China has taken a new step in its race to dominate the advanced materials sector. And the state giant CNBM (China National Building Material Group) has launched three new high-performance carbon fiber production lines at its Lianyungang plant in Jiangsu province, operated by its subsidiary Zhongfu Shenying Carbon Fiber. The new facilities cover the three main categories of the material (general use, high resistance and high modulus) and add to the advances that the country has been announcing in recent months in this field.
Why is it important. High-performance carbon fiber has been around for decades being a strategic material controlled by very few actors. Japan and the United States have historically dominated its production, and for years China has had restricted access to the most advanced variants through international export control agreements. With these three lines, Beijing reinforces its capacity to produce at home a material that is key for sectors such as aeronautics, energy, robotics or consumer electronics.
In detail. The three lines put into operation are, according to has reported the Chinese state agency Xinhua, the largest in the world in their respective categories. The first is a high-capacity line for 5,000 tons per year, which uses the subsidiary’s own spinning technology and whose material is mainly used for wind energy and electric vehicles.
The second, with a capacity for 1,000 tons per year, produces T1100 grade fiber, designed for aerospace applications that require very light structures with high load capacity. And the third, of 600 tons per year, manufactures SYM40 grade high modulus fiber, aimed at precision applications in the seabed, deep mining, space or competitive sports equipment, according to they collect from Global Times.
A relevant fact about this announcement is that, depending on the mediumthe new lines have achieved a localization rate of more than 95% in their main equipment. That is, almost all of the machinery used to manufacture the fiber is domestically manufactured, which confirms that China not only produces the material, but also much of the technology necessary to do so on a large scale.
The context. This announcement comes in the midst of a technological pulse with the United States and Japan. According to South China Morning PostWashington and Tokyo have recently tightened controls on the export of equipment and technology to manufacture high-strength carbon fiber, precisely to make it difficult for Chinese companies to produce it. Ma Jie, an analyst at Guoyuan Securities, explained in a report that these restrictions have pushed the Chinese industry to pursue technological self-sufficiency and control its entire supply chain, and recalled that the sector has gone from basic T300 fiber to today reaching standards that are among the most advanced in the world.
Furthermore, just as we counted A few months ago, CNBM had presented at the JEC World fair in Paris the world’s first mass production of T1200 fiber, the strongest variant of the scale, with more than 8 gigapascals of tensile strength. Added to this news, at the beginning of June, was the announcement by Shanghai Petrochemical, a subsidiary of Sinopec, about the large-scale production of T1000 fiber using its own process.
Supply. Zhou Yuxian, president of CNBM, pointed out Xinhua that these new lines help solve two structural problems in the sector: the shortage of high-end carbon fiber products and the lack of a complete offer that covers all categories of the material. The manager added that the production “will reinforce the security and resilience of the Chinese supply of strategic materials.”
It is worth remembering that, until now, the world market has been dominated by a handful of manufacturers. Three Japanese companies (Toray Industries, Teijin and Mitsubishi Chemical) together controlled just over half of the global market in 2025, according to a report from Nikkei Asia. The American Hexcel is another of the major players in the sector, especially in the aerospace and military fields.
morenda. China’s push for carbon fiber responds to a demand that continues to grow. And according tothe report According to Guoyuan Securities, global demand for carbon fiber exceeded 220,000 tons in 2025, with a growth of 43.8% compared to the previous year, while in China this growth was even higher, 57%, driven by the manufacturing of the C919 commercial aircraft, humanoid robots and low-altitude vehicles.
Cover image | CGTN
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