Carbon thermal fields have broad application prospects in the photovoltaic field, and my country’s market size is continuing to expand.

The thermal field refers to the thermal system consumables that provide a heating source for the crucible, melt the silicon material, and control the temperature during the preparation of crystalline silicon. Carbon thermal field, also known as carbon-based composite thermal field, refers to a thermal field made of carbon fiber and carbon-based materials. It has light specific gravity, high strength, low thermal expansion coefficient, excellent corrosion resistance, good high temperature resistance, good friction With the advantages of stable coefficients and strong conductivity, it is widely used in photovoltaics, automobiles, semiconductors, nuclear industry, aerospace, national defense and other fields.

The photovoltaic field is the main demand side of carbon thermal fields. In this field, carbon thermal fields are mainly used in photovoltaic silicon wafer production scenarios. Photovoltaic thermal fields mainly include two categories: isostatic graphite thermal fields and carbon-carbon thermal fields. Among them, the isostatic graphite thermal field is an early type that appeared in the domestic photovoltaic thermal field market. Before 2016, it occupied a mainstream position in the market. After 2016, with the emergence of carbon-carbon thermal fields and their widespread market recognition, carbon-carbon thermal fields gradually replaced isostatic graphite thermal fields and became the mainstream product in the domestic photovoltaic thermal field market. Its market penetration rate has reached 55% in 2022. above.

According to the “2023-2028 Carbon Thermal Field Industry Market In-depth Research and Investment Prospect Forecast Analysis Report” released by the Industrial Research Center , benefiting from the booming development of the domestic photovoltaic industry, as one of the key materials required for photovoltaic silicon wafer production, the market size of carbon thermal fields is continuing to expand. In 2022, domestic photovoltaic silicon wafer production will exceed 350GW, a year-on-year increase of more than 50%. Against this background, the domestic carbon thermal field market size has reached 4.12 billion yuan in 2022, a year-on-year increase of 28%.

In addition, aerospace and nuclear industries are also important application fields of carbon thermal fields. In the field of aerospace, carbon thermal fields are mainly used in the manufacturing of high-temperature aircraft components, including engine nozzles, heat conduction blades, thermal protection plates, etc.; in the nuclear industry, carbon thermal fields are mainly used in the manufacturing of thermal protection materials for nuclear reactors. In the future, with the rapid development of the downstream market, the scale of the domestic carbon thermal field market is expected to continue to expand.

The domestic companies that have deployed in the carbon hot field market mainly include Hunan Jinbo Carbon Co., Ltd., Xi’an Super Code Technology, Longi Green Energy Technology, Baotou Kang Carbon New Material Technology, Fujian Fucane New Material Technology, Sichuan Yuxing Carbon, Jiangsu Tian Bird High-tech, Beijing Tianyi Shangjia High-tech Materials, Shaanxi Meiland Carbon, etc. Among them, Jinbo Co., Ltd., Tianyi Shangjia, and Chaoma Technology are currently the leading companies in the domestic carbon thermal field industry. In 2022, the three companies have a combined market share of close to 70%, indicating a high degree of industry concentration.

Industry analysts said that the carbon thermal field is a silicon wafer drawing rod consumable that can be widely used In photovoltaic, semiconductor, aviation, military and other fields. Among them, the photovoltaic field is the main demand side of carbon thermal fields. In recent years, under the background of the rapid development of the domestic photovoltaic industry, the demand for carbon thermal fields has continued to increase, and the industry has broad development prospects. In the future, as leading companies in the carbon hotspot continue to expand production and more companies accelerate their entry into the market, its market development is expected to continue to accelerate.