On February 2nd, according to a research report by CITIC Securities, carbon nanotubes are a key conductive material for improving lithium-ion charge and discharge performance and cycle life. Benefiting from the increasing penetration rate of new technologies such as fast charging, solid-state batteries, and silicon anodes, carbon nanotubes are expected to see an increase in usage and product upgrades. At the same time, new products with better performance, single-walled carbon nanotubes, are expected to be released in large quantities, opening a new growth cycle for the industry. We estimate that the carbon nanotube industry will have a space of 41.9 billion yuan by 2030, of which single-walled carbon nanotubes contribute 41% and are the main driving force for industry growth. Based on industry demand and the production capacity of Russian single-walled pipe manufacturer OCSiAl, CITIC Securities estimates that the industry will experience a significant supply gap in the next two years, and new domestic production capacity urgently needs to be released. The industry is approaching a turning point. We believe that domestic manufacturers of single-walled carbon nanotubes will fully benefit from their layout.
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