碳纖維產(chǎn)業(yè)現(xiàn)狀與發(fā)展課件

PAN-basedCarbonFiberMarketOverviewandCooperationAreasPAN基碳纖維產(chǎn)業(yè)現(xiàn)狀及合作領(lǐng)域ChinaChemicalFibersAssociation中國(guó)化學(xué)纖維工業(yè)協(xié)會(huì)Nov20132013年11月PAN-basedCarbonFiberMarketOverviewanddevelopmentofcarbonfiberindustryintheworld.

國(guó)內(nèi)外碳纖維產(chǎn)業(yè)現(xiàn)狀與發(fā)展趨勢(shì)2.MainproblemsexistinginthedevelopmentofcarbonfiberindustryinChina.

我國(guó)碳纖維產(chǎn)業(yè)發(fā)展存在的主要問題3.Co-operationopportunities.

合作領(lǐng)域Agenda

目錄Overviewanddevelopmentofca2OverviewofCFindustryinforeigncountries——productioncapacity國(guó)外碳纖維產(chǎn)業(yè)現(xiàn)狀——生產(chǎn)能力In2012,theglobalCFproductioncapacityisabout105,000tons(12Kcarbonfibershallprevail).Smalltowisabout73,000tonswhichaccountsfor70%ofthetotalandlargetowisabout32,000tonswhichaccountsfor30%.Ifcalculatedbasedonoperatingrateof70%,theglobalCFproductioncapacityin2012isabout74,000tons.2012年全球碳纖維產(chǎn)能約為10.5萬噸（碳纖維產(chǎn)能統(tǒng)計(jì)一般以12K為標(biāo)準(zhǔn)），其中小絲束碳纖維約7.3萬噸，占70%；大絲束碳纖維約3.2萬噸，占30%。按照開工率70％計(jì)算，2012年全球碳纖維總產(chǎn)量約為7.4萬噸。Atpresent,theglobalCFproductioncapacityisstillaffectedbydownstreamapplications,andtheinfluenceisexpanding.目前，全球碳纖維產(chǎn)能受下游應(yīng)用牽引還在不斷擴(kuò)大。

一、Overviewanddevelopmentofcarbonfiberindustryintheworld(excludeRussia)國(guó)內(nèi)外碳纖維產(chǎn)業(yè)現(xiàn)狀與發(fā)展趨勢(shì)（不包括俄羅斯）CFProductioncapacityinrecentyears

近幾年國(guó)外碳纖維生產(chǎn)能力OverviewofCFindustryinfor3World’sleadingCFmanufacturersanditsmarketshare全球碳纖維主要生產(chǎn)商及其市場(chǎng)份額JapaneseandAmericancompaniesarestilltheleadersininternationalCFmarket;

國(guó)際碳纖維市場(chǎng)依然為日、美企業(yè)所壟斷;TheCFindustriesinChina,Turkey,Korea,SaudiArabiaandothercountriesaredeveloping;中國(guó)、土耳其、韓國(guó)、沙特阿拉伯等新興國(guó)家碳纖維產(chǎn)業(yè)的崛起;TheproductioncapacityofJapanesecompanieswith43%ofglobalproductioncapacity,andAmericancompaniesisabout34%;

日本企業(yè)占全球產(chǎn)能的43％，美國(guó)企業(yè)占34%;DivisionofglobalCFmarketshare全球碳纖維市場(chǎng)份額劃分Smalltow小絲束Largetow大絲束World’sleadingCFmanufacture4GlobaldivisionofCFapplication全球碳纖維應(yīng)用領(lǐng)域分布Currently,thedemandofCFintheworldisabout50,000-60,000tons,andinaerospace,industryandsportinggoodsfieldsaccountfor15%,65%and20%.目前，國(guó)際碳纖維年需求量約為5-6萬噸，航空航天、工業(yè)應(yīng)用、體育休閑三大應(yīng)用領(lǐng)域占比分別為15%、65%和20%。

ItforecastthatthedemandofCFwillbe150,000tonsin2020,andaerospace,industryandsportinggoodswillbe20%,75%and5%,increasing144%,333%and-6%comparedwith2012.預(yù)計(jì)2020年全球碳纖維需求量將達(dá)到15萬噸，其中，航空航天占20%、工業(yè)領(lǐng)域占75%、體育休閑占5%，各領(lǐng)域用量分別比2012年提高144%、333%和-6%。TheforecastofglobalCFdemand(unit:ton)

