Company Profile
Sinofibers Technology Co.,Ltd. manufactures carbon fibers. The Company produces polyacrylonitrilefibers, carbon fiber fabrics, composite materials, and other products. Sinofibers Technology alsooperates import and export businesses. (Source: Bloomberg)
Investment Highlights
Sinofibers Technology (the company) is a domestic R&D manufacturer of high-performance carbonfiber and related products with independent intellectual property rights. The company's operatingrevenue mainly comes from the sales of carbon fiber and carbon fiber fabric. It has high-performancecarbon fiber flexible production lines, which can produce PAN based carbon fiber with differentspecifications and grades in the same production line.
The company's core technical capacity stands out; its technical backbone including the actualcontrollers is from Shanxi Institute of Coal Chemistry of Chinese Academy of Sciences (CAS).
On the basis of receiving the "dry jet wet spinning high performance ccf-3 preparation technology"from Shanxi Institute of Coal Chemistry, the company, through 9 years of independent R&D andtechnological innovation, has added 4 invention patents, 15 utility model patents and 8 non patenttechnologies, becoming the domestic leader in carbon fiber technology R&D and industrialization.The new 1000-ton flexible production line of the company is compatible with the production ofZT7-ZT9 series carbon fiber, and the performance of ZT9 series carbon fiber has reached the technicalindex of T1000 grade carbon fiber.
Aviation carbon fiber composite is one of the fastest growing segments in the next 5-10 years.
There is a strong demand for advanced military aircraft in China, and penetration of carbon fibercomposite is significantly improved in new military aircraft. We judge that China's military aircraftcarbon fiber composite is still in an initial stage of rapid growth, and there is a large space forimproving the profitability brought by market demand an