点击 最 下方 关注《材料汇》 ， 点击"在看"和" "并分享 添加 小编微信 ，遇见 志同道合 的你 特别福利 （欢迎加入 材料汇商业航天交流群，并记住加小编微信 ） 延伸阅读 深度｜商业航天新材料全景图：新材料企业的机遇与投资逻辑（附20+报告） 从碳纤维到不锈钢：可回收火箭材料选型变革，揭秘97%降本核心 从价值链到落地：新材料企业切入商业航天的低风险路径 正文 核心观点 陶瓷基复合材料高温性能优异，可广泛应用于商业航天、航空、核电、汽车等领域，市场空间广阔。整体来看，我国在刹车、飞行器防热领 域领跑，但在航空发动机领域还较为落后。 我国CMC产业链环节相对完善，但第三代SiC纤维的生产以及CMC 在航发上的应用与国外差距较大， 2024年我国航发产业对CMC的需求或 已出现拐点 。应用验证阶段对于上游原材料有较大需求，进入小批量交付以及批产阶段后上游环节有望率先启动。随着CMC 制备技术的优 化、上游纤维成本的降低、应用成熟度的提高，中游CMC 零部件制造企业有望迎来高速发展期。 内容摘要 一、陶瓷基复合材料高温性能优异， SiCf/SiC是近年研究的热点 陶瓷基复合材料（CMC）是指在陶瓷基体中引入 ...

大飞机专题之航发观点 20260127 摘要 大飞机产业拥有万亿市场空间，虽去年交付未达预期，但发动机和机载 设备等瓶颈环节已现积极变化，突破后将带来预期陡峭式增长，国产替 代紧迫性提升。 美国对华发动机出口限制加速全国产 C929 研发，国产长江 1,000A 发 动机进入适航取证最后阶段，预计 2027 年取得关键里程碑，提升自主 可控能力。 长江 1,000A 发动机在推力和推重比上表现优异，若成功取证并投入使 用，将提升我国商用航空器的竞争力，实现技术实力与国际水平齐平。 未来 20 年中国市场对商用飞机需求巨大，预计每年平均需要 344 架单 通道飞机和 80 多架双通道飞机，发动机前装市场空间约为 1,500 亿元 人民币。 商用航空发动机服役寿命约为 17-18 年，替换市场与前装市场规模相当， 大修周期约为 7-8 年，每次维修需求相当于前装市场价值量的 30%以上。 C929 客机在欧洲适航审定方面取得积极进展，若 2028 年底获得欧洲 适航证，将极大拓展其国际市场潜力，中国每年飞机采购量占全球总需 求约 20%。 民用发动机产业正处于关键时间点，长江 1,000 型通过适航审定后，将 形 ...

Summary of Huqin Technology Conference Call Company Overview - Huqin Technology is one of the few companies in China capable of covering the entire process of stealth materials across various temperature ranges, with a significant technological advantage in high-temperature stealth materials [2][3][16] - The company has established a partnership with Northwestern Polytechnical University to ensure the long-term stability of its core technical team [2][8] Core Competitiveness - Huqin's core competitiveness lies in its significant advantages in stealth materials, particularly in high-temperature applications, and its strong technical support from its chief scientist and his team [3][8] - The company has made important breakthroughs in special functional materials for aircraft engines and has established a high-temperature stealth materials engineering technology center [3][16] Market Demand and Growth Drivers - Demand for stealth materials is driven by the mass production of new aircraft engines and the aftermarket for maintenance, with the lifecycle demand for stealth materials being five times the initial coating amount [2][11] - The stealth materials market is expected to grow due to the increasing production of new fighter jets like the J-20 and J-35 in China [11][12] Industry Trends - The stealth materials sector has a broad development outlook, driven by the need for advanced stealth technologies in military aircraft [5][14] - The industry is characterized by high entry barriers due to the complexity of developing effective stealth materials, leading to a concentrated competitive landscape [14][15] New Business Developments - Huqin is actively expanding into ceramic matrix composites, which are seen as a crucial direction for future aircraft engine development [2][20][21] - The company is also exploring new business areas such as acoustic metamaterials and camouflage materials, which have significant application potential in various fields [24][25] Challenges and Solutions - The company faces challenges in the spraying process of stealth coatings due to the harsh working environment of aircraft engines [17][18] - Huqin has developed advanced spraying techniques to address these challenges, ensuring high-quality application on complex components [18] Future Directions - The future development strategy includes focusing on the aircraft engine supply chain and expanding into new stealth material applications [26][27] - The company aims to achieve mass production in these new areas, contributing to additional revenue streams and forming a second growth curve [20][27] Conclusion - Overall, Huqin Technology is well-positioned for future growth, leveraging its technological strengths and expanding into new markets while maintaining a strong focus on its core competencies in stealth materials [2][3][27]