According to the Shanxi Securities Research Report, the policy has enabled commercial aerospace to enter the fast track of development, and demand is driving confirmation at the bottom of the carbon fiber industry. On November 25, 2025, the National Space Administration issued the “Action Plan to Promote the High-Quality and Safe Development of Commercial Aerospace”, which clearly states that by 2027, it is necessary to achieve the goal of ecologically efficient collaboration in the commercial space industry and a significant increase in the scale of the industry. The policy drives the rapid development of the commercial aerospace industry and will bring huge market space for carbon fiber. The commercial aerospace carbon fiber composite market is expected to double within 5 years, and the annual demand for carbon fiber composites is expected to grow from the current 100 tons to 1,000 tons. From January to December 2025, according to Baichuan Yingfu data, China's actual carbon fiber consumption is estimated to be 96,446 tons, up 71.89% year on year. The increase is mainly concentrated in wind power blades and aerospace. As the application side continues to be upgraded, companies that can stably supply high-performance products are gradually recovering their pricing capabilities. On December 12, Japan's Toray announced that it will increase the prices of TORAYCA™ carbon fiber and intermediate products such as pre-impregnations, fabrics, laminates, etc., in the range of 10% to 20%, applicable to orders shipped from January 2026. On December 15, Jilin Chemical Fiber issued a notice that the company's wet 12TK carbon fiber and 3K carbon fiber will increase by 5,000 yuan and 10,000 yuan per ton respectively from January 1, 2026. With the optimization of supply and demand relationships and the acceleration of technological breakthroughs, the high-end carbon fiber industry is expected to enter a new round of high-quality growth in the future. It is recommended to focus on leading companies in the carbon fiber field, Jilin Chemical Fiber, Zhongfu Condor, Zhongjian Technology, and Guangwei Composites.

According to the Shanxi Securities Research Report, the policy has enabled commercial aerospace to enter the fast track of development, and demand is driving confirmation at the bottom of the carbon fiber industry. On November 25, 2025, the National Space Administration issued the “Action Plan to Promote the High-Quality and Safe Development of Commercial Aerospace”, which clearly states that by 2027, it is necessary to achieve the goal of ecologically efficient collaboration in the commercial space industry and a significant increase in the scale of the industry. The policy drives the rapid development of the commercial aerospace industry and will bring huge market space for carbon fiber. The commercial aerospace carbon fiber composite market is expected to double within 5 years, and the annual demand for carbon fiber composites is expected to grow from the current 100 tons to 1,000 tons. From January to December 2025, according to Baichuan Yingfu data, China's actual carbon fiber consumption is estimated to be 96,446 tons, up 71.89% year on year. The increase is mainly concentrated in wind power blades and aerospace. As the application side continues to be upgraded, companies that can stably supply high-performance products are gradually recovering their pricing capabilities. On December 12, Japan's Toray announced that it will increase the prices of TORAYCA™ carbon fiber and intermediate products such as pre-impregnations, fabrics, laminates, etc., in the range of 10% to 20%, applicable to orders shipped from January 2026. On December 15, Jilin Chemical Fiber issued a notice that the company's wet 12TK carbon fiber and 3K carbon fiber will increase by 5,000 yuan and 10,000 yuan per ton respectively from January 1, 2026. With the optimization of supply and demand relationships and the acceleration of technological breakthroughs, the high-end carbon fiber industry is expected to enter a new round of high-quality growth in the future. It is recommended to focus on leading companies in the carbon fiber field, Jilin Chemical Fiber, Zhongfu Condor, Zhongjian Technology, and Guangwei Composites.