全球碳纖維需求及增速預(yù)測(cè)(單位：噸)OverviewofCFindustry

inforeigncountries

國(guó)外碳纖維產(chǎn)業(yè)現(xiàn)狀噸GlobaldivisionofCFapplicat5DevelopmenttrendofCFindustryinforeigncountries

國(guó)外碳纖維產(chǎn)業(yè)發(fā)展趨勢(shì)DevelopmenttrendofCFindustrytechnologyinforeigncountries國(guó)外碳纖維產(chǎn)業(yè)技術(shù)發(fā)展趨勢(shì)Item項(xiàng)目Target方向目標(biāo)BasicResearch基礎(chǔ)科研--Spreadingtechniqueandapplicationoflargetow;大絲束分散鋪陳技術(shù)及應(yīng)用；--ReducedefectandimproveCFstrength(>10GPa)andmodulus(>800GPa);

減少缺陷，提高碳纖維的強(qiáng)度（大于10GPa）、模量（大于800GPa）；--CooperatewithScientificResearchInstitutionresearchhigh-performanceresin,improveperformanceofCFRP;

與科研院所合作研發(fā)高性能樹脂，增進(jìn)CFRP的性能；--CFequipmentwithlowcost;低成本碳纖維制備；--UnivNottinghamUK-technologyofCFrecycling;RecycledCarbonFiberCompanyUK–commercializingrenewableCF2000t/a;

英國(guó)諾丁漢大學(xué)碳纖維回收利用技術(shù)、英國(guó)RecycledCarbonFiber公司商業(yè)化再生碳纖維2000t/a。ApplicationDevelopment應(yīng)用開發(fā)--Automotive:themostpotentialfield,atpresentis20,00t/a;Torayevaluatedthat:thedemandofCFwillbe74,000t/aduring2020to2030;BMWwillsetupacarbonfiberandCFproductscompanywithSGLbyUSD340million.

汽車:最具應(yīng)用潛力方向，目前20,00t/a；據(jù)東麗公司估計(jì):2020－2030年，年需碳纖維74,000t/a；BMW和SGL合資3.4億美元

建碳纖維（美國(guó)）及其制品（德國(guó)）加工廠。--Newenergy:flywheelenergystorage,windblade,fuelcell.

新能源:飛輪儲(chǔ)能、風(fēng)力葉片、燃料電池--Compositecableconductor:thetechnologyofepoxyorbismalemid(BMI)carbonfibercompositecableconductorgetsmatureenoughandisbeingpromoted.

復(fù)合材料電纜線:環(huán)氧基或者雙馬基碳纖維復(fù)合電纜芯技術(shù)成熟，正推廣應(yīng)用--Civilnuclearfacilities:nuclearprotectionfacilities.

民用核設(shè)施:核反應(yīng)堆保護(hù)設(shè)施--Airtank:medicalandindustrialstoragetank.儲(chǔ)氣罐等:醫(yī)用、工業(yè)用儲(chǔ)罐EnergySaving節(jié)能減排--Limitedbyworld’scarbonemission,thepotentialmarketofCFcarswillbeover

600,000tons.

受世界碳排放所限，未來汽車用碳纖維潛在市場(chǎng)超過60萬噸EngineeringDevelopment工程開發(fā)--Improvethecapacityofoneproductionlineto4000tons/year,reducecostofcivilCF;expandthetotalproductioncapacity,includeCFandprepreg.

提高單線產(chǎn)能至4000噸/年，民用碳纖維成本降到最低；擴(kuò)大總產(chǎn)能，包括碳纖維和預(yù)浸料。DevelopmenttrendofCFindust6OverviewofCFindustryinChina國(guó)內(nèi)碳纖維產(chǎn)業(yè)現(xiàn)狀Thereareabout40CFcompaniesinChina,PANprecursorproductioncapacityisabout250milliontonsayear;PANCFisabout8500tonsayear;

國(guó)內(nèi)有大小碳纖維企業(yè)約40家，PAN基碳纖維原絲形成約25000萬噸/年生產(chǎn)能力；PAN基碳纖維形成約8500噸/年生產(chǎn)能力；Productstructure：產(chǎn)品結(jié)構(gòu)：In2015,itexpectsthatdomesticCFdemandwillreachat15000tonsayear.

