近期，中信证券发布研报指出，石墨纤维产业正迎来重要发展机遇。随着新能源、航空航天、高端制造等战略性新兴产业的快速发展，对高性能碳材料的需求持续攀升。石墨纤维作为一种兼具高强度、高模量、耐高温和轻质特性的先进材料，广泛应用于锂电池负极、氢能储运、卫星结构件及高端体育器材等领域。中信证券认为，在国家‘双碳’战略推动下，石墨纤维在新能源产业链中的关键作用日益凸显。同时，国内企业在技术突破与产能扩张方面取得积极进展，有望打破国外垄断，实现进口替代。此外，政策支持、下游应用拓展以及成本下降趋势，共同构成石墨纤维行业加速发展的核心驱动力。中信证券建议关注具备核心技术、一体化布局及客户资源优势的相关企业，把握这一高成长赛道的投资机会。
Recently, CITIC Securities released a research report highlighting that the graphite fiber industry is entering a period of significant opportunity. Driven by the rapid growth of strategic emerging sectors such as new energy, aerospace, and advanced manufacturing, demand for high-performance carbon materials continues to rise. Graphite fiber—a lightweight, high-strength, high-modulus, and heat-resistant advanced material—is widely used in lithium-ion battery anodes, hydrogen storage and transportation, satellite structural components, and premium sporting goods. CITIC Securities notes that under China’s national ‘dual carbon’ strategy (carbon peak and carbon neutrality), graphite fiber is playing an increasingly critical role in the new energy supply chain. Domestic companies have also made notable progress in technological breakthroughs and capacity expansion, positioning them to challenge foreign dominance and achieve import substitution. Furthermore, supportive government policies, expanding downstream applications, and declining production costs collectively form the key drivers accelerating the industry’s growth. CITIC Securities recommends investors focus on companies with core technologies, integrated business models, and strong client relationships to capitalize on this high-growth segment.
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