Seoul Economic Daily EnglishQwen · 实盘不做把握 9/10不做原因:无可交易标的
北京时间·🕒 发布 05:01:05(首尔 06:01)·⟳ 抓取 06:05:32 +1h04m·⚡ 决策 09-03 06:07:51 +2m19s·54.4 天前
韩国航空宇宙产业（KAI）与海洋警察厅签署1架黑须里中型搜救直升机合同，累计第11架
单架例行政府采购直升机，金额相对KAI市值和营收极小（<0.5%/<1%），同客户同型号第11架，交付3年后，不构成任何可交易的短线催化；无二阶供应链映射价值
📄 原文Seoul Economic Daily English↗ 原文
KAI Wins 11th Heavy-Lift Rescue Helicopter Order From Coast Guard
Korea Aerospace Industries (047810) said on the 2nd that it has signed a contract with the Korea Coast Guard to deliver…
不做 Korea Aerospace Industries（047810.KS）
单架例行政府直升机采购（累计第11架同型），金额约200-300亿韩元占KAI市值<0.5%、营收<1%，交付3年后，无surprise、无新客户新品类，远低于交易级materiality阈值，无短线edge
展开详情(成交明细 / 研究档案 / 原文全文 / 决策记录链)
研究档案
结论摘要
KAI获韩国海警1架黑须里直升机合同，为累计第11架同型订单。单架Surion平台直升机估值约200-300亿韩元，KAI市值约5-7万亿韩元、年营收约3-4万亿韩元，本单占比不足0.5%/1%。交付2029年下半年，无近期收入确认。事件方向正面但量级远低于交易阈值，且为完全例行的政府续购，无surprise、无新客户、无新品类，不具备短线交易edge。
🔎 新鲜度:最早出现 2026-09-02 · 扩散 low · price-in 风险 low ↗
先例如何影响了这次决策
对本次决策的影响:事件量级远低于交易阈值，无需先例校准
工具执行结果 · 成功 1 · 降级 0 · 失败 0 · 取消 0
- search_processed_events 成功 stock_tools HTTP · 383 ms
{"result": "search_processed_events:agent query=`kai korea aerospace industries coast guard heunsuri helicopter order | 韩国航空宇宙产业 海洋警察 直升机 合同`；结构化索引覆盖完整 72 小时；旧记录兼容扫描近 71.2/72 小时、6607 条本臂决策(完整)，返回 0 条候选。未命中只表示这些 agent query 表达式没有召回候选，不能据此证明消息首发或不是重复；按当前事件继续正常研判。"}
原文全文
展开原文 · 1,494 字
Korea Aerospace Industries (047810) said on the 2nd that it has signed a contract with the Korea Coast Guard to deliver one Heunsuri medium-sized search-and-rescue helicopter.
The Heunsuri is a modified version of the domestically developed Surion helicopter, adapted for Coast Guard missions such as responding to maritime terrorism, cracking down on maritime crime and conducting search-and-rescue operations. It is deployed for rescuing crew members in fishing accidents at sea and airlifting emergency patients from remote islands.
The Coast Guard decided to acquire the aircraft to strengthen rapid maritime patrol and search-and-rescue capabilities and to replace its aging Russian-built KA-32 helicopters. Including this contract, KAI has won orders for a cumulative 11 Heunsuri helicopters from the Coast Guard. Delivery is scheduled for the second half of 2029.
According to KAI, the Heunsuri is equipped with an advanced AESA search radar capable of detecting 1,000 targets simultaneously, along with an electro-optical infrared camera, an automatic flight control system, de-icing and anti-icing equipment for winter missions, a rescue hoist and a searchlight, allowing it to operate in severe weather and all-weather conditions.
"We are manufacturing and delivering helicopters of flawless quality so that the Coast Guard's helicopter crews can carry out their missions more safely and perfectly," a KAI official said. "We will also step up follow-up support for stable operations."
The Heunsuri is a modified version of the domestically developed Surion helicopter, adapted for Coast Guard missions such as responding to maritime terrorism, cracking down on maritime crime and conducting search-and-rescue operations. It is deployed for rescuing crew members in fishing accidents at sea and airlifting emergency patients from remote islands.
The Coast Guard decided to acquire the aircraft to strengthen rapid maritime patrol and search-and-rescue capabilities and to replace its aging Russian-built KA-32 helicopters. Including this contract, KAI has won orders for a cumulative 11 Heunsuri helicopters from the Coast Guard. Delivery is scheduled for the second half of 2029.
According to KAI, the Heunsuri is equipped with an advanced AESA search radar capable of detecting 1,000 targets simultaneously, along with an electro-optical infrared camera, an automatic flight control system, de-icing and anti-icing equipment for winter missions, a rescue hoist and a searchlight, allowing it to operate in severe weather and all-weather conditions.
"We are manufacturing and delivering helicopters of flawless quality so that the Coast Guard's helicopter crews can carry out their missions more safely and perfectly," a KAI official said. "We will also step up follow-up support for stable operations."
决策记录链 · 只追加
每次领取产生一条记录,重新决策追加一条并以 supersedes 指向被替代的记录(ADR 0014)。
这条决策早于决策账本(2026-10-08 起逐条追加),没有追加记录。