CITIC SEC's Research Reports indicate that after a period of slow development, the overall performance and Orders of the upstream of the Carbon Fiber Industry Chain began to show significant improvement starting from Q3 2024, with major contracts from relevant companies being signed recently, reflecting positive expectations for rapid growth in key downstream models. It is anticipated that starting from 2025, the entire industry chain will initiate a new growth cycle alongside the rapid expansion of key models in the downstream Aviation sector, and the performance of related companies in the industry chain will also enter an upward trajectory.
中信证券：预计2025年碳纤维产业链将开启新一轮成长周期
CITIC SEC: It is expected that the Carbon Fiber Industry Chain will enter a new growth cycle in 2025.
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