【券商聚焦】国金证券：商业航天进入密集催化期，建议关注钛材、高纯钛及镁资源龙头_老虎社区_美港股上老虎

【券商聚焦】国金证券：商业航天进入密集催化期，建议关注钛材、高纯钛及镁资源龙头

金吾财讯07-14 09:16

金吾财讯 | 国金证券表示，商业航天进入密集催化期，可回收火箭、低轨卫星和太空算力建设提速，有望拉动高强钛合金需求。对日两用物项管控趋严，镁供应扰动或向高端钛海绵、航空钛材及高纯钛传导。国内普通产能充足，高端牌号、质量稳定并具备客户认证的企业更具弹性。关注相关钛材、高纯钛及镁资源龙头。

风险提示：商业航天需求不及预期，航空材料替代，对外管制不及预期等。

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It is recommended to pay attention to titanium materials, high-purity titanium and magnesium resource leaders","themeId":"299f0a9977df499f8ead781071e5e5e7","isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"600109":1.5,"LOFF":0.6,"WAR":1.5,"KCE":1.5,"SPAX":1.5,"02208":0.9,"00532":0.9,"SPCM":0.6,"01725":0.9,"SPCH":0.6,"SSPC":0.6,"01045":0.9,"02507":0.9,"SPAL":0.6,"SPCF":0.6,"SPCG":0.6,"SPCQ":0.6,"02357":0.9,"SPCU":0.6,"UFO":1.5,"SNK":0.6,"ROKT":1.5,"00031":0.9},"content_text":"金吾财讯 | 国金证券表示，商业航天进入密集催化期，可回收火箭、低轨卫星和太空算力建设提速，有望拉动高强钛合金需求。对日两用物项管控趋严，镁供应扰动或向高端钛海绵、航空钛材及高纯钛传导。国内普通产能充足，高端牌号、质量稳定并具备客户认证的企业更具弹性。关注相关钛材、高纯钛及镁资源龙头。风险提示：商业航天需求不及预期，航空材料替代，对外管制不及预期等。","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":true,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":0,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[],"hasMoreComments":false,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"isCrawlerRequest":true}