The Largest Oil Breakthrough in History! Global Launch of "Black Gold" Achieves Major Milestone (with stocks)

Our country has reached an international advanced level in the field of ultra-high-strength carbon fibers.

Member countries of the International Energy Agency agree

Release 400 million barrels of strategic oil reserves

According to CCTV News, IEA Director Fatih Birol stated on the 11th that IEA member countries have agreed to release 400 million barrels of strategic oil reserves to address the risk of global energy supply disruptions caused by the war in the Middle East. He said that this move aims to stabilize the global energy market and mitigate the impact of escalating Middle East tensions on oil supply and prices.

Previously, Xinhua News Agency reported that Japanese Prime Minister Sanae Highashi announced on the 11th that the Japanese government might begin releasing national oil reserves on the 16th. This will be the first time Japan has released its national oil reserves independently since establishing the national oil reserve system in 1978.

It is worth noting that this is the sixth coordinated release of reserves since the establishment of the IEA. Previously, it occurred in 1991, 2005, 2011, and twice in 2022. The current release will be the largest in IEA history.

On March 11, international oil prices fluctuated upward. WTI crude oil futures briefly turned red during trading, closing up 5.94% at $88.41 per barrel; ICE Brent crude futures briefly fell more than 6% during trading, but closed up 6.64% at $93.63 per barrel.

Our country independently develops the world’s

Strongest ultra-high-strength carbon fibers

CCTV News reported that on March 11, China’s independently developed T1200-grade ultra-high-strength carbon fibers were officially launched globally. China has also become the first country in the world to achieve mass production of this grade of carbon fibers at the hundred-ton level. This completely breaks the long-standing technological monopoly abroad and marks that our country has entered the international advanced level in the field of ultra-high-strength carbon fibers.

The head of the R&D team for T1200-grade carbon fibers at China National Carbon Fiber Corporation said that this ultra-high-strength carbon fiber has a tensile strength increased by over 14% compared to the previous T1100 grade. Thanks to its ultra-lightweight and high-strength characteristics, T1200-grade carbon fibers can achieve more than 10% weight reduction in related equipment. It has broad application prospects in strategic emerging industries such as commercial aerospace, low-altitude economy, and humanoid robots.

Carbon fiber is often described as “combining hardness and flexibility.” It has the “softness” of fibers—thin as a hair but harder than steel; additionally, carbon fiber is highly resistant to high temperatures and corrosion, earning it titles such as “black gold,” “king of new materials,” and “super-strong material on Earth.”

In recent years, China’s carbon fiber industry has developed rapidly, with significant increases in output and domestic production rate. According to the China Chemical Fiber Industry Association, during the 14th Five-Year Plan period, China’s carbon fiber production maintained an average annual growth rate of over 30%. Currently, China accounts for about 50% of the world’s total carbon fiber capacity, ranking first globally. By 2025, China’s domestic production rate of carbon fibers will reach 92.4%, up from 13.4% ten years ago, demonstrating significant progress in domestically produced carbon fibers.

Following this news, on March 11, the carbon fiber concept stocks rose in the afternoon, with the index reaching a maximum increase of 2.27% during the session and closing up 1.71%. Zhongfu Shenyan, Jilin Carbon Valley, Far East Holdings, and Taihe New Materials all closed with gains exceeding 5%.

Commercial aerospace and wind power drive demand for carbon fibers

Carbon fibers and composite materials reinforced with carbon fibers have excellent reinforcement and weight reduction effects. They are resistant to corrosion, high temperatures, have low thermal expansion, and good electrical conductivity, making them chemically stable. They can replace metals in harsh environments with high temperature, high pressure, and corrosion, achieving integrated structural functions, thus becoming key materials in defense industry development.

As downstream industries develop, demand for carbon fibers is experiencing an explosive growth. According to Baichuan Yingfu data, from January to December 2025, China’s actual consumption of carbon fibers is expected to reach 96,446 tons, a year-on-year increase of 71.89%, mainly driven by wind turbine blades and aerospace sectors.

In the wind power sector, as onshore wind power moves toward large-scale bases and deep-sea wind power develops rapidly, wind turbines are becoming larger and lighter. The application of carbon fibers in wind turbine blades has become a rigid demand. According to the National Energy Administration, China’s new wind power installed capacity will reach 120 million kilowatts in 2025, a new high and an increase of 50.93% year-on-year, providing strong support for the demand for carbon fibers.

In aerospace, the scale of commercial space industry is accelerating, and demand for carbon fibers is obvious. It is estimated that reducing 1 kg of weight in a satellite can indirectly reduce 500 kg of fuel for the launch system and save about $20,000 in launch costs. High-performance carbon fibers, with their excellent physical properties, are expected to become the main structural material for spacecraft. By 2026, aerospace will be included as a new pillar industry in the government work report, with a clear emphasis on “accelerating the development of satellite internet,” and commercial space is expected to develop rapidly, further boosting demand for high-performance carbon fibers.

7 stocks with net profit growth or potential turnaround

According to Securities Times·Data Treasure, there are 23 carbon fiber concept stocks in the A-share market, with 15 releasing performance-related announcements for 2025. Based on the lower limits of performance forecasts and preliminary results, Boyun New Materials, Far East Holdings, and Zhongfu Shenyan are expected to turn losses into profits, while Jilin Carbon Valley, Chujiang New Materials, Wote Shares, and Jinggong Technology all show year-on-year profit growth.

Among stocks with expected profit increases, Jilin Carbon Valley has the highest growth, with an estimated net profit attributable to the parent company of 191 million yuan, a 103.99% increase year-on-year. The company stated during an investor research activity in November 2025 that its 30,000-ton high-performance carbon fiber precursor project was gradually undergoing trial runs in the second half of 2024, and by the first half of 2025, product quality verification had been carried out with downstream customers in batches, aiming for early market launch.

Among stocks expected to turn profitable, Zhongfu Shenyan has the highest net profit forecast. The company indicated on an investor Q&A platform that its 30,000-ton high-performance carbon fiber base in Lianyungang can produce multiple levels of products, including the globally advanced T1100 grade and above, T800 grade carbon fibers with low cost and high performance, and third-generation dry spray wet spinning high-modulus large tow carbon fibers for wind power.

(Article source: Data Treasure)