军工大消息，刚刚军队装备条例正式发布，其中有句话全面聚焦备战打仗这种提法还是第一次国防军工的。
机会来了，前面分享的战斗机整机标底今天十厘米，强势封板没跟上的。接下来认真听了在最近的局部冲突中，有一个东西出现频率越来越高。
它就是无人机，比如纳卡冲突中，阿方就借助了无人机的空中打击能力，军用无人机以成本低，维护少，不需要飞行员等优势。在未来战争中会越来越重要。
所以军工板块无人机有大机会，我国的无人机起步较晚，二零一五年市场规模仅六十六亿元。不过近几年发展迅速，目前已经拥有了。
翼龙降龙无人侦察机，利剑无人战斗机。去年无人机市场规模达到三百五十九亿元，增长了四倍，年幅的增长率高达百分之五十二，并且预计到二零二五年将达到两千两百四十亿元，再增长五倍。
我们在过去那些市场表现好的方向，无论是光伏还是新能源车，都有一个特点，就是增长快。无人机同样具备这个特点，既符合未来战争的需要，同时订单持续增加。
所以接下来无人机里也可能走出像隆基股份、宁德时代这样的大牛，其中一家公司是国内无人机的龙头，军用无人机实力国内第一。并且。
是唯一同时具备整机和导弹研制能力的单位。随着无人机的需求持续释放，公司的成长空间将更加广阔。
In the military industry news, the military equipment regulations have just been officially released, and there is a saying that this is the first time for the national defense military industry to fully focus on preparing for war.
The opportunity came. The base of the fighter aircraft shared earlier was ten centimeters today, but the strong seal failed to keep up. Then I listened carefully. In the recent local conflicts, one thing appeared more and more frequently.
It is an unmanned aerial vehicle. For example, in the Naqqa conflict, the Arab side used the aerial strike capability of the unmanned aerial vehicle. Military unmanned aerial vehicles have the advantages of low cost, low maintenance and no need for pilots. It will become more and more important in future wars.
Therefore, there is a big opportunity for UAVs in the military industry. my country’s UAVs started late, and the market size in 2015 was only 6.6 billion yuan. However, it has developed rapidly in recent years, and it is now available.
Pterosaur Jianglong unmanned reconnaissance aircraft, sword unmanned fighter. Last year, the drone market reached 35.9 billion yuan, a four-fold increase, with an annual growth rate of 52%, and it is expected to reach 2224 billion by 2025. Yuan, five times more.
We have performed well in those markets in the past, whether it is photovoltaics or new energy vehicles, which have one characteristic, that is, rapid growth. UAVs also have this feature, which not only meets the needs of future wars, but also continues to increase orders.
Therefore, in the future, the drones may also come out of big cows such as Longji shares and Ningde era. One of the companies is the leader of domestic drones, and the strength of military drones is the first in China. and.
It is the only unit that has both complete aircraft and missile development capabilities. As the demand for drones continues to be released, the company's growth space will be broader.