材料汇·2026-01-19 15:57Group 1: Commercial Aerospace Industry Overview - The commercial aerospace industry is entering a period of explosive growth, driven by significant advancements in low Earth orbit satellite constellations and launch capabilities [1][2] - China plans to launch 12,992 commercial satellites to create a global internet satellite constellation, with ongoing development of high-capacity rockets and completion of launch facilities in Hainan [2][4] - By 2027, the commercial aerospace industry is expected to achieve high-quality development, with enhanced innovation and resource utilization, as outlined in the National Space Administration's action plan [4] Group 2: Demand for Commercial Satellites and Rocket Technology - The demand for commercial satellites is increasing, leading to rapid development in the liquid rocket engine sector, which is the mainstream technology for reusable rockets [6][7] - The global electronic specialty gas market is projected to reach $6.023 billion by 2025, with a CAGR of 6.39% from 2022 to 2025, while China's electronic specialty gas market is expected to reach 23 billion yuan by 2024, with a CAGR of 10.31% [8][10] Group 3: Advanced Materials in Aerospace - The carbon fiber industry is experiencing structural differentiation, with high-performance carbon fibers in demand for aerospace applications, although domestic supply capabilities for high-end products remain insufficient [13][14] - Advanced structural ceramics and composites are critical materials in aerospace, with ongoing improvements in technology and innovation needed to close the gap with developed countries [15][16] - The market for quartz glass fibers and composites is expanding, driven by their essential role in aerospace and semiconductor industries [19] Group 4: Key Functional Materials for Commercial Aerospace - PI films are crucial for aerospace applications due to their excellent thermal stability and radiation resistance, with products already supplied to China's rocket technology research institute [21][22] - LCP materials are gaining traction in high-frequency communication and signal transmission industries, with significant production capabilities established by companies like Prilite [23][24] - Specialty plastics and thermal protection materials are essential for ensuring the reliability and performance of aerospace components [25][26]