1、 Core application areas and technological breakthroughs

1. Aerospace field

Demand driven: The application of titanium alloy in aircraft engine components and fuselage structural parts can reduce weight by 20%, improve fuel efficiency and reliability; The proportion of titanium used in the C919 aircraft is 15%, and the SpaceX starship adopts a titanium alloy honeycomb structure that can withstand high temperatures of up to 2000 ℃.

Technological upgrade: By using large-scale vacuum consumable arc furnace technology to improve the purity of titanium alloys, combined with additive manufacturing to achieve precision machining of complex components.

2. In the field of consumer electronics

High end product penetration: Titanium alloy, with its lightweight and high-strength characteristics, has become the main material for foldable phone frames and smart watch cases; Apple plans to launch a titanium alloy mid frame foldable screen phone in 2026, with a single unit using about 20 grams of titanium.

Market potential: The annual growth rate of titanium consumption in 3C electronics exceeds 25%, and companies such as Tiangong Group are developing low-cost titanium alloy wire materials to meet the large-scale demand of consumer electronics.

3. In the field of new energy infrastructure

Corrosion resistance advantage: The main shaft of offshore wind turbine blades is made of TC4 titanium alloy, which increases the corrosion resistance of seawater by 80%; The lifespan of titanium alloy bolts used for photovoltaic tracking brackets is five times that of carbon steel.

Cost optimization: Reduce production costs by 40% through sponge titanium short process technology, promoting the popularization of titanium materials in the field of new energy.

2、 Market Trends and Policy Support

1. Market size growth

The global titanium processing material market is expected to exceed XX billion US dollars by 2025, with China's production reaching 250000 tons and the civilian sector accounting for 30% -55%.

The demand in the aerospace industry accounts for 19.79%, with significant growth in emerging fields such as consumer electronics.

2. Policy driven

The country has introduced policies such as the "Implementation Plan for Carbon Peaking in the Nonferrous Metals Industry", clarifying titanium as a strategic new material and promoting the research and development of high-end titanium alloys and the construction of green manufacturing standards.

3. Industrial chain collaboration

Form a closed-loop industrial chain of "sponge titanium melting deep processing recycling", increase the titanium waste recycling rate to 98%, and reduce the risk of resource dependence.

3、 Technical challenges and breakthrough directions

1. Localization of high-end materials

Aviation grade TC4 alloys still rely on imports and need to overcome technical bottlenecks such as melting purity control and superplastic forming.

2. Green Manufacturing Transformation

Promote electron beam cold bed melting technology to reduce energy consumption and carbon emissions, in line with the "dual carbon" goal.

3. Application scenario expansion

Developing high-temperature resistant titanium alloys for the next generation of aircraft engines and exploring the manufacturing of titanium alloy high-pressure vessels in the field of hydrogen energy storage and transportation.

4、 Economic benefits and competitive landscape

Cost advantage: China's self-sufficiency rate of sponge titanium is close to 100%, and large-scale production drives down titanium prices and enhances international competitiveness.

Enterprise layout: Tiangong Group and other companies focus on titanium materials for consumer electronics, leading the ROE industry with a gross profit margin exceeding the industry average by 15%.

Summary: The iteration of titanium processing technology and the structural upgrading of downstream demand are driving titanium materials to leap from a "niche metal" to a trillion level track, and will unleash greater potential in high-end manufacturing and people's livelihood fields in the future.