钛合金和高温合金

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泉果基金调研西部超导,部分新领域、新型号产品的需求预计快速增长
Xin Lang Cai Jing· 2025-08-14 07:50
Group 1 - The company has significant achievements in technological innovation and industrial incubation, with broad applications across three major business segments, and anticipates continued growth in superconducting materials and magnets over the next three to five years [3][4] - The company is a domestic leader in low-temperature superconducting wire production and has developed high-performance Bi and MgB2 high-temperature superconducting materials, achieving internationally advanced core technology [4][5] - The demand for titanium and high-temperature alloys is expected to grow steadily in sectors such as new aircraft, transport aircraft, engines, and naval vessels, with collaborations to support gas turbine research and development [3][5] Group 2 - The company has successfully commercialized low-temperature superconducting wire and is the only domestic enterprise capable of full-process production of superconducting materials, with significant market share [4][5] - The company is actively engaging in domestic major nuclear fusion projects and expects substantial growth in orders for superconducting products, particularly in semiconductor and medical applications [5][6] - The company is expanding its foreign trade business and diversifying applications of titanium and high-temperature alloy products in various sectors, with ongoing certification processes for international markets [6]