沙特阿拉伯将台湾打造为无人机出口领军者,伊朗战争重塑战争形态
Saudi Arabia Turns Taiwan Into Drone Export Leader As Iran War Reshapes Warfare

原始链接: https://www.zerohedge.com/military/saudi-arabia-turns-taiwan-drone-export-leader-iran-war-reshapes-warfare

沙特阿拉伯近期从台湾购入了总值 4720 万美元的小型自杀式无人机,创下历史新高,标志着全球国防采购领域的重大转变。这一进口激增表明,在应对区域安全挑战后,利雅得正优先考虑快速储备单向攻击无人机和拦截无人机。 这些重量在 7 至 15 公斤之间的无人机被归类为第 1 组和第 2 组无人机,反映了向非对称战争倾斜的广泛趋势。行业分析师指出,各国不仅在增加无人机生产方面的投入,还在关键反无人机技术上加大投资,以保护炼油厂、电网和数据中心等重要基础设施。 对这些系统的需求增长引发了国防部门的活跃表现。投资者正通过高调收购(例如 Ondas Holdings 收购 DZYNE Technologies)以及大规模融资来利用这一“非对称战争繁荣”——例如国防科技公司 Helsing 最近获得了 180 亿美元的融资。随着各国政府继续优先发展自主能力,无人机行业仍是国防投资中一个快速扩张的前沿领域。

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原文

New data show that Saudi Arabia purchased a record $47.2 million worth of small drones from Taiwan last month, underscoring how governments are beginning to rapidly procure suicide drones.

Bloomberg was the first to cite new data from Taiwan's Ministry of Finance showing that drone exports surged in June, driven by a record order from Saudi Arabia. The timing suggests Riyadh absorbed many hard lessons during the US-Iran conflict and is moving quickly to build stockpiles of one-way attack and interceptor drones.

The exported drones weighed roughly 7 to 15 kilograms - or up to 30 pounds - and in a recent report by Piper Sandler analyst Clarke Jeffries, these drones are considered Group 1 and Group 2.

Jeffries laid out three key insights about the rapidly changing defense landscape:

He also listed ways to profit from the drone industry as the wave of orders begins:

Read:

It's not only one-way attack and interceptor drones that will be produced en masse globally, but also counter-AUS technology to defend high-value assets such as refineries, ports, data centers, and power grid infrastructure

.Related:

In the mergers and acquisitions space, DZYNE Technologies - a maker of drones, loitering munition-type systems, and counter-drone technology - was recently sold by its investors to Nasdaq-listed defense and industrial technology firm Ondas Holdings for a handsome profit.

To begin the week, Bloomberg reported that drone company Helsing completed a $18 billion financing round from investors, including Goldman Sachs.

Refer to our note above on how to profit from the asymmetric warfare boom, as this theme will continue.

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