies and “stuck neck” technologies, it will provide support for the development of carbon fiber and composite materials industries. Provide source technology supply.
As of the end of 2021, Changzhou City has 36 key enterprises in the carbon fiber and composite materials industry chain, mainly located in Changzhou High-tech Zone. In 2021, the sales revenue of enterprises in the carbon fiber and composite materials industry chain in Changzhou will reach 15 billion yuan, accounting for approximately 30% of the total sales revenue of enterprises in the carbon fiber and composite materials industry chain in Jiangsu Province.
In recent years, Changzhou High-tech Zone has focused on the creation of “two special, three new and one intelligent” industrial cluster and increased efforts to move the local carbon fiber and composite materials industry towards large-scale , clustering, and internationalization, it has formed a whole industrial chain ecology of carbon fiber raw filaments, carbon fibers, fabrics, resins, prepregs, composite products, key equipment, and inspection and testing. Changzhou High-tech Zone has also established a special industry fund for carbon fiber and composite materials, with an investment of 300 million yuan in the first phase, targeting the domestic innovation incubation of the carbon fiber and composite materials industry.
Yan Bing, deputy director of Jiangsu Jicui Carbon Fiber and Composite Materials Application Technology Research Institute, said that Changzhou has a good carbon fiber industry foundation. At present, Changzhou has formed a number of technological innovation platforms. Changzhou High-tech Zone also gathers dozens of companies including Hongfa ZonghengNew Materials Technology Co., Ltd. and Xinchuang Carbon Valley Holdings Co., Ltd. (hereinafter referred to as “Xinchuang Carbon Valley”) Key enterprises.
The completion of the new production line of Xinchuang Carbon Valley has caught up with the good opportunity of this round of market. Its first production line with an annual production capacity of 3,000 tons was successfully commissioned in October 2021. By the end of 2021, its carbon fiber production capacity will reach 6,000 tons. This year, the company has stepped up the construction of 12,000 tons of new production capacity and is expected to put it into production within the year. Tan Kunlun, chairman of Xinchuang Carbon Valley, said that the company’s production line that has been put into production mainly produces 25K large tow carbon fiber. Based on the characteristics of high-strength polyacrylonitrile-based (PAN) large tow carbon fiber, the company has designed a full industry chain production process, which greatly improves the speed of finished products and production efficiency.
Zhongjian Technology Co., Ltd. (hereinafter referred to as “Zhongjian Technology”) is also located in Changzhou High-tech Zone. It is a batch and stable supplier of ZT7 series carbon fiber products required in the domestic aerospace field. In the first quarter of this year, its revenue was 173 million yuan, a year-on-year increase of 135.91%; the net profit attributable to shareholders of the listed company was 90.661 million yuan, a year-on-year increase of 183.83%. In order to expand its production capacity, Zhongjian Technology announced in 2021 that it plans to invest 1.867 billion yuan to build a project with an annual output of 1,500 tons (12K) of high-performance carbon fiber and fabric products. “The company’s IPO investment project (thousand-ton line) is currently releasing production capacity according to customer demand and completing delivery; the third-phase refinancing investment project is currently under construction.” Li Jianfeng, secretary-general of Zhongjian Technology, said recently on the investor interaction platform .
With Zhongjian Technology as the leader, Changzhou High-tech Zone also strives to build a “3+1+X” industrial development pattern. Among them, “3” refers to the traction of three leading companies, including Zhongjian Technology, Xinchuang Carbon Valley and Antai Composite Materials; “1” refers to the support of major innovation platforms; “X” refers to the gathering of many potential companies and elements.
Yan Bing further introduced: “Wind power is an advantageous industry in Changzhou, with many upstream and downstream related enterprises, such as nacelle covers, gearboxes, multi-axial cloth, resin and other enterprises. Changzhou’s electric bicycle and other industries are also relatively developed. A British company has developed the latest carbon fiber electric bicycle, which uses carbon fiber materials in the wheel hub, frame, front fork and other parts. It can be predicted that as my country’s consumption upgrades, carbon fiber electric bicycles will gradually be accepted. From these aspects Look, Changzhou’s carbon fiber industry still has a lot of room for demand growth.”
