{"id":561266,"date":"2024-12-23T00:00:04","date_gmt":"2024-12-23T08:00:04","guid":{"rendered":"https:\/\/nai500.com\/?p=561266"},"modified":"2024-12-23T00:00:04","modified_gmt":"2024-12-23T08:00:04","slug":"%e8%b5%b7%e9%a3%9e%ef%bc%812025%e5%b9%b4%e7%b2%be%e9%80%897%e5%8f%aa%e7%be%8e%e8%82%a1%e6%97%a0%e4%ba%ba%e6%9c%ba%e8%82%a1%e7%a5%a8","status":"publish","type":"post","link":"https:\/\/nai500.com\/zh-hans\/blog\/2024\/12\/%e8%b5%b7%e9%a3%9e%ef%bc%812025%e5%b9%b4%e7%b2%be%e9%80%897%e5%8f%aa%e7%be%8e%e8%82%a1%e6%97%a0%e4%ba%ba%e6%9c%ba%e8%82%a1%e7%a5%a8\/","title":{"rendered":"\u8d77\u98de\uff012025\u5e74\u7cbe\u90097\u53ea\u7f8e\u80a1\u65e0\u4eba\u673a\u80a1\u7968"},"content":{"rendered":"

2024 \u5e74\uff0c\u65e0\u4eba\u673a\u5e02\u573a\u6301\u7eed\u589e\u957f\u3002\u636e Grand View Research \u7684\u6570\u636e\u663e\u793a\uff0c\u4eca\u5e74\u5168\u7403\u5546\u7528\u65e0\u4eba\u673a\u884c\u4e1a\u7684\u5e02\u573a\u4ef7\u503c\u5df2\u7ecf\u8fbe\u5230 300 \u4ebf\u7f8e\u5143\uff0c\u5e76\u9884\u8ba1\u4ece 2025 \u5e74\u5230 2030 \u5e74\uff0c\u884c\u4e1a\u5e74\u590d\u5408\u589e\u957f\u7387\u5c06\u8fbe\u5230 10.6%\u3002\u53e6\u636eStartUs Insights\u65e0\u4eba\u673a\u4ea7\u4e1a\u62a5\u544a\uff0c\u76ee\u524d\u65e0\u4eba\u673a\u884c\u4e1a\u516c\u53f8\u6570\u91cf\u8d85\u8fc73.3\u4e07\u5bb6\uff0c\u4e13\u5229\u6570\u91cf\u8d85\u8fc72.9\u4e07\u9879\u3002<\/p>\n

\u65e0\u4eba\u673a\u6280\u672f\u6b63\u5728\u9010\u6e10\u8fdb\u5165\u4e3b\u6d41\u5e94\u7528\u3002\u9664\u4e86\u56fd\u9632\u9886\u57df\uff0c\u65e0\u4eba\u673a\u8fd8\u5728\u8bb8\u591a\u5546\u4e1a\u9886\u57df\u6709\u7740\u5e7f\u6cdb\u7684\u5e94\u7528\u3002\u4ece\u7a7a\u4e2d\u51fa\u79df\u8f66\u5230\u9001\u9910\u548c\u5feb\u9012\uff0c\u65e0\u4eba\u673a\u6b63\u51ed\u501f\u5176\u4fbf\u5229\u6027\u548c\u6210\u672c\u6548\u7387\u5438\u5f15\u8d8a\u6765\u8d8a\u591a\u7684\u5173\u6ce8\u3002\u5728\u5927\u54c1\u724c\u7684\u5927\u529b\u652f\u6301\u4e0b\uff0c\u67d0\u4e9b\u5173\u952e\u9886\u57df\uff08\u5982\u56fd\u9632\u548c\u533b\u7597\uff09\u7684\u65e0\u4eba\u673a\u8425\u6536\u5927\u5e45\u589e\u957f\uff0c\u8fd9\u7ed9\u672a\u6765\u7684\u53d1\u5c55\u5e26\u6765\u4e86\u5de8\u5927\u7684\u6f5c\u529b\u3002<\/p>\n

\u4ee5\u4e0b\u662f 2025 \u5e74\u6295\u8d44\u8005\u9700\u5173\u6ce8\u7684\u4f18\u8d28\u7f8e\u80a1\u65e0\u4eba\u673a\u80a1\u7968\uff1a<\/p>\n

