(1) In terms of demand, my country's carbon fiber market demand grew faster than the global carbon fiber market in 2017. Following the 16.52% growth rate of carbon fiber demand in 2016, leading the global growth rate of 5.32%, my country's carbon fiber demand growth rate in 2017 is still higher than the global growth rate. In the future, it is expected that my country's carbon fiber market will benefit from favorable policies to maintain a relatively high growth rate.
(2) In terms of supply, my country's carbon fiber industry lags behind the world's advanced level. In 2017, the top five global carbon fiber production capacity companies accounted for 58.7% of the total production capacity. The first ranked US Zoltek (Zoltek) has a theoretical production capacity of 27.1 tons, and the second place SGL (SGL) also has a theoretical production capacity of 14.9 tons. my country's leading carbon fiber enterprise, Zhongfu Shenying, has only 6 tons of theoretical production capacity. Japan’s Toray, Japan’s Toho and Japan’s Mitsubishi Rayon collectively have more than 50% of the world’s acrylonitrile-based carbon fiber market share. Of these, Japan’s Toray has led the research and production of high-performance carbon fibers for many years, and has been supplying companies such as Boeing for a long time Quotient.
