News on China's scientific and technological development.

tphuang said:

pretty big actually. There is a lot of chemicals that needs to be produced and most of those chemicals are not actually used for carbon fibers. I have the data on things like acrylic fiber where China has far and away the most capacity. But they get used for other purposes too.

It's kind of interesting that the only real competition vs Chinese production right now is Toray. I mean there are some smaller Japanese and Korean companies. But Toray pretty much has like a monopoly in Western countries.

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btw, this is the entire carbon fiber production process


Just look at how chemical intensive the upstream is. And the carbon fiber precursors are produced from Polyacrylonitrile (or acrylic fiber) made by the chemical plants.
China has by far world's largest supply of Acrylic production with 吉林化纤 also being the largest producer of this.
So it's not only the largest producer of carbon fiber in China, but also the feedstock that goes into it.

Of course, it helps that Jilin is not far from Daqing oil field and gets cheap electricity. That allowed the chemical industry to get developed in the first place.

"Chinese cars have achieved it! Fuel consumption has entered the era of 2 liters / 100 km and the range exceeds 2000 kilometers. "Geely is doing great things quietly again." Recently, Geely Automobile Group CEO, An Conghui, revealed at the 2024 World New Energy Vehicle Conference"

Whats the current standard of such engines by the way?

I wrote up a thread on the cost advantages that 吉林化纤 has due to low energy cost, infrastructure advantage, vertical integration and more.

It's incredibly world's largest Acrylic Fiber producer and located next to China's large factory for Acrylonitrile at PetroChina Jilin

优势一：历史沉淀，基础厚实早在上个世纪70年代，吉林炭素厂就建成了国内最早的碳化生产线，并成为中国第一个特供碳纤维定点生产企业。
中油吉林石化公司也是国内最早生产碳纤维原丝及碳丝的企业之一，开发出国内第一套采用生产碳纤维原丝的生产技术。
吉林市被誉为中国碳纤维产业的“摇篮”。

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was the original factory in China to produce carbon fibers

产业链优势吉林当地已经形成“丙烯腈—丙烯腈基原丝—碳丝—下游制品”完整碳纤维产业链条。
中油吉化公司丙烯腈厂是目前全国最大的丙烯腈生产基地，丙烯腈年产量达到43万吨，吉林市生产的丙烯腈将通过管道直接运输至吉林碳谷大幅降低原料运输成本。
原丝、碳丝、碳纤维复合材料企业均聚集在此。
官方公布吉林市现有吉林化纤、吉林碳谷等25户碳纤维生产企业，其中规模以上企业12户，已实现规模化生产碳纤维下游制品4个系列、10余种终端产品。（后面简单介绍几家企业）优势

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PetroChina Jilin has 430k ton of acrylonitrile capacity at its plants there and Jilin's carbon valley gets it directly through pipeline.

吉林化纤 has all the precursor, carbon yarn and carbon fiber composite material produced in this area.

吉林化纤20万吨碳纤维全产业链：建设年产15万吨碳纤维原丝、年产5万吨碳纤维碳丝、年产１万吨碳纤维复合材料制品生产厂房及装置。
吉林精功８000吨大丝束碳纤维：建设４条大丝束碳纤维生产线，形成年产大丝束碳纤维8000吨生产规模。

“十四五”期间，吉林市聚力打造“中国碳谷”，大丝束碳纤维原丝和碳丝产能争创世界第一。
到2025年，全市原丝产能预计达到31万吨、碳丝产能达到10万吨，碳纤维复材及制品产能达到5万吨，碳纤维产业规模达到500亿元。

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So it already had 150k ton of precursor capacity and 50k ton of carbon fiber capacity back in Aug 2023
It has goal of reach 50k ton of carbon fiber composites & 310k ton of precursor and 100k ton of carbon fiber capacity by 2025.

So the planned growth is pretty outrageous