欧洲军工股迎大单，德国豪掷250亿欧元，计划采购3500辆坦克及装甲车

Group 1 - NATO has passed a historic resolution to increase defense spending, leading to a large-scale military procurement plan by Germany [1][3] - Germany is considering purchasing up to 2,500 armored vehicles and 1,000 main battle tanks, with a total value potentially reaching €25 billion to equip seven combat brigades as required by NATO over the next decade [1][3] - The procurement negotiations are ongoing, and while orders are expected to be finalized in the coming months, the final quantities may be reduced [1][3] Group 2 - The large-scale military procurement will primarily benefit three defense manufacturers, including KDNS and Rheinmetall, which produce the Leopard 2 main battle tank and GTK Boxer armored vehicle [3] - Additionally, Germany has received preliminary approval to procure over 1,000 Patria modular armored vehicles from a Finnish defense manufacturer, valued at up to €2 billion, to replace aging Fuchs armored vehicles [3] - The orders are anticipated to be finalized in the coming months, with legislative approval expected by the end of the year [3] Group 3 - To strengthen its military capabilities, Germany's Defense Minister Boris Pistorius stated that the country needs to increase its active-duty personnel by up to 60,000, approximately a one-third increase [4] - The government aims to implement a new volunteer military service system by 2026 to support this plan [4] - Germany's commitment to establish these brigades is part of efforts to meet NATO's new capacity goals, which were agreed upon by leaders at a summit in the Netherlands [4] Group 4 - NATO member states have committed to spending 5% of their GDP on core defense and related expenditures by 2035, as outlined in a joint declaration released during the summit [4]