英国财政大臣：英国的国防支出将增加110亿英镑，将使英国成为"国防工业超级大国"。 ...

英国财政大臣：预计到2027年，国防支出占国内生产总值的比例将上升至2.6%。 ...

据报道，欧洲投资银行将通过欧洲各银行拨付30亿欧元国防资金。 ...

智通财经6月11日电，欧洲投资银行将通过欧洲各大银行拨付30亿欧元国防资金。 ...

赫格塞思需连续出席三场国会听证会，10日为首场。这也是赫格塞思就任防长、历经"群聊门"等事件后 首次出席国会听证会，其上任后，美国国防被认为陷入"争议和混乱"，此次听证会备受关注。 今年4月，特朗普声称，美国下一财年国防预算将突破2025财年的约8950亿美元，首次达到1万亿美元， 赫格塞思当时对此予以附和，称特朗普政府"正在重建美国军队"。10日当天的听证会主要集中在预算领 域，听证会上，议员对国会尚未从特朗普政府获得完整的国防预算提出质疑，赫格塞思及其随行人员未 能作出详尽说明，招致两党议员不满。 新华社纽约6月11日电（记者夏林）美国国防部长赫格塞思10日在美国国会众议院拨款委员会下设的国 防分委员会出席听证会，遭国会议员的尖锐质疑和批评，议员要求其就派兵平息洛杉矶抗议、国防预 算、对乌克兰军援等问题作出解释。 当被问及派遣国民警卫队和海军陆战队前往洛杉矶应对抗议活动所花费用时，赫格塞思随行人员说，相 关行动将花费1.34亿美元。赫格塞思方面同国会议员就这一问题上爆发多次激烈争吵，赫格塞思辩 称，"他们（国民警卫队和海军陆战队）需要保护正（在洛杉矶）执行任务的联邦工作人员"。 （文章来源：新华社） 赫格 ...

Core Point - The U.S. Department of Defense has significantly reduced its procurement request for the Air Force's F-35 fighter jets [1] Group 1 - The reduction in procurement requests indicates a shift in defense spending priorities [1] - This decision may impact the production schedules and financial forecasts of companies involved in the F-35 program [1] - The adjustment reflects broader trends in military budgeting and resource allocation [1]

Group 1 - The company North Electro-Optic Co., Ltd. is planning to issue A-shares to specific investors, having obtained necessary approvals from relevant authorities including the China Securities Regulatory Commission [2][3][4] - The total number of shares to be issued will not exceed 88 million, accounting for no more than 30% of the company's total share capital prior to the issuance [4][5] - The funds raised will be allocated to projects such as the digital R&D and manufacturing capacity for precision-guided products, with a total investment of 107 million yuan [4][8] Group 2 - The company has faced financial challenges, reporting a net profit of 71.02 million yuan, 69.17 million yuan, a loss of 206.09 million yuan, and a profit of 1.21 million yuan over the past four reporting periods [6][7] - The company’s revenue from defense products is influenced by national policies, international security situations, and the specific procurement plans of military clients, which can lead to fluctuations in orders [5][6] - The company has a significant amount of accounts receivable, with values of 248.18 million yuan, 269.97 million yuan, 973.00 million yuan, and 784.86 million yuan at the end of each reporting period, indicating potential cash flow risks [7][8] Group 3 - The defense industry is characterized by high technical barriers and stringent qualification requirements for manufacturers, which can limit new entrants [24][25] - The company operates primarily in the defense and optoelectronic materials sectors, with its defense business focusing on the R&D, design, production, and sales of optical defense products [14][15] - The global market for optoelectronic devices is expected to grow, with the military optoelectronic equipment market projected to increase from 9.7 billion USD to 13 billion USD from 2020 to 2025, reflecting a compound annual growth rate of 6.03% [22][23]

Core Viewpoint - The European Commission is set to propose increased flexibility in defense procurement for EU member states, aiming to address concerns over bureaucratic delays and funding issues in the defense sector [1] Group 1: Proposal Details - The proposal is expected to be submitted on June 17, focusing on enhancing flexibility in joint procurement and framework agreements for member states [1] - The initiative aims to facilitate easier access to the EU defense fund, promoting innovation in procurement processes [1] Group 2: Industry Concerns - The European defense industry has expressed concerns regarding the existing bureaucratic hurdles and delays in funding, which hinder defense preparedness [1] - The urgency of the proposal is underscored by the statement that adversaries will not wait for bureaucratic processes to be resolved [1]

吕特说："如果你们不（把军事化支出）提高到5%，包括3.5%的核心国防开支，你们仍然可以保留 医疗系统、养老金系统等等，但你们最好学会说俄语。" 北约将在6月晚些时候举行峰会，预计各成 员国将在此次峰会上被要求承诺到2030年代时将本国GDP的3.5%用于核心国防开支，另将GDP的 1.5%用于"国防相关支出"。北约的最新数据显示，今年可能会有23个成员国达到军费占GDP的2% 的目标，但仍有9个国家进展缓慢。外界也质疑，欧洲是否会通过削减医疗、养老金等社会开支来挤 出更多国防预算。 据央视新闻援引多家欧洲媒体报道，当地时间9日，北约秘书长吕特在伦敦与英国首相斯塔默会谈 时，警告各成员国提高国防开支，否则就要"开始学俄语"。 ...

截至2025年6月10日 13:22，中证数字经济主题指数(931582)下跌1.99%。成分股方面，深信服(300454)领跌7.14%，用友网络(600588)下跌6.22%，金山办公 (688111)下跌5.22%，龙芯中科(688047)下跌4.98%，拓荆科技(688072)下跌4.59%。数字经济ETF(560800)下跌1.98%，最新报价0.74元。流动性方面，数字经 济ETF盘中换手2.74%，成交2143.73万元。（以上所列示股票为指数成份股，仅做示意不作为个股推荐。过往持仓情况不代表基金未来的投资方向，也不代 表具体的投资建议，投资方向、基金具体持仓可能发生变化。市场有风险，投资需谨慎。) 申万宏源指出，A股重回结构牛行情，大概率需要等待科技重磅产业催化兑现。国内AI、具身智能、国防军工都具备成为结构牛核心产业趋势的潜力。下半 年值得重点关注的产品包括：DeepSeekR2、GPT5和特斯拉Optimus量产版本。但在重磅产业催化前，科技也是震荡市，重点把握高性价比区域的反弹和主 题机会。鼓励并购重组和创投一级市场联动形成共振，第三次大的新经济一二级联动行情正徐徐展开。从一级市场创投融 ...