Carbon fiber leading stock, the real carbon fiber leading stock, benefits from the development trend in the field of new materials. The company has core technology and sustainable competitive advantage, and its performance is growing rapidly, which has long-term investment value. The following small series brings carbon fiber leading stocks, which is of great benefit to you. Let's have a look.

What are the leading carbon fiber stocks?

Haiyuan composite material

In terms of carbon fiber lightweight projects, the pure carbon fiber body "Haiyuan Albert" jointly developed and designed by the company and Italy was unveiled at JEC Paris Composite Exhibition in March, which once again proved the company's leading position in the field of lightweight automobile parts. At present, the company is actively promoting the development and design of carbon fiber body in cooperation with a number of car companies, which has broad market prospects in the future.

Jin Lang technology

2019 July 13 replied on the interactive platform that the carbon fiber air conditioning system independently developed and produced by the company integrated a number of patented technologies owned by the company.

Jinfa technology

20 17 Interim Report During the reporting period, the company's sales revenue of carbon fiber and its composite materials achieved rapid growth due to the substantial increase in the market application of automobiles and drones. During the reporting period, the company successfully developed multi-scale fiber reinforced thermoplastic composites and long carbon fiber reinforced thermoplastic composites, further enriching the product line of thermoplastic composites. At the same time, two German composite production lines introduced by the company were successfully put into production, which expanded the company's total composite production capacity to 654.38+0.5 million tons.

Xingyuan material

On May 19, 2020, it was said on the interactive platform that Jiangsu Xingyuan Carbon Fiber Composite Co., Ltd., a subsidiary of the company, was developing an integrated thermoplastic carbon fiber composite product, which was lightweight and designable. High price, environmental protection, easy recycling and other excellent properties, can be used in automobiles, high-speed rail, ships, intelligent equipment, aerospace and other industries. At present, this technology has formed an intelligent production line for small batch production, which is leading in China and has independent intellectual property rights.

Guoen stock

20 18 annual report revealed that the company made great efforts to build two business segments: glass fiber composite products and carbon fiber composite products.

Fangda carbon

2065438+September 2003, the company plans to bid for 70% equity of Jiangtan Company (listing price is 72.0577 million yuan). Jiangtan Company is mainly engaged in carbon fiber production, product processing and sales. In 20 12 years, the operating income was 7.399 million yuan and the net profit was-25183,400 yuan. The company acquired Jiangtan Company to further integrate the carbon fiber market resources. At present, the company is about to form a certain scale of carbon fiber production capacity.

What are the carbon fiber concept stocks?

Carbon fiber concept stocks: carbon fiber leading stocks: the king of new composite materials Since the new century, carbon materials have become the first choice for large-scale development and application in the world. Traditional carbon materials include synthetic diamond and high temperature resistant graphite. The most striking new carbon materials in the new century are carbon fiber, carbon-carbon composite and graphene. Carbon fiber has many excellent properties, such as high strength, high modulus, low specific gravity, high temperature resistance, fatigue resistance, light guide and easy processing. It is gradually replacing traditional materials, widely used in aerospace and military fields, and has begun to penetrate into all aspects of the national economy and people's livelihood.

Among carbon materials, carbon fiber composite is the most important one. If it is used in aircraft manufacturing, it will reduce the weight by 20%~40% compared with the current aluminum alloy, and will show great benefits in energy saving. At present, 50% of Boeing 787 is made of carbon fiber composites, and 62% of the materials of an Airbus aircraft will also be replaced by carbon fiber composites. Carbon fiber composite is a high-end application, which represents a country's overall scientific and technological level and industrialization level. The most important thing is to use it in high-end fields such as aerospace, and there is room for development for at least 20 to 30 years.

Three major carbon fiber stocks in China

1. Seiko Technology (002006): The company is mainly engaged in the production and sales of R&D, carbon fiber and related equipment, and is one of the leading carbon fiber production leaders in China. As of August 20021and 10, the total market value of the company was 6.823 billion yuan;

2. Guangwei Composite Material (300699): The company is mainly engaged in R&D, production and sales of carbon fiber and its core production equipment, and is a leading enterprise in the domestic carbon fiber industry. As of August 20021and 10, the total market value of the company was 42.696 billion yuan;

3. Zhong Jian Science and Technology (300777): The company is mainly engaged in R&D, production and sales of high-performance carbon fiber. As of August 20021,10, the total market value of the company was 2236 1 100 million yuan.

