天工国际(00826)早盘再涨超16%，近三个交易日最大累计涨幅超30%。 国盛证券则指出，针对当前国外高端丝杠材料，天工国际现有的粉末材料 TPM330 可直接对标进口产 品。此外，公司在 2024 年已经获得来自北美金属 3D 打印产业领军企业的订单，且已在 2024 年进入前 期供货阶段，验证了公司钛材的市场竞争力。该行预计公司钛合金业务未来有望在航空航天、医疗器械 等领域快速成长。 本文源自：智通财经网 东北证券此前发布研报称，粉末高速钢在硬度、韧性、抗弯强度等综合力学性能上是传统工模具钢的两 倍到五倍，下游覆盖航空航天、汽车制造等领域。在人形机器人领域，行星滚柱丝杠是机器人"关节"的 核心部件。粉末冶金材料兼顾高硬度、耐磨耐冲击且高温稳定等特点，是丝杠的理想材料。 消息面上，今年5月，天工国际控股子公司天工股份与航天精工研究院进行合作洽谈，成功签署《民机 及无人机紧固件用TC4钛合金盘圆丝材联合开发协议》。今年7月，天工国际自主研发的高氮合金材料 TPMDC02A成功通过技术验证并正式交付润孚动力，将用于行星滚柱丝杠的生产制作。此外，该材料 凭借高强、高韧、高耐蚀、高耐磨和抗疲劳等多重优势，已陆续交 ...

Core Viewpoint - Tian Gong International (00826) has seen a significant stock price increase, with a rise of over 16% in the morning session and a cumulative increase of over 30% in the last three trading days [1][2] Group 1: Company Developments - Tian Gong International's subsidiary, Tian Gong Co., successfully signed a joint development agreement for TC4 titanium alloy wire materials for civil aircraft and drones with the Aerospace Precision Institute in May [1] - The company’s self-developed high-nitrogen alloy material, TPMDC02A, passed technical validation and was officially delivered to Runfu Power in July, intended for the production of planetary roller screws [1] - The high-nitrogen alloy material has been delivered for testing in various sectors, including medical devices, high-end tools, and marine engineering, due to its multiple advantages such as high strength, toughness, corrosion resistance, wear resistance, and fatigue resistance [1] Group 2: Market Position and Future Prospects - According to Northeast Securities, powder high-speed steel exhibits mechanical properties that are two to five times superior to traditional tool steels, with applications in aerospace and automotive manufacturing [1] - In the humanoid robotics sector, planetary roller screws are identified as core components of robot "joints," and powder metallurgy materials are deemed ideal due to their high hardness, wear resistance, impact resistance, and thermal stability [1] - Guosheng Securities noted that Tian Gong International's existing powder material, TPM330, can directly compete with imported products in the high-end screw material market [2] - The company has secured orders from a leading North American metal 3D printing enterprise for 2024 and has entered the initial supply phase, validating the market competitiveness of its titanium materials [2] - The titanium alloy business is expected to grow rapidly in the aerospace and medical device sectors [2]