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图表75碳基复材在单晶拉制炉部件渗透率持续提升
图表75碳基复材在单晶拉制炉部件渗透率持续提升
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所属报告:
吉林碳谷-公司研究报告-原丝龙头迎“风”起量-230413(48页).pdf
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行业数据
2024-10-21
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聚丙烯腈(PAN)基碳纤维复材产业链
fCDluo/lj7cgfCDkuqflk4HlkI3np7AgICAgICAgfCDlupTnlKjpoobln58gICAgICAgICAgIHwKfC0tLS0tLXwtLS0tLS0tLS0tLS0tLS0tfC0tLS0tLS0tLS0tLS0tLS0tLS0tfAp8IDEgICAgfCDnorPnuqTnu7QgICAgICAgICB8IOWOn+S4neeUqOS6jumihOa1uOaIluWinuW8uiB8CnwgMiAgICB8IOeis+e6pOe7tOe8lue7h+W4gyAgIHwgICAgICAgICAgICAgICAgICAgIHwKfCAzICAgIHwg56Kz57qk57u055+t57qkICAgICB8ICAgICAgICAgICAgICAgICAgICB8CnwgNCAgICB8IOeis+e6pOe7tOmihOa1uOW4gyAgIHwgICAgICAgICAgICAgICAgICAgIHwKfCA1ICAgIHwg56Kz57qk57u06YOo5Lu2ICAgICB8ICAgICAgICAgICAgICAgICAgICB8CnwgNiAgICB8IOeis+e6pOe7tOWkjeWQiOadkOaWmemDqOS7tiB8IOiIquepuuiIquWkqeOAgeW3peS4mumihuWfn+OAgeS9k+iCsuS8kemXsiB8CgrotYTmlpnmnaXmupDvvJrkuK3nroDnp5HmioDmi5vogqHkuabvvIzkuK3pgq7or4HliLjnoJTnqbbmiYA=
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产业链
2024-10-21
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碳碳复材对碳纤维的需求量(吨)
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其它
2024-07-15
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图表50.全球碳碳复材碳纤维需求(吨)
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行业数据
2023-04-17
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图表43我国碳/碳复材领域碳纤维需求测算
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行业数据
2023-04-06
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典型碳/碳复材在单晶拉制炉中的应用
fCDmnb/mnZAgfCDlr7zmtYHnrZIgfCDloIbln5ogfCDkv53muKnnrZIgfCDliqDng63lmaggfCDnlLXmnoHonrrmr40gfAp8LS0tLS0tLS18LS0tLS0tLS18LS0tLS0tLS18LS0tLS0tLS18LS0tLS0tLS18LS0tLS0tLS18CnwgICAgICAgIHwgICAgICAgIHwgICAgICAgIHwgICAgICAgIHwgICAgICAgIHwgICAgICAgIHw=
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行业数据
2023-04-06
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图表37碳/碳复材与等静压石墨性能对比
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行业数据
2023-04-06
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碳基复材是在碳纤维基础上进行石墨化增强的材料,具有耐高温(可耐受 2000℃的高温)、耐腐蚀性、耐摩擦、易加工、强度高(是石墨的 3-5 倍)等优良特性,使用寿命是石墨的 3 倍左右,主要应用于单晶拉制炉热场系统的关键部件,可大幅提高晶硅拉晶过程的安全性,同时提升拉晶速率、降低运行功率,不存在类似静压石墨因高温强度下降而被硅料熔穿炉底的情况,且较静压石墨可节约 10%-20%的能耗和用电成本,在节能降耗方面起到极大促进作用。在光伏热场系统中,目前导流筒、坩埚、保温筒用碳碳复材替代等静压石墨的程度已较高,随着晶硅向大尺寸化发展,对坩埚等的单位装料量和承载强度要求提升,碳碳复材性价比凸显,未来有望全面渗透,同时加热器中的等静压石墨也有望逐步被碳碳复材取代。
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吉林碳谷-公司研究报告-原丝龙头迎“风”起量-230413(48页).pdf
图表92公司主营业务盈利预测
图表91我国碳纤维供需平衡
图表90碳纤维市场核心增长逻辑
图表9公司各产品毛利(亿元)
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