上海石化3万吨大丝束项目一阶段投产，60K性能突破，T1000小丝束量产，出口欧洲战略明确
Key Questions
What are the performance specifications of Shanghai Petrochemical's 60K carbon fiber?
The 60K large-tow product achieves 4.9 GPa tensile strength and 260 GPa modulus. Production uses green electricity, enabling over 40% cost reduction.
What is the project's capacity and commercialization timeline?
Phase one of the 30,000-ton project has started, featuring the largest domestic single line at 3,000 tons. Full production and sales are targeted for 2028, with a clear strategy for exports to Europe.
How does this project differ from competitors like CNBM?
Shanghai Petrochemical emphasizes low-cost large-tow products for wind power markets, reporting 220% year-on-year sales growth. It pursues differentiated competition with CNBM and Jilin Chemical Fiber while sourcing core equipment from Jinggong Technology.
60K大丝束性能达4.9GPa/260GPa，单线3000吨国内最大，绿电降本40%+，出口欧洲战略明确，2028满产满销目标。销量同比+220%，低成本+风电市场策略，与中复神鹰/吉林化纤形成差异化竞争。最新：上海石化湿法T1000级12K小丝束量产（强度6.5GPa/模量300GPa），中国成为全球第三个掌握该工艺的企业，产品线覆盖大丝束和小丝束高端，进一步强化技术实力。精工科技已向该项目一期交付氧化炉/碳化炉核心设备，二期尚未招标。