Amaero Ltd (ASX:3DA) 于12月19日宣布,公司已收到来自Titomic Limited (ASX:TTT)的一份价值460万澳元的采购订单,用于供应耐火合金粉末(指在极高温度下仍能保持其物理和化学稳定性的金属粉末)。该订单是根据双方此前签订的为期五年的独家供应商与开发协议执行的,产品预计将于2026财年的第三和第四季度交付,以支持Titomic与一家领先国防主承包商的开发项目。
此次交易不仅为Amaero带来了可观的近期收入预期,更凸显了其战略投资的价值。根据协议,Amaero还将为该项目投入230万澳元的开发费用,这表明公司正通过深度参与客户的前期研发,锁定长期的生产合同。虽然完整的财务数据尚未披露,但这笔订单无疑为公司未来的收入增长提供了强劲动力。该合作结合了Amaero在气体雾化(一种将熔融金属流通过高速气流分解成细小粉末的工艺)技术领域的专长与Titomic的冷喷涂技术(一种固态沉积工艺,其中粉末颗粒以超音速撞击基体表面并发生塑性变形形成涂层),旨在解决国防和航空航天领域关键部件的制造与供应链连续性(确保关键材料和产品供应不间断的能力)挑战。
Amaero董事长兼CEO Hank J. Holland表示,公司一直有意识地选择与拥有重要市场地位且技术互补的伙伴合作,此次与Titomic的合作正是该战略的典范。他认为,这一项目不仅解决了基础技术难题,也克服了传统制造业的供应链障碍,是一个“前景广阔且意义重大的生产机遇”。此次合作聚焦于钛压力容器、穹顶和热防护系统等高价值应用,这些领域对国家安全和制造业主权至关重要。通过确保关键材料的国内稳定供应,Amaero正巩固其在国防、航天和先进制造业供应链中的战略地位,为未来的增长奠定了坚实基础。
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