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市場調查報告書
商品編碼
2125354

再生碳纖維:市場佔有率分析、產業趨勢與統計、成長預測(2026-2031)

Recycled Carbon Fiber - Market Share Analysis, Industry Trends & Statistics, Growth Forecasts (2026 - 2031)

出版日期: | 出版商: Mordor Intelligence | 英文 120 Pages | 商品交期: 2-3個工作天內

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簡介目錄

據 Mordor Intelligence 稱,2025 年再生碳纖維市場價值為 1.9753 億美元,預計到 2031 年將達到 4.27 億美元,而 2026 年為 2.2462 億美元,預測期(2026-2031 年)的複合年成長率為 13.71%。

再生碳纖維市場-IMG1

本報告按產品類型(切割/破碎)、來源(航太等)、回收製程(熱解等)、基體相容性(熱固性/熱塑性樹脂)、終端用戶產業(汽車、航太/國防等)和地區(亞洲、北美、歐洲、南美、中東和非洲)進行細分。市場預測以美元計價。

全球再生碳纖維市場趨勢及洞察

歐洲和美國強制實施循環經濟

生產者延伸責任制(EPR)指令迫使複合材料製造商為回收計畫提供資金。歐盟《廢棄物框架指令》(2024年修訂版)規定,到2030年,碳纖維複合材料的回收率必須達到30%。德國的《包裝法》(Verpack G)對不合規產品處以每噸120歐元的附加稅。在美國,加州參議院第54號法案要求製造商在2028年實現25%碳纖維材料的循環回收。這些措施已將西歐的掩埋費提高至每噸95歐元,使獲得認證的回收商具有成本優勢。因此,加工商報告稱,從2025年第四季開始,長期廢料供應合約數量增加了40%。

OEM廠商的淨零排放目標正在推動電動車中再生碳纖維(rCF)含量的增加。

為了達到範圍 3 的減排目標,汽車製造商正在將再生碳纖維應用於電池機殼和車身本體零件中。 BMW iX 使用了 15% 的再生碳纖維,每輛車可減少 2.3 公斤二氧化碳當量碳排放。同時,梅賽德斯-奔馳計劃在 2030 年之前在其所有 EQ 車型中使用 40% 的再生複合複合材料。特斯拉柏林工廠已開始測試使用從當地一家處理航太廢料的熱解公司採購的再生碳纖維切割件製成的底盤護板。這種再生碳纖維的價格為每公斤 18 美元,比原生碳纖維束便宜 35%,考慮到模具整合,其成本與鋁擠壓件相比也具有競爭力。

替代輕量材料的可用性

在對成本高度敏感的汽車項目中,鋁、鎂和玻璃纖維的價格仍然優於再生碳纖維。預計到2025年,6000系列鋁擠型的價格將達到每公斤4.20美元,約為再生碳纖維價格的五分之一。在北美,去年對鎂合金壓鑄件的需求增加了18%,填補了先前分配給複合材料的電動車電池機殼訂單。玻璃片狀成型塑膠的價格為每公斤2.80美元,能夠滿足非結構面板的碰撞能量吸收要求,這限制了再生碳纖維的市場滲透,使其只能應用於那些密度優勢(40%)足以抵消其較高成本的部件。在亞洲,由於生命週期碳指標在採購決策中的重要性相對較低,替代品的威脅更大。

細分市場分析

預計到2025年,短切纖維將佔據再生碳纖維市場61.65%的佔有率,並以13.91%的複合年成長率成長。這將進一步鞏固其作為射出成型和壓縮成型主要增強材料的地位。在大多數熱解線中,熱塑性化合物中會自然生成3-12毫米的高流動性纖維,這使得麥格納等一級汽車供應商無需修改模具即可實現比玻璃纖維部件減重15-20%。

短切纖維目前仍處於小眾市場,主要用作塗料、黏合劑和3D列印耗材的原料,這些產品更注重均勻分散而非拉伸強度。未來的成長取決於積層製造需求的不斷成長以及溶劑分解技術的顯著進步,後者能夠生產出適用於半結構部件的更長纖維。如果15-25毫米纖維的保留率提高,短切纖維可能會面臨更激烈的競爭,尤其是在電池機殼加強筋領域,設計人員通常需要高模量材料,而無需連續纖維層壓。

航太廢料佔原料的45.82%,預計到2031年將以14.44%的複合年成長率成長,這主要得益於亞太地區飛機的退役以及波音787和空中巴士A350生產線產生的穩定廢棄物。航太預浸料的樹脂含量低於35%,熱解後纖維得率超過92%,因此價格溢價可達25-30%。

