据德国商报：德国政府目前并未就可能收购蒂森克虏伯防务业务股权一事进行相关谈判。 ...

德国工业巨头德蒂森克虏伯表示，旗下海事系统公司TKMS赢得了德国海军8亿欧元的潜艇现代化订 单。10年的订单涵盖了德国海军6艘212A型潜艇的现代化改造。 ...

军工股萨博目前仍然涨超2.5%表现第十、RENK Group AG涨5.97%领跑，宝马涨3.58%。 欧洲STOXX 600指数日内跌幅达0.5%，报549.52点。 成分股Auto1集团跌5.9%，Frontline和戴姆勒卡车跌4%表现倒数第二，军工股蒂森克虏伯跌2.9%，马士 基B类股跌2.5%。 ...

德国 公用事业公司Uniper发布消息称，该公司与蒂森克虏伯旗下子品牌蒂森克虏伯伍德将在德国建造 一座将氨转化为氢的示范工厂，日产能为28吨。Uniper表示，该工厂将作为计划在德国西北部威廉港建 设的氢气进口终端的基础。 ...

Group 1 - Thyssenkrupp's marine systems business is experiencing growth due to a favorable defense outlook, contributing to its value perspective [2] - The strong balance sheet of Thyssenkrupp enhances the residual value of the company, making it an attractive investment opportunity [2] - The Value Lab focuses on long-only value investment ideas, targeting a portfolio yield of approximately 4% and has seen success over the past five years [1] Group 2 - The Valkyrie Trading Society consists of analysts who share high conviction investment ideas that are expected to yield non-correlated and outsized returns in the current economic environment [3]

智通财经4月9日电，蒂森克虏伯公司正在探索材料交易部门的出售方案，该部门的交易价值可能高达20 亿欧元。 ...

如果达成一份协议，预计基础资源贸易部门的估值高达20亿欧元（折合22亿美元）。 蒂森克虏伯寻求精简经营。（彭博） 据知情人士透露，蒂森克虏伯围绕原材料交易部门考虑若干退出选项。 ...

点赞"中国速度" 近期，许多外资企业全球高管来到中国，参加中国发展高层论坛、全球投资促进大会等活动。他们对中 国发展和中国机遇有了哪些全新观察？感受到中国开放、创新持续释放了怎样的吸引力？ 3月29日晚财经频道《对话》节目，在参与会见的企业中，邀请到两家企业的代表：蒂森克虏伯董事会 主席兼首席执行官米格尔·洛佩兹、淡水河谷公司首席执行官毕闻达走进演播室，讲述他们对中国发展 和中国机遇的全新观察，解码他们投资中国、相信未来的时代逻辑。 体验中国硬科技创新 DeepSeek能耗砍掉90% 中国人工智能技术的突破引发外企高度关注。蒂森克虏伯董事会主席兼首席执行官米格尔·洛佩兹对 DeepSeek的能效表现赞不绝口："据顶尖数学家和IT专家反馈，DeepSeek的能效表现令人惊叹，其能耗 仅为同类产品的十分之一，这确实是革命性的技术进步。"他特别强调："随着AI应用场景的指数级增 长，能耗问题将愈发突出。正因如此，提前规划如何降低单次搜索的千瓦时能耗显得尤为关键。" △蒂森克虏伯董事会主席兼首席执行官 米格尔·洛佩兹 采矿项目刷新行业标准 从"为中国制造"到"为世界创新" 跨国企业不仅将中国视为创新试验场，更期待携手 ...

Core Insights - ThyssenKrupp Marine Systems anticipates its attainable market in defense-related sectors, including electronics, drones, surface vessels, and submarines, to double or triple by the end of the decade [2][4] - The German parliament's approval of a significant fiscal package, which alters long-standing debt policies, is expected to facilitate increased defense spending [2][3] - The proposed changes to the defense budget indicate a shift towards unlimited spending on defense, with potential funding exceeding 500 billion euros, marking a historic change since 1945 [3][4] Company Developments - ThyssenKrupp Marine Systems, the naval division of ThyssenKrupp, is focused on manufacturing naval vessels and submarines, with plans to adapt to the growing demand for unmanned sea drones as an extension of current platforms [5][6] - The company has acquired a new shipyard in Wismar, Germany, to produce vessels for Germany, Norway, and Israel, complementing its existing facilities in Kiel and Brazil [6] - ThyssenKrupp Marine Systems is pursuing partnerships for expansion, including a joint venture with India's Mazagon Dock Shipbuilders to design and engineer six submarines for the Indian Navy, which will be built in India [7]

Group 1 - The article expresses a beneficial long position in the shares of TYEKF, indicating a positive outlook on the company's stock performance [1] - The author emphasizes the importance of conducting due diligence and research before making any investment decisions, highlighting the risks associated with short-term trading and options trading [2] - The article clarifies that past performance is not indicative of future results, and no specific investment recommendations are provided [3]