In the competitive arena of the global new materials industry, carbon fiber has always been a core benchmark measuring a country's high-end manufacturing strength. Known as "black gold", this strategic material has become the fundamental backbone supporting modern industrial upgrading — ranging from the tiny fuselage frame of a drone to the main beam of a 100-meter wind turbine blade, and from the wing components of a domestic large aircraft to the reinforcement structure of a cross-sea bridge. Once upon a time, the global carbon fiber market was firmly controlled by a handful of overseas giants, forcing Chinese enterprises to struggle downstream in the industrial chain. Today, with continuous technological breakthroughs and leapfrog growth in production capacity, Chinese brands are rising irresistibly. Their global market share has been climbing year after year, carving an increasingly distinct Chinese mark on the global carbon fiber industry map.

Looking back more than a decade ago, domestic carbon fiber barely had a voice in the global market. At that time, China had not yet mastered mature mass production technology for high-performance carbon fiber. Products above the T700 grade were almost entirely imported. Overseas suppliers not only charged exorbitant prices but also strictly restricted the supply of high-end products to China through quota limits and technology blockades. Domestic enterprises in wind power, aerospace and structural reinforcement often fell into the dilemma of "unaffordable even with money, unavailable even at high cost". China's carbon fiber market share once fell below 5%, leaving almost no presence on the international competition stage.

However, such blockades and suppression never crushed the determination of China's new materials industry to overcome technical difficulties. From laboratories in scientific research institutes to enterprise production workshops, countless researchers and industrial workers dedicated themselves to tackling hard challenges. In the precursor production stage, we explored the "dry-jet wet-spinning" process from scratch, gradually optimizing spinning speed and controlling micron-level defects on the fiber surface. This eventually achieved stable mass production of large-tow precursor, completely breaking the external dependence on upstream raw materials. In the carbonization stage, teams repeatedly adjusted the temperature curve and tension control of high-temperature carbonization furnaces, overcoming core challenges such as high-precision temperature control and uniform carbonization. This ensured that the strength and modulus indicators of every single carbon fiber stably reached international advanced levels. From the full popularization of T300 grade, to the large-scale civilian use of T800 grade, and finally to the 100-ton-level mass production of T1200 grade, China's carbon fiber industry completed in just over a decade the technological development path that overseas enterprises took decades to finish.

The dividends of technological breakthroughs have rapidly transformed into explosive growth in production capacity. In 2026, China's operational carbon fiber production capacity exceeded 170,000 tons, accounting for 52.5% of the global total, officially making China the world's largest carbon fiber producer. Leveraging the huge local production capacity advantage, the cost-effectiveness of domestic carbon fiber continues to stand out, and product competitiveness quickly radiates across the global market. The global market share has steadily risen from less than 5% ten years ago to over 40% today, completely breaking the long-term monopoly of overseas enterprises. On wind power construction sites in Southeast Asia, Chinese-made large-tow carbon fiber is used to manufacture 100-meter blades, supporting local clean energy development. In old bridge restoration projects across Europe, Chinese carbon fiber fabrics and matching epoxy structural adhesives have become the preferred reinforcement materials for engineering contractors. In new energy station construction projects along the Belt and Road, equipment fully adopting Chinese carbon fiber materials has won widespread recognition in local markets for its stable performance and high cost-effectiveness.

What makes us even prouder is that the global rise of domestic carbon fiber is not a low-end expansion relying on low-price bulk sales, but a high-quality global expansion based on full-chain technological advantages. Domestic enterprises have developed customized product systems tailored to the scenario demands of different countries: hydrolysis-resistant carbon fiber materials for the high-temperature and high-humidity environment in Southeast Asia, low-temperature-resistant wind power-specific carbon fiber for the extremely cold regions in Northern Europe, and cost-effective structural reinforcement carbon fiber products for Africa's infrastructure market. Batch after batch of Chinese materials adapted to different regional demands are building a new reputation of "Intelligent Manufacturing in China" across the global market. Represented by enterprises like Xinze Composite Materials, leading domestic players in niche sectors have also leveraged the industrial advantages of domestic carbon fiber to export structural reinforcement carbon fiber materials and supporting solutions to overseas markets, extending the application scenarios of Chinese carbon fiber from the industrial field to the vast world of global infrastructure maintenance.

From a follower trapped by technology blockades to a leader occupying half of the global production capacity, the strong rise of domestic carbon fiber is a vivid epitome of China's high-end materials industry striving for self-reliance. It has not only reshaped the global carbon fiber industrial pattern but also proved to the world that core technologies can never be bought or begged for. As long as we focus on deepening technology research and consolidating our foundation, Chinese enterprises are fully capable of blazing a unique breakthrough path in the high-end materials sector. In the future, with continuous technological iteration, the global market share of domestic carbon fiber will further increase. This "black power" from China will eventually inject continuous new momentum into the upgrading of global high-end manufacturing.