預(yù)計(jì)2015年國(guó)內(nèi)碳纖維年總需求量將達(dá)到15000噸；T300CFT700CFT800CFM50JCFReachthesamehighlevelasforeignproduct.達(dá)到國(guó)外同類產(chǎn)品水平Completetheengineeringdevelopmentandsmallvolumeproduction.完成工程化開發(fā)，小批量生產(chǎn)

Brokenthroughthekeyproductiontechnology.突破關(guān)鍵制備技術(shù)Brokenthroughthekeydevelopmenttechnology.突破關(guān)鍵研制技術(shù)OverviewofCFindustryinChi7ThestatusofimportedCFmarketinChina我國(guó)進(jìn)口碳纖維市場(chǎng)情況In2012,thequantityofCFandCF-basedproductsis8560tons:2012年，碳纖維及制品進(jìn)口量為8560噸，其中：Processingtrade--67.7%;Generaltrade--29.1%;

加工貿(mào)易占67.7%，一般貿(mào)易占29.1%;SportingGoods&Leisure--51.3%,Industrial--24%,aerospace--2.9%;

體育休閑類產(chǎn)品占51.3%，工業(yè)用占24%，航空航天領(lǐng)域占2.9%；Japanisthemainimportingcountry,thenisAmerica,Mexico,Turkey,Korea;

日本是最大的進(jìn)口國(guó)，依次是美國(guó)、墨西哥、土耳其、韓國(guó)等；OverviewofCFindustryinChina國(guó)內(nèi)碳纖維產(chǎn)業(yè)現(xiàn)狀ThestatusofimportedCFmark8DevelopmenttrendofCFindustrytechnologyinChina國(guó)內(nèi)碳纖維產(chǎn)業(yè)發(fā)展趨勢(shì)ReduceCFproductionandconversioncost.

降低碳纖維生產(chǎn)及應(yīng)用成本

1.Fiberproduction

纖維生產(chǎn)

2.Compositeapplication

復(fù)合材料應(yīng)用Developnewproductsandnewtechnology.

新產(chǎn)品、新技術(shù)的開發(fā)

1.Newproductswhicharesuitableforthemarketneeds.

適合市場(chǎng)需要的新產(chǎn)品

2.Moldingtechnologyofcompositeproducts.

復(fù)合材料制品成型技術(shù)RecycledCFmaterial.碳纖維材料循環(huán)再利用DevelopmenttrendofCFindust9

Marketmaturity市場(chǎng)成熟度Application應(yīng)用領(lǐng)域Maturitymarket成熟市場(chǎng)Aerospace,nationaldefenseandaircraftmanufacturing.航空航天、國(guó)防軍工和飛機(jī)制造SportingGoodsandLeisure.體育休閑Emergedmarket新興市場(chǎng)Windturbineblade,pressurevessel,constructionreinforcement,textileequipment,electricheatingandfrictionmaterial.風(fēng)力發(fā)電葉片、壓力容器、建筑補(bǔ)強(qiáng)、紡織器材、電加熱、摩擦材料Potentialmarket潛在市場(chǎng)Civilcar,medicalinstruments,CFreinforcedengineeringplastic,suckerrods.民用汽車、醫(yī)療器械、碳纖維基增強(qiáng)工程塑料、深海油田的鉆井平臺(tái)CFmarketinChina國(guó)內(nèi)碳纖維市場(chǎng)應(yīng)用領(lǐng)域MarketmaturityApplicationMat104industrieswilldrivetheCFmarketgrowthinnextfewyears未來幾年——中國(guó)四大產(chǎn)業(yè)將帶動(dòng)碳纖維市場(chǎng)強(qiáng)勢(shì)增長(zhǎng)Aircraft大飛機(jī)項(xiàng)目Athighoilpricestage,CFcompositematerialwithlightweightstructureandlowmaintenancecostadvantagewillimpactaluminumstructuremarket.Moreandmoreaircraftdesignsstarttousecompositematerial.在高油價(jià)時(shí)代，碳纖維復(fù)合材料結(jié)構(gòu)輕巧、維修費(fèi)用低的優(yōu)勢(shì)必將極大地沖擊了鋁材承力結(jié)構(gòu)一統(tǒng)天下的局面，新型飛機(jī)設(shè)計(jì)開始越來越多地采用先進(jìn)復(fù)合材料。OffshoreWind海上風(fēng)力發(fā)電Chinaplantobuildupwindpowerstationsat30milefromcoast.Thesestationsmaybuildonthehugefloatingbodies,orbuildonshelfwhicharein120feetdeepunderwater.Aswindonseainstrongerthanonthe

