炭素繊維は21世紀における最も戦略的に重要な新素材の一つとして、今、かつてない発展のチャンスを迎えている。本稿では、世界市場の需給の変化から中国企業の台頭経路、技術躍進の方向から川下応用分野の爆発的成長まで、炭素繊維産業の現在の発展状況、競争環境、将来動向を総合的に分析し、読者に完全な産業パノラマを提示する。本稿では、航空宇宙、新エネルギー自動車、風力タービンブレードなどの核心応用分野における炭素繊維の最新の進歩を解釈し、国内外の企業の競争戦略と技術ルートの選択を分析し、最新の政策環境と市場需要に基づいて、今後5年間の業界発展の重要な動向と潜在的なチャンスを展望する。
The current situation and scale growth of the global carbon fiber market
The carbon fiber industry has witnessed explosive growth in recent years, and the global market landscape is undergoing profound changes. According to the latest industry data, the global carbon fiber market size has exceeded 20 billion US dollars in 2025, with a compound annual growth rate of over 10%, and the demand is expected to reach a historical high of 300,000 tons. In this global growth wave, China plays a crucial role – with a 47.7% share of production capacity, China has become the world’s largest producer, and it is expected that this proportion will further increase to 65% by 2030, demonstrating an impressive development speed and industrial potential. From the supply side, China’s carbon fiber production capacity reached 135,500 tons in 2024, with a year-on-year growth of as high as 113%. It is expected to exceed 299,000 tons in 2025, accounting for more than 40% of the global total capacity. Such a speed of capacity expansion is extremely rare in the history of global industrial materials.
From the perspective of product structure, the current carbon fiber market shows a distinct feature of application field differentiation. Wind turbine blades, sports and leisure, and photovoltaic thermal fields constitute the three core application areas, accounting for 36%, 28%, and 11% of the market share respectively. It is particularly worth noting that the growth rate of emerging fields such as new energy vehicles and building reinforcement has exceeded 50%, and they are becoming new engines driving industry growth. In terms of product technology routes, PAN-based carbon fiber still holds an absolute dominant position, with a market share as high as 92%. This is mainly attributed to its excellent mechanical properties and relatively mature preparation process. Asphalt-based and viscose-based products have achieved breakthroughs in special application scenarios. Although their current market share is relatively small, they have demonstrated unique advantages in high-end fields such as thermal protection systems for aerospace vehicles and heat dissipation for electronic devices.
From the perspective of regional development, the global carbon fiber industry has formed a distinct regional agglomeration effect. The Asian region, especially China, Japan and South Korea, together account for more than 60% of the global market share, forming the “golden triangle” of world carbon fiber production. While China’s production capacity has been expanding rapidly, its technological level has also made considerable progress. T800-grade carbon fiber has achieved stable domestic supply, and its performance is approaching the international advanced level. In contrast, although the European and American markets are relatively stable, they have lagged significantly behind Asian enterprises in terms of the speed of capacity expansion and technological iteration. This change in regional pattern indicates that the global carbon fiber industry’s center of gravity is shifting eastward, and China is gradually transforming from a follower to a leader.
Table: Global Carbon Fiber Market Regional Distribution and Growth Forecast in 2025
| Region | Capacity proportion | Major manufacturing enterprises | Growth rate forecast for the next five years |
|---|---|---|---|
| China | 47.7% | Jilin Chemical Fiber, Zhongfu Shenying, Guangwei Composites | 15-18% |
| Japan | 18.2% | Toray, Mitsubishi Rayon, Toho | 5-8% |
| Europe and America | 22.5% | Hirsch, Siguri | 6-10% |
| Others | 11.6% | Hyosung of South Korea, etc | 10-12% |
From the perspective of the value distribution of the industrial chain, the carbon fiber industry exhibits a typical “smile curve” feature. The production process of high-performance carbon fiber has the highest added value, accounting for approximately 40% of the total value of the industrial chain. This is mainly due to its high technological barriers and large-scale R&D investment. The value of the precursor production process accounts for approximately 25%, which is the foundation for ensuring the quality of carbon fibers. The value of the processing and application of composite materials accounts for approximately 35%, and its added value varies with the complexity of the product and the application field. For instance, carbon fiber composite materials used in aerospace have strict performance requirements, and their value is much higher than that of sports and leisure products. This value distribution pattern also explains the strategic choice of major enterprises to climb towards high value-added links one after another.