福建舰成功实现电磁弹射的消息可能你已经听说过，但你有没有想过，这背后其实是中美两国在能源、制度和战略等多方面的较量？ 有些人把这看作是"技术领先"，甚至是"百年超车"，但也有质疑的声音：难道中国真能在美国未能突破的技术上取得成功吗？这么多年技术差距，真的能一 夜间缩短？ 这些质疑虽然有其道理，但也透露出一个事实——很多人低估了中国在能源、电力、基础设施上的深厚积累，更低估了制度协同所带来的爆发力。 这种差距，背后反映的其实是两国的能源政策和制度问题。美国的"福特号"使用的是中压交流系统，这种系统复杂，容易出问题。而福建舰使用的则是中压 直流系统，这种系统简单、稳定，效率更高。 那为什么美国不直接用直流系统呢？关键在于美国的能源政策一直在摇摆不定。从奥巴马时代的新能源政策到特朗普的传统能源回归，能源企业得不到稳定 的补贴和支持，人才流失，研发资金也大幅缩水，导致其电磁弹射技术的推进困难重重。 而中国则不同。几十年来，我们在电力、电网、新能源、轨道交通等领域持续投入，积累了大量的技术和经验，这才使得福建舰能顺利使用电磁弹射系统， 而且背后有完整的产业链支撑。这并不是一个临时冒出来的项目，而是多年来技术积累的自然结 ...

每日经济新闻 （责任编辑：董萍萍 ） 【免责声明】本文仅代表作者本人观点，与和讯网无关。和讯网站对文中陈述、观点判断保持中立，不对所包含内容 的准确性、可靠性或完整性提供任何明示或暗示的保证。请读者仅作参考，并请自行承担全部责任。邮箱： news_center@staff.hexun.com 东北证券指出，中国海军三型舰载机在福建舰成功完成起降训练，验证了我国完全自主研制的电磁 弹射和阻拦系统与舰载机的良好适配性，对推进海军转型建设具有里程碑意义。电磁弹射技术具备系统 效率高、弹射范围广、准备时间短等优势，且作为平台型技术，在军民领域具有通用性，未来有望实现 全方位放量。当前军工行业扰动因素已基本消除，下游需求呈恢复性增长，伴随"十四五"计划进入最后 一年及2027年建设目标迫近，行业中长期发展明确，国防军工板块安全边际高，具备长期成长确定性。 低空经济产业处于"政策+新产品商业化加速"双共振期，行业蓄势待发，值得重视。 军工ETF（512660）覆盖海陆空天信全产业链，是把握行业配置机会的重要工具。军工ETF （512660）跟踪中证军工指数，从沪深市场中选取涉及航天、航空、船舶、兵器、军事电子等国防军工 ...

Investment Rating - The industry investment rating is "Positive" [2] Core Viewpoints - The successful launch of three types of carrier-based aircraft from the Fujian ship marks a significant milestone in China's naval capabilities, indicating that the country is now at the forefront of carrier technology globally [3][9] - The transition from "near-sea defense" to "far-sea control" is expected to reshape the strategic landscape in the Western Pacific, with the Fujian ship's capabilities potentially altering the balance of power in the region [11][9] Summary by Sections Fujian Ship's Electromagnetic Launch Success - The Fujian ship has successfully demonstrated electromagnetic catapult launches with the J-15T, J-35, and KJ-600 aircraft, showcasing its advanced capabilities [3][9] - This achievement signifies that China is now the second country to master electromagnetic launch technology, surpassing the traditional steam catapult systems [4][20] Expected Growth in Carrier-Based Aircraft - The report anticipates a significant increase in the number of carrier-based aircraft as China's naval capabilities expand, with the potential for accelerated construction of additional aircraft carriers [5][46] - The current fleet includes three carriers, and with advancements in electromagnetic launch technology, the operational capacity and number of aircraft are expected to rise rapidly [5][46] Investment Opportunities and Beneficiaries - Key investment themes include companies involved in electromagnetic launch systems and aircraft carrier construction, such as Xiangdian Co., China Power, and China Shipbuilding [5][48] - Beneficiaries in the aircraft manufacturing sector include major manufacturers like AVIC Shenyang Aircraft and AVIC Xifei, as well as companies involved in radar and new materials [5][48]

