一位政府官员称，西班牙将反对北约将成员国国防开支目标提高至GDP的5%的计划。该官员表示，西 班牙政府正在准备对北约秘书长马克·吕特提案作出正式回应，认为没有理由将目标从当前的2%进一步 提高。这位官员补充说，除非吕特决定改弦更张，否则西班牙将在下周于海牙举行的峰会上努力阻止他 的计划。（彭博） ...

官员表示，西班牙将反对北约5%的（国防）支出目标。 ...

俄罗斯总统普京：北约增加国防开支毫无意义。 ...

作者 | 哥吉拉 数据支持 | 勾股大数 据（www.gogudata.com） 在地缘冲突事件持续发酵、全球武器装备需求增加的背景之下，国防军工概念的关注度持续增加。 殊不知，航空航天板块景气度也在陡然回升。 6月18日，在港股大幅回调、A股大盘微幅上涨的环境下，两市的军工板块依旧整体逆市走强，其中 航空航天 ETF天弘 (159241） 逆势上涨 ，明显跑赢大市 。 01 军工股逆市走强 A股三大指数小幅上涨，截至收盘，上证指数涨0.04%，深证成指涨0.24%，创业板指涨0.23%，成交额略微缩量。 板块方面，电子元器件、通信设备、软饮料、航天军工概念等领涨，办公用品、日用化工、生物科技、房地产等板块表 现不佳，领跌市场。 | | | | Wind中国行业指数 | | | | --- | --- | --- | --- | --- | --- | | 电子元器件 | 软饮料 | 通信设备 | 航天军工 | 银行 | 未営体 | | 2.08% | 1.57% | 1.42% | 1.11% | 0.91% | 0.75% | | 电脑硬件 | 汽车零部件 | 工业机械 | 电工电网 | 化肥农药 | 券 ...

Core Insights - The article highlights the rise of Beijing Huajian Yunding Technology Co., Ltd. as a key player in the defense sector, focusing on the innovation of intelligent technologies in national defense [1][4] - The company aims to establish a solid technological barrier for national defense through continuous technological innovation and product upgrades [2][4] Company Overview - Beijing Huajian Yunding Technology Co., Ltd. is dedicated to the development of intelligent technologies in the defense sector, emphasizing core areas such as edge computing, command and dispatch, simulation, and Beidou navigation [2] - The company has developed a comprehensive domestic solution from chip replacement to system integration, achieving self-control in both hardware and software [2][3] Technological Advancements - The company has created an integrated command and dispatch system that features full-scene replay, intelligent communication, and inspection functions, supporting tactical review and unmanned operations [2] - A lightweight edge computing center has been developed to meet the stringent requirements of military scenarios for low latency and high-security computing power [2] Company Culture and Team Development - The company emphasizes corporate culture and team building, promoting a core value of "patriotism and value contribution" to encourage employees to prioritize national and ethnic interests [2] - Clear short-term and long-term goals, along with effective team structure adjustments and incentive mechanisms, have been established to enhance overall team efficiency and innovation capabilities [2] Challenges and Strategies - Despite significant advancements in intelligent technologies for national defense, the company faces challenges, particularly regarding financial pressures [3] - To alleviate financial strain, the company has implemented various measures, including bank loans, cost reduction, and seeking external financing and partnerships [3] Future Plans - The company plans to increase research and development investment to drive technological innovation and product upgrades, aiming to become a leader in industry innovation [4] - There is a commitment to expanding market channels and strengthening cooperation with upstream and downstream enterprises to build a comprehensive industrial ecosystem [4]

Core Viewpoint - Lockheed Martin's stock experienced a nearly 3% increase following the announcement of a strengthened partnership with Korea Aerospace Industries (KAI), contrasting with a decline in the S&P 500 index by over 0.8% on the same day [1]. Group 1: Partnership Details - Lockheed Martin and Korea Aerospace Industries (KAI) signed a memorandum of understanding (MOU) to enhance their aircraft development partnership, which includes manufacturing rotorcraft and developing space systems and uncrewed aerial vehicles (UAVs) [2]. - This agreement continues a collaboration that has lasted over 30 years, initially starting with the licensed production of the F16 fighter aircraft [4]. - Lockheed's COO, Frank St. John, emphasized that the new agreement reflects a commitment to advancing global security through partnerships with U.S. allies [4]. Group 2: Strategic Timing - The MOU, while typically less binding than a contract, is significant as it outlines the expansion of collaboration between Lockheed and KAI, especially in the context of rising global tensions [5]. - The timing of this partnership is particularly relevant for KAI, given the long-standing North-South standoff in Korea, making defense alliances more critical [5].

Core Points - The European Commission has proposed new measures to reduce bureaucracy and promote the necessary €800 billion investment for EU countries to ensure their defense industry can deliver quickly and at scale [1] Group 1 - The measures aim to streamline processes within the EU to facilitate defense-related investments [1] - The total investment required is €800 billion, highlighting the significant financial commitment needed for the defense sector [1] - The focus is on enhancing the capacity of the defense industry to meet urgent demands [1]

Core Viewpoint - The European Union plans to implement new fast-track approvals for defense investments and support arms trading in the process of promoting the development of the defense industry [1] Group 1 - The EU's initiative aims to streamline the approval process for defense-related investments, enhancing efficiency in the sector [1] - The focus on supporting arms trading indicates a strategic move to bolster the defense industrial base within the EU [1]

斯洛伐克总统：国防开支增长应至少持续10年。 ...

智通财经APP获悉，在伊朗与以色列持续交火的背景下，土耳其总统埃尔多安下令加快中远程导弹生产 计划，旨在强化本土国防工业体系。这一决定正值以色列与伊朗连续第五天交火之际，外界担忧这场冲 突可能波及石油资源丰富的中东其他国家。 埃尔多安对快速提升导弹产能表示期待："希望在不久的将来，我们将建立起令任何国家都不敢挑衅的 防御能力。" 近期多个地缘政治热点已促使多国增加国防开支，土耳其正积极投身这场军备竞赛。埃尔多安在周一晚 间内阁会议后表示："鉴于当前局势发展，我们正在制定生产计划，将中远程导弹库存提升至具备威慑 力的水平。" 今年4月，以色列对叙利亚境内军事目标实施系列空袭后，两国紧张关系再度升级——这些地点恰逢土 耳其计划建立军事基地。最终在美国总统特朗普斡旋下，双方建立避免在叙利亚发生冲突的机制，暂时 化解了僵局。 但土耳其仍对以色列在该地区的军事行动保持警惕，埃尔多安的民族主义盟友更公开将其称为安全威 胁。 民族行动党领袖、埃尔多安亲密盟友巴赫切利上周表示："以色列在伊朗的行动某种程度上是对土耳其 发出的危险信号" 长期以来，埃尔多安一直推动土耳其发展自主国防工业，目前已具备生产战斗机、坦克、高空无人机和 ...