Seeking AlphaCodex · 实盘不做把握 7/10
北京时间·🕒 发布 21:20:21时区推断·⟳ 抓取 21:25:39·⚡ 决策 07-23 21:33:16 +7m37s·96.0 天前
L3Harris向NASA交付Artemis III四台RS-25发动机
公司官网确认已交付四台RS-25发动机，用于NASA Artemis III任务，属于既有Artemis合同执行里程碑。
📄 原文Seeking Alpha↗ 原文
L3Harris delivers RS-25 engines for NASA's Artemis III moon mission
L3Harris Technologies (LHX) said it delivered the four RS-25 engines that will power the core stage of NASA's Space Lau…
不做 L3Harris Technologies（LHX.US）
既有NASA项目交付里程碑，三个月前已有运输计划，缺少新增订单或市值级业绩增量，不做。
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
消息传播链
- NASA此前称四台RS-25发动机计划不晚于2026年7月运抵，用于Artemis III集成。
- L3Harris宣布交付四台RS-25发动机，支持2027年Artemis III发射。市场反应:Futu显示LHX最新涨2.14%，但该里程碑不构成独立订单增量。
关键理由
- 公司官网确认已交付四台RS-25发动机，用于NASA Artemis III任务，属于既有Artemis合同执行里程碑。
- NASA三个月前已披露四台RS-25发动机计划不晚于2026年7月运抵集成，交付时点可预期，不是新订单或指引上修。
- L3Harris为大型防务公司，单个项目交付节点相对市值和收入基数短期弹性有限。
主要风险
- 最新股价涨2.14%更多可能来自防务板块或其他消息，不能把例行交付当作新增订单交易。
工具调用 · 历史记录,结果未知(2 种)
- search_processed_events · 结果未知
- stock_quote · 结果未知
原文全文
展开原文 · 1,713 字
L3Harris Technologies (LHX) said it delivered the four RS-25 engines that will power the core stage of NASA's Space Launch System rocket for the Artemis III mission, which is scheduled to launch in 2027.
The delivery marks a key milestone for the Artemis program, which aims to return astronauts to the Moon for the first time since the Apollo era.
Artemis III is planned as the third flight of the Space Launch System and is expected to test integrated operations between NASA's Orion spacecraft and one or more commercial lunar landers in low Earth orbit before a crewed lunar landing.
NASA also plans to install the engines onto the rocket's core stage in a vertical position for the first time, a process the agency expects will simplify assembly, speed installation and improve access for technicians.
The four engines have flown before. L3Harris (LHX) said they collectively supported 36 space shuttle missions, including flights that helped assemble the International Space Station and the 1998 mission that returned former Mercury astronaut and U.S. Sen. John Glenn to space.
The company upgraded the engines for the first four Artemis missions with modern electronics and new thermal insulation to withstand the more demanding environment of the Space Launch System. The engines will also operate at higher thrust levels than they did during the space shuttle program.
L3Harris (LHX) said future Artemis missions will transition to newly manufactured RS-25 engines that use modern production methods intended to reduce costs while maintaining performance and reliability.
NASA is targeting Artemis III for launch in 2027 as part of its plan to establish a sustained human presence on and around the Moon.
The delivery marks a key milestone for the Artemis program, which aims to return astronauts to the Moon for the first time since the Apollo era.
Artemis III is planned as the third flight of the Space Launch System and is expected to test integrated operations between NASA's Orion spacecraft and one or more commercial lunar landers in low Earth orbit before a crewed lunar landing.
NASA also plans to install the engines onto the rocket's core stage in a vertical position for the first time, a process the agency expects will simplify assembly, speed installation and improve access for technicians.
The four engines have flown before. L3Harris (LHX) said they collectively supported 36 space shuttle missions, including flights that helped assemble the International Space Station and the 1998 mission that returned former Mercury astronaut and U.S. Sen. John Glenn to space.
The company upgraded the engines for the first four Artemis missions with modern electronics and new thermal insulation to withstand the more demanding environment of the Space Launch System. The engines will also operate at higher thrust levels than they did during the space shuttle program.
L3Harris (LHX) said future Artemis missions will transition to newly manufactured RS-25 engines that use modern production methods intended to reduce costs while maintaining performance and reliability.
NASA is targeting Artemis III for launch in 2027 as part of its plan to establish a sustained human presence on and around the Moon.
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。