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According to a research report from CITIC Securities, the commercial aerospace sector is experiencing a robust boom, propelled by a confluence of policy support, technological advancements, and market dynamics. The escalating demand for space-based computational capabilities has set stricter standards for the weight reduction of rocket and satellite frameworks, as well as for carbon fiber materials suitable for extreme operational conditions. Given its exceptional properties—such as high-temperature resistance, superior strength, high modulus, and a low coefficient of thermal expansion—graphite fiber is poised to see a further surge in its adoption rate. It is projected that as downstream demand continues to grow and the trend towards localization strengthens, companies that invest in graphite fiber production will reap substantial benefits.
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