1. \u4e9a\u9a6c\u900a\uff08Amazon.com Inc., AMZN\uff09<\/a><\/h2>\n

\u80a1\u7968\u4ee3\u7801\uff1aAMZN
\n\u5e74\u5ea6\u56de\u62a5\u7387\uff08\u622a\u81f312\u67083\u65e5\uff0c\u4e0b\u540c\uff09\uff1a40.5%<\/p>\n

\u4e9a\u9a6c\u900a\u5728\u65e0\u4eba\u673a\u5e02\u573a\u4e0a\u7ee7\u7eed\u7a33\u624e\u7a33\u6253\u30022024 \u5e74 11 \u6708\uff0cPrime Air \u9879\u76ee\u4e2d\u7528\u4e8e\u914d\u9001\u7684\u5c0f\u578b\u65e0\u4eba\u673a MK30 \u83b7\u5f97\u7f8e\u56fd\u8054\u90a6\u822a\u7a7a\u7ba1\u7406\u5c40\uff08FAA\uff09\u7684\u6b63\u5f0f\u6279\u51c6\u5e76\u5728\u7f8e\u56fd\u4e9a\u5229\u6851\u90a3\u5dde\u6295\u5165\u8fd0\u8425\u3002\u8fd9\u79cd\u66f4\u5c0f\u66f4\u5b89\u9759\u7684\u65e0\u4eba\u673a\u53ef\u4ee5\u5728\u4e00\u5c0f\u65f6\u5185\u5c06\u91cd\u91cf\u5c0f\u4e8e 5 \u78c5\u7684\u5546\u54c1\u914d\u9001\u5230\u5ba2\u6237\u624b\u4e2d\uff0c\u8fd9\u4e00\u521b\u65b0\u663e\u8457\u63a8\u8fdb\u4e86\u65e0\u4eba\u673a\u914d\u9001\u7684\u5546\u4e1a\u5316\u3002<\/p>\n

2. \u4ebf\u822a\u667a\u80fd\uff08EHang Holdings Ltd.\uff09<\/h2>\n

\u80a1\u7968\u4ee3\u7801\uff1aEH
\n\u5e74\u5ea6\u56de\u62a5\u7387\uff1a-9.6%<\/p>\n

\u4f5c\u4e3a\u4e2d\u56fd\u672c\u571f\u7684\u65e0\u4eba\u673a\u5f00\u53d1\u5546\uff0c\u4ebf\u822a\u7684\u80a1\u4ef7\u5728\u8fc7\u53bb 90 \u5929\u5185\u4e0a\u6da8\u4e86 11.3%\uff0c\u5e76\u516c\u5e03 2024 \u5e74\u7b2c\u4e09\u5b63\u5ea6\u4ea4\u4ed8\u91cf\u589e\u957f\u663e\u8457\u2014\u2014\u5171\u4ea4\u4ed8\u4e86 63 \u53f0\u65e0\u4eba\u673a\uff0c\u800c 2023 \u5e74\u7b2c\u4e8c\u5b63\u5ea6\u4ec5\u4ea4\u4ed8 5 \u53f0\u3002\u6b64\u5916\uff0c\u516c\u53f8\u8fd8\u5ba3\u5e03\u4e86 3000 \u4e07\u7f8e\u5143\u7684\u80a1\u7968\u56de\u8d2d\u8ba1\u5212\u3002\u53e6\u5916\uff0c\u4ebf\u822a\u8fd8\u52a0\u5165\u4e86\u9999\u6e2f\u7684\u201c\u4f4e\u7a7a\u98de\u884c\u201d\u8ba1\u5212\uff0c\u6b64\u8ba1\u5212\u627f\u8bfa\u5c06\u653e\u5bbd\u76d1\u7ba1\uff0c\u5e76\u8ba1\u5212\u5efa\u8bbe\u66f4\u52a0\u5b8c\u5584\u7684\u65e0\u4eba\u673a\u57fa\u7840\u8bbe\u65bd\u3002\u8fd9\u5bf9\u4ebf\u822a\u6765\u8bf4\u5c06\u662f\u4e00\u4e2a\u6f5c\u5728\u7684\u5de8\u5927\u5229\u597d\u3002<\/p>\n

