A 2026 in-depth review on advanced materials reveals China has built a fully independent industrial chain for high-performance composites, ranging from precursor yarns, carbon fiber and matrix resins to precision components, ending long-term overseas technological monopoly. The materials underpin strategic sectors including aerospace, national defense, new energy and low-altitude economy. Jilin Carbon Valley leads large-tow precursor supply at the upstream stage, while Hongfa New Material dominates composite resin production. At midstream, Guangwei Composites, Zhongfu Shenying and AVIC High-Tech hold core capacities for military carbon fiber, ultra-high-strength carbon fiber and aerospace prepreg respectively; Zhongfu Shenying has realized mass production of the world’s first T1200-grade carbon fiber. Niche specialized enterprises such as Jiangsu Xiannuo and Weihai Tuozhan fill gaps in high-temperature polyimide and special military materials. Downstream, HRC and Mingan International focus on civil lightweight precision parts, and Prit targets automotive thermoplastic composites. The industry features tiered competition among central SOEs, private giants and specialized manufacturers. Accelerated localization of high-end products and surging demand from wind power, large passenger aircraft and eVTOLs make composites a core pillar of new quality productive forces.
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