Chan Ye Xin Xi Wang·2025-11-28 01:29Core Viewpoint - The aerospace repair industry in China has developed a comprehensive integrated industrial chain that includes regular maintenance of airframes, deep repair of engines, and specialized maintenance of key components, driven by the growth of the aviation transport sector and supported by regulatory reforms aimed at enhancing operational efficiency [1][11]. Industry Overview - The aerospace repair industry involves the inspection, repair, troubleshooting, regular inspection, refurbishment, and modification of various flying devices, ensuring their structural and functional reliability [4]. - The industry has seen significant growth in demand for regular maintenance and line maintenance due to the sustained health of the national economy and the aviation transport sector [1][11]. Industry Policies - Recent policies have been introduced to enhance the domestic aerospace repair capabilities, improve repair quality, and promote the development of the industry, including the establishment of a free trade zone to support the aviation manufacturing and maintenance sectors [6][7]. Industry Chain - The upstream of the aerospace repair industry includes materials and components such as graphite fiber, titanium alloy, aluminum alloy, stainless steel, and electronic components, which are essential for the stable operation of aerospace vehicles in extreme environments [7][8]. - The midstream consists of the repair processes, while the downstream encompasses application fields including civil aviation, military aviation, and aviation logistics [7]. Market Statistics - As of the end of 2024, the CAAC has approved 429 domestic repair units, with 228 capable of airframe repairs, 28 for engine repairs, 13 for propeller repairs, 243 for component repairs, and 168 for other repair projects [1][11]. - The titanium alloy market in China is projected to grow from 28.7 billion yuan in 2020 to 43.2 billion yuan by 2024, with a compound annual growth rate of 10.76% [9][10]. Competitive Landscape - The industry features a dual-track development model with military repair systems and third-party repair enterprises coexisting, particularly in the civil aviation maintenance market where companies like Guangzhou Aircraft Maintenance Engineering Company and independent firms like Hangxin Technology and Hitec High-tech dominate [14][15]. Development Trends - The future of aerospace repair will see deeper integration of artificial intelligence and digital twin technologies for predictive maintenance, enhancing repair accuracy and efficiency [16]. - New repair processes for advanced materials, including low-temperature curing prepregs and laser additive repair, are expected to mature, addressing challenges in repairing composite materials and high-temperature alloys [17]. - A full lifecycle health management system is anticipated to evolve, utilizing IoT technologies for real-time monitoring and data-driven maintenance strategies, optimizing resource allocation and extending equipment lifespan [18].