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Seoul Economic Daily EnglishCodex · 实盘不做把握 6/10
北京时间·🕒 发布 14:39:40时区推断·⟳ 抓取 14:45:27·⚡ 决策 08-04 15:06:41 +21m14s·84.1 天前

LIG Defense完成張保皋III Batch-II第三艘潛艇電子戰系統關鍵設計評審並開始部件生產

LIG Defense & Aerospace稱已完成張保皋III Batch-II第三艘3,000噸級潛艇電子戰系統CDR,並開始部件生產。

📄 原文Seoul Economic Daily English↗ 原文
LIG D&A Completes Design Review for Localized Submarine Electronic Warfare System
LIG Defense & Aerospace (079550) (LIG D&A) said on the 4th that it successfully completed the Critical Design Review (C…
不做 LIG Defense & Aerospace(079550.KS)
正面但只是既有研發合同的設計評審進展,未披露新增訂單金額或收入增量,韓股已收盤後不追。
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研究档案

🔎 新鲜度:最早出现 2026-08-04 · 扩散 low · price-in 风险 medium ↗

关键理由

  • LIG Defense & Aerospace稱已完成張保皋III Batch-II第三艘3,000噸級潛艇電子戰系統CDR,並開始部件生產。
  • 該進展確認國產化設計穩定性與可靠性,但未披露新增合同金額、收入節奏或對公司訂單簿的增量。

主要风险

  • 這是既有研發合同下的設計評審里程碑,缺少新訂單或業績量級,盤後追入缺乏明確edge。
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原文全文

展开原文 · 1,907 字
LIG Defense & Aerospace (079550) (LIG D&A) said on the 4th that it successfully completed the Critical Design Review (CDR) for the submarine electronic warfare system for the third vessel of the Jangbogo-III Batch-II project in June and has begun production of its components.
The Jangbogo-III Batch-II project is a large national project to build 3,000-ton-class submarines with domestic technology. The development of a submarine electronic warfare system is also a field drawing attention from the defense industry, as its high technical entry barriers had led to complete reliance on foreign equipment.
After signing a research and development contract for the electronic warfare system with Hanwha Ocean in April last year, LIG D&A completed this CDR through several stages, including a review of system requirements, a review of system functions, and a preliminary design review.
With the completion of the CDR, LIG D&A has now received official recognition for the stability and reliability of its underwater system design, following ground, aviation, and maritime electronic warfare systems. The system currently under development features improved performance and is smaller and lighter compared to existing Jangbogo Batch-I/II equipment. Its interoperability with other domestic equipment and its follow-on logistics support capabilities are also expected to advance a step further.
LIG D&A plans to preemptively pursue the development of an export model based on this achievement. "Through close cooperation with the Defense Acquisition Program Administration and Hanwha Ocean, we will complete the remaining development schedule and system suitability tests on time," an LIG D&A official said. "We will do our best to become a key player in raising the localization rate not only for large submarine construction projects to be carried out in the future but also for overseas submarine exports."

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