A safiyar ranar 17 ga wata, bangaren zirga-zirgar jiragen sama na A-share ya ci gaba da samun karbuwa sosai, tare da Hangfa Technology da Longxi Shares ya kai ga kayyade adadin yau da kullun, kuma fasahar Hangya ta haura sama da kashi 10%. Zafin sarkar masana'antu ya ci gaba da tashi. Bayan wannan yanayin kasuwa, rahoton binciken da Tianfeng Securities ya fitar kwanan nan ya zama wani muhimmin al'amari mai kara kuzari. Rahoton binciken ya yi nuni da cewa, jiragen sama na kasuwanci na kasar Sin (COMAC) da masana'antun sarrafa injinan kasuwanci (COMAC) na samar da damammakin raya tarihi. Bisa kididdigar da aka yi, bukatun sabbin injinan kasuwanci a kasuwannin cikin gida na iya wuce dalar Amurka biliyan 600 daga shekarar 2023 zuwa 2042, tare da matsakaicin girman kasuwar kowace shekara sama da yuan biliyan 200.

Wannan hasashe yana da alaƙa da haɓaka ƙarfin samarwa da tsarin samar da sarkar samar da manyan jiragen sama na cikin gida C919 da C929. Yana da kyau a lura cewa baya ga masana'antun sarrafa jiragen sama na gargajiya, masu samar da kayayyaki irin su titanium, aluminum, da jan karfe a cikin sassan da ba na ƙarfe ba suma suna nuna yanayin aiki. Hanzarta mai zaman kanta da sarrafawa ta sarkar masana'antar zirga-zirgar jiragen sama na kasuwanci, haɗe tare da haɓaka manufofin tattalin arziki mai ƙanƙanta, yana sake fasalin ƙimar mahimman kayan ƙarfe na sama a kasuwa.

Titanium alloy: kashin bayan manyan jiragen sama na cikin gida

Kamar yadda wani nauyi core abu don jirgin sama kayan aiki, titanium gami lissafin ga 9.3% na C919 jiki tsarin, muhimmanci mafi girma fiye da na Boeing 737. Tare da kara fadada cikin gida manyan jirgin sama samar iya aiki, da bukatar titanium kayan da guda naúrar iya aiki na game da 3.92 ton zai ba Yunƙurin zuwa wata babbar incremental kasuwa. Baotai Co., Ltd., a matsayin babban mai samar da kayan titanium, ya kasance mai zurfi a cikin samar da mahimman kayan aikin kamar firam ɗin fuselage da ingin zobe. Fasahar bugu na 3D ta titanium gami da fasahar Western Superconductor na iya rage nauyin sifofi kuma sannu a hankali ana amfani da shi wajen kera sabbin motocin jirage marasa matuki da eVTOL (motocin a tsaye da masu saukar da wuta).

Aluminum gami: injin mai nauyi don tattalin arzikin ƙasa mara nauyi
A fagen tattalin arzikin ƙasa mai ƙasa da ƙasa, gami da aluminium ya mamaye rabin kayan tsarin jirgin. High ƙarfi aluminum gami lissafin sama da 60% na fuselage da reshe aka gyara samar da AVIC Xifei ga C919. COMAC ta ba da takardar shaidar darajar aluminium ɗin jirgin sama wanda masana'antar Nanshan Aluminum ta haɓaka kuma an yi amfani da fata na fuselage na C919, wanda ya fi girma fiye da bayanan martabar masana'antu na alluminum na gargajiya. Bisa kididdigar da aka yi, ana sa ran bukatar aluminium na shekara-shekara a cikin ƙananan na'urori na kasar Sin zai wuce tan 500000 nan da shekarar 2030, tare da eVTOL duk firam ɗin fuselage na aluminum da ƙananan baturi za su zama babban maki girma.

Haɗin gwiwar zinc na jan karfe: garanti biyu na lantarki da rigakafin lalata
Ana ci gaba da fitowa da ɓoyayyen ƙimar jan ƙarfe a cikin tsarin lantarki na jirgin sama. A cikin samfuran haɗin haɗin AVIC Optoelectronics, jan ƙarfe mai tsabta yana da kashi 70%, kuma sabon layin da aka gina a gininsa na Lingang zai biya buƙatun kayan haɗin gwal na jirgin sama tare da ƙimar fitarwa na yuan biliyan 3 kowace shekara. Abubuwan da aka yi amfani da su na Zinc suna nuna fa'idodin ingancin farashi a cikin rigakafin lalata jirgin sama da masana'anta. Kamfanonin jiragen sama na Hongdu suna amfani da fasahar galvanizing mai zafi don kula da abubuwan saukar da kayan saukarwa, wanda ke haɓaka rayuwar lalata fiye da sau uku kuma yana rage farashi da kashi 40% idan aka kwatanta da hanyoyin da aka shigo da su. Tsarin yanki don kayan aikin jirgin sama na aluminum gami da Runbei Hangke ya haɓaka ya wuce takaddun samar da sarkar COMAC.

Hatsari da Dama: Kalubalen Haɓaka Masana'antu a Sashin Kayayyaki
Duk da faffadan sararin kasuwa, har yanzu akwai ƙulla-ƙulla a cikin manyan fasahar kayan abu. Hangfa Technology's high-zazzabi gami da yawan amfanin ƙasa a masana'antar ruwan injuna shine kawai 65%, wanda ya yi ƙasa da matakin duniya. A matakin manufofin, Shirin Aiwatarwa don Ƙirƙirar Aikace-aikace na Kayan Aikin Jiragen Sama a sarari yana ba da shawara don cimma ƙimar gida na sama da 90% don ƙirar aluminium na jirgin sama da gami da titanium ta 2026, wanda zai samar da taga ci gaban fasaha don kamfanoni kamar rukunin Baotai da Superconductor na Yamma. Dangane da kididdigar cibiyoyi, matsakaicin adadin haɓakar fili na shekara-shekara na kasuwar kayan ƙarfe mara ƙarfe a cikin shekaru uku masu zuwa zai kai kashi 25%, kuma ana sa ran kamfanonin da ke da cikakkiyar damar ci gaban fasahar fasaha za su ci gajiyar rabon canji na cikin gida da farko.