金属矿企入局低空经济：一场不能输的“空中材料战争”

Core Insights - The article highlights a significant shift in the metal mining industry driven by the emerging "low-altitude economy," which is expected to create substantial demand for aviation-grade aluminum and other materials [3][4][8]. Industry Trends - The low-altitude economy is projected to see aluminum consumption exceed 1.25 million tons by 2025, with a market size reaching 32 billion yuan, reflecting a compound annual growth rate of over 36% [3][6]. - Companies are experiencing a surge in orders for aviation-grade aluminum, with one manufacturer reporting a 23% increase in prices to 24,200 yuan per ton compared to the previous year [6][10]. Strategic Shifts - Metal mining companies are compelled to transition towards producing aviation materials, with some firms planning to double their production capacity for 7-series aluminum alloys to meet the growing demand from eVTOL and logistics drone manufacturers [9][10][14]. - A central enterprise has decided to invest 52 billion yuan to enhance its aviation aluminum production capacity to 40% of total output, indicating a strategic pivot away from traditional markets [14][15]. Competitive Landscape - Companies are adopting collaborative approaches, such as forming partnerships to create lightweight materials and participating in product design phases to secure long-term contracts with drone manufacturers [20][21]. - The competition is intensifying as firms engage in price negotiations and technical standard discussions, with some companies leveraging their material properties to differentiate themselves in the market [20][21]. Technological Innovations - The development of advanced aluminum alloys, such as the 7B50 alloy, is enabling significant weight reductions in drone manufacturing, which is critical for performance [18][24]. - Companies are investing in R&D to enhance material properties, such as strength and thermal resistance, to meet the stringent requirements of low-altitude vehicles [24][26]. Challenges and Barriers - The transition to aviation materials faces hurdles, including lengthy certification processes that can take up to 24 months and the high costs associated with them [28][30]. - There is a notable shortage of skilled talent in the aerospace materials sector, with a projected gap of 47,500 professionals by 2025, complicating the industry's ability to meet demand [29][30]. Future Outlook - The article suggests that the ongoing material revolution will reshape the supply chain dynamics, with companies exploring new business models that extend beyond traditional material sales to include technical services and operational partnerships [34][35]. - The global market for low-altitude economy materials is expanding, with companies aiming to position themselves as key suppliers in this emerging sector [35].