光威復材(300699.SZ):航空定型纖維包括T300級/T700G級/T800H級
格隆匯7月18日丨光威復材(300699.SZ)於近日接受特定對象調研,就“航空裝備碳纖維應用情況?”,公司回覆稱,公司航空定型纖維包括T300級/T700G級/T800H級,T300級是基本型,早年解決了國產化替代問題,穩定供貨十多年,目前業務整體保持相對穩定;T800H級纖維是新一代裝備的主力材料,區別於T300級纖維用在次承力結構、T800級纖維可以用在主承力結構上,未來不僅應用範圍增加,復材化率也在提升,去年T800H已經形成一定業務規模,隨着生產交付能力的不斷增強,業務會快速增長;T700G級纖維公司作為二供進入業務體系,目前也有正在執行的業務合同。公司的T300級/T700G級/T800H級纖維基本覆蓋了現有航空裝備領域的相關業務。
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