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国泰海通|军工:抗战80周年阅兵相关安排公布,行业延续高景气度
国泰海通证券研究· 2025-06-30 12:33
报告导读: 2025 年 6 月 24 日,国新办召开新闻发布会,正式公布中国人民抗日战争暨 世界反法西斯战争胜利 80 周年纪念活动总体安排。阅兵将直观体现我国军事科技自主创 新能力与战略威慑实力,行业高景气度有望延续。 今年是中国人民抗日战争暨世界反法西斯战争胜利80周年,我国将隆重举行纪念活动。 习近平总书记将 出席系列活动发表重要讲话并检阅部队。国新办6月24日举行新闻发布会,介绍纪念活动总体安排。这次 阅兵由徒步方队、装备方队和空中梯队组成。徒步方队重点展示我军改革重塑后的军兵种结构布局, 及"三结合"武装力量;装备方队集中呈现国产现役主战装备体系化成果,涵盖陆、海、空、天全领域,通 过群队联合、方队合成的编组方式,体现我军联合指挥、联合行动、联合保障的力量运用新模式;空中梯 队则重点表现我空中作战力量的体系化水平和快速提升的先进战斗力。 本次阅兵在展示新一代传统武器装备的基础上,纳入无人智能、水下作战、网电攻防、高超声速等新型作 战力量,所有装备均为国产现役主战装备,直观体现我国军事科技自主创新能力与战略威慑实力。 受阅的 武器装备是我军体系作战能力、新域新质战力、战略威慑实力的集中展示,是我国武 ...
“欧洲正犯下一个大错”,美媒:欧盟急速重整军备可能“不进反退”“两败俱伤”
Huan Qiu Wang· 2025-06-30 11:56
【环球网报道 记者 李梓瑜】"欧洲正犯下一个大错",美国《纽约时报》6月30日以此为题发文称,欧盟急速重整军备可能"不进反退""两败俱伤",从而酿成 历史性错误。此前,欧盟26日在比利时布鲁塞尔召开峰会。会议发表的成果公报显示,欧洲理事会称将继续大幅增加欧洲防务和安全支出。 《纽约时报》最后总结称,按照当前路线,欧洲既不会走向具有社会红利的"军事凯恩斯主义",也不会建立与其"大国"抱负相匹配的防务战略。相反,欧洲 面临"两败俱伤"的风险:经济复苏乏力,缺乏长期增长前景,而巨额国防支出却使其无法匹敌其他国家。 此前,在6月25日结束的北约峰会上,北约成员国领导人就未来军费支出目标达成一致,决定在2035年前将年度国防开支提高至国内生产总值的5%。部分同 时为北约和欧盟成员国的国家认为,实现5%的目标面临较大困难。 文章分析称,在整个欧洲,政策制定者们正趋向于同一战略,希望"一石二鸟"。一方面,增加军费开支将使欧洲免受俄罗斯"威胁",并摆脱对美国的依赖, 最终巩固其"大国地位"。另一方面,在面临竞争对手和能源成本上升的压力下,这将重振欧洲境况不佳的工业部门。这种观点认为,向军事领域投入大量资 金,是应对地缘政治脆 ...
买不买伊朗石油,中国说了算,关键时刻伊防长访华,提出一个请求
Sou Hu Cai Jing· 2025-06-29 14:06
日前,在经过了为期12天的相互攻击后,伊以暂时实现了停火。值得注意的是,身为"罪魁祸首"的特朗 普,却在第一时间喊话中国,又可以购买伊朗石油了。他还表示,美国不会阻止中国购买伊朗石油,因 为伊朗目前急需资金进行战后重建工作。 特朗普的这番话完全是惺惺作态,假仁假义,把中伊之间正常的贸易往来当成了美国的"恩赐"。对此, 中国外交部回应,中国将根据自身需求,合理调整能源举措。说的直白点,就是告诉美国,买不买伊朗 石油,中国自己有打算,美国说了不算。 与此同时,特朗普还宣布,因伊以冲突爆发而取消的美伊核谈判,将在下周重启。值得注意的是,伊朗 外长却在停火不到48小时的关键时刻,抵达青岛参加上合防长会,创下伊朗高层外交响应速度纪录。 中伊防长碰面 而且刚和董军防长碰面,伊外长就表示希望中国主持公道,维护停火局面。分析认为,伊防长此行绝非 例行参会,而是带着总统佩泽希齐扬的明确任务,在美伊谈判前向中国"交底",确保关键时刻获得战略 支撑。 伊以一停火,特朗普就喊话中国买石油,还表示美国不会阻止,好似"恩赐"一般。买不买伊朗石油,中 国自有打算,在和美国重启谈判前,伊防长紧急访华求中国主持公道。 特朗普出席北约峰会 一架 ...