汽車和風力渦輪機廢料數量龐大,但純度低,因此回收商必須對其進行預處理以去除雜質。隨著歐洲風力發電機接近使用壽命終點,葉片廢棄物數量激增,工作量也隨之增加,但這對沒有高溫熱解或溶劑分解生產線的小規模企業來說是一個挑戰。體育用品廢料分散且數量較少,但一項將於2025年啟動的品牌回收計畫預計在預測期內改善回收。

區域分析

到2025年,北美將佔全球銷售額的38.15%,成為領先地區。這得歸功於航太產業中心提供的高品質廢料,以及聯邦政府的稅額扣抵津貼政策對新型回收能力的補貼。波音公司將其68%的複合材料廢棄物委託給回收商處理,美國能源局已撥款8500萬美元用於熱解和溶劑分解項目,以加速從機械破碎方式向回收利用方式的轉變。加拿大的一級供應商已開始使用回收碳纖維模製電池托盤。同時,墨西哥的一個航太叢集正在向美國的熔爐供應其生產過程中產生的廢棄物。

在歐洲,生產者延伸責任制(EPR)法規的全面實施以及風力發電機葉片加速拆解,使該地區有望實現14.99%的複合年成長率。德國已將其熱解產能擴大至每年1.8萬噸,法國已建立起電動車零件的閉合迴路供應鏈,英國則展示了適用於空中巴士艙隔板的溶劑分解纖維。北歐國家正透過將短切纖維出口到義大利和德國的複合材料生產商來實現葉片廢棄物的商業化,而西班牙則正在擴大體育用品的回收利用,尤其是在自行車行業。

亞太地區正處於廢棄物產生和需求的十字路口。中國提出的鐵路和汽車零件用再生碳纖維標準、日本產能成長35%以及韓國對「Ioniq 6」再生碳纖維的認證,都推動了該地區的發展動能。然而,東南亞和印度回收體系的分散性以及加工能力的不足,正在減緩該地區廢料回收的全面發展,這為能夠跨境整合廢料的新興參與企業創造了機會。

其他好處:

  • Excel格式的市場預測(ME)表
  • 3個月的分析師支持

目錄

第1章:引言

  • 研究假設和市場定義
  • 調查範圍

第2章:調查方法

第3章執行摘要

第4章 市場狀況

  • 市場概覽
  • 市場促進因素
    • 歐洲和美國強制實施循環經濟
    • OEM廠商的淨零排放目標正在推動電動車中可再生碳(rCF)含量的增加。
    • 報廢的風力發電機葉片會產生高品質的廢料。
    • 亞太地區飛機退役速度加快,為航太廢料開闢了新的來源。
    • 隨著淨能量熱解裝置的規模擴大,損益平衡成本得以實現。
  • 市場限制因素
    • 替代輕量材料(鋁、鎂、玻璃纖維)的可用性
    • 碎片化的廢料收集物流
    • 纖維長度分佈的變化會影響品管
  • 價值鏈分析
  • 波特五力模型

第5章 市場規模與成長預測

  • 依產品類型
    • 切割和回收的碳纖維
    • 壓碎的再生碳纖維
  • 按供應來源
    • 航太廢料
    • 汽車廢料
    • 其他來源
  • 透過回收過程
    • 熱解
    • 溶劑分解/化學回收
    • 機械破碎和研磨
  • 與矩陣相容的性別
    • 熱固性複合材料
    • 熱塑性複合材料
  • 按最終用戶行業分類
    • 航太/國防
    • 風力
    • 體育用品
    • 其他
  • 按地區
    • 亞洲
      • 中國
      • 日本
      • 印度
      • 韓國
      • 東南亞
      • 其他亞洲國家
    • 北美洲
      • 美國
      • 加拿大
      • 墨西哥
    • 歐洲
      • 德國
      • 英國
      • 法國
      • 義大利
      • 西班牙
      • 北歐國家
      • 其他歐洲國家
    • 南美洲
      • 巴西
      • 阿根廷
      • 其他南美國家
    • 中東和非洲
      • 沙烏地阿拉伯
      • 阿拉伯聯合大公國
      • 南非
      • 其他中東和非洲國家

第6章 競爭情勢

  • 市場集中度
  • 策略趨勢
  • 市佔率和排名分析
  • 公司簡介
    • Alpha Recyclage Composites
    • Carbon Conversions
    • Carbon Fiber Recycling
    • Carbon Fiber Remanufacturing
    • Carbon Nexus
    • ELG Carbon Fibre Ltd.
    • Gen 2 Carbon Limited
    • Hexcel Corporation
    • Mitsubishi Chemical Group Corporation
    • Procotex
    • RECARBON
    • ReFiber ApS
    • SGL Carbon
    • Shockercomposites
    • Sigmatex
    • TEIJIN LIMITED
    • TORAY INDUSTRIES, INC.
    • Vartega Inc.

