随着商业航天产业的快速发展，航天器对材料的轻量化、耐高温、抗腐蚀与高可靠性要求日益严苛。传 统航天材料如钛合金、铝合金虽具备一定性能优势，但在轻量化与强度的平衡上仍存在提升空间。宜安 科技的液态金属材料通过成分优化，可实现强度与轻量化，其锆基非晶合金材料密度仅为钛合金的 80%，强度却提升30%以上，同时具备优异的耐高低温性能与抗辐射能力，可适应太空极端环境。在卫 星结构件应用中，液态金属材料可实现结构减重20%-30%，有效提升卫星的有效载荷比。 公司构建了从材料配方研发、专用设备制造到精密加工、检测认证的全流程自主可控体系，累计拥有液 态金属相关专利超300项，主导制定多项行业技术标准。在产能布局上，株洲基地作为全球规模领先的 非晶合金生产基地，可满足消费电子与航天领域的小批量、高精度生产需求；逸昊金属的产线升级则为 未来大规模供货提供了保障。这种"技术研发-样品验证-产能储备"的闭环布局，确保了公司能够快速响 应不同领域的市场需求。 从消费电子到商业航天，宜安科技的液态金属技术应用拓展，不仅丰富了公司"消费电子+新能源汽车 +机器人+通信+航天"的多赛道布局，更推动了液态金属材料的产业化进程。未来，随着 ...

随着消费电子进入创新深水区，折叠屏凭借形态突破成为高端市场增长引擎，带动产业链核心材料与零 部件需求持续扩容。宜安科技作为全球液态金属产业化领军企业，凭借独家技术壁垒与深度绑定头部终 端的供应链优势，成为折叠屏概念股中极具稀缺性的核心标的。 宜安科技的核心竞争力源于对液态金属（非晶合金）技术的长期深耕。作为全球少数实现锆基非晶合金 规模化量产的企业，其产品具备强度≥1200MPa、公差控制±0.02mm、超薄壁0.3mm压铸的极致性能， 可承受30万次以上折叠循环，完美匹配折叠屏铰链对高精度、高耐用性的严苛要求。公司构建了从材料 配方、母合金熔炼到精密成型的全制程能力，拥有200余项核心专利，主导行业标准制定，建成国内最 大规模非晶合金生产线，良率稳定在95%以上，形成难以复制的技术护城河。 在供应链布局上，宜安科技已实现全球高端折叠屏品牌的深度覆盖。公司通过子公司逸昊金属成为华为 三折叠屏手机铰链独家供应商，为Mate X5、OPPO Find N3等旗舰机型提供核心结构件，折痕深度控制 在10μm以内，满足IP68级防水要求，2024年液态金属铰链出货量超1000万个，占据全球高端市场60% 以上份额。 ...

Core Viewpoint - Yian Technology showcases its global leadership in liquid metal technology and diverse business strategies during an investor meeting, highlighting production capacity expansion and strategic international initiatives [6] Group 1: Production Capacity Expansion - The new factory in Zhuzhou is expected to achieve mass production by March 2026, enhancing the company's capacity for core products like liquid metal [2][3] - The establishment of a subsidiary in Mexico is a strategic move to meet international customer demands, with a phased implementation plan that includes setting up a marketing and transit delivery base [2] Group 2: Core Technology Advantages - Yian Technology is the only company globally capable of large-scale production and commercial delivery of liquid metal technology, with a comprehensive production system from raw material smelting to quality inspection [3] - Liquid metal exhibits superior performance in strength, hardness, and elastic deformation compared to traditional materials, making it ideal for high-strength applications like foldable smartphone hinges [3] Group 3: New Business Ventures - The company has established a robotics division focusing on lightweight structural components, leveraging its expertise in aluminum and magnesium alloys [4] - Yian Technology is exploring the AI server cooling market, having developed relevant patented technologies, although mass production has not yet been achieved [4] - In the medical device sector, the company is working on magnesium bone screws, acknowledging the need for market acceptance among doctors and patients [4] Group 4: Capital Operations - As a state-controlled listed company, Yian Technology is expected to pursue mergers and acquisitions to optimize its industrial layout and enhance competitiveness [5] - The company is actively seeking quality targets for resource integration and collaborative development [5]