Thaum sawv ntxov ntawm 17th, A-share aviation sector txuas ntxiv nws txoj kev muaj zog, nrog Hangfa Technology thiab Longxi Shares tsoo cov kev txwv txhua hnub, thiab Hangya Technology tau nce ntau dua 10%. Kev lag luam saw kub tseem nce ntxiv. Tom qab qhov kev ua lag luam no, cov ntaub ntawv tshawb fawb tsis ntev los no tso tawm los ntawm Tianfeng Securities tau dhau los ua qhov tseem ceeb catalytic. Cov ntaub ntawv tshawb fawb qhia tau hais tias Tuam Tshoj txoj kev lag luam dav hlau (COMAC) thiab kev lag luam cav (COMAC) kev lag luam tab tom pib hauv keeb kwm kev loj hlob. Raws li kev kwv yees, qhov kev thov rau cov tshuab ua lag luam tshiab hauv kev lag luam hauv tsev tuaj yeem tshaj 600 billion US dollars los ntawm 2023 txog 2042, nrog rau qhov nruab nrab txhua xyoo kev lag luam loj tshaj 200 billion yuan.

Qhov kev kwv yees no muaj feem cuam tshuam nrog kev tsim cov peev txheej nce ntxiv thiab cov txheej txheem xa khoom hauv cheeb tsam ntawm domestically tsim cov dav hlau loj C919 thiab C929. Nws yog ib qho tsim nyog sau cia tias ntxiv rau cov tuam txhab kev lag luam aviation ib txwm muaj, cov khoom lag luam xws li titanium, aluminium, thiab tooj liab hauv cov hlau tsis muaj hlau kuj tseem muaj qhov sib txawv. Kev ywj pheej thiab tswj tau acceleration ntawm kev lag luam aviation kev lag luam saw, ua ke nrog cov catalysis ntawm qis altitude economic txoj cai, yog reshaping lub tswv yim tus nqi ntawm cov khoom tseem ceeb upstream hlau nyob rau hauv kev ua lag luam.

Titanium alloy: lub caj qaum ntawm domestic loj aircraft

Raws li lub teeb yuag cov khoom siv rau cov khoom siv dav hlau, titanium alloy suav txog 9.3% ntawm C919 lub cev qauv, siab dua li ntawm Boeing 737. Nrog rau kev nthuav dav ntawm cov dav hlau loj hauv tebchaws, qhov kev thov rau titanium cov ntaub ntawv nrog ib chav tsev muaj peev xwm ntawm 3.92 tons yuav ua rau muaj kev lag luam loj ntxiv. Baotai Co., Ltd., uas yog tus xa khoom tseem ceeb ntawm cov khoom siv titanium, tau koom tes nrog kev tsim cov khoom tseem ceeb xws li fuselage thav duab thiab cav nplhaib forgings. Lub 3D luam ntawv titanium alloy tivthaiv tshuab tsim los ntawm Western Superconductor tuaj yeem txo qhov hnyav ntawm cov qauv thiab maj mam raug siv rau kev tsim cov tsheb tshiab tsis muaj neeg tsav dav hlau thiab eVTOL (hluav taws xob ntsug nqa thiab tsaws tsheb).

Aluminium alloy: lub teeb yuag lub cav rau kev lag luam qis qis
Hauv kev lag luam qis qis qis, aluminium alloy occupies ib nrab ntawm cov khoom siv dav hlau. Lub zog siab aluminium alloy tso nyiaj ntau dua 60% ntawm lub fuselage thiab tis khoom muab los ntawm AVIC Xifei rau C919. aviation qib aluminium alloy daim ntawv tsim los ntawm Nanshan Aluminium Kev Lag Luam tau ntawv pov thawj los ntawm COMAC thiab siv rau C919 fuselage daim tawv nqaij, ho siab dua cov tsoos muaj txhuas profiles. Raws li kev kwv yees, qhov kev thov txhua xyoo rau txhuas hauv Tuam Tshoj cov khoom siv qis qis yuav tsum tshaj 500000 tons los ntawm 2030, nrog eVTOL tag nrho cov txhuas fuselage thav ntawv thiab cov teeb meem roj teeb hnyav dhau los ua cov ntsiab lus loj hlob.

Copper zinc synergy: dual lav ntawm hluav taws xob thiab tiv thaiv corrosion
Tus nqi zais ntawm tooj liab hauv aviation hluav taws xob tshuab txuas ntxiv mus. Nyob rau hauv cov khoom sib txuas ntawm AVIC Optoelectronics, high-purity tooj liab account rau 70%, thiab cov khoom tsim tshiab tshiab ntawm nws lub hauv paus Lingang yuav ua tau raws li qhov kev thov rau aviation qib tooj liab alloys nrog rau txhua xyoo tso zis nqi ntawm 3 billion yuan. Zinc-based alloys qhia tau hais tias muaj txiaj ntsig zoo hauv cov dav hlau tiv thaiv corrosion thiab cov khoom tsim khoom. Hongdu Airlines siv cov thev naus laus zis kub-dip galvanizing los kho cov khoom siv hauv av, uas ua rau muaj kev tiv thaiv corrosion ntau dua peb zaug thiab txo cov nqi los ntawm 40% piv rau cov kev daws teeb meem. Txoj kev npaj hauv cheeb tsam rau zinc aluminium alloy aviation cov ntaub ntawv tsim los ntawm Runbei Hangke tau dhau COMAC cov saw saw ntawv pov thawj.

Risks and Opportunities: Challenges of Industrial Upgrading in the Materials Sector
Txawm hais tias qhov chaw ua lag luam loj heev, cov kev tsis sib haum xeeb hauv cov khoom siv thev naus laus zis tseem muaj nyob. Hangfa Technology lub high-temperature alloy yield tus nqi nyob rau hauv engine hniav raug tsuas yog 65%, uas yog qis dua lub thoob ntiaj teb theem. Nyob rau theem txoj cai, Txoj Kev Npaj Ua Haujlwm rau Kev Tsim Kho Tshiab ntawm General Aviation Equipment kom meej meej kom ua tiav qhov chaw nyob ntawm ntau dua 90% rau aviation qib aluminium alloys thiab titanium alloys los ntawm 2026, uas yuav muab lub qhov rais tshiab rau kev lag luam xws li Baotai Group thiab Western Superconductor. Raws li kev suav cov tuam txhab, qhov nruab nrab txhua xyoo kev loj hlob ntawm aviation non-ferrous hlau cov ntaub ntawv ua lag luam nyob rau hauv peb lub xyoos tom ntej no yuav ncav cuag 25%, thiab cov tuam txhab uas muaj tag nrho cov txheej txheem technology breakthrough peev xwm yuav tsum tau txais txiaj ntsim los ntawm lub domestic hloov pauv thawj zaug.