Leading companies show off their skills
Jiangsu is one of the major carbon fiber production provinces in my country.
The recently released “2021 Chemical Industry News”The total demand is 62,379 tons. Among them, Jiangsu’s demand for carbon fiber was 22,053 tons, accounting for 35.4% of my country’s total carbon fiber demand in the same year, ranking first among all provinces in the country.
In the “big plate” of total carbon fiber consumption in Jiangsu, Aosheng Composite Materials Technology Co., Ltd. (hereinafter referred to as “Aosheng Technology”) ranks first. In 2020, the total demand for carbon fiber in my country’s market was 48,800 tons. The consumption of one company, Aosheng Technology, reached more than 10,000 tons. In 2021, its carbon fiber consumption will also exceed 10,000 tons. Companies such as Zhongfu Shenying are its carbon fiber suppliers.
Aosheng Technology is still exploring market potential. On July 1 this year, the second phase of Aosheng Technology’s optimization and improvement project laid the foundation stone in Suzhou Zhonglu Science and Technology Park. This time, two projects were started.
One is the intelligent transformation project for wind power pultruded board production, which will add 84 new carbon fiber wind power pultruded board intelligent production lines. After reaching capacity, the annual output of wind power pultruded carbon fiber panels will be 15 million meters. The other is the Runtai Textile organic renewal project, which will build a project with an annual output of 50 million square meters of high-performance carbon fiber composite materials and plans to purchase 50 sets of domestic prepreg equipment. After reaching production, the products will be mainly used in hydrogen bottles for new energy vehicles.
Xu Wenqian, general manager of Aosheng Technology, told reporters: “The company is the largest supplier of global wind power equipment giant Vestas. The company’s wind power carbon beam market share currently ranks first in the world, and carbon fiber is used to manufacture wind power carbon beams. The consumption of carbon fiber is also the first in the world. In order to make the development of the enterprise more sustainable, we will develop hydrogen energy projects on the basis of expanding the production of wind power carbon beams. From the perspective of new demand potential, the application prospects in the field of hydrogen energy are broad.”
Yan Bing also said: “The demand from the field of wind power blades has surged for several consecutive years, which is a major contributor to the hot market of domestic carbon fiber that has continued for almost three years. Jiangsu is a major production province of wind power carbon beams, especially in recent years. After two years of catching up, the use of carbon fiber has jumped to the first place in the country. At the same time, in aspects such as hydrogen storage bottles for hydrogen energy vehicles, the application of carbon fiber has been increased and will continue to be increased in the future.”
“Carbon fiber companies must bravely be the leaders of the industrial chain and promote the construction of industrial technology innovation ecosystem.” Lin Gang, general manager of Guangzhou Sail Carbon Fiber Technology Co., Ltd., told reporters that the design and molding process of carbon fiber composite materials are different from traditional materials. Very different. Carbon fiber production companies need to unite with composite material design companies with strong technical strength at home and abroad, and work with potential application units to jointly promote the construction of the industrial ecological chain.
“Breakthroughs and development in the application market can provide opportunities for carbon fiber products to ‘let a hundred flowers bloom’. In-depth ecological construction will add diversified products to the carbon fiber industry. Every carbon fiber company must deeply cultivate its own ecological chain and Products are polished to international standards. The entire industry must strengthen the research and development of basic technologies and engineering technologies. In addition to upgrading existing technologies, there is also an urgent need to carry out research on ‘new generation carbon fiber technology’. Only enterprises and scientific research institutes can form a closer and more efficient Only with the R&D alliance, domestic carbon fiber will have a better tomorrow.” Lin Gang said.
“In the next stage, Jiangsu’s carbon fiber industry will continue to ride the wind and waves, seize the good market opportunities, and continue to create a new situation for the high quality development of the domestic carbon fiber industry.” Yan Bing said.
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