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北京时间·🕒 发布 13:18:45时区推断·⟳ 抓取 13:22:42·⚡ 决策 07-22 13:31:43 +9m01s·97.1 天前
航展报道显示波音展示Ghost Bat无人僚机,并提及澳大利亚5.28亿美元合同和美军CCA竞争进展
报道梳理无人僚机竞争格局,波音展示Ghost Bat,并提及此前澳大利亚A$7.54亿约合5.28亿美元三年合同。
📄 原文Investing.com↗ 原文
Companies race to deliver autonomous uncrewed fighter jets
Nasdaq rises more than 1% as chip stocks extend rebound from bear market territory By Cassell Bryan-Low FARNBOROUGH, En…
不做 波音(BA.US)
报道主要是航展展示和行业竞争综述;澳大利亚5.28亿美元三年合同为此前已公布事项,当前无新增大额订单或短线业绩增量。
不做 洛克希德·马丁(LMT.US)
文章仅称其继续投资并计划明年试飞,未披露新增中标、订单金额或可量化收入增量。
不做 诺斯罗普·格鲁曼(NOC.US)
只是被列为无人僚机竞争者之一,没有当前事件新增合同或公司级催化。
不做 Kratos Defense(KTOS.US)
空客测试使用Valkyrie的线索未披露新增订单金额,对Kratos短线收入和利润传导不足。
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
🔎 新鲜度:最早出现 2026-07-22 · 扩散 medium · price-in 风险 medium ↗
关键理由
- 报道梳理无人僚机竞争格局,波音展示Ghost Bat,并提及此前澳大利亚A$7.54亿约合5.28亿美元三年合同。
- 美国空军首批CCA生产合同已授予General Atomics和Anduril,波音、洛马、诺格、空客等仍处于竞争或展示阶段,当前报道没有给上市公司新增确定订单。
- 对波音、洛马、诺格等大市值军工主标的,航展展示、试飞进展和未来数百架市场空间属于中长期主题,不是短线可量化新增收入确认。
主要风险
- 若未来美国空军在2027年夏季前正式选定主供应商并披露合同金额,可能形成新的可交易事件。
- Kratos向空客提供两架Valkyrie用于测试的信息偏小,且未披露新增订单金额,难以支撑独立交易。
原文全文
展开原文 · 5,124 字
Nasdaq rises more than 1% as chip stocks extend rebound from bear market territory
By Cassell Bryan-Low
FARNBOROUGH, England, July 22 (Reuters) - Boeing flexed its muscle in the race to build autonomous fighter aircraft at the Farnborough Airshow, displaying its Ghost Bat drone, as rivals pitched competing designs for what could become a new multibillion-dollar defence market.
While U.S. competitors General Atomics and Anduril Industries displayed full-scale models of their new class of uncrewed aircraft designed to fly alongside manned fighter jets, Boeing showcased a working aircraft — the Ghost Bat.
The race to build autonomous uncrewed combat aircraft, one of the defence industry’s most closely watched competitions, has attracted a raft of U.S. and European companies, including Lockheed Martin, Northrop Grumman, and Europe’s Airbus.
The U.S. Air Force has said it expects aircraft in its program to cost a third, or less, of the cost of an F-35 fighter jet, which can cost $80 million or more.
Richard Aboulafia, managing director of AeroDynamic Advisory, said the market could eventually reach hundreds of aircraft a year, although widespread adoption may not come until the mid-2030s.
GHOST BAT ’MOST MATURE’ MODEL, BOEING SAYS
Earlier this month, Boeing’s Ghost Bat became the first of this emerging class of unmanned combat aircraft to participate in a multinational military exercise led by the U.S., according to the company. It followed a live-fire test against an aerial target in December.
“We’ve got the most mature collaborative combat aircraft,” Bernd Peters, Boeing’s vice president of development and strategy, told Reuters, adding that the company has been working on the program since 2017. “It’s real hardware you see in front of you.”
Still, some rivals point to their speed of development and progress in scaling up production.
“In two years, we have surpassed what a lot of other companies have been working on for many years,” Jason Levin, a senior vice president at Anduril, told Reuters. “Rather than just making small incremental steps, we like to make large steps."
Boeing is working to produce seven unmanned combat aircraft for the Australian Defence Force, following a A$754 million ($528 million) three-year contract announced in December. Boeing says it has conducted more than 100 test flights and is confident it can produce advanced autonomous capabilities.
The U.S. Air Force last month said it had awarded production contracts to designs from General Atomics and Anduril to build its first fleet of semi-autonomous wingmen, a program called Collaborative Combat Aircraft (CCA).
LIVE-FIRE TEST
Last week, the U.S. Air Force said it conducted a live-fire test at a digital target involving Anduril’s aircraft over the Mojave Desert. Earlier this year, Anduril began building its FURY combat drone at a new facility in Ohio. The company could build up to 150 aircraft a year, according to Levin, who declined to comment on how many it is building for the U.S. Air Force.
General Atomics spokesperson Phil Ewing said the company had produced “multiple” aircraft for the U.S. Air Force program but declined to elaborate. He added that the company has decades-long experience in building uncrewed aircraft, such as the Predator drone. What differentiates this new class of aircraft is autonomy, and General Atomics has done “thousands and thousands” of hours of autonomous flights over the past few years, said Ewing.
The U.S. Air Force has said competition will result in the selection of a primary provider for the first phase of its CCA program, with an award planned by summer 2027. It plans to procure more than 150 combat-capable CCA by the end of the decade.
