Transform carbon fiber, the future space can be expected

The offshore wind power market has obvious inherent advantages and huge market development potential: Currently, the global wind power development is still dominated by onshore wind power, but offshore wind power has the advantages of rich resources, high power generation efficiency, close to the load center, small land resource occupation, and low difficulty in large-scale model development, which is widely regarded as the future development direction of the power generation industry. With the gradual development and utilization of high-quality resources on land, human beings began to turn to a wider area and more abundant resources of the ocean, offshore wind power generation has become the focus of attention. The sea is flat, the wind speed is generally large, and the construction of wind farms at sea can reduce the land use fee. More importantly, the coastal areas are mostly densely populated areas with high electricity load, which is conducive to the nearby consumption of offshore power generation and low risk of wind abandonment. These are all important reasons for the rapid development of offshore wind power in the world and are generally optimistic. And because of the high wind speed at sea, the single capacity of offshore fans is generally much higher than that of onshore fans, and because of this, offshore fans have a stronger demand for lightweight carbon fiber materials.

At the same time in 2022, Vestas carbon beam patent protection expires, because the application of carbon fiber materials in wind power blades has many irreplaceable advantages, so we believe that other wind power blade manufacturers will launch the application of carbon beam wind power blade products, will contribute to the carbon fiber in the wind power field of very large incremental market.

2.4 Carbon/carbon composites replace graphite materials, and photovoltaic thermal fields drive carbon fiber demand

C/C composite is a carbon matrix composite reinforced by carbon fiber and its fabric or carbon felt. It has the advantages of low density, high strength, high thermal conductivity, low expansion coefficient, good thermal shock resistance and high dimensional stability, making it a few alternative materials for applications above 1650℃, and the highest theoretical temperature is as high as 2600℃. Therefore, it is considered to be one of the most promising high temperature materials. At present, China's photovoltaic industry competition is fierce, the cost pressure is significant, C/C composite materials than traditional graphite materials have better insulation performance, higher strength, better toughness, and not easy to break, can effectively reduce production energy consumption, improve the service life of equipment, thereby reducing the cost of the entire production. C/C composite materials are very designable, and can be woven into any size and shape of the reinforcement according to the needs of the product structure, and its applications in the photovoltaic industry mainly include: Polycrystalline silicon hydrogenation furnace with internal and external insulation tube, U-type heater, insulation board, polycrystalline silicon ingot furnace with cover plate, crucible protection board, crucible bottom support, insulation board, cchralase silicon single crystal furnace (referred to as single crystal furnace) with crucible, flow tube, heating body, cover plate, bottom support, internal and external insulation tube, etc.

Czochra silicon single crystal furnace and polycrystalline silicon ingot furnace are the main equipment for the production of silicon materials in the photovoltaic industry, and their core components are high purity graphite materials. With the development of photovoltaic industry, it is difficult for traditional graphite materials to meet the needs of large-scale production equipment of CZ silicon single crystal furnace and polycrystalline ingot furnace, while C/C composite materials have good thermal physical properties, and compared with graphite thermal field materials, C/C composite materials are more than 3 times higher than graphite, so the product life is very long. It has a very large advantage over graphite materials in terms of cost performance. C/C composite insulation parts, structural parts and heating elements will be the development direction of thermal field materials for photovoltaic equipment such as Czochralski silicon single crystal furnace and polycrystalline ingot furnace. Stimulated by the "carbon peak, carbon neutral" policy, orders for monocrystalline silicon furnace skyrocketed, monocrystalline silicon furnace, mainly carbon felt functional materials and crucibles, thermal insulation barrels, trays and other carbon carbon composite structural materials: According to the data of the 2021 Global Carbon Fiber Composites Market report, it is conservatively estimated that the demand for carbon carbon composite carbon fiber will reach 24,300 tons by 2025, with a CAGR of 30% during the period.

2.5 Materials for hydrogen storage bottles, carbon fiber materials are expected to increase the demand space