第7章 市場機會與未來展望

簡介目錄
Product Code: 91476

According to Mordor Intelligence, the recycled carbon fiber market size was valued at USD 197.53 million in 2025 and is estimated to grow from USD 224.62 million in 2026 to reach USD 427 million by 2031, at a CAGR of 13.71% during the forecast period (2026-2031).

Recycled Carbon Fiber - Market - IMG1

This report is Segmented by Product Type (Chopped and Milled), Source (Aerospace, and More), Recycling Process (Pyrolysis and More), Matrix Compatibility (Thermoset and Thermoplastic), End-User Industry (Automotive, Aerospace and Defense, and More), and Geography (Asia, North America, Europe, South America, and Middle-East and Africa). The Market Forecasts are Provided in Terms of Value (USD).

Global Recycled Carbon Fiber Market Trends and Insights

Circular-Economy Mandates in Europe and America

Extended Producer Responsibility directives are forcing composite producers to finance take-back schemes. The EU Waste Framework Directive, revised in 2024, requires a 30% recycling rate for carbon-fiber composites by 2030, and Germany's VerpackG collects a EUR 120 per-ton levy on non-compliant products. In the United States, California Senate Bill 54 compels manufacturers to close the loop on 25% of carbon-fiber content by 2028. These measures raise landfill tipping fees to EUR 95 per ton in Western Europe, tilting the cost equation in favor of certified recyclers. As a result, processors report a 40% jump in long-term scrap-supply contracts since Q4 2025.

OEM Net-Zero Targets Boosting rCF Content in EVs

Automakers are embedding recycled carbon fiber into battery enclosures and body-in-white parts to hit Scope 3 goals. BMW's iX uses 15% recycled carbon fiber, trimming embodied carbon by 2.3 kg CO2-eq per vehicle, while Mercedes-Benz plans 40% recycled composite across EQ models by 2030. Tesla's Berlin plant started underbody shield trials with chopped recycled carbon fiber sourced from a local pyrolysis operator that processes aerospace scrap. Recycled grades command USD 18 per kilogram, a 35% discount to virgin tow, making them cost-competitive with aluminum extrusions when tooling consolidation is factored in.

Availability of Substitute Lightweight Materials

Aluminum, magnesium, and glass fiber still undercut recycled carbon fiber on price in cost-sensitive automotive programs. Aluminum 6000-series extrusions stood at USD 4.20 per kilogram in 2025, roughly one-fifth of recycled carbon fiber. Magnesium die-castings grew 18% in North America last year, filling EV battery-enclosure orders once earmarked for composites. Glass-fiber sheet-molding compounds at USD 2.80 per kilogram satisfy crash-energy needs in non-structural panels, limiting recycled carbon fiber market penetration to parts where its 40% density advantage offsets the premium. The substitution threat is magnified in Asia, where lifecycle-carbon metrics carry less weight in sourcing decisions.

Other drivers and restraints analyzed in the detailed report include:

  1. End-of-Life Wind-Turbine Blades Creating High-Grade Scrap
  2. Accelerating Aircraft Retirements in Asia-Pacific Unlocking Aerospace Scrap
  3. Fragmented Scrap-Collection Logistics

For complete list of drivers and restraints, kindly check the Table Of Contents.

Segment Analysis

Chopped fiber commanded 61.65% of the recycled carbon fiber market share in 2025 and is projected to climb at a 13.91% CAGR, reinforcing its status as the go-to reinforcement for injection and compression molding. Most pyrolysis lines naturally produce 3-12 mm fibers that flow easily in thermoplastic compounds, allowing automotive tier-ones such as Magna to cut 15-20% weight versus glass-fiber parts without retooling.

Milled fiber remains a niche, feeding coatings, adhesives, and 3D-printing filaments that value uniform dispersion over tensile performance. Growth depends on additive-manufacturing demand and on solvolysis breakthroughs that can deliver longer fibers suitable for semi-structural parts. If 15-25 mm retention scales, chopped fiber may face stiffer competition, particularly in battery-enclosure ribs where designers seek higher modulus without continuous-fiber lay-up.

