股典钟涨停王行业投资资讯：军工隐形赛道炭纤维Stock Code Clock Daily Limit King Industry Investment Information: Military Industry Stealth Track Carbon Fiber
军工还有一条隐形赛道。前面我们讲过目前战斗机的发展重点在先进新型战斗机，比如歼二零这些先进新型战斗机有一个特点就是轻量化。
这是提高战斗机性能的关键，而要实现轻量化，就要在材料上面下功夫。这就是接下来要说的军工隐形赛道，碳纤维以美f 系列战斗机为例。
从f 十二a 到f 二十二碳纤维复合材料的比重从百分之一增加到百分之二十四，四代战机f 三十五碳纤维复合材料的使用比例更是高达百分之三十六。
可见，碳纤维复合材料对发展新型战斗机重要性有多大？我们的歼二零战机机身、机翼垂尾压抑等采用了大量碳纤维，其碳纤维复合材料占比达到百分之二十七。
从歼八的百分之一到歼二零的百分之二十七，这就带来了军用碳纤维复合材料的巨大发展空间。并且目前我们有超过三成的战斗机是已经不适合现代化战争的二代战机。
这些战斗机接下来将逐渐被新型战机所取代，由此带来的碳纤维增长空间预计有八到十倍。不过碳纤维不是谁都能做。
他的技术门槛非常高，高端碳纤维领域技术主要掌握在美国等少数发达国家手里。所以过去这些年里，尽管我们碳纤维需求占了全球三分之一以上。
但是自给率严重不足。二零一九年碳纤维复合材料中有百分之七十一的份额来自进口。现在这种情况要变一变了，我们的高端碳纤维领域已经取得技术突破。
尤其是军用领域，必须使用国产材料，这就促使了我们军用碳纤维的发展。碳纤维接下来有望成为军工的黄金赛道。其中一家公司是国内首家实现高端碳纤维产品技术突破的单位。
目前公司的产品已经广泛应用在航空航天领域，随着军工装备现代化加速以及高端碳纤维材料的国产化推进，公司的成长空间有望。
The military industry also has an invisible track. Earlier, we said that the current development of fighter jets focuses on advanced new fighters. For example, the J-20 advanced new fighters have a feature of lightweight.
This is the key to improving the performance of fighter jets, and to achieve lightweight, it is necessary to work hard on materials. This is the military stealth track we will talk about next. The carbon fiber takes the US f-series fighter as an example.
From f12a to f22, the proportion of carbon fiber composite materials has increased from 1% to 24%, and the proportion of carbon fiber composite materials used in the fourth-generation fighter f 35 is as high as 30%. six.
It can be seen that how important are carbon fiber composite materials for the development of new fighter jets? A large amount of carbon fiber is used in the fuselage and wing tail suppression of our F-20 fighter, and its carbon fiber composite material accounts for 27%.
From 1% of the J-8 to 27% of the J-20, this has brought a huge space for the development of military carbon fiber composite materials. And at present, more than 30% of our fighters are second-generation fighters that are no longer suitable for modern warfare.
These fighters will gradually be replaced by new fighters, and the resulting carbon fiber growth space is expected to be eight to ten times. But not everyone can make carbon fiber.
His technical threshold is very high, and the technology in the high-end carbon fiber field is mainly in the hands of a few developed countries such as the United States. So in the past few years, although our carbon fiber demand accounted for more than one-third of the world.
But the self-sufficiency rate is seriously insufficient. In 2019, 71% of carbon fiber composite materials came from imports. Now this situation is about to change. We have achieved technological breakthroughs in the field of high-end carbon fiber.
Especially in the military field, domestic materials must be used, which has prompted the development of our military carbon fiber. Carbon fiber is expected to become the golden track of military industry. One of these companies is the first domestic company to achieve technological breakthroughs in high-end carbon fiber products.
At present, the company's products have been widely used in the aerospace field. With the acceleration of the modernization of military equipment and the advancement of the localization of high-end carbon fiber materials, the company's growth space is expected.
