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军工材料:为什么隐身材料是真正的“新”材料?(附75页PPT)
材料汇· 2025-10-01 14:41
新逻辑:横空出世到兼容并蓄,符合"一主两率"的优选赛道 复盘美国F-117、F-22、F-35 隐身性能的发展历程,我们强调隐身材料板块 的四大投资逻辑,即: 1)短期:以新型航空装备为代表的各型装备有望加速列装, 对特种功能隐身材料的需求有望随军机放量快速增长;2)中期:隐身性能的提升空间较大,隐身材料的渗透率与军机数量共振;3)长期:隐身需求向结构件 渗透,结构隐身材料牵引新增长极;4)后市场:订单数量庞大形成规模效应,隐身材料耗材属性驱动行业持续高景气度 。 点击 最 下方 "在看"和" "并分享,"关注"材料汇 添加 小编微信 ,遇见 志同道合 的你 正文 新需求:隐身空战模式的刚需品,装备渗透率提升空间广阔 21世纪初,以F-22 为代表的隐身战斗机出现,标志着空战进入了隐身时代。 隐身能力是F-22 克敌制胜的重要原因之一,F-22 在与常规战机作战时,依靠隐身性 能可自由选择进入、攻击和脱离作战的时间与方式,而对手基本没有合适的应对战术和有效反击机会。根据2016.6.28 美国《航空周刊》,考虑到外形设计牺 牲了其它性能并且适用范围有限,开发隐身材料逐步成为隐身技术的发展趋势。对于飞行器而言, ...
军工材料:为什么隐身材料是真正的“新”材料?(附75页PPT)
材料汇· 2025-07-09 12:34
Core Viewpoint - The article emphasizes the growing demand for stealth materials in modern air combat, highlighting their critical role in enhancing the performance of advanced military aircraft and the significant market potential for these materials [2][3][4]. New Demand - The emergence of stealth aircraft, such as the F-22, marks a new era in air combat, where stealth capabilities are essential for operational success. Stealth technology allows aircraft to choose their engagement timing and methods, significantly reducing the opponent's countermeasures [2][19]. - The development of stealth materials is becoming a trend in stealth technology, as they can effectively reduce radar and infrared signatures without altering the aircraft's aerodynamic features [36][40]. New Market - The demand for stealth materials is expected to grow rapidly in both the pre-installation market (new military aircraft) and the post-installation market (maintenance and updates). For instance, 50% of the maintenance costs for the F-22 are attributed to its stealth coatings, indicating a robust aftermarket for these materials [3][4][18]. New Logic - The investment logic for stealth materials can be categorized into four phases: 1. Short-term: Increased demand for stealth materials as new aircraft are deployed. 2. Mid-term: Significant potential for performance enhancement and increased penetration rates of stealth materials. 3. Long-term: Expansion of stealth requirements into structural components, creating new growth opportunities. 4. Aftermarket: A large volume of orders leading to economies of scale, driven by the consumable nature of stealth materials [4][5][7]. New Pattern - The stealth materials industry exhibits high barriers to entry, including military qualifications, first-mover advantages, and research and development challenges. Established manufacturers have a competitive edge due to their early development of stealth materials, while newer entrants face significant hurdles [5][6]. Industry Overview - The stealth materials market is characterized by a growing need for advanced materials that can provide radar absorption and infrared stealth capabilities. The market is expected to expand as countries prioritize the development of high-performance military aircraft [3][4][18]. - Companies like Huayin Technology and Guangqi Technology are focusing on different types of stealth materials, such as high-temperature infrared stealth materials and room-temperature radar-absorbing materials, indicating a diverse product landscape within the industry [5][6].