Aerospace scrap delivered 45.82% of feedstock and will grow at a 14.44% CAGR through 2031, buoyed by Asia-Pacific fleet retirements and steady trimming waste from Boeing's 787 and Airbus A350 lines. Aerospace prepregs carry resin contents below 35%, which raises fiber yield above 92% after pyrolysis and justifies a 25-30% price premium.

Automotive and wind-energy scrap offer higher tonnage but lower purity, saddling recyclers with pre-processing to strip contaminants. Blade waste will rise sharply as European turbines reach end-of-life, creating volume but challenging small operators that lack high-temperature pyrolysis or solvolysis lines. Sporting goods scrap is dispersed and small-batch, though brand take-back programs initiated in 2025 could improve aggregation over the forecast period.

Complete Report Scope:

  • By Product Type
    • Chopped Recycled Carbon Fiber
    • Milled Recycled Carbon Fiber
  • By Source
    • Aerospace Scrap
    • Automotive Scrap
    • Other Sources
  • By Recycling Process
    • Pyrolysis
    • Solvolysis / Chemical Recycling
    • Mechanical Shredding and Milling
  • By Matrix Compatibility
    • Thermoset Composites
    • Thermoplastic Composites
  • By End-user Industry
    • Automotive
    • Aerospace and Defense
    • Wind Energy
    • Sporting Goods
    • Others
  • By Geography
    • Asia
      • China
      • Japan
      • India
      • South Korea
      • Southeast Asia
      • Rest of Asia
    • North America
      • United States
      • Canada
      • Mexico
    • Europe
      • Germany
      • United Kingdom
      • France
      • Italy
      • Spain
      • Nordic Countries
      • Rest of Europe
    • South America
      • Brazil
      • Argentina
      • Rest of South America
    • Middle-East and Africa
      • Saudi Arabia
      • United Arab Emirates
      • South Africa
      • Rest of Middle-East and Africa

Geography Analysis

North America led with 38.15% revenue in 2025, underpinned by aerospace hubs that feed high-grade scrap and federal tax credits that subsidize new recycling capacity. Boeing diverted 68% of its composite waste to recyclers, and the US Department of Energy granted USD 85 million to co-fund pyrolysis and solvolysis projects, accelerating the transition away from mechanical shredding. Canada's tier-one suppliers started molding recycled carbon fiber battery trays, while Mexico's aerospace cluster funnels production off-cuts into US furnaces.

Europe is on track for a 14.99% CAGR as Extended Producer Responsibility rules bite and blade decommissioning accelerates. Germany expanded pyrolysis capacity to 18,000 t per year, France forged closed-loop supply chains for EV parts, and the UK demonstrated solvolysis fiber suitable for Airbus cabin partitions. Nordic nations monetize blade waste by exporting chopped fiber to Italian and German compounders, while Spain scales sporting-goods recycling around bicycle hubs.

Asia-Pacific sits at the nexus of scrap generation and demand. China's draft standards for recycled carbon fiber in rail and auto parts, Japan's 35% capacity hike, and South Korea's qualification of recycled grades for the Ioniq 6 underpin regional momentum. However, fragmented collection and limited processing capacity in Southeast Asia and India delay full-scale deployment, creating white-space for new entrants that can aggregate scrap across borders.

  1. Alpha Recyclage Composites
  2. Carbon Conversions
  3. Carbon Fiber Recycling
  4. Carbon Fiber Remanufacturing
  5. Carbon Nexus
  6. ELG Carbon Fibre Ltd.
  7. Gen 2 Carbon Limited
  8. Hexcel Corporation
  9. Mitsubishi Chemical Group Corporation
  10. Procotex
  11. RECARBON
  12. ReFiber ApS
  13. SGL Carbon
  14. Shockercomposites
  15. Sigmatex
  16. TEIJIN LIMITED
  17. TORAY INDUSTRIES, INC.
  18. Vartega Inc.