What are the general carbon fiber concept stocks?

Sinosteel Jitan 000928

The first phase 500t/a production line of Jiangcheng carbon fiber, in which the company holds 30% of the shares, is expected to be put into production in June165438+1October. Jiangcheng carbon fiber phase II production line1.500t/year, and construction is expected to start after the first phase of the project is put into production.

Bo yun Xin Cai 002297

The company's leading product, carbon/carbon composite (CFC), is an important part of the industrialization project of "the first prize of national technological invention in 2004". While successfully realizing the industrialization of many technologies, the company continues to maintain the international advanced level of core technologies in the application field of powder metallurgy composite materials. Become a country that has mastered the core technology in this field after the United States, Britain and France, and break the technological monopoly of western countries.

Blonde Technology 600 143

11On September 27th, the company announced that it would invest in the "industrialization project with an annual output of 2000 tons of carbon fiber and1000 tons of carbon fiber composite materials" with its own funds. The initial total investment is no more than 300 million yuan, and the investment period is 3 years. It is estimated that it will be officially completed by the end of 20 12. By then, Blonde Technology will build the largest carbon fiber composite production base in China.

Da rubber & plastic 600346

With outstanding technical strength, the company is a chemical machinery enterprise focused on the development of the state-owned system, and has the ability to manufacture the "large tow" carbon fiber prepreg production line, breaking the monopoly of foreign enterprises in this field.

Jilin chemical fiber 000420

It is planned to put into production 5000 tons of carbon fiber precursor production line.

Dayuan shares 600 146

The company's business mainly includes carbon fiber prepreg and composite products. Jiaxing Bao Zhong Carbon Fiber, a subsidiary holding 60% of the shares, is one of the three carbon fiber product giants in China, with a 3 million square meter carbon fiber prepreg production line, and the gross profit margin of prepreg sales exceeds 40%.

Who is the leader of carbon fiber stocks?

The leading stocks of carbon fiber include Sinosteel-based carbon (000928), Jinfa Science and Technology (600 143), Dayuan (600 146), TBEA (600089), Jinbo (688598) and Gong Jing Science and Technology (002006).

1, Sinosteel Charcoal (000928): one of carbon fiber concept stocks and carbon fiber stocks, carbonization business. Shenzhou carbon fiber company, a wholly-owned subsidiary of the company, is the only certified carbon fiber manufacturer of the commission of science, technology and industry for national defense;

2. Blonde Technology (600 143): Carbonization business. Blonde Scientific Carbon Fiber Project is a key project in Guangdong Province and Guangzhou City. This project introduces advanced equipment such as foreign oxidation furnace and carbonizer, and is equipped with corresponding auxiliary production equipment. The company's carbon fiber project is expected to be put into production before June 201/year, and the annual production scale of 2000 tons of high-performance polyacrylonitrile carbon fiber will be realized after the production;

3. Dayuan Co., Ltd. (600 146): one of the fiber concept stocks and carbon fiber stocks, the business of carbon fiber prepreg and composite products. Jiaxing Bao Zhong Carbon Fiber Co., Ltd., which holds 60% of the shares, is one of the three major carbon fiber product giants in China, and Jiaxing Bao Zhong has a carbon fiber prepreg production line with a capacity of 3 million square meters;

4.TBEA (600089): carbon fiber leading stock. On October 29th, 65438/kloc-0, the share price of TBEA rose by 0.78% in three days, and the latest price was 27.0 1 yuan, up by 4.69%, with a turnover of 6.392 billion yuan.

5. Jinbo shares (688598): carbon fiber leading shares. 65438+1closing news on October 29, Jinbo shares have increased by 38.9% this year. By the end of 15, the stock had risen by 3.39% to 35.725438+0 yuan, with a total market value of 28.648 billion yuan and a PE of 15 1.86.

6. Gong Jing Science and Technology (002006): carbon fiber leading stock. On October 29th, 65438/kloc-0, the share price of Gong Jing Science and Technology rose by 2.5 1% in three days, and the latest report was 17.56 yuan, up by 6. 1%, with a turnover of 265 million yuan.

Other carbon fiber concept stocks include Jilin Chemical Fiber, Seiko Technology, Fangda Carbon, Yifan Medicine, Huicheng Technology, Far East Shares, Xinlun New Materials, Antai Technology, st Fu You, Jilin Chemical Fiber, Guoen Shares, Guangwei Composite Materials, Taihe New Materials and Feng Wan Aowei.