Group 1 - The supply gap exists, with SpaceX's Starship significantly increasing the demand for high-temperature alloys, benefiting from the rocket manufacturers' pursuit of high thrust and engine performance. This representative company has established a foundation for supplying high-temperature alloys for aerospace rockets [1] - In the future development trend of reusable, large-diameter, and high-frequency launches, the usage of stainless steel is showing a significant upward trend. This company has received the "Outstanding Contribution Supplier" honor from the Aerospace Science and Technology Group for several consecutive years [1] - Offshore recovery is a core technological choice for achieving high-frequency and large-scale satellite networking. A subsidiary of this listed company is involved in the construction project of the offshore recovery system at the Hainan commercial space launch site [1]
【金牌纪要库】SpaceX星舰对高温合金需求将显著增长，同时高温合金也受益火箭厂商对大推力、高发动机性能的追求
财联社·2026-02-02 04:32