CITIC Securities: Carbon Fiber Industry Now in Recovery Phase at Cycle Trough; Focus on High-Caliber Enterprises
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Author:小编   

According to a research report released by CITIC Securities, the carbon fiber industry is currently navigating a recovery phase at the bottom of its business cycle. This phase is characterized by a stabilization of prices and a resurgence in operational rates. From a demand perspective, there is a discernible trend of structural recovery. Specifically, the wind power sector is witnessing significant growth, the aerospace sector is experiencing a sustained rebound, and the low-altitude economy—encompassing areas such as electric Vertical Take-Off and Landing (eVTOL) aircraft and drones—is emerging as a fresh hotspot for growth. Given these dynamics, CITIC Securities advises investors to concentrate on high-quality enterprises that possess capabilities in high-end applications, hold advantages in the new energy sector, and exhibit potential for overseas expansion.