来源：央视新闻 据央视新闻报道，日本近期的一系列动作已经严重冲击了二战后的国际秩序，引发了多方的强烈反应， 俄罗斯、朝鲜，韩国、马来西亚、缅甸等国已经陆续对日本政府的言行提出了批评，解放军也以雷霆之 势展开了战备演训，寸土不让，寸海必争。 主持人：日本在靠近台海的区域加强军力部署。尤其是宣布将在距离中国台湾110公里的地方部署中程 导弹。对于日本的这些动作，怎么应对？ 军事评论员 杜文龙：在与那国岛上部署中程导弹，部署电子对抗部队，目标打造桥头堡，实际上我军 针对这个点方法特别多，因为这些岛第一距离近，第二幅员小，第三是回旋空间有限。所以我军的火力 装备包括其他打击能力能够完全覆盖。 军事评论员 杜文龙：日本刚刚宣布在与那国岛上部署中程03式地空导弹，我们的无人机就来了，而且 无人机在相关地区侦察、预警、拦截能力很强，日本在与那国岛挖一锹土，我军都可以清晰地发现。如 果大量部署中程武器装备，既在我军的侦查范围内，也在打击范围之内，通过远程无人作战行动，可以 轻易地抹平这些岛上的各种武器装备。 军事评论员 杜文龙：第二是目前我军远程火箭炮可以对目标进行高效杀伤。最近，从公开发布的训练 场面可以看到，远程火箭炮可 ...

Core Viewpoint - Japan's Self-Defense Forces are enhancing military deployments near the Taiwan Strait, with three operational plans aimed at potential conflicts in the region, raising concerns about regional stability [1][2]. Group 1: Military Strategies - The first operational plan involves the "Amphibious Rapid Deployment Brigade" executing a blitzkrieg strategy, with an expansion to 3,000 personnel and utilizing various naval vessels for rapid troop deployment [2]. - The second plan focuses on large-scale amphibious operations, with Japan's Ground Self-Defense Force set to establish a "Maritime Transport Group" by 2027, integrating existing forces into a new special operations brigade [2]. - The third strategy emphasizes missile firepower suppression and blockade, utilizing advanced missile systems to support the rapid deployment of forces [2]. Group 2: Limitations and Challenges - Japan's Self-Defense Forces face significant challenges in securing air superiority, as their current fighter jets are outdated and insufficient in number, limiting their ability to protect naval operations [3]. - The potential for long-range firepower to disrupt troop movements poses a critical risk, as any deployment could be met with overwhelming fire from advanced missile systems [3].

Summary of Military Industry and New Materials Weekly Research Report Industry Overview - The military industry in China is experiencing a fluctuating upward trend in 2025, with a year-to-date increase of 14.63% from January to October, although it underperformed compared to the Shanghai Composite Index by 4.64 percentage points [1][3] - Public fund holdings in the military sector have significantly increased, indicating growing institutional interest [1][3] Financial Performance - From Q2 2025 onwards, revenue and net profit have shown a clear year-on-year recovery, with overall revenue growth of 16.99% and net profit up by 14.01% [1][4] - Various sub-sectors are showing signs of bottom recovery, with notable growth in defense information technology (73.6%), aviation (26%), aerospace (21%), shipbuilding (26.14%), and commercial aerospace (14.84%) [1][4] - Profit growth is evident in several sub-sectors, including ground weaponry (110%), aerospace (106%), and defense information technology (3.98%) [1][4] Industry Dynamics - The midstream sector saw a slight increase of 6%, with subsystem revenue growing by 73.77% and downstream machinery increasing by 25.7% [5] - Downstream machinery and midstream subsystems experienced significant net profit growth of 48.92% and 89.71%, respectively [5] - The upstream electronic components and chips saw a reduction in profit decline from -40% to -1.75% [5] Geopolitical Context - The long-term strategic situation between China and the U.S. remains unchanged, with the U.S. defense budget reaching a record high of $1.01 trillion for FY 2026, a 13% increase [6] - The European Union's defense spending is also on the rise, reaching €800 billion [6] - Geopolitical uncertainties are increasing, and China is expected to maintain a high defense budget during the 15th Five-Year Plan, outpacing overall GDP growth [6] Strategic Directions - The core direction of domestic military construction is "building a system," transitioning from platform-to-platform to system-to-system, emphasizing cross-domain collaboration to create asymmetric advantages [1][7] - The 93rd National Day parade showcased advanced weapon systems, including hypersonic weapons, nuclear strike capabilities, air defense systems, and AI-enabled unmanned systems [1][7] Military Trade and Global Market - The military trade market in China is poised for growth, particularly after the 2025 India-Pakistan conflict, which validated China's weaponry capabilities [2][11] - China has developed comprehensive military product research and development capabilities, with an increasing share in the global military trade market, expected to rise post-2025 [2][12] Civilian Applications of Military Technology - The "military-civilian integration" strategy is crucial for expanding enterprise scale, with emerging industries such as commercial aerospace, low-altitude economy, and deep-sea technology expected to create trillion-level market opportunities [2][13] - Military new materials are rapidly gaining traction in the consumer electronics sector, with significant demand growth noted [2][15] Emerging Material Trends - Superhard materials, particularly diamond, are gaining attention for their thermal conductivity and potential applications in military observation windows and nuclear fusion [16] - Ceramic matrix composites are becoming essential in aerospace engines, gradually replacing some high-temperature alloys due to their superior heat resistance [18] Future Development Landscape - The military industry is transitioning from a single domestic demand model to a three-pronged growth strategy: domestic demand foundation, expanding military trade, and civilian technology spillover [19][20] - This new structure is reshaping the military industry landscape and significantly enhancing growth potential [19][20]