金十数据7月3日讯，瑞士和德国同意联合购买多个陆基防空系统，这是欧洲天盾计划的举措之一，两国 正在推动加强国防采购方面的合作。周四，瑞士政府在一份声明中说，该协议预计将从德国制造商 Diehl Defence（代傲防务）购买中程地面防空系统。声明称，与制造商的谈判已基本完成，预计将在未 来几周内签署合同。该协议与瑞士上个月提出的新国防战略一致，即瑞士至少30%的武器必须在欧洲购 买。欧洲天盾计划由德国于2022年发起，瑞士于去年签署。该项目涉及各国联合采购防空和导弹防御系 统，旨在提高成本效率和灵活性。 瑞士和德国签署协议 将联合购买多个陆基防空系统 ...

同时，印度国防部聘请的顾问还将评估专利所有权，并调查私营企业是否存在低估开发成本的情况，因为这种情 况可能导致后期价格虚高。 报道称，今年2月，在发现使用了中国产零部件后，印度国防部以所谓"国家安全风险"为由取消了无人机采购订 单。如今，随着新审查机制的启动，官员们认为更多的国防硬件可能需要接受严格的检查，以确保完全符合安全 准则。 而自今年5月初印巴局势紧张以及印度发动"朱砂行动"（Operation Sindoor）以来，印度国防部加快了装备采购的 步伐，同时也加强了对在前线部队装备中可能使用中国产零部件的供应商的审查力度。 【文/观察者网 熊超然】据《今日印度》当地时间7月2日报道，印度国防部将启动一项全面的军事采购审查，以 排查出供应给武装部队装备中的中国产零部件，并评估国防供应链中的脆弱性。尽管现行的严格规定已明令禁止 在军事装备中使用中国产零部件，但最新报告显示，部分企业可能仍在采购中国制造的零部件，用于制造国防用 途的产品。 在最近的一次活动中，印度陆军设计局副局长曼恩（C.S. Mann）重申了陆军的目标，即从其供应商中消除中国产 零部件。他声称，减少对外国的依赖，特别是对中国的依赖，仍然是解 ...

Core Viewpoint - The article argues that ASEAN should adopt a strategy of "doing nothing" in response to the U.S. government's tariff war, rejecting unequal negotiations to better protect its own interests and hold the U.S. accountable for its protectionist actions [1]. Group 1: Economic Impact of U.S. Tariffs - The article highlights that U.S. President Trump’s claims of Asian economies "stealing jobs" are unfounded, as the U.S. unemployment rate is projected to average 3.8% from 2021 to 2024, one of the lowest among developed countries [3]. - The U.S. GDP is expected to reach a record $29.3 trillion in 2024, maintaining its status as the world's largest economy, while the service sector contributes 81% of GDP and employs 79% of the workforce, indicating that manufacturing's role in job creation is minimal [3]. - ASEAN has significantly contributed to U.S. prosperity, supplying critical semiconductor and machinery components essential for U.S. manufacturing competitiveness [4]. Group 2: ASEAN's Response Strategy - ASEAN should not grant tariff concessions to the U.S., reaffirming its core values of non-alignment, multilateralism, and mutual respect [5]. - ASEAN should persuade the U.S. business community that an open and stable market aligns with long-term interests, as U.S. companies have profited significantly from ASEAN's openness [5]. - The article suggests that the ultimate burden of U.S. tariffs will fall on American companies reliant on Southeast Asian supply chains, which will face increased costs, logistical delays, and diminished competitiveness [5]. - ASEAN is encouraged to enhance economic resilience, improve regional integration, diversify trade partners, and expand strategic partnerships, while also promoting diversification in currency settlement and payment systems for a more autonomous future [5].

瑞典国防部长：瑞典武装部队将配备价值十亿瑞典克朗的多台TPY-4雷达系统以加强力量。 ...

Core Viewpoint - The China Securities Aerospace Index (CS Aerospace, H30213) is currently at 9234.78 points, reflecting a recent upward trend in the aerospace and defense sector despite a year-to-date decline of 3.23% [1][2]. Group 1: Index Performance - The CS Aerospace Index has increased by 5.60% over the past month and by 1.35% over the last three months, while it has decreased by 3.23% year-to-date [2]. - The index is composed of 50 listed companies with significant daily market capitalization in the aerospace sector, providing diverse investment options for investors [2]. Group 2: Index Composition - The top ten weighted companies in the CS Aerospace Index are: Guoke Technology (9.89%), AVIC Shenyang Aircraft (8.21%), AVIC Optoelectronics (7.7%), Aero Engine Corporation of China (7.02%), AVIC Xi'an Aircraft (5.29%), AVIC Aircraft (4.31%), Aerospace Electronics (3.67%), AVIC Chengfei (3.65%), AVIC Gaoke (3.01%), and China Satellite (2.53%) [2]. - The index's holdings are distributed between the Shenzhen Stock Exchange (50.93%) and the Shanghai Stock Exchange (49.07%) [2]. - The industry composition of the index includes Aerospace (61.47%), Defense Equipment (25.84%), and Space (12.70%) [2]. Group 3: Index Adjustment Mechanism - The index samples are adjusted semi-annually, with adjustments implemented on the next trading day following the second Friday of June and December each year [3]. - Weight factors are generally fixed until the next scheduled adjustment, with special circumstances allowing for temporary adjustments [3]. - Companies that are delisted or undergo significant changes, such as mergers or acquisitions, will be removed or adjusted accordingly from the index [3].

美国和沙特签署了1420亿美元的国防协议 金十数据5月13日讯，白宫表示，特朗普访问沙特期间，美国和沙特阿拉伯周二签署了近1420亿美元的 国防协议，为利雅得提供美国公司最先进的装备和服务。白宫在一份简报中说，这项国防协议是沙特对 美国6000亿美元投资承诺的一部分。该协议还包括通用电气燃气轮机和能源解决方案的出口总额为142 亿美元，波音737-8客机的出口总额为48亿美元。 ...

Group 1 - The speech by General Secretary Xi Jinping emphasizes the importance of high-quality development and encourages workers to contribute to national rejuvenation through innovation and dedication [1][2] - The call for a skilled, knowledgeable, and innovative workforce aligns with the demands of the new technological revolution and industrial transformation [2][3] - The promotion of labor spirit, craftsmanship, and respect for knowledge and talent is highlighted as essential for fostering a positive social atmosphere [2][3] Group 2 - Labor models and advanced workers are actively engaging in their roles, demonstrating commitment to their industries even during holidays [2][3] - The integration of modern technologies such as satellite positioning and IoT in agricultural machinery is being explored to enhance efficiency and address existing challenges [2][3] - The emphasis on continuous learning and skill improvement among workers is crucial for building a robust labor force capable of meeting future challenges [2][3][4]