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Product prices are showing a rebound.

Following several years of rapid capacity expansion and declining prices, the supply-demand balance in the carbon fiber market is gradually being restored.
Product prices are showing a rebound.

Following several years of rapid capacity expansion and declining prices, the supply–demand balance in the carbon-fiber market is gradually being restored. Statistical data indicate that by the end of 2025, China’s annual carbon-fiber production capacity will reach 162,000 tonnes, yet the pace of capacity expansion has slowed markedly. Supported by sustained demand growth, product prices have begun to stabilize and rebound. From late 2025 into early 2026, major carbon-fiber producers—including Japan’s Toray, Jilin Chemical Fiber, and South Korea’s Hyosung—announced successive price hikes ranging from 10% to 20%. This round of price adjustments reflects the combined effects of cost pass-through and tight supply–demand conditions for high-quality capacity, signaling that the industry is moving beyond the era of low-price competition and entering a phase of value-based competition centered on product quality and application-specific performance.

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