军工周报：福建舰三型舰载机弹射起飞和着舰训练完成，入列可期 报告摘要： [Table_Summary] 板块回顾：上周申万国防军工指数下跌 0.42%，上证指数上涨 0.21%，深 证成指上涨 1.06%，创业板指数上涨 1.96%，沪深 300 指数上涨 1.07%， 国防军工板块涨幅在 31 个申万一级行业中排名第 13。截至周五收盘， 申万国防军工板块 PE(TTM)为 84.84 倍，各子板块中航天装备为 166.50 倍，航空装备为 79.01 倍，地面兵装为 140.59 倍，航海装备为 55.29 倍， 军工电子为 109.04 倍。 [Table_Title] 证券研究报告 / 行业周报 福建舰三型舰载机弹射起飞和着舰训练完成。9 月 22 日，新闻联播报道 歼-15T、歼-35、空警-600 三型舰载机于福建舰成功完成首次弹射起飞和 着舰训练，验证了我国完全自主研制的电磁弹射和阻拦系统与舰载机的 良好适配性，对推进海军转型建设具有里程碑意义。电磁弹射技术不但 适应了现代航母电气化、信息化的发展需要，而且具有系统效率高、弹 射范围广、准备时间短、适装性好、控制精确等突出优势。此外，电磁 弹射技 ...

此次亮相的三型舰载机都颇具代表性。使用电磁弹射，歼-35能以"满油+隐身"优势快速起飞，可做尖刀 突防；歼-15T能以"满油满弹"升空，堪称空中重拳；空警-600是航母编队的"千里眼"和"空中大脑"，它 的加入可大幅提高航母编队的侦察预警、指挥控制和远海攻防作战能力。这三型舰载机性能各有侧重， 技战术互为补充，共同构筑起中国航母战斗群的强大核心战力。 中国海军近日宣布，歼-15T、歼-35和空警-600三型舰载机，已于此前成功完成在福建舰上的首次弹射 起飞和着舰训练。这是我国首次在弹射型航母上实现多型号先进舰载机的电磁弹射和阻拦着舰。 官宣视频一出，立即引发全球关注。这场"弹射三连"不仅是装备试验的成功，更释放出多重关键信号。 信号一：航母核心技术实现重大跨越。 受限于跑道长度，舰载机在航母上起飞方式主要有垂直/短距滑跑起飞、滑跃起飞、弹射起飞三种。垂 直/短距滑跑起飞是基础版，只适合搭载垂直起降类飞机，航程短、载荷少。滑跃起飞是进阶版，用上 翘甲板增大飞机的起飞仰角，对舰载机限制较多，往往难以满载起飞。弹射起飞则是高阶版，用外力助 推飞机加速实现短距起飞，又分蒸汽弹射和电磁弹射两种。与蒸汽弹射相比，电磁弹射 ...

Core Insights - The successful launch and landing training of the J-15T, J-35, and KJ-600 carrier-based aircraft on the Fujian aircraft carrier marks a significant milestone for China's naval capabilities, showcasing advanced electromagnetic catapult technology [1] Group 1: Major Technological Advancements - The achievement of electromagnetic catapult technology represents a major leap in carrier core technology, with China now being one of the few countries, alongside the U.S., to master this advanced system [2] - The J-35 becomes the world's first fifth-generation stealth fighter to achieve electromagnetic catapult launch from an aircraft carrier, highlighting China's technological edge over the U.S. in this domain [2] Group 2: Enhanced Naval Combat Capabilities - The successful integration of multiple aircraft types with the Fujian carrier enhances China's operational capabilities, allowing for a transition from near-seas defense to far-seas deterrence [3] - The J-35, J-15T, and KJ-600 each serve distinct roles within the carrier strike group, collectively strengthening China's naval combat power [3] Group 3: Strengthened Defense Industrial System - The rapid development timeline of the Fujian carrier and its electromagnetic catapult system demonstrates China's robust defense industrial capabilities, outpacing international counterparts [4] - China's approach to electromagnetic catapult technology, utilizing direct current for efficiency and reliability, showcases significant advancements in various fields, including power systems and materials science [4] - The successful integration of carrier and aircraft systems reflects China's comprehensive national strength and defense industrial system, establishing it as the second nation after the U.S. to possess a complete electromagnetic aircraft carrier combat system [4]

