韩华海洋股价跳升!拿下美海军造舰订单 年内已飙涨逾220%
Zhi Tong Cai Jing·2025-12-23 05:54

Group 1 - Hanwha Ocean's stock surged over 11% following the announcement that it will build new frigates for the U.S. Navy at its Philadelphia shipyard, which it is set to acquire in 2024 as part of a $150 billion shipbuilding commitment [1][3] - The shipbuilding commitment is part of a broader U.S.-South Korea trade agreement, which includes a reduction of tariffs on South Korean exports to the U.S. to 15% in exchange for a $350 billion investment commitment from Seoul [3] - South Korean defense stocks have performed strongly this year, with Hanwha Aerospace and Hyundai Heavy Industries seeing year-to-date increases of over 170% and 270%, respectively, while Hanwha Ocean has risen over 220% [3] Group 2 - The U.S. Navy announced the FF(X) class vessels, which are small combat ships intended to complement larger multi-mission warships and enhance global operational flexibility [3] - The new frigates will be part of President Trump's envisioned "Golden Fleet," with plans to construct two new "Trump-class" battleships, potentially expanding the fleet to as many as 25 ships [3] - Trump described the "Trump-class" battleships as "one of the most lethal surface combat vessels," claiming they will be the fastest, largest, and more powerful than any previous battleship by 100 times, equipped with hypersonic weapons, laser weapons, cruise missiles, and nuclear weapons [3]