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A股異動丨國際巨頭上調碳纖維價格20% 相關個股走強
格隆匯 04-26 10:03
格隆匯4月26日丨據證券時報,由於主要原料價格上漲、集裝箱短缺等導致物流費用上升,全球碳纖維龍頭日本東麗將從新合同開始將碳纖維的銷售價格提高20%。業內認為,東麗實施提價後,帝人等其他同行企業也可能跟隨。儘管因新冠疫情影響,用於飛機的碳纖維需求低迷,但面向全球因轉向去碳化社會而相繼推進擴大和新建的風力發電機的需求正在增長。碳纖維複合材料在未來具有巨大的市場空間,產業鏈高速增長勢頭將繼續保持。中航高科是碳纖維產業鏈稀缺龍頭,其復材業務已進入高速發展期,短期受益於軍機放量,長期將得到民機市場支撐。光威復材主營碳纖維及其複合材料,持續受益於航空裝備的升級換代。中航高科現漲逾4%,光威復材漲逾2%。

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