Recently, an announcement made by Refining Aviation has attracted the attention of market funds. The Chengdu plant of Gardner, a wholly-owned company of Refining Aviation, recently passed the first certification of Airbus and received the certification. After passing this certification, Gardner Chengdu has officially joined the Airbus supplier system and can provide precision aircraft parts for Airbus and its aircraft OEM manufacturers.
The point is that the announcement did not indicate any specific compact components. Looking back at the company’s announcement on July 13 last year, the announcement showed that the single crystal blade provided by the company was equipped with a certain type of engine to complete the first flight and passed the long-life ground test. The successful implementation of this project has improved the company's full-process manufacturing capabilities from single crystal blade blanks to finished products, and improved the research and development capabilities of the technical team, which is a milestone for the company's development.
Later, an investor asked on the investor platform on July 15: Refining Aviation has so far completed the first flight of domestically produced single crystal blades with a certain type of engine, and has passed the long-life ground test assessment. Are there other manufacturers in the same industry besides our company?
Refinery Aviation replied that the single crystal blades that flew for the first time were only ours. This is bullish!
In aero-engines, turbine high-temperature single-crystal blades are listed as key parts because they are in the working environment with the highest temperature, the most complex stress, and the harshest environment, and are therefore known as the "jewel in the crown". Chengdu Hangyu has mastered the research and development process of multi-cavity single crystal blades and successfully picked off this "jewel in the crown". The high-pressure turbine blades need to withstand temperatures up to 1700°C, which is very difficult to develop. Chengdu Hangyu is the only company in the whole industry chain that can deliver finished blades for direct installation.
All the information is related. It is foreseeable that the single crystal blades of Lishi Airlines will be supplied to Airbus with a high probability!
my country’s aero-engines have repeatedly insisted on increasing the localization rate. Currently WS10B has been installed J11B , J 16 and J 10C , F-20 is also in use. An investor once asked whether the long-term ground test blades passed by the company can be installed on the fourth-generation aircraft of the WS15 category? Refinery Aviation replied that the model-related information is not easy to disclose.
The meaning behind Chinese characters is far-reaching, you must listen to the sound. Refining Aviation's products can be recognized by the world's top companies and participate in their supply chain. As the only company in my country that can produce the crown jewel of the aviation industry, it will inevitably become the first choice for domestic aero engines!
In the secondary market, the stock price of Refining Aviation has effectively stood on all moving averages, and the short-period moving average has crossed the annual and semi-annual lines. The market volume can obviously be released, but due to the company’s performance It will take a certain amount of time for the order. This is because the company's profit is still poor after the research and development results have been achieved this year.
However, the market chips are obviously in the process of rapid low-level concentration. Because there is still a certain amount of pressure from high-level chips, the probability of repeated fluctuations will inevitably occur in the future market operation to digest the pressure of up-end chips, but this time it is A better band opportunity is now also a long-term layout, accompanied by common growth, the company will give you opportunities for financial freedom.
This article is only a logical analysis, the result is only a deduction, not as a basis for trading!
.