Additional Benefits:

  • The market estimate (ME) sheet in Excel format
  • 3 months of analyst support

TABLE OF CONTENTS

1 Introduction

  • 1.1 Study Assumptions & Market Definition
  • 1.2 Scope of the Study

2 Research Methodology

3 Executive Summary

4 Market Landscape

  • 4.1 Market Overview
  • 4.2 Market Drivers
    • 4.2.1 Circular-economy mandates in the Europe and America
    • 4.2.2 OEM net-zero targets boosting rCF content in EVs
    • 4.2.3 End-of-life wind-turbine blades creating high-grade scrap
    • 4.2.4 Accelerating aircraft retirements in Asia-Pacific unlocking aerospace scrap
    • 4.2.5 Break-even cost parity as energy-positive pyrolysis plants scale
  • 4.3 Market Restraints
    • 4.3.1 Availability of substitute light-weight materials (Al, Mg, GF)
    • 4.3.2 Fragmented scrap-collection logistics
    • 4.3.3 Variable fiber-length distribution impacting quality control
  • 4.4 Value Chain Analysis
  • 4.5 Porter's Five Forces
    • 4.5.1 Bargaining Power of Suppliers
    • 4.5.2 Bargaining Power of Buyers
    • 4.5.3 Threat of New Entrants
    • 4.5.4 Threat of Substitutes
    • 4.5.5 Degree of Competition

5 Market Size and Growth Forecasts (Volume)

  • 5.1 By Product Type
    • 5.1.1 Chopped Recycled Carbon Fiber
    • 5.1.2 Milled Recycled Carbon Fiber
  • 5.2 By Source
    • 5.2.1 Aerospace Scrap
    • 5.2.2 Automotive Scrap
    • 5.2.3 Other Sources
  • 5.3 By Recycling Process
    • 5.3.1 Pyrolysis
    • 5.3.2 Solvolysis / Chemical Recycling
    • 5.3.3 Mechanical Shredding and Milling
  • 5.4 By Matrix Compatibility
    • 5.4.1 Thermoset Composites
    • 5.4.2 Thermoplastic Composites
  • 5.5 By End-user Industry
    • 5.5.1 Automotive
    • 5.5.2 Aerospace and Defense
    • 5.5.3 Wind Energy
    • 5.5.4 Sporting Goods
    • 5.5.5 Others
  • 5.6 By Geography
    • 5.6.1 Asia
      • 5.6.1.1 China
      • 5.6.1.2 Japan
      • 5.6.1.3 India
      • 5.6.1.4 South Korea
      • 5.6.1.5 Southeast Asia
      • 5.6.1.6 Rest of Asia
    • 5.6.2 North America
      • 5.6.2.1 United States
      • 5.6.2.2 Canada
      • 5.6.2.3 Mexico
    • 5.6.3 Europe
      • 5.6.3.1 Germany
      • 5.6.3.2 United Kingdom
      • 5.6.3.3 France
      • 5.6.3.4 Italy
      • 5.6.3.5 Spain
      • 5.6.3.6 Nordic Countries
      • 5.6.3.7 Rest of Europe
    • 5.6.4 South America
      • 5.6.4.1 Brazil
      • 5.6.4.2 Argentina
      • 5.6.4.3 Rest of South America
    • 5.6.5 Middle-East and Africa
      • 5.6.5.1 Saudi Arabia
      • 5.6.5.2 United Arab Emirates
      • 5.6.5.3 South Africa
      • 5.6.5.4 Rest of Middle-East and Africa

6 Competitive Landscape

  • 6.1 Market Concentration
  • 6.2 Strategic Moves
  • 6.3 Market Share(%)/Ranking Analysis
  • 6.4 Company Profiles (includes Global level Overview, Market level overview, Core Segments, Financials as available, Strategic Information, Products and Services, and Recent Developments)
    • 6.4.1 Alpha Recyclage Composites
    • 6.4.2 Carbon Conversions
    • 6.4.3 Carbon Fiber Recycling
    • 6.4.4 Carbon Fiber Remanufacturing
    • 6.4.5 Carbon Nexus
    • 6.4.6 ELG Carbon Fibre Ltd.
    • 6.4.7 Gen 2 Carbon Limited
    • 6.4.8 Hexcel Corporation
    • 6.4.9 Mitsubishi Chemical Group Corporation
    • 6.4.10 Procotex
    • 6.4.11 RECARBON
    • 6.4.12 ReFiber ApS
    • 6.4.13 SGL Carbon
    • 6.4.14 Shockercomposites
    • 6.4.15 Sigmatex
    • 6.4.16 TEIJIN LIMITED
    • 6.4.17 TORAY INDUSTRIES, INC.
    • 6.4.18 Vartega Inc.

7 Market Opportunities and Future Outlook

  • 7.1 White-Space and Unmet-Need Assessment
  • 7.2 Increasing Potential Demand from Additive Manufacturing and 3D Printing Sectors