What is shared today is:Industry report: "2023 Stealth Material Demand Space Market Prospect and Industry Competition Pattern Analysis Report".
Report total: 72 pages.
Featured Report**: Fruit Duck
The "New" Atlas: Why Are Stealth Materials Really "New" Materials?
The demand is "new": today's air combat has entered the stealth air combat mode, and the first strike is the key to victory. At present, stealth equipment has entered a mature stage, and a new generation of stealth fighters, a new generation of stealth cruise missiles, and stealth drones have been launched one after another.
Logic "new": 1) Short-term: Mass production of various types of emerging equipment is accelerated, and the volume of stealth materials for special functions is increased with downstream installation: 2) Medium-term: There is a large room for improvement in stealth performance, and the penetration rate of stealth materials resonates with the number of military aircraft: 3) Long-term: The demand for stealth penetrates into structural parts, and structural stealth materials drive new growth poles: 4) Aftermarket: The number of orders is huge to form a scale effect, and the attributes of stealth materials and consumables drive the industry to continue to prosper at a high level.
From the perspective of products, at present, infrared stealth and radar absorbing materials are based on the demand for downstream military aircraft, and there is a large space for horizontal application scenarios such as stealth drones and stealth missiles: From a longitudinal point of view, the current stealth materials are mainly coating materials, and the application parts of stealth structural parts are quite different from coating materials, so with the gradual transfer of stealth structural parts, the value of stealth materials of a single equipment has a large potential space.
The "new" split of this report:The essence of stealth coating is a kind of aviation coating, and its coating structure should also be based on "bottom layer + "surface layer", in which the surface layer is the functional layer, which plays the role of infrared stealth or radar absorption, and the role of the bottom layer is to strengthen the combination strength of the surface layer and the base material (engine, military aircraft surface). Based on this model, this paper disassembles the technical routes of various stealth materials in detail.
When the fundamentals are being accelerated, major contracts of relevant enterprises have been implemented one after another. According to the company's prospectus and major contract signing announcements, we have sorted out the signing of stealth material contracts of various enterprises, whether it is Guangqi Technology of metamaterial technology route, Huaqin Technology based on medium and high temperature infrared stealth materials, or Jiachi Technology based on medium and high temperature radar absorbing materials, all of which have ushered in the landing of orders since 2021, or the side shows that the fundamentals of the stealth material industry are accelerating the fulfillment.
Report total: 72 pages.
Featured Report**: Fruit Duck