风电碳纤维渗透加速，国产化降本推动规模化应用进入黄金期
Key Questions
What is the expected carbon fiber penetration rate in wind power by 2026-2027?
Latest May 2026 data projects 40% penetration in the overall wind power sector and 70% in offshore wind power. This growth is supported by large blade projects such as Goldwind's 20MW and CRRC's 131-meter blades.
Which companies are leading in domestic carbon fiber supply for wind power?
Jilin Chemical Fiber holds over 90% market share in wind power carbon plates. Shanghai Petrochemical's 60K large tow products use low-cost strategies that align with wind power requirements.
How is Chinese carbon fiber expanding into European wind power markets?
Shanghai Petrochemical is exporting its large tow carbon fiber to Europe, further opening market opportunities. This development helps break the technology monopoly previously held by the US, Japan, and Germany.
2026年5月最新数据：2026-2027年风电领域碳纤维渗透率预计达40%，海上风电达70%；金风20MW、中车131米等大型叶片案例落地，国产大丝束（上海石化60K等）低成本策略契合风电需求，风电碳板龙头吉林化纤市占率>90%。上海石化大丝束出口欧洲进一步打开风电市场空间。