Alongside the hardware contracts, the U.S. Air Force also moved forward on the software side of the program, awarding mission autonomy production contracts to a pool of six vendors, including Lockheed Martin.
Lockheed Martin “continues to invest in compelling solutions for the USAF" and others, a company spokesperson said, adding the company’s uncrewed combat aircraft is “in the build phase and will fly next year.”
TARGETING EUROPE
European governments are also developing programs and some U.S. defence companies are teaming up with local manufacturers to produce variants targeted at the region’s militaries. That includes Boeing, which has announced partnerships with several German companies to offer an aircraft to the German Air Force by 2029.
European companies are also vying to compete. Also on display at the airshow was Airbus’ recently unveiled U760 Ravenstorm, which the company says it expects to be operational in the early 2030s.
In the interim, Airbus is working on a model called U740 Valkyrie and plans to conduct test flights later this year with two aircraft it acquired from U.S.-based Kratos Defense (KTOS.O). An Airbus spokesperson said its approach enabled it to offer European air forces "operational experimentation capabilities" in the near term.
($1 = 1.4273 Australian dollars)
(Cassell Bryan-Low, additional reporting by Dan Catchpole and Joe Brock; Editing by Sharon Singleton)
By Cassell Bryan-Low
FARNBOROUGH, England, July 22 (Reuters) - Boeing flexed its muscle in the race to build autonomous fighter aircraft at the Farnborough Airshow, displaying its Ghost Bat drone, as rivals pitched competing designs for what could become a new multibillion-dollar defence market.
While U.S. competitors General Atomics and Anduril Industries displayed full-scale models of their new class of uncrewed aircraft designed to fly alongside manned fighter jets, Boeing showcased a working aircraft — the Ghost Bat.
The race to build autonomous uncrewed combat aircraft, one of the defence industry’s most closely watched competitions, has attracted a raft of U.S. and European companies, including Lockheed Martin, Northrop Grumman, and Europe’s Airbus.
The U.S. Air Force has said it expects aircraft in its program to cost a third, or less, of the cost of an F-35 fighter jet, which can cost $80 million or more.
Richard Aboulafia, managing director of AeroDynamic Advisory, said the market could eventually reach hundreds of aircraft a year, although widespread adoption may not come until the mid-2030s.
GHOST BAT ’MOST MATURE’ MODEL, BOEING SAYS
Earlier this month, Boeing’s Ghost Bat became the first of this emerging class of unmanned combat aircraft to participate in a multinational military exercise led by the U.S., according to the company. It followed a live-fire test against an aerial target in December.
“We’ve got the most mature collaborative combat aircraft,” Bernd Peters, Boeing’s vice president of development and strategy, told Reuters, adding that the company has been working on the program since 2017. “It’s real hardware you see in front of you.”
Still, some rivals point to their speed of development and progress in scaling up production.
“In two years, we have surpassed what a lot of other companies have been working on for many years,” Jason Levin, a senior vice president at Anduril, told Reuters. “Rather than just making small incremental steps, we like to make large steps."
Boeing is working to produce seven unmanned combat aircraft for the Australian Defence Force, following a A$754 million ($528 million) three-year contract announced in December. Boeing says it has conducted more than 100 test flights and is confident it can produce advanced autonomous capabilities.
The U.S. Air Force last month said it had awarded production contracts to designs from General Atomics and Anduril to build its first fleet of semi-autonomous wingmen, a program called Collaborative Combat Aircraft (CCA).
LIVE-FIRE TEST
Last week, the U.S. Air Force said it conducted a live-fire test at a digital target involving Anduril’s aircraft over the Mojave Desert. Earlier this year, Anduril began building its FURY combat drone at a new facility in Ohio. The company could build up to 150 aircraft a year, according to Levin, who declined to comment on how many it is building for the U.S. Air Force.
General Atomics spokesperson Phil Ewing said the company had produced “multiple” aircraft for the U.S. Air Force program but declined to elaborate. He added that the company has decades-long experience in building uncrewed aircraft, such as the Predator drone. What differentiates this new class of aircraft is autonomy, and General Atomics has done “thousands and thousands” of hours of autonomous flights over the past few years, said Ewing.
The U.S. Air Force has said competition will result in the selection of a primary provider for the first phase of its CCA program, with an award planned by summer 2027. It plans to procure more than 150 combat-capable CCA by the end of the decade.
Alongside the hardware contracts, the U.S. Air Force also moved forward on the software side of the program, awarding mission autonomy production contracts to a pool of six vendors, including Lockheed Martin.
Lockheed Martin “continues to invest in compelling solutions for the USAF" and others, a company spokesperson said, adding the company’s uncrewed combat aircraft is “in the build phase and will fly next year.”
TARGETING EUROPE
European governments are also developing programs and some U.S. defence companies are teaming up with local manufacturers to produce variants targeted at the region’s militaries. That includes Boeing, which has announced partnerships with several German companies to offer an aircraft to the German Air Force by 2029.
European companies are also vying to compete. Also on display at the airshow was Airbus’ recently unveiled U760 Ravenstorm, which the company says it expects to be operational in the early 2030s.
In the interim, Airbus is working on a model called U740 Valkyrie and plans to conduct test flights later this year with two aircraft it acquired from U.S.-based Kratos Defense (KTOS.O). An Airbus spokesperson said its approach enabled it to offer European air forces "operational experimentation capabilities" in the near term.
($1 = 1.4273 Australian dollars)
(Cassell Bryan-Low, additional reporting by Dan Catchpole and Joe Brock; Editing by Sharon Singleton)
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