CITIC Securities: High-Strength, High-Conductivity Copper Alloys, Niobium/Tantalum Alloys, High-Temperature Alloys, and Associated Components Set for Systematic, Resilient Growth
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CITIC Securities has announced that from 2026 to 2030, the key materials essential for commercial aerospace will undergo a pivotal transition from technological validation to large-scale industrialization. Given the significant challenges posed by the principle of "materials priority combined with process synergy," it is anticipated that high-strength, high-conductivity copper alloys, niobium/tantalum alloys, high-temperature alloys, and their related components will witness systematic growth. CITIC Securities advises concentrating on three primary areas: initially, the harmonious integration of "engines and high-temperature end materials"; secondly, structural elements encompassing "ring forgings, metal 3D printing, and investment castings"; and finally, "radiation-resistant and satellite-borne electronics." CITIC Securities has commenced its coverage of the commercial aerospace alloy materials sector, bestowing it with a "Stronger Than Market" rating.