Glass fiber helps low-carbon transformation of building materials and other industries

In recent years, the National Bureau of Statistics has included glass fiber and glass fiber products in the "Strategic Emerging Industries Classification" catalog. With policy support, my country's glass fiber industry will develop rapidly. In the long run, the strengthening and transformation of infrastructure in the Middle East and Asia-Pacific will increase the demand for glass fiber by a large amount. With the increasing global demand for glass fiber in glass fiber modified plastics, sports equipment, aerospace, etc., The prospect of glass fiber industry is optimistic.

Inorganic non-metallic materials with excellent performance

Fiberglass is an inorganic non-metallic material with excellent performance. There are many kinds. The advantages are good insulation, strong heat resistance, good corrosion resistance and high mechanical strength, but the disadvantages are brittleness and poor wear resistance. The glass fiber is often used as reinforcing material of composite material, electrical insulation and heat insulation materials, substrate and other national economy fields.

Glass fiber is made of pyrophyllite, quartz sand, limestone, dolomite, boronite, and boronite as raw materials through high-temperature melting, wire drawing, winding, and weaving. The diameter of the single filament is A few microns to more than 20 microns, which is equivalent to 1/20-1/5 of a hair, and each bundle of fiber filaments is composed of hundreds or even thousands of single filaments. According to the shape and length of glass fiber, it can be divided into continuous fiber, fixed length chopped fibers and glass wool; according to the glass composition, it can be divided into alkali-free, chemical resistance, high alkali, medium alkali, high strength, high elastic modulus and alkali resistance ( AR) glass fiber, etc.

Head enterprises have obvious advantages

Glass fiber is a new material industry encouraged by the state. In recent years, domestic glass fiber production has maintained growth, and my country has become a major producer of glass fiber. According to the statistics of China Fiberglass Industry Association, in 2012, the total output of glass fiber yarn in my country was 2.88 million tons (of which the output of pool kiln yarn was 2.52 million tons); in 2021, the total output of glass fiber roving was 6.24 million tons (of which the output of pool kiln yarn was 5.8 million tons). 10,000 tons), the industry's main business income reached 124.4 billion yuan. In the past ten years, the glass fiber industry has entered a new stage of development from large to strong.

The main barriers of the glass fiber industry are reflected in policy, capital, technology and other aspects. The industry has high entry barriers and the market supply is concentrated. At present, a virtuous circle of top companies has formed: the lower the cost of the company, the higher the profit margin, and the excess returns are conducive to reducing corporate debt, refinancing, technology upgrades, and capacity expansion, thereby further reducing costs and occupying a larger market share. Therefore, the overall structure of my country's glass fiber industry is relatively stable.

Widely used in building materials, wind power and other fields

At present, the world glass fiber industry has formed a complete industrial chain from glass fiber, glass fiber products to glass fiber composite materials. Traditional industrial fields such as automobile manufacturing and emerging fields such as aerospace, wind power generation, filtration and dust removal, environmental engineering, and marine engineering.

1. Building materials field

In the downstream demand of glass fiber, the demand for glass fiber is the largest in the field of fiberglass building materials. Glass fiber is mainly used in GRC boards, thermal insulation boards, fireproof boards, sound-absorbing materials, load-bearing components, roof waterproofing, membrane structures, etc. in the building materials industry, involving various scenarios such as building load-bearing, reinforcement, decoration, waterproofing, heat preservation, sound insulation, and fire prevention. In the GRC production process, glass fiber gypsum roving helps to strengthen the firmness of the gypsum block and prevent the gypsum from scattering after solidification; glass fiber has excellent electrical insulation and can be used for heat insulation materials and fire shielding materials; glass fiber can be melted into glass at high temperature Shaped beads meet the requirements of fire prevention and control in the construction industry; the combination of glass fiber and gypsum can achieve a good sound insulation effect.

With the in-depth promotion of the "dual carbon" policy, the good performance of glass fiber based on thermal insulation, heat insulation, compression resistance, and sound insulation can effectively improve the performance of green buildings, reduce building energy consumption, and effectively promote the green and low-carbon development of the building materials industry.

2. Wind power field

With the gradual decline in the wind abandonment rate in various provinces, in order to reduce carbon emissions and achieve the medium and long-term goals of carbon peaking and carbon neutrality, it is a long-term trend for wind power and photovoltaic power to gradually replace thermal power, which will provide impetus for the growth of glass fiber demand. As domestic blade manufacturers gradually break the foreign monopoly, more upstream glass fiber companies have created more demand from domestic applications; at the same time, with the start of the trend of large-scale wind power blades, the development of high-modulus and high-strength ECR glass fibers, or the use of glass fibers in combination with carbon fibers Main technical route.

3. The field of integrated circuits

Electronic yarn is a high-end product among glass fiber yarns. The diameter of the single filament does not exceed 9 microns. It is mainly used to weave electronic cloth as the basic material of copper clad laminate and printed circuit board; electronic yarn, electronic cloth, copper clad laminate and printed circuit board constitute The upstream and downstream basic material industries closely connected in the electronic circuit industry chain. According to the data from the China Fiberglass Industry Association, during the "14th Five-Year Plan" period, the market demand for copper clad laminates is expected to maintain a year-on-year growth rate of about 3 points higher than the current national GDP; driven by the growth of the copper clad laminate industry, the overall electronic cloth Demand is on the rise.

4. New energy vehicle field

According to the data of China Fiber Composites Network, the transportation field accounts for about 14% of my country's glass fiber consumption, which is an important application scenario of glass fiber. Glass fiber has excellent performance and has obvious advantages over traditional materials. my country's automobile industry mainly uses this material for covering parts and stress components, such as roofs, window frames, bumpers, fenders, body panels and instrument panels. In the railway transportation industry, it is mainly used for inner and outer panels, roofs, seats and SMC window frames of carriages. The shipbuilding industry is used to manufacture all kinds of fast passenger ships, fishing boats, sightseeing boats, as well as various passenger ships and lifeboats.