Commercial aerospace and wind power drive demand for carbon fiber; 7 stocks' net profits are expected to increase or turn profitable.

MetaMuskRat · 2026-03-12T12:24:00+00:00

With the growth of downstream demand, China's carbon fiber market is expected to reach 96,446 tons in 2025, with an increase of 71.89%. It is primarily applied in wind power and aerospace sectors. Multiple A-share carbon fiber concept stocks are expected to see improved performance.

MetaMuskRat

2026-03-12 12:24:00

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People’s Financial News, March 12 — As downstream industries develop, carbon fiber is entering a period of explosive demand. According to Baichuan Yingfu data, in 2025 from January to December, China’s actual consumption of carbon fiber is expected to reach 96,446 tons, an increase of 71.89% year-on-year. The growth is mainly concentrated in wind turbine blades and aerospace sectors. According to Securities Times Data Treasure, there are 23 carbon fiber concept stocks in the A-share market, with 15 companies releasing performance-related announcements for 2025. Based on the order of net profit lower limits in performance forecasts and previews, Boyun New Materials, Far East Holdings, and Zhongfu Shenying are expected to turn losses into profits, while Jilin Carbon Valley, Chujiang New Materials, Wote Shares, and Jinggong Technology have all achieved year-on-year growth in net profit.

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