The monomer DAR for PBO fiber and monomer TAP for PIPD fiber have long relied on imports, with high prices and unstable supply. The latest announcement by the Ministry of Industry and Information Technology (MIIT) on key fine chemical innovation tasks lists Dinglong Technology from Zhejiang as the lead for both monomers, with Aist Bio-Pharmaceutical and Sichuan University joining the DAR project. This marks a systematic dismantling of the 'bottleneck' in China's special fiber supply chain.
Event Background
The tasks cover three categories: intermediate raw materials, key materials, and critical equipment. In textiles, Dinglong Technology, Aist Bio-Pharmaceutical, and Sichuan University tackle PBO monomer DAR and PIPD monomer TAP. On the fiber side, Zhonglan Chenguang in Chengdu handles PIPD fiber, while Puyang Lvyu in Henan enters melamine fiber for flame-retardant applications. For carbon fiber, Zhejiang Baowan, Lianyungang Shenying, and Yulin Hengshen work on high-strength-high-modulus carbon fiber precursor oils. The National Advanced Functional Fiber Innovation Center and Weihai Tuozhan jointly develop carbon fiber composite sizing agents. The Yangtze River Delta Physics Research Center focuses on high-performance fiber polymerization reactors, ensuring equipment self-sufficiency.
Industry Impact
From an industrial cluster perspective, Dinglong Technology leverages the Yangtze River Delta's fine chemical advantages, while Sichuan University contributes polymerization R&D. Zhonglan Chenguang in Chengdu will industrialize PIPD fiber, synergizing with upstream monomers. Puyang Lvyu in Henan will boost central China's flame-retardant fiber capacity. Carbon fiber supporting companies in Jiangsu, Zhejiang, and Shaanxi—especially Weihai Tuozhan—will directly improve composite interface properties, benefiting downstream aerospace and wind energy sectors.
For buyers, localization of special fiber monomers will directly reduce PBO and PIPD fiber costs. PBO fiber, used in bulletproof vests and aerospace, previously had monomer prices of hundreds of yuan per kilogram with 6-month lead times. Dinglong's success could achieve ton-level supply within 12-18 months, slashing prices by 30%-50%. PIPD fiber, a next-gen creep-resistant material for marine ropes, will accelerate substitution for aramid. Melamine fiber's industrialization fills a gap in domestic flame-retardant fibers, with LOI of 32%-35% and no melt drips, breaking Japanese and German monopolies.
Carbon fiber precursor oil and sizing agent breakthroughs directly impact processability. Current domestic carbon fiber approaches Toray T700 in tensile modulus but lags 10%-15% in interlaminar shear strength due to sizing agents. Weihai Tuozhan's collaboration aims to match international levels, critical for wind turbine blades and automotive lightweighting.