中复神鹰年产 2.5 万吨高性能碳纤维项目全面投产暨供应链大会在西宁成功举办。中复神鹰董事长张国良介绍，项目全面建成投产不仅刷新了国内万吨级碳纤维工程的建设纪录，也为新时代西部大开发新征程书写下浓墨重彩的一笔。中国建材集团作为我国无机非金属材料领域的国家队、主力军，自主创新并工业化量产了包括碳纤维在内的一批新材料产品。中国建材股份党委副书记、总裁魏如山表示，此次中复神鹰西宁碳纤维项目的全面投产，为国家材料工业的自主自立自强作出了积极贡献。中国建材集团将一如既往地支持中复神鹰的发展，希望中复神鹰努力成为全球碳纤维产业链供应链价值链的龙头企业。

Phenolic resins or phenol formaldehyde resins are synthetic polymers, which are obtained by the polymerization of formaldehyde and phenol. These are generally characterized by resistance to acids, water, and organic solvents. These are used especially in molded and laminated products, adhesives, and coatings.

Coalescing agents are chemical additives that are added to paint and coating formulas to help scattered particles merge or coalesce and improve the creation of films. They facilitate better paint application, drying, and the formation of a cohesive, smooth layer by lowering the minimum film-forming temperature. Coalescing agents are essential for preserving paint performance and quality while lowering emissions of volatile organic compounds (VOCs).

供给端易减难增：供给端，粘胶短纤行业新增产能受到限制，扩产难度较大；而存量装置或因为搬迁、检修等外在因素，生产能力有所折扣，所以整体粘胶短纤的供给端呈现易减难增的趋势。需求端表现强劲：人棉纱是粘胶短纤最大的应用下游，2023年春节以来，人棉纱的开工率一直维持在高位，人棉纱的库存以及盈利能力也处于合理区间。