航空发动机、燃气轮机及火箭发动机热端部件是高端动力装备中的核心组成部分,主要包括燃烧室、涡轮工作叶片、涡轮导向叶片及涡轮盘等关键部件。热端部件长期处于高温、高压及复杂应力环境,其性能直接影响发动机的能量转换效率、动力输出能力、可靠性及使用寿命。由于对高温材料、结构设计、精密制造及质量控制能力要求较高,热端部件通常被视为发动机产业链中技术壁垒及附加值较高的重要领域之一。近年来,随着高温合金、热障涂层、先进焊接及冷却技术等关键技术持续发展,热端部件的性能水平不断提升,并推动航空发动机、燃气轮机及火箭发动机向高动力输出、高燃烧温度、高热效率及高可靠性方向发展。
航空发动机、燃气轮机及火箭发动机热端部件行业长期受到国家政策支持。在航空发动机领域,2016年实施的“航空发动机及燃气轮机”重大专项(“两机”专项)围绕核心技术、基础材料、关键零部件及产业体系建设开展系统布局;2026年发布的“十五五”规划纲要进一步提出加快发展航空航天、高端装备等战略性新兴产业,推动关键核心技术攻关及产业链自主可控能力提升。在燃气轮机领域,2023年发布的《产业结构调整指导目录(2024年本)》将重型燃机用转子体锻件、大型高温合金轮盘及叶片等关键部件纳入鼓励类方向;2025年发布的《2025年能源工作指导意见》提出加强燃气轮机创新发展试点项目跟踪管理,推动燃气轮机产业链国产化及工程化应用。在火箭发动机领域,随着“航天强国”战略持续推进,中国对高性能火箭发动机及其热端部件的需求持续增长。在政策支持、下游需求增长以及先进制造技术升级的背景下,中国航空发动机、燃气轮机及火箭发动机产业持续发展,为热端部件行业带来广阔发展空间。未来,随着国产替代推进、海外市场的拓展以及技术的快速迭代,中国航空发动机、燃气轮机及火箭发动机热端部件行业有望保持良好发展态势。
Hot-section components are among the most critical parts of aero-engines, gas turbines and rocket engines. Key components include combustion chambers, turbine blades, turbine vanes and turbine discs. Operating under extreme temperatures, high pressures and severe mechanical stresses, these components have a direct impact on energy conversion efficiency, power output, reliability and service life. Their development requires advanced capabilities in high-temperature materials, structural design, precision manufacturing and quality control, making hot-section components one of the most technically demanding segments of the engine manufacturing value chain. In recent years, continued advances in key technologies, including superalloys, thermal barrier coatings, advanced welding techniques and cooling technologies, have further improved the performance of hot-section components. These developments have supported the evolution of aero-engines, gas turbines and rocket engines toward higher power output, higher operating temperatures, improved thermal efficiency and greater reliability.
China’s aero-engine, gas turbine and rocket engine hot-section components industry has been supported by a series of national industrial policies and development initiatives. In the aero-engine sector, the “Aero-Engine and Gas Turbine” Major Special Project launched in 2016 focused on strengthening capabilities across core technologies, advanced materials, key components and industrial ecosystem developmthe ent. The 15th Five-Year Plan, released in 2026, further emphasized the development of strategic emerging industries, including aerospace and high-end equipment manufacturing, while promoting technological innovation and supply chain resilience. In the gas turbine sector, the Catalogue for Guiding Industry Restructuring (2024 Edition), issued in 2023, identified several critical components, including rotor forgings for heavy-duty gas turbines, large superalloy turbine discs and turbine blades, as encouraged development areas. The Guiding Opinions on Energy Work for 2025, issued in 2025, proposed strengthening the monitoring and management of pilot projects for the innovative development of gas turbines, while supporting the localization of the gas turbine supply chain and accelerating the engineering application of related technologies. In the rocket engine sector, continued implementation of China’s space development strategy has supported growing demand for high-performance rocket engines and related hot-section components. Supported by policy initiatives, growing downstream demand and ongoing advances in manufacturing technologies, China’s aero-engine, gas turbine and rocket engine industries have maintained steady growth, creating favorable market conditions for hot-section component manufacturers. Looking ahead, continued domestic substitution, overseas market expansion and rapid technological advancement are expected to support further growth of China’s aero-engine, gas turbine and rocket engine hot-section components industry.

