引言：精密铸造的"隐形冠军" 在航空发动机涡轮叶片、新能源汽车电驱系统、深海油气阀门等尖端领域，硅溶胶铸件正以年均8%的增速重塑全球 制造业格局。作为精密铸造的核心材料，硅溶胶铸件凭借其耐高温、耐腐蚀、高精度等特性，成为推动高端装备国产 化的关键支撑。 全球市场全景：规模、增速与驱动引擎 1. 市场规模与增长潜力 据行业研究机构预测，其中新能源汽车与航空领域贡献了超40%的增量。中国作为全球最大生产与消费市场，占全球 市场份额的25%，其"十四五"规划明确要求航空发动机关键零部件国产化率超70%，直接推动硅溶胶铸件需求年均增 速超8%。 2. 核心驱动因素 全球市场参与者：技术壁垒与竞争格局 1. 头部企业技术垄断 2. 中国企业的突围路径 区域市场分析：差异化竞争与增长极 广东惠和：以20%的国内市场份额领跑中低端市场，通过"水基硅溶胶+循环熔炼"技术将单位能耗降低25%，成 本优势使其产品出口韩国、越南等亚洲国家。 浙江宇达化工：专注熔模铸造用硅溶胶研发，其快干型产品干燥速度提升60%，成为嘉善鑫海精密铸件等企业 的核心供应商。 1. 亚太：制造中心与需求引擎 可持续发展：绿色制造与循环经济 1. 技术突 ...

Core Viewpoint - Anji Technology is focusing on enhancing the self-sufficiency of core raw materials through research and development, aiming to improve product performance and ensure long-term supply reliability [1][2] Group 1: Company Strategy - The company is accelerating the establishment of self-controllable supply capabilities for core raw materials, optimizing product performance to enhance competitiveness [1] - Anji Technology is committed to high-tech barrier, high growth rate, and high-function materials research and industrialization, adhering to a strategy of "rooted in China, serving globally" [2] Group 2: Product Development - The company has successfully developed multiple silicon sol applications that are now in mass production and contributing to sales growth [1] - Through self-research and construction, Anji Technology has strengthened its capability in the preparation of cerium oxide particles, with several products passing client verification and achieving mass supply [1]