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握紧产业链发展“金钥匙” 新材料喜迎空天时代
Zheng Quan Ri Bao· 2025-07-28 17:09
Core Insights - The aerospace industry is experiencing a significant transformation driven by advancements in new materials, particularly composite materials, which are essential for meeting the demands of weight reduction, increased range, and cost efficiency in aerospace applications [1][2][5]. Group 1: Aerospace Material Innovations - The shift from traditional metal materials to advanced composite materials is crucial for the aerospace sector, with carbon fiber composites being highlighted for their lightweight and high-strength properties [2][3]. - The global aerospace composite materials market is projected to reach approximately 428.54 billion yuan by 2029, indicating a robust growth trajectory [1]. - Carbon fiber composites are becoming increasingly important in the aerospace field, with applications in both manned and unmanned aerial vehicles, significantly enhancing performance metrics such as range and fuel efficiency [2][3]. Group 2: Low-altitude Economy and eVTOL Development - The eVTOL (electric Vertical Take-Off and Landing) industry is expected to see a dramatic increase in demand for composite materials, with projections indicating a rise from approximately 500 tons in 2024 to 11,750 tons by 2030, reflecting a growth rate of about 22.5 times [3]. - Companies are forming partnerships to advance the lightweighting of aircraft, which is essential for the development of a comprehensive transportation network that integrates ground and air travel [3]. Group 3: Domestic Innovation and Market Growth - China's aerospace materials sector is in a phase of self-innovation, with increasing domestic production rates of high-end composite and alloy materials, supporting the mass application of domestic aircraft and low-altitude vehicles [4][5]. - The aerospace equipment industry is transitioning from a scale of hundreds of billions to trillions, with new materials playing a pivotal role in this evolution [5]. Group 4: Additive Manufacturing and Future Prospects - The commercial space industry is demanding more complex materials, particularly for reusable rocket technologies, which require materials that can withstand extreme temperatures and conditions [6][7]. - Additive manufacturing (3D printing) is emerging as a key technology in the aerospace sector, enabling the production of complex components while reducing costs and production times [6][7]. - The domestic market for additive manufacturing in the commercial space sector is expected to range between 10.5 billion yuan and 24 billion yuan from 2025 to 2030, highlighting significant growth potential [7].