券商中国·2025-10-08 20:34Group 1 - The Pentagon is expected to select a defense company to design and manufacture the next-generation stealth fighter for the Navy, named F/A-XX, with Boeing and Northrop Grumman as the main competitors [1] - The F/A-XX project delays raise concerns about the future of the U.S. Navy's air power, as continued delays or funding shortages could lead to a lack of modern carrier-based aircraft by the 2030s, potentially weakening the Navy's power projection capabilities [1] - The F/A-XX is anticipated to feature advanced stealth capabilities and enhanced endurance, integrating with unmanned combat aircraft and naval air defense systems, replacing the F/A-18E/F Super Hornet fleet that has been in service since the 1990s [1] Group 2 - Earlier this year, discussions among U.S. defense officials questioned whether Boeing has enough engineers to commit to the F/A-XX project, especially after securing the F-47 fighter contract, while concerns were also raised about Northrop Grumman's pressures from the rising costs of the "Sentinel" intercontinental ballistic missile project [2] - Lockheed Martin has been excluded from the bidding process for the F/A-XX project [3]