Core Viewpoint - China's first electromagnetic catapult aircraft carrier, "Fujian," has completed multiple sea trials ahead of schedule, significantly enhancing the naval capabilities of the People's Liberation Army Navy (PLAN) [1][6]. Group 1: Aircraft Carrier Specifications - "Fujian," hull number 18, is China's first domestically designed and built catapult aircraft carrier, launched on June 17, 2022, with a full-load displacement of over 80,000 tons [3]. - The carrier features a flat-deck design with electromagnetic catapults and arrestor wires, making it the world's first conventionally powered aircraft carrier to utilize electromagnetic launch technology [3]. Group 2: Naval Capabilities and Training - The successful completion of training for three types of carrier-based aircraft marks the imminent arrival of a three-carrier era for the PLAN, significantly enhancing its long-range defense and maritime protection capabilities [5]. - The "Fujian" has undergone various system tests during its sea trials, achieving expected results and demonstrating operational readiness [6]. Group 3: Future Developments and Integration - The potential for "Fujian" to operate alongside "Liaoning" and "Shandong" in a dual-carrier formation could enhance joint operational capabilities, allowing for improved coordination and backup during missions [8]. - Future developments may include the integration of intelligent unmanned aerial vehicles (UAVs) for combat and support roles, expanding the operational capabilities of the carrier [9].

Core Viewpoint - The successful completion of the first catapult takeoff and landing training of the J-15T, J-35, and KJ-600 on the Fujian aircraft carrier has garnered significant global attention, highlighting advancements in China's military capabilities and strategic deterrence [1][6]. Group 1: Electromagnetic Catapult Technology - China's electromagnetic catapult technology has reached a mature and advanced level, showcasing the country's modernization in military capabilities [2]. - The integration and reliability of the electromagnetic catapult system and arresting gear on the Fujian carrier have been emphasized, indicating confidence in the technology's maturity [4]. - The ability of the electromagnetic catapult system to launch aircraft with full fuel and armament enhances operational range and strike power [4]. Group 2: New Carrier-Based Aircraft - The J-35 stealth fighter, J-15T strike fighter, and KJ-600 early warning aircraft have demonstrated initial combat capabilities, marking a significant leap in China's aircraft carrier capabilities [4]. - The diverse performance characteristics of these aircraft complement each other, forming a robust core combat power for the Chinese carrier battle group [4]. - The sudden appearance of these aircraft has been described as impressive, suggesting they may have already entered service [4]. Group 3: Strategic Deterrence - The strategic deterrence effect of the Fujian carrier's electromagnetic catapult training has been validated, reflecting a high level of secrecy surrounding the training [6][7]. - The training's success is seen as a means of enhancing China's ability to maintain maritime rights and conduct far-sea missions, thereby strengthening its strategic posture [5].

Core Viewpoint - The successful launch and landing training of the J-15T, J-35, and KJ-600 carrier-based aircraft on the Fujian aircraft carrier highlights the significance of electromagnetic catapult technology, which enhances operational capabilities and efficiency [1][2][3]. Group 1: Electromagnetic Catapult Technology - The electromagnetic catapult technology allows for greater thrust and efficiency, enabling carrier-based aircraft to take off with full fuel and armament, thus significantly improving their operational range and combat effectiveness [1]. - This technology facilitates the launch of various aircraft types, from heavy fighters to lightweight drones, enhancing the versatility of naval operations [1]. - The Fujian aircraft carrier's electromagnetic catapult is independently designed and manufactured in China, showcasing a different technological approach compared to the U.S. Ford-class carriers, with reported higher reliability [5]. Group 2: Strategic Implications - The ability to launch more aircraft in a shorter time frame increases the chances of success in naval engagements, allowing for a more formidable presence at sea [2]. - The integration of the KJ-600 with the electromagnetic catapult enhances the capabilities of the carrier strike group, providing improved surveillance and command capabilities [2][3]. - The effective collaboration between the J-15T and J-35 fighters, facilitated by the electromagnetic catapult, significantly boosts the strike group's stealth and saturation attack capabilities, marking a critical step in the Chinese Navy's strategic transition from coastal defense to open-sea defense [3].

可能很多人都看到了电磁弹射的成功，却没注意到这背后几个"全球第一"的细节，以及为什么说未来航 母战斗力将由中国标准定义。福建舰一弹定音，五代战机上甲板，咱们的电磁弹射究竟有多牛？ ...