数据链：应对OODA循环持续提速，技术迭代场景多元鹏程万里

Investment Rating - The report does not provide a specific investment rating for the industry [3][55]. Core Insights - The data link system is essential for military operations, enabling rapid information sharing and decision-making in response to the OODA loop, which is increasingly accelerated due to the growing volume of military intelligence data [4][12]. - The potential market for the U.S. military's Link-16 data link system is estimated at approximately $42.3 billion, broken down into segments for operational platforms, missile systems, and individual soldier use [4][44][47]. - China's data link development has significantly accelerated since the start of the 14th Five-Year Plan, with key players including China Electronics Technology Group Corporation and several listed companies actively participating in this sector [5][49][51]. Summary by Sections Data Link Functionality - Data links perform information "carrying, processing, and application" functions, which are crucial for effective battlefield command and control [4][12]. - Unlike traditional military communication, data links facilitate real-time information exchange between various military platforms, enhancing operational efficiency [12][15]. Technical Requirements - Establishing a universal tactical data link system requires the integration of transmission channels, communication protocols, and message standards [4][24]. - Mastery of both wired and wireless communication capabilities is fundamental for creating interconnected data link systems across multiple military branches [4][24]. Market Potential - The U.S. military's Link-16 data link system has a substantial market potential, with estimated values of $14.144 billion for operational platforms, $11.2 billion for missile systems, and $17 billion for individual soldier applications [4][44][47]. - The report highlights the rapid growth of China's data link technology, with significant increases in patent applications and active participation from major companies [5][49]. Industry Development - The report emphasizes the importance of data links in enhancing combat effectiveness in joint air defense, ground fire support, and precision strikes [4][36][37]. - The U.S. military has developed a comprehensive data link system over the past 50 years, with Link-16 being a key component that supports interoperability among different military branches [4][38][41].