别了美国兵,别了美利坚,别了美元霸权,让我们送美国人回家啦
Sou Hu Cai Jing· 2025-06-29 08:45
美国自二战结束后,一直是全球首屈一指的大国,甚至在苏联解体后成为唯一的超级强权。作为"世界 警察",它始终高举正义的旗帜,恰如《济公》歌词中唱的那样:"哪里不平哪有我"。但仔细观察便会 发现,美国所有的军事行动背后无一不是利益驱动,没有哪一颗子弹是无缘无故发射的,也没有哪一枚 炮弹是白白浪费的。因此,多年来美国在国际社会中的形象并不光彩,特别是在中东地区,其所作所为 更是引发大量争议和反感。 美国之所以敢于如此张扬且毫无顾忌地在全球展开军事行动,履行所谓"世界警察"职责,主要依赖于其 霸权体系的三大支柱:军事、科技和美元。二战结束后,美国强制推动石油交易与美元挂钩,成功将美 元确立为与黄金等价的全球硬通货,进而逐步掌控了世界经济命脉。同时,美国的科技实力在多个领域 遥遥领先,形成对其他国家的压倒性优势,就像跨时代的碾压一样。而其庞大的军事力量,则是威慑和 震慑其他国家的有力工具。 然而,西瓜不会永远都是甜的。随着以中国为代表的新兴力量迅速崛起,美国却日益陷入固步自封、难 以应对的困境,全球格局正在悄然发生逆转。正所谓"三十年河东,三十年河西",当年美国军队曾肆意 压迫中国边境,但中国人民从未畏惧,如今更是有底 ...
以色列、伊朗,突传大消息!特朗普,发出威胁
券商中国· 2025-06-29 07:57
以伊冲突更多细节披露! 据央视新闻29日消息,有外媒报道称,以色列最早在2010年就开始准备对伊朗的打击。以色列情报人员已渗透 至伊朗导弹与核计划的核心部分,并持续多年收集秘密情报。另有报道称,在最近的以伊冲突中,美国动用了 其全球"萨德"导弹拦截系统库存的约15%至20%。 一位消息人士27日告诉《泰晤士报》说,多年来,以色列一直通过情报人员对伊朗多个地点进行监控,且每个 地点都"提前部署了地面人员"。据称,以色列最早在2010年就开始准备对伊朗的打击。 报道称,以方情报人员还绘制了纳坦兹核设施的布局图,该设施后被攻击并摧毁。以色列的侦察行动还渗透至 伊斯法罕、努尔、莫格代、沙里亚蒂和沙希德·梅萨米等地。 据央视新闻报道,以色列本月13日凌晨对伊朗实施大规模空袭后,以伊互相发动多轮袭击。美国于美东时间21 日空袭伊朗三处核设施,伊朗出于报复23日向美国驻卡塔尔的乌代德空军基地发起导弹袭击。24日,根据美方 宣布的时间表,以伊停火。 值得关注的是,以色列方面再度发出威胁。以色列国防部长卡茨近日表示,他已指示以色列国防军准备一项针 对伊朗的行动计划,内容包括:维持以色列空中优势,阻止伊朗发展核计划和生产导弹,对 ...
三所新军校面向社会招生啦 都有哪些特色课程?