land,windpowerstationwillhaveagooddevelopmentprospect.中國(guó)計(jì)劃在距離海岸大約30英里的地方大規(guī)模建造水上風(fēng)力發(fā)電站，這些發(fā)電站可能建在巨大的浮體上，也可能深入水下120英尺建在大陸架上。鑒于海面上風(fēng)力通常比地面上大，因此海上風(fēng)力發(fā)電更具有發(fā)展前景。Lightweightautomotive汽車輕量化It’saadvanceforlightweight,emissionreductionandenergyconservationofcar.Atpresent,withCFpricereduces,moreandmorecarpartsarestartedtouseCFreinforcedmaterial.對(duì)汽車的減重、減排、節(jié)能，是一種強(qiáng)制性的推進(jìn)。目前，隨著碳纖維價(jià)格的下降，越來越多的汽車部件開始使用碳纖維增強(qiáng)復(fù)合材料。High-speedrailway高速鐵路領(lǐng)域”CF”willplayasignificantroleinhigh-speedrailway,andwillmakeChinaCFvolumekeepin“highdemand”.“碳纖維”將發(fā)揮舉足輕重的作用，使得中國(guó)碳纖維用量一直持續(xù)“高溫”。4industrieswilldrivetheCF11Expandcompositematerialapplicationsinhigh-endmarket,eg:aerospace,transportation,windpower,newenergyandrenewableenergy,offshoreoilandpowernetwork.拓展復(fù)合材料在航空航天、交通運(yùn)輸，風(fēng)電、新能源和可再生能源、海洋石油開發(fā)、智能電網(wǎng)建設(shè)等高端市場(chǎng)的應(yīng)用。ExpandcompositematerialapplicationsinChina拓展國(guó)內(nèi)碳纖維復(fù)合材料應(yīng)用領(lǐng)域Windturbineblademadebycompositematerial復(fù)合材料風(fēng)電葉片Outerwings外翼Expandcompositematerialappl12ExpandcompositematerialapplicationsinChina拓展國(guó)內(nèi)碳纖維復(fù)合材料應(yīng)用領(lǐng)域Expandcompositematerialappl13CFbicycle開發(fā)碳纖維復(fù)材自行車市場(chǎng)CFrapierforlooms紡織機(jī)械配件-碳纖維劍桿、軸

CFgastank碳纖維儲(chǔ)氣罐Otherfields其他領(lǐng)域Otherfields14碳纖維產(chǎn)業(yè)現(xiàn)狀與發(fā)展ppt課件15二、MainproblemsofCFdevelopmentinChina

我國(guó)碳纖維發(fā)展存在的主要問題”Bottle–neck”issue----manufacturingtechnologyandscalebenefit

制備技術(shù)&規(guī)模效益——中國(guó)碳纖維產(chǎn)業(yè)發(fā)展的“瓶頸”

CFcompaniesinforeigncountriesareinhighconcentrationandmostofthemarechemicalfibermanufacturers(eg.Toray,Toho,AKSAandTairyfil).

國(guó)外碳纖維生產(chǎn)企業(yè)集中度高，且大都是化纖生產(chǎn)制造企業(yè)(如日本東麗、東邦、土耳其AKSA、臺(tái)灣臺(tái)塑)Mainproblems:

我國(guó)碳纖維產(chǎn)業(yè)存在的主要問題：

Stabilityofproductqualityneedtobeimprovedandcommercializinghigh-endproductsis stillatdevelopingstage;

產(chǎn)品質(zhì)量穩(wěn)定性有待提高，高端產(chǎn)品產(chǎn)業(yè)化仍在攻關(guān)；Lagindevelopmentofapplicationtechnology,restrictCFproductioninChina;