这是提高战斗机性能的关键，而要实现轻量化，就要在材料上面下功夫。这就是接下来要说的军工隐形赛道，碳纤维以美f 系列战斗机为例。
从f 十二a 到f 二十二碳纤维复合材料的比重从百分之一增加到百分之二十四，四代战机f 三十五碳纤维复合材料的使用比例更是高达百分之三十六。
可见，碳纤维复合材料对发展新型战斗机重要性有多大？我们的歼二零战机机身、机翼垂尾压抑等采用了大量碳纤维，其碳纤维复合材料占比达到百分之二十七。
从歼八的百分之一到歼二零的百分之二十七，这就带来了军用碳纤维复合材料的巨大发展空间。并且目前我们有超过三成的战斗机是已经不适合现代化战争的二代战机。
这些战斗机接下来将逐渐被新型战机所取代，由此带来的碳纤维增长空间预计有八到十倍。不过碳纤维不是谁都能做。
他的技术门槛非常高，高端碳纤维领域技术主要掌握在美国等少数发达国家手里。所以过去这些年里，尽管我们碳纤维需求占了全球三分之一以上。
但是自给率严重不足。二零一九年碳纤维复合材料中有百分之七十一的份额来自进口。现在这种情况要变一变了，我们的高端碳纤维领域已经取得技术突破。
尤其是军用领域，必须使用国产材料，这就促使了我们军用碳纤维的发展。碳纤维接下来有望成为军工的黄金赛道。其中一家公司是国内首家实现高端碳纤维产品技术突破的单位。
目前公司的产品已经广泛应用在航空航天领域，随着军工装备现代化加速以及高端碳纤维材料的国产化推进，公司的成长空间有望。
The military industry also has an invisible track. Earlier, we said that the current development of fighter jets focuses on advanced new fighters. For example, the J-20 advanced new fighters have a feature of lightweight.
This is the key to improving the performance of fighter jets, and to achieve lightweight, it is necessary to work hard on materials. This is the military stealth track we will talk about next. The carbon fiber takes the US f-series fighter as an example.
From f12a to f22, the proportion of carbon fiber composite materials has increased from 1% to 24%, and the proportion of carbon fiber composite materials used in the fourth-generation fighter f 35 is as high as 30%. six.
It can be seen that how important are carbon fiber composite materials for the development of new fighter jets? A large amount of carbon fiber is used in the fuselage and wing tail suppression of our F-20 fighter, and its carbon fiber composite material accounts for 27%.
From 1% of the J-8 to 27% of the J-20, this has brought a huge space for the development of military carbon fiber composite materials. And at present, more than 30% of our fighters are second-generation fighters that are no longer suitable for modern warfare.
These fighters will gradually be replaced by new fighters, and the resulting carbon fiber growth space is expected to be eight to ten times. But not everyone can make carbon fiber.
His technical threshold is very high, and the technology in the high-end carbon fiber field is mainly in the hands of a few developed countries such as the United States. So in the past few years, although our carbon fiber demand accounted for more than one-third of the world.
But the self-sufficiency rate is seriously insufficient. In 2019, 71% of carbon fiber composite materials came from imports. Now this situation is about to change. We have achieved technological breakthroughs in the field of high-end carbon fiber.
Especially in the military field, domestic materials must be used, which has prompted the development of our military carbon fiber. Carbon fiber is expected to become the golden track of military industry. One of these companies is the first domestic company to achieve technological breakthroughs in high-end carbon fiber products.
At present, the company's products have been widely used in the aerospace field. With the acceleration of the modernization of military equipment and the advancement of the localization of high-end carbon fiber materials, the company's growth space is expected.
From f12a to f22, the proportion of carbon fiber composite materials has increased from 1% to 24%, and the proportion of carbon fiber composite materials used in the fourth-generation fighter f 35 is as high as 30%. six.
It can be seen that how important are carbon fiber composite materials for the development of new fighter jets? A large amount of carbon fiber is used in the fuselage and wing tail suppression of our F-20 fighter, and its carbon fiber composite material accounts for 27%.
From 1% of the J-8 to 27% of the J-20, this has brought a huge space for the development of military carbon fiber composite materials. And at present, more than 30% of our fighters are second-generation fighters that are no longer suitable for modern warfare.
These fighters will gradually be replaced by new fighters, and the resulting carbon fiber growth space is expected to be eight to ten times. But not everyone can make carbon fiber.
His technical threshold is very high, and the technology in the high-end carbon fiber field is mainly in the hands of a few developed countries such as the United States. So in the past few years, although our carbon fiber demand accounted for more than one-third of the world.