Yang Shi Xin Wen· 2025-06-28 03:23
Group 1 - The establishment of three new military academies, including the Army Branch University, Information Support Engineering University, and Joint Logistics Support Engineering University, aims to attract high school graduates and enhance military education [1] - The Information Support Engineering University is formed from the National University of Defense Technology's Information Communication College and the Army Engineering University's Communication Non-Commissioned Officer School, focusing on specialized courses related to future warfare [1][8] - The university emphasizes the integration of advanced technologies such as drones and robotic systems in training, simulating future combat scenarios [1] Group 2 - The electromagnetic spectrum monitoring vehicle is described as the "ears" of the battlefield, capable of identifying interference sources in noisy electromagnetic environments [3] - The concept of the electromagnetic spectrum is likened to a highway for various signals, highlighting the importance of signal management in military operations [4] - The university's advanced laboratory features innovative technologies like "atomic antennas," which utilize cesium atoms to manipulate signals, showcasing cutting-edge research [6] Group 3 - The Information Support Engineering University is positioned as a "talent incubator" for future warfare, with a curriculum designed to be 100% informationized and 100% intelligent [8] - The university offers a total of ten high-tech majors, indicating a strong focus on modern military needs and technological advancements [8] - Historical context is provided, illustrating the evolution of communication technology from the Liberation War to contemporary advancements, emphasizing the enduring mission of military communication [10]
整理:中东局势跟踪(6月28日)
news flash· 2025-06-28 00:48
Group 1: Gaza Conflict - The European Council demands an immediate ceasefire in Gaza by Israel [3] - Israeli officials have halted the entry of food and supplies into northern Gaza [3] - Israeli military is accused of intentionally firing at civilian aid points in Gaza, which high-ranking officials deny [3] Group 2: Iran-Israel Relations - Israel claims to have struck over 900 Iranian targets during the conflict, resulting in the deaths of 11 scientists [3] - Israeli Defense Minister instructs the military to develop an execution plan against Iran after 12 days of conflict, focusing on maintaining air superiority and preventing nuclear weapon development [3] - The Israeli Defense Forces spokesperson states that military actions against Iran have met or exceeded established goals [3] Group 3: U.S. and Iran Dynamics - U.S. Energy Secretary asserts that sanctions against Iran's oil remain effective [3] - Iran extends flight bans in its western and northwestern regions until Saturday afternoon [3] - Iran claims to have arrested several suspected spies [3] Group 4: Regional Military Actions - Israeli military attacks Hezbollah's weapons and military facilities in southern Lebanon [3] - Lebanese sources report that Israeli airstrikes in the south resulted in one death and 11 injuries [3] - U.S. Senate rejects a proposal to limit President Trump's military authority against Iran [3] Group 5: Broader Military Context - Trump states that he has halted all work related to lifting sanctions on Iran and may consider airstrikes if Iran continues its enrichment activities [3] - Houthi leaders in Yemen claim to have launched 309 ballistic missiles, hypersonic missiles, and drones at Israel since mid-March [3] - The International Atomic Energy Agency reports that radiation levels in the Gulf region remain normal following damage to Iranian nuclear facilities [3] - Israeli Strategic Affairs Minister Ron Dermer is scheduled to visit the White House for discussions [3]
以色列国防部长:计划包括维持以色列的空中优势、阻止(伊朗)核武器的发展和导弹的生产,以及对伊朗支持针对以色列的“恐怖活动”的回应。
news flash· 2025-06-27 14:08
Group 1 - The Israeli Defense Minister's plan includes maintaining Israel's air superiority [1] - The plan aims to prevent the development of nuclear weapons and missile production by Iran [1] - The response to Iranian-supported terrorist activities targeting Israel is also a key component of the plan [1]
重大进展!俄罗斯突发:控制!
券商中国· 2025-06-27 11:27
Core Viewpoint - Russia has made significant progress in the ongoing conflict, particularly with the control of the Shevchenko lithium mine, which is the largest lithium mine in Europe, containing approximately 14 million tons of ore [2][3][5]. Group 1: Military Developments - Russian forces have launched a substantial attack on Ukraine, firing 371 drones and 8 missiles on June 27, targeting the city of Staro Konstantinov in the Khmelnytskyi region [6]. - The Russian Defense Ministry reported intercepting and shooting down 50 Ukrainian drones in various regions, including 23 in Kursk and 11 in Rostov [7][9]. - The control of the Shevchenko lithium mine is viewed as one of Russia's most significant advancements in the conflict [5]. Group 2: U.S.-Russia Relations - The U.S. Ambassador to Russia, Lynn Tracy, is set to leave her position, marking a notable change in diplomatic relations [10][11]. - President Trump has expressed consideration for providing Ukraine with Patriot missile systems and additional military aid, indicating a potential shift in U.S. support for Ukraine [14][17]. - Trump's administration is reportedly working to repair relations with Russia, following a period of heightened tensions [13]. Group 3: EU's Position on Sanctions - During a recent EU summit, leaders emphasized increasing pressure on Russia but did not agree on a new round of sanctions, with Slovakia's Prime Minister vetoing the proposed 18th round of sanctions [18][22]. - The EU plans to provide Ukraine with €30.6 billion in financial aid by 2025, with €3.5 billion already disbursed through the "Ukraine Aid Instrument" [21].