智通财经5月20日电，苏丹常驻联合国代表哈里斯·伊德里斯表示，苏丹东部城市苏丹港5月4日遭遇的无 人机袭击是由阿联酋发动的。伊德里斯称，苏丹掌握的确切情报显示，此次袭击由阿联酋从位于红海的 军事基地发动，并得到了阿联酋军舰的技术支持。他还说，阿联酋在此次袭击中可能使用了美国研制 的"死神"无人机。对此，阿联酋暂未回应。苏丹港的一个军事基地及多处民用设施5月4日遭无人机袭 击。这是自2023年4月苏丹武装冲突爆发以来，苏丹港首次遭遇袭击。苏丹安全和国防委员会5月6日发 表声明，宣布与阿联酋断绝外交关系并撤回其驻阿联酋外交使团。声明指责阿联酋加大对苏丹快速支援 部队的支持力度，向其提供先进战略武器，用于袭击苏丹重要设施，包括针对苏丹港的袭击。 苏丹指责阿联酋对其发动无人机袭击 ...

Group 1 - The U.S. and Qatar signed multiple cooperation agreements in economic and defense sectors, with a total economic cooperation commitment of at least $1.2 trillion, covering aviation, defense, energy, and technology [1] - Boeing received the largest wide-body aircraft order in its history, valued at $96 billion, for up to 210 Boeing 787 and 777X aircraft from Qatar Airways, supporting over 1 million U.S. jobs during the production cycle [1] - Following the announcement, Boeing's stock price rose by 3.1%, reaching its highest level in 15 months, with a nearly 50% rebound since hitting a low of $128.88 in early April [1] Group 2 - In the infrastructure sector, Parsons secured contracts for 30 projects in Qatar, totaling $97 billion, while McDermott is advancing an $8.5 billion energy infrastructure project [1] - In defense, Raytheon received a $1 billion order to provide counter-drone systems to Qatar, which will be the first overseas user of this system, and General Atomics reached an agreement for Qatar to purchase $2 billion worth of MQ-9B "Reaper" drones [1] - Qatar's royal family proposed to gift a $400 million Boeing 747-8 aircraft to the U.S. as a presidential plane, which has raised concerns regarding potential "quid pro quo" and security issues [2]

每经编辑｜毕陆名 据新华国际头条13日报道，美国特朗普政府对也门胡塞武装持续一个半月的打击本月初戛然而止。美国媒体披露，多重因素促使特朗普决定与胡塞武装停 火，包括这一仗太烧钱，却未能取得预期效果，可能把美国拖入又一个战争泥潭。 特朗普同意先空袭再"斩首"，并且要求30天内必须看到打击成果。 只是，30天过去，胡塞武装仍然能继续发动攻击，用导弹和无人机袭击美军舰船以及以色列目标，同时加固地下设施，隐藏武器弹药。 30天的打击行动耗费高达10亿美元以上，而美军甚至没有建立绝对的空中优势，7架单机造价高达3000万美元的MQ-9"死神"无人机被胡塞武装击落。多名美 国官员透露，美军F-16战机和更为先进的F-35战机也多次险些被胡塞武装防空武器击中，飞行员性命面临威胁。 另外，"杜鲁门"号航母编队屡遭胡塞武装导弹和无人机攻击，两架F/A-18舰载机先后因事故坠入红海，同样险些造成美军人员死亡。 美国情报部门评估认为，胡塞武装的实力遭到削弱，但很容易恢复元气。 特朗普3月15日宣布，他已下令采取"果断而有力的军事行动"，要用"压倒性的致命武力"打击胡塞武装，同时警告伊朗必须立即停止对胡塞武装的支持。本 月6日，他宣 ...

国际局势，变幻莫测！ 据新华社消息，美国总统特朗普最新表示，也门胡塞武装同意停止威胁中东水域航行安全，在此基础上，美国 将停止对胡塞武装的轰炸。 另据美媒报道，特朗普宣布停火当天，"哈里·杜鲁门"号航母发生了F/A-18"超级大黄蜂"舰载战斗机坠海事 故，这也是该航母在8天的时间内坠海的第二架战机。 与此同时，印巴冲突也引发国际关注。印度军方7日凌晨对巴基斯坦境内及巴控克什米尔地区多处目标发动军 事打击，巴方随即反击并称击落了5架印军战机。印方称，若巴方决定升级局势，印方已做好反击准备。 从资本市场的反应来看，此次印巴冲突对印度股市影响不大，印度孟买SENSEX当天收盘上涨0.13%；巴基斯 坦股市则大幅波动，巴基斯坦KSE100指数盘中一度跌超6%，最终收跌2.59%。 特朗普：已停火 据新华社报道，美国总统特朗普当地时间6日说，也门胡塞武装同意停止威胁中东水域航行安全，在此基础上 美国将停止对胡塞武装的轰炸。至于胡塞武装会否继续袭击以色列，他"不知道"。 另据美联社消息，一名要求匿名的美国官员称，特朗普宣布美方与胡塞武装停火前，没有和以方通过气。停火 消息的"突然"发布让以色列感到恼火。 特朗普当天在白宫 ...

Summary of Key Points from the Conference Call Industry Overview - The conference call focuses on the military trade (military trade) industry, particularly China's military exports and the implications of geopolitical conflicts, especially between India and Pakistan [1][3][4][6][11]. Core Insights and Arguments - **Stock Market Performance**: Chengfei's stock price volatility reached ±20% after its backdoor listing through AVIC Electromechanical, indicating high market interest in its military assets [1][2]. - **Geopolitical Context**: The India-Pakistan conflict highlighted the complex relationship between Chinese military trade and international geopolitics, with Pakistan utilizing Chinese-made J-10 and JF-17 fighter jets during the conflict [1][4][5][7]. - **Export Strategy Shift**: China's military export strategy has evolved to focus on advanced equipment rather than downgraded versions, aiming for practical testing to enhance overall military capabilities [1][18]. - **Major Export Markets**: Pakistan is the largest recipient of Chinese military equipment, accounting for approximately 42% of China's military exports, which includes advanced systems like the J-10CE and JF-17 [1][8][9]. - **International Orders**: During the 2024 Zhuhai Airshow, China secured around $40 billion in orders, showcasing significant progress in military equipment exports [1][16]. Additional Important Content - **Market Dynamics**: The military industry is currently experiencing strong performance, with the CITIC Military Industry Index ranking first among all sectors, driven by strong reactions from companies in the Chengfei and military trade supply chains [2]. - **Future Opportunities**: The military trade market has potential for growth, especially if the U.S. experiences a significant decline in its military trade dominance, which could create a critical point for Chinese military exports [3]. - **Technological Developments**: The 2024 Zhuhai Airshow featured advanced military equipment like the J-35, indicating a push towards international markets [1][12][20]. - **Investment Recommendations**: Companies to watch include those in radar products (Aerospace Nanhu and Guorui Technology), missile sectors (Philihua, New Power, etc.), and fighter jets (Chengfei, AVIC Shenyang, etc.) due to their strategic importance and potential for market share growth [21][24]. Conclusion - The military trade industry is at a pivotal moment, influenced by geopolitical tensions and evolving export strategies. The focus on advanced military technology and significant international orders positions China favorably in the global military trade landscape.