美国2025财年国防预算数据评析：水下作战艇预算持续高增，天基系统预算维持高位

Investment Rating - The report maintains a positive investment rating for the defense industry, indicating a favorable outlook based on the projected budget increases and strategic investments in key areas [1]. Core Insights - The U.S. Department of Defense has proposed a fiscal year 2025 base budget of $849.8 billion, reflecting a 3.98% increase from the previous year, marking a new historical high [5]. - The discretionary defense budget requested by the Biden administration for FY 2025 is $895.2 billion, which is an increase of $8.9 billion (1.00%) compared to FY 2024 [5]. - The budget allocation for military personnel, operations and maintenance, procurement, and research, development, test, and evaluation (RDT&E) shows slight structural changes, with procurement and RDT&E combined accounting for 36.56% of the total budget [13][15]. Summary by Sections 1. Overall Defense Budget Situation - The FY 2025 base budget is $849.8 billion, up 3.98% from FY 2024, with a discretionary budget of $895.2 billion [5]. - The defense budget as a percentage of GDP is projected to be 3.25%, an increase of 0.15 percentage points year-on-year [10] 2. Major Weapon Systems Budget - The budget for aircraft and related systems is $61.2 billion, showing a slight increase of 0.16% [17]. - The budget for shipbuilding and maritime systems remains stable at $48.1 billion, with a significant focus on underwater combat vessels [25]. - The C4I system budget is set at $21.1 billion, reflecting a substantial increase of 45.52% due to reclassification of certain projects [34]. 3. Specific Weapon Systems - The F-35 procurement is set to decrease, with a total of 68 aircraft planned for purchase, down 18.07% from previous years [19]. - The B-21 stealth bomber budget is $2.684 billion, up 15.11%, while the Next Generation Air Dominance project sees a budget increase of 43.48% to $3.3 billion [23]. - The budget for missile defense projects is $13.5 billion, down 8.78%, with a focus on ballistic missile defense systems [39]. 4. Ground and Space Systems - The ground systems budget is $13 billion, showing a decrease of 6.47% [50]. - The space systems budget is projected at $25.2 billion, a slight decrease of 3.45% from the previous year, with significant investments in satellite systems [53]. 5. Future Procurement and Development - The Orca unmanned underwater vehicle project has a budget of $21 million for FY 2025, with future procurement contingent on the progress of initial units [34][32]. - The report highlights the ongoing commitment to enhancing capabilities in unmanned systems and advanced technologies, indicating a strategic shift towards modernization [34].