On November 4, the Jilin Chemical Fiber and Carbon Fiber Sales Center issued a price adjustment letter showing that due to the continued high price of upstream carbon fiber raw materials, it was decided to adjust the price of its carbon fiber products — an increase of 3,000 yuan per ton. The price adjustment for this product took effect on the same day. This round of price adjustments is another price increase for Jilin Chemical Fiber within 2026, following the beginning of the year and after March. The upstream raw material acrylonitrile is rising, and cost pressure continues to be transmitted downstream, driving the domestic carbon fiber industry into a continuous price increase cycle. Emerging fields such as commercial aerospace, low-altitude economy, and humanoid robots are rapidly rising, bringing new incremental demand for carbon fiber. In the A-share market, there are more than ten carbon fiber listed companies, including Shanghai Petrochemical, Jilin Chemical Fiber, Jilin Carbon Valley, Zhongfu Condor, Zhongjian Technology, and Seiko Technology. Judging from the stock price performance, individual stocks related to carbon fiber generally fell during the year. Among them, Zhongjian Technology fell by more than 50%, Seiko Technology and Guangwei Composites fell by more than 40%, and Jinji Technology, Chujiang New Materials, and Everbright Tongchuang fell by more than 20%.

On November 4, the Jilin Chemical Fiber and Carbon Fiber Sales Center issued a price adjustment letter showing that due to the continued high price of upstream carbon fiber raw materials, it was decided to adjust the price of its carbon fiber products — an increase of 3,000 yuan per ton. The price adjustment for this product took effect on the same day. This round of price adjustments is another price increase for Jilin Chemical Fiber within 2026, following the beginning of the year and after March. The upstream raw material acrylonitrile is rising, and cost pressure continues to be transmitted downstream, driving the domestic carbon fiber industry into a continuous cycle of price increases. Emerging fields such as commercial aerospace, low-altitude economy, and humanoid robots are rapidly rising, bringing new incremental demand for carbon fiber. In the A-share market, there are more than ten carbon fiber listed companies, including Shanghai Petrochemical, Jilin Chemical Fiber, Jilin Carbon Valley, Zhongfu Condor, Zhongjian Technology, and Seiko Technology. Judging from the stock price performance, individual stocks related to carbon fiber generally fell during the year. Among them, Zhongjian Technology fell by more than 50%, Seiko Technology and Guangwei Composites fell by more than 40%, and Jinji Technology, Chujiang New Materials, and Everbright Tongchuang fell by more than 20%.