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截至2020年,日本东丽收购卓尔泰克,总产能位
截至2020年,日本东丽收购卓尔泰克,总产能位
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所属报告:
建筑材料行业深度报告:风电等新能源势起碳纤维前景广阔-220111(31页).pdf
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彼得·泰尔与马斯克创办Paypal
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行业数据
2025-08-08
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2010年卓尔泰克全球产能市占率在30%左右
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行业数据
2023-04-12
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2002年起风电需求迅速崛起,卓尔泰克具备独特优势
fCDlubTku70gfCDlkKgv5q+P5bm0IHwKfC0tLS0tLXwtLS0tLS0tLXwKfCAxOTgwIHwgMCAgICAgIHwKfCAxOTg1IHwgMTAwMCAgIHwKfCAxOTkwIHwgMjAwMCAgIHwKfCAxOTk1IHwgMzAwMCAgIHwKfCAyMDAwIHwgNDAwMCAgIHwKfCAyMDA1IHwgNTAwMCAgIHwKCui1hOaWmeadpea6kO+8muWNk+WwlOazsOWFi+aOqOS7i+adkOaWmQ==
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行业数据
2023-04-12
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表2卓尔泰克大丝束碳纤维PANEX33-0048与东丽小丝束碳纤维T300-12000对比
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行业数据
2022-11-16
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吉林碳谷与卓尔泰克、西格里技术与关键业务对比
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行业数据
2022-08-11
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卓尔泰克碳纤维业务发展史
5Lul5LiL5piv5qC55o2u5oKo5o+Q5L6b55qE5L+h5oGv55Sf5oiQ55qE5pWw5o2u6KGo5qC877yaCgp8IOaXtumXtCB8IOS6i+S7tiB8CnwtLS0tLS18LS0tLS0tfAp8IDE5NzXlubQgfCBaT0xURUvliJvnq4sgfAp8IDE5ODjlubQgfCDmlLbotK3ov5vlhaXnorPnuqTnu7TkuJrliqHvvIzkuJPms6jkuo7pq5jku7fjgIHlsI/mibnph4/nmoToiKrnqbroiKrlpKnkuJrliqEgfAp8IDE5OTLlubQgfCBJUE/nrbnpm4Y0MDDkuIfnvo7lhYPvvIzlpKfpg6jliIbotYTph5HnlKjkuo7lu7rpgKDnurrnu4fnsbvliY3pqbHkvZPov57nu63norPljJbnlJ/kuqfnur8gfAp8IDE5OTXlubQgfCDmlLbotK3ljIjniZnliKnnmoTmmbTnurblkozlhbbku5bnuqTnu7TnlJ/kuqfllYZNYWd5YXJWaXNjb3NhLOS/neivgeWOn+adkOaWmeS+m+W6lCB8CnwgMTk5NuW5tCB8IOS6lOW5tOaImOeVpeiuoeWIkiDlnKjpmL/mr5TmnpfjgIHlvpflhYvokKjmlq/lt57lkozljIjniZnliKnlronoo4XmlrDnmoTov57nu63norPljJbnlJ/kuqfnur8gfAp8IDIwMDTlubQgfCDorqLljZXpqqTlop7vvIznorPnuqTnu7TpnIDmsYLph4/mjIHnu63lop7liqAgfAp8IDIwMDflubQgfCDllYbnlKjnorPnuqTnu7TpnIDmsYLlop7liqDvvIzlnKjloqjopb/lk6Xnk5zovr7mi4nlk4jmi4nmlLbotK3lt6XljoIgfAp8IDIwMTTlubQgfCDooqvkuJzkuL3mlLbotK0gfAoK6LWE5paZ5p2l5rqQ77ya5Y2T5bCU5rOw5YWL5a6Y572R44CB55Sz5LiH5a6P5rqQ56CU56m2
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行业数据
2022-01-11
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卓尔泰克和东丽销售单价对比
5qC55o2u5Zu+54mH5Lit55qE5pWw5o2u77yM5Lul5LiL5piv5bGV56S655qE6KGo5qC877yaCgp8IOWTgeeJjCAgICB8IOmUgOWUruWNleS7t+WvueavlCB8CnwtLS0tLS0tLS18LS0tLS0tLS0tLS0tLS0tLXwKfCDkuJzkuL0gICAgfCAxMDAlICAgICAgICAgICB8Cnwg5Y2T5bCU5rOw5YWLIHwgNjAlICAgICAgICAgICAgfAoK6LWE5paZ5p2l5rqQ77yaQ05LSeOAgeeUs+S4h+Wuj+a6kOeglOeptg==
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行业数据
2022-01-11
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欧美日企业具有先发优势,碳纤维生产工艺已非常成熟。1959 年日本大阪工业试验所成功发明了 PAN 基碳纤维的制备技术,由此揭开了全球碳纤维产业发展的序幕。国际上 PAN 基碳纤维的生产于上世纪 60 年开始起步,日本、英国是最先开启实验室研发碳纤维,而美国于当时专注攻克粘胶基碳纤维,所以在此方面发展稍晚一步。进入 70 年代,日、英、美三国企业开始频繁合作,开始工程化技术的研发以及应用领域的开拓,成功将碳纤维应用在高尔夫球杆、钓鱼竿等方面,同时碳纤维复合材料在航天航空结构上也取得突破,还实现了批量生产。90 年代开始,碳纤维产业发展提速,行业正式进入了工业化时代,单线产能突破千吨/年。日本东丽公司作为行业翘楚,早在当时就基本完成了现有绝大部分产品型号的研发和生产,包括初期的 T300、中期的 T800 和 T1000、末期的 M60J。进入 21 世纪之后,碳纤维的应用不再仅限于军工和宇航,风电、汽车等领域的应用也在不断扩大。总的来说,由于欧美日企业很早就开始研发碳纤维技术,并将技术与产业发展相融合,具备先发优势,占据很大一部分的市场份额,对高端碳纤维的市场更是形成了垄断。目前,世界碳纤维技术主要由日本企业掌握,其生产的碳纤维无论是质量还是数量均处于世界领先地位。日本的三家碳纤维企业(东丽、东邦、三菱)占据全球 PAN 基碳纤维约 50%的市场份额,日本东丽则是全球高性能碳纤维的龙头企业。
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