應(yīng)用技術(shù)開發(fā)相對(duì)落后，制約國(guó)內(nèi)碳纖維產(chǎn)能發(fā)揮；Laginequipmentsandtechnology,thecostofproductionistoohigh;

裝備技術(shù)落后，生產(chǎn)成本偏高；Intenseinternationalcompetition

國(guó)際競(jìng)爭(zhēng)形勢(shì)嚴(yán)峻二、MainproblemsofCFdevelopm16Carbonfiberproductionfield碳纖維生產(chǎn)領(lǐng)域Developmentmode：small-scaleproduction,highinvestmentcost,lackofproductvariety,qualitystabilityneedtobeimproved,lowinvestmentrateofreturn;

發(fā)展模式：生產(chǎn)規(guī)模小、投資成本高，產(chǎn)品品種不夠豐富、質(zhì)量穩(wěn)定性需提高，投資回報(bào)低；State-of-the-artfacilitiesrelyonimport;

高端核心裝備需依靠進(jìn)口；Compatibilityofsizingagent,resinschemistryandsurfacetreatmentagentwithapplicationsneedtobeimproved；

油劑、上漿劑和表面處理劑等與應(yīng)用相結(jié)合的相關(guān)配套待加強(qiáng)；Specificationnotregulated;

標(biāo)準(zhǔn)不健全；CarbonfiberproductionfieldD17Product產(chǎn)品Domestic國(guó)內(nèi)Toray東麗GQ3522Applicationbasicallymeetthematureandisdevelopingthecivilianmarket.基本能達(dá)到應(yīng)用成熟，民用市場(chǎng)逐漸開拓。Qualityisstablewithcostadvantage

質(zhì)量穩(wěn)定，成本優(yōu)勢(shì)GQ4522Manycompaniestacklecriticalpointsbreakthroughindustrialization.多家攻關(guān)，產(chǎn)業(yè)化突破Productismaturity;產(chǎn)品成熟；

Quantityofindustryandcivilianarelarge;工業(yè)和民用量大；

Technicalandcostadvantage.技術(shù)、成本優(yōu)勢(shì)；QZ5526Relevantresearchinstitutesandcompaniesareresearchingonit.相關(guān)科研院所和企業(yè)正研究UsemanyvolumesinB787.在B787上大量使用QZ5526

aboveIsreadytoresearchit.準(zhǔn)備研究T1000

seriesT1000系列GM3040Tacklecriticalpoints.攻關(guān)High-modulusproductinearlyperiod.比較早期的高模量品種GM3040aboveIsreadytoresearchit.準(zhǔn)備研究M46J～M60JChineseproductscomparedwithToray’s

國(guó)內(nèi)與日本東麗碳纖維產(chǎn)品系列對(duì)比表Productportfolioandlevel產(chǎn)品系列和水平GQ3522,GQ4522,QZ5526arethenationalstandardgradesofPANcarbonfiber.(GB/T26752-2011)GQ3522、GQ4522、QZ5526均為聚丙烯腈基碳纖維國(guó)家標(biāo)準(zhǔn)牌號(hào)(GB/T26752-2011)Product產(chǎn)品Domestic國(guó)內(nèi)Toray18Domestic國(guó)內(nèi)International國(guó)外Aerospace航空航天aviationismaturity,aerospaceisstarting.航天成熟，航空起步applicationismaturity.成熟應(yīng)用Aviation航天poorperformance;applyinnon-bearingelements.性能較差，應(yīng)用于非承力結(jié)構(gòu)件applylargevolumetooneandtwogradeelements.大量應(yīng)用于1、2級(jí)結(jié)構(gòu)件Aerospace航空applicationsofmissileandrocketismaturity.導(dǎo)彈、火箭應(yīng)用成熟applytomissile,rocket,shuttleandsoon.導(dǎo)彈、火箭、航天飛機(jī)等Industrial工業(yè)用atdevelopmentandstartingstage.研發(fā)、起步階段solvetechniqueproblems;atapplicationpromotionstage.技術(shù)解決，應(yīng)用推廣階段Windblade風(fēng)力發(fā)電葉片developCFappliestoover3MWwindturbinebladeandsmallsizeturbineblade.研發(fā)碳纖維在3MW以上葉片、小型葉片應(yīng)用maturetechnique;expandapplications.技術(shù)成熟，應(yīng)用上升Su