Commodity Chemicals

GW COMPOS

GW COMPOS released FY2026 Q1 earnings on April 23 Pre-Market (BJT), actual revenue CNY 639.05 M, actual EPS CNY 0.15

GW COMPOS to Release FY2026 Q1 Earnings on April 24 Pre-Market (BJT)

GW COMPOS to Release FY2025 Earnings on March 31 During-Market (BJT), Forecast Revenue CNY 2.871 B, EPS CNY 0.9755

GW COMPOS released FY2025 Q4 earnings on January 27 During-Market (BJT), actual revenue CNY 873.38 M (forecast CNY 931.93 M), actual EPS CNY 0.2325 (forecast CNY 0.3437)

GW COMPOS released FY2025 annual earnings during market hours on January 27 (BJT), actual revenue CNY 2.86 B (forecast CNY 2.871 B), actual EPS CNY 0.7314 (forecast CNY 0.9755)

GW COMPOS released FY2025 9 Months earnings on October 27 After-Market (BJT), actual revenue CNY 1.986 B, actual EPS CNY 0.4989

GW COMPOS released FY2025 Q3 earnings on October 27 After-Market (BJT), actual revenue CNY 785.35 M (forecast CNY 776.61 M), actual EPS CNY 0.1748 (forecast CNY 0.2953)

GW COMPOS to release FY2025 Q3 earnings on October 28 After-Market (BJT), forecast revenue CNY 776.61 M, EPS CNY 0.2953

GW COMPOS released FY2025 Q2 earnings on August 18 After-Market (BJT), actual revenue CNY 635.49 M (forecast CNY 776.61 M), actual EPS CNY 0.1378 (forecast CNY 0.2953)

GW COMPOS released FY2025 Semi-Annual Earnings on August 18 After-Market (BJT), actual revenue CNY 1.201 B, actual EPS CNY 0.3241

GW COMPOS FY2025 Semi-Annual Earnings Release on August 19, 2025 (BJT)

Goway Composites Secretary Shares Application Prospects of Company Products in Civil Engineering

Weihai Guanhui Group Plans to Sell Guanhui Materials Shares

Senior Executives of Guangwei Composite Reduced Shares

GW Carbon's Directors and Executives Reduce Shareholding

GF Securities Sees Positive Impact of GF Composites' Major Contract

Goway Composites' Executives and Supervisors Reduce Shares

Goway Composites Indicates Full Industry Chain Support for Low-Altitude Applications

Gwangwei Material's Wholly-owned Subsidiary Signs 658 Million Yuan Carbon Fiber Procurement Contract

GW Materials Will Continue Material Support for Kunlong

300699

A CITIC Securities research report points out that the carbon fiber industry is expected to usher in investment opportunities due to cost increases, a tight supply-demand balance, and domestic technological advancements. It is recommended to focus on earnings improvement and domestic technological breakthroughs, with a particular emphasis on leading domestic companies and those with first-mover advantages in T-series and M-series carbon fiber technology advancements

Wallstreetcn

CITIC Securities: Price Increases + Domestic Breakthroughs, Carbon Fiber May Welcome Opportunities

Kuailun Technology launched the world's first "zero-threshold" ultra-light aircraft X4 at CES 2026. This aircraft complies with the U.S. FAA Part 103 regulations and can legally fly without a certificate of airworthiness or a license. The X4 is equipped with 63-inch carbon fiber folding blades, has a payload capacity of 100 kg, maintains noise levels below 65 decibels, and uses dynamic balancing algorithms to ensure stable hovering in 6-level crosswinds. It supports route planning and manual control, making it suitable for urban commuting and outdoor adventures

36Kr

Kuailun Technology officially launched the world's first "zero-threshold" ultra-lightweight aircraft X4

