取代“戴高乐”号！法国官宣将建造新航母，国防开支骤增下谁受益？

Group 1 - France plans to build a new aircraft carrier to replace the current "Charles de Gaulle" with an estimated cost of €10 billion [1][4] - The new aircraft carrier is expected to be operational by 2038, featuring a displacement of approximately 78,000 tons and the capacity to carry 30 fighter jets and 2,000 crew members [3][4] - The project aims to benefit around 800 suppliers, primarily small and medium-sized enterprises, and is seen as a means to boost the French economy [1][3] Group 2 - France's defense budget is set to increase by €6.5 billion over the next two years, with a target of reaching €64 billion by 2027, double the amount from 2017 [4][5] - The French military currently has about 200,000 active personnel and over 40,000 reservists, with plans to increase the number of reservists to 80,000 by 2030 [4] - The French government is facing challenges in its 2026 budget, with defense spending being the only area expected to receive additional funding [5][6] Group 3 - Germany is also increasing its defense spending significantly, with projections of €108 billion for 2026, the highest level since the Cold War [6] - NATO member countries have agreed to raise their core defense spending to 3.5% of GDP, which could necessitate a substantial increase in France's defense budget as well [6] - France's current debt-to-GDP ratio is high at 113%, limiting its ability to increase military spending compared to Germany, which has more fiscal space [6]