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美股新风口?无人机政策大变,这里有9间无人机美股公司
美股研究社· 2025-07-22 12:13
以下文章来源于英为财情Investing ,作者Investing.com 近几个月,市场焦点由核能,转到量子 、AI,再到太空科技,各板块都曾风光一时。但在市场目 光以外,另一个板块正在默默崛起:无人机科技。 这个领域不只局限于军用无人机,整个产业生态——从空中运输、精准农业到通讯和防御系统—— 都开始冒出新机遇。 那 么 美 国 有 哪 些 相 关 上 市 公 司 ? 英为财情Investing . 全球第五大财经门户网站Investing.com中国官方微信,提供全球各国海量金融资讯和实时行情数据,包括 股票股指、外汇、期货、基金、债券、加密货币等。关注全球金融市场动态的投资者千万不可错过。 笔者最近查看了成交量图表,发现一个现象:一个一向不太受注目的板块中,几间美国公司突然齐 齐向上。 新 一 轮 炒 作 热 点 ? 来源 | 英为财情Investing 笔者使用WarrenAI整理出一份清单,当中有九间公司,横跨无人机产业链的不同范畴: 美 国 政 策 大 变 2025年7月10日,美国五角大厦正式将无人机界定为「消耗品」,因此中层军官可直接批核采购, 免却重重审批手续。 换言之,无人机需求随时可能 ...
航空制造业:摩洛哥确立非洲主导地位 展现全球雄心
Shang Wu Bu Wang Zhan· 2025-07-01 17:07
Group 1 - Morocco's aerospace industry has transformed from an emerging sector to a global export hub, with exports reaching $2.644 billion in 2024, a more than threefold increase over the past decade [2] - The industry achieved a historical high with a 14.9% growth compared to 2023, driven by assembly operations which accounted for $1.723 billion in exports, marking a 23.6% year-on-year increase [2] - Morocco is now the leading exporter of aerospace components in Africa and ranks among the top five most dynamic countries in the global aerospace industry [2] Group 2 - Major global aerospace companies are accelerating their strategic investments in Morocco, with Boeing signing a new strategic agreement to produce structural components for the 737 MAX [3] - Several international companies, including Masterflex SE and Trelleborg, are planning new manufacturing facilities in Morocco, creating hundreds of jobs [3][4] - The Moroccan government has signed memorandums of understanding with various international firms, including Genser Aerospace from India, to produce business aircraft locally [4] Group 3 - The Moroccan aerospace manufacturing sector has an annual revenue of $2.9 billion, with 150 multinational companies operating in the country [5] - These companies have created 26,000 high-quality jobs, primarily in major industrial cities such as Casablanca, Tangier, Rabat, and Fez [5] - The availability of skilled talent, supported by institutions like the Moroccan Institute of Aviation (IMA) and the Aviation and Airport Logistics College (ISMALA), is a key factor attracting international aerospace firms [5]