The Shanghai Composite Index rose and fell throughout the day, recording a 9-day winning streak, up 0.04%. Stocks related to robotics, commercial aerospace, carbon fiber, and digital currency performed strongly, with many stocks hitting the daily limit. The consumer sector and lithium battery sector declined, with more stocks falling than rising, over 3,300 stocks in the red. The Shenzhen Component Index fell 0.49%, and the ChiNext Index fell 0.66%

A-shares closing: The Shanghai Composite Index surged and then fell, recording 9 consecutive days of gains, with the robotics and commercial aerospace concepts continuing to explode

On December 26th, according to Mitsubishi Chemical news, Mitsubishi Chemical Corporation has decided to expand its high-performance carbon fiber production capacity in Japan and the United States. This fiber is used in sports and leisure, aerospace, and supercars, among other fields. (Jiemian)

Mitsubishi Chemical: Will expand high-performance carbon fiber production capacity in Japan and the United States

On November 30th, a high-performance carbon fiber project in Shanxi was completed and put into production in the Yungang District of Datong City, successfully achieving the domestic mass production of 12K small tow T1000 grade carbon fiber. This marks a key breakthrough in the large-scale production of domestically produced high-performance carbon fiber

Key breakthrough achieved in the large-scale production of domestic high-performance carbon fiber

According to the Zhitong Finance APP, GW COMPOS released its third-quarter report for 2025. The company's operating revenue for the first three quarters was 1.986 billion yuan, a year-on-year increase of 4.40%. The net profit attributable to shareholders of the listed company was 415 million yuan, a year-on-year decrease of 32.55%. The net profit attributable to shareholders of the listed company after deducting non-recurring gains and losses was 376 million yuan, a year-on-year decrease of 32.22%. The basic earnings per share were 0.499 yuan

Zhitong

GW COMPOS released its performance for the first three quarters, with a net profit attributable to the parent company of 415 million yuan, a decrease of 32.55%

GW COMPOS announced that its controlling shareholder Weihai GW Group Co., Ltd. reduced its holdings by a total of 2.3712 million shares through centralized bidding on October 23, 2025, decreasing its shareholding ratio from 37.2455% to 36.9603%, a reduction of 0.2852%, reaching a whole number multiple of 1%. This change in equity will not result in a change of control of the company

GW COMPOS: GW Group has reduced its holdings by 0.2852%

688585

Shouhua Securities released a research report indicating that with the increase in domestic wind power installed capacity, the demand for wind turbine blades is also growing. It is expected that by 2025, China's newly installed wind power capacity will reach 105-115 GW, and the carbon fiber industry chain is expected to benefit, with prices and industry prosperity likely to rebound from the bottom. In 2024, the global wind power installed capacity will reach 1134.76 GW, with a compound annual growth rate of approximately 12%

Swancor Advanced Materials

Shouhua Securities: The increase in wind power installed capacity drives the growth of wind turbine blade demand, with a focus on the carbon fiber industry chain of advanced materials

CITIC Securities released a research report indicating that the carbon fiber industry is currently in a cyclical bottom recovery phase, with the supply-demand pattern gradually improving and prices stabilizing. Influenced by the "anti-involution" policy, industry supply is contracting and concentration is increasing, which is expected to improve the industry's prosperity. It is recommended to pay attention to aerospace, high-end applications, and new energy industry chain enterprises. It is anticipated that the growth rate of carbon fiber production capacity will decline in 2024, market prices will stabilize, and recovery will occur in certain areas

CITIC Securities: The carbon fiber industry is currently in the recovery phase at the bottom of the cycle, with demand showing structural improvement

GW COMPOS's wholly-owned subsidiary, GW New Materials, has signed an investment cooperation agreement with Shangong Feiren to establish a joint venture company focused on civil aircraft components, with a registered capital of 80 million yuan. Shangong Feiren will invest 60 million yuan, holding 75% of the shares; GW New Materials will invest 20 million yuan, holding 25% of the shares. The joint venture will research, manufacture, and sell lightweight aircraft carbon fiber composite structural components, aiming to reduce the manufacturing costs of domestic aviation components

GW COMPOS(300699.SZ)