3. Kratos Defense & Security Solutions Inc.<\/h2>\n

\u80a1\u7968\u4ee3\u7801\uff1aKTOS
\n\u5e74\u5ea6\u56de\u62a5\u7387\uff1a29.9%<\/p>\n

Kratos \u4e13\u6ce8\u4e8e\u65e0\u4eba\u673a\u548c\u65e0\u4eba\u9a7e\u9a76\u6280\u672f\uff0c\u5e76\u4e0e\u7f8e\u56fd\u56fd\u9632\u548c\u60c5\u62a5\u673a\u6784\u4fdd\u6301\u7d27\u5bc6\u5408\u4f5c\u3002\u8fd1\u671f\uff0c\u516c\u53f8\u8d62\u5f97\u4e86\u4e24\u7b14\u91cd\u8981\u8ba2\u5355\uff1a\u4e00\u662f\u4e0e\u6d77\u519b\u822a\u7a7a\u4f5c\u6218\u90e8\u95e8\u7b7e\u8ba2\u7684 3490 \u4e07\u7f8e\u5143\u5408\u540c\uff0c\u4e8c\u662f\u4e0e\u7f8e\u56fd\u592a\u7a7a\u53d1\u5c55\u5c40\u7b7e\u7f72\u7684 1.17 \u4ebf\u7f8e\u5143\u5408\u540c\u3002\u8fd9\u4e9b\u8ba2\u5355\u4e0d\u4ec5\u53cd\u6620\u4e86\u516c\u53f8\u5728\u6280\u672f\u9886\u57df\u7684\u5b9e\u529b\uff0c\u4e5f\u652f\u6301\u4e86\u516c\u53f8\u672a\u6765\u7684\u957f\u671f\u53d1\u5c55\u3002\u5206\u6790\u5e08\u9884\u8ba1Kratos \u672a\u6765\u4e09\u5e74\u76c8\u5229\u5c06\u589e\u81f3\u4e09\u500d\uff0c\u5e76\u7eb7\u7eb7\u4e0a\u8c03\u76ee\u6807\u4ef7\u3002<\/p>\n

4. AeroVironment Inc.<\/h2>\n

\u80a1\u7968\u4ee3\u7801\uff1aAVAV
\n\u5e74\u5ea6\u56de\u62a5\u7387\uff1a53.2%<\/p>\n

AeroVironment\u4ee5\u65e0\u4eba\u673a\u548c\u5bfc\u5f39\u5236\u9020\u89c1\u957f\uff0c\u5e76\u5728\u4eca\u5e74\u590f\u5929\u4e0e\u7f8e\u56fd\u9646\u519b\u7b7e\u8ba2\u4e86 9.9 \u4ebf\u7f8e\u5143\u7684 Switchblade \u65e0\u4eba\u673a\u5408\u540c\u3002\u5c3d\u7ba1\u79c1\u4eba\u56fd\u9632\u516c\u53f8BlueHalo\u7684\u6536\u8d2d\u7ed9\u516c\u53f8\u5e26\u6765\u4e86\u5148\u8fdb\u7684\u592a\u7a7a\u6280\u672f\u548c\u7535\u5b50\u6218\u6280\u672f\uff0c\u4f4641\u4ebf\u7f8e\u5143\uff08BlueHalo\u5e02\u503c45\u4ebf\u7f8e\u5143\uff09\u7684\u6536\u8d2d\u4ef7\u683c\u8ba9\u6295\u8d44\u8005\u4e0d\u60a6\u3002\u4f46\u5206\u6790\u5e08\u8ba4\u4e3a\uff0c\u8be5\u516c\u53f8\u7684\u672a\u6765\u6f5c\u529b\u4f9d\u7136\u5de8\u5927\u3002<\/p>\n

5. \u6ce2\u97f3\u516c\u53f8\uff08Boeing Co.\uff09<\/h2>\n

\u80a1\u7968\u4ee3\u7801\uff1aBA
\n\u5e74\u5ea6\u56de\u62a5\u7387\uff1a-40.5%<\/p>\n

\u6ce2\u97f3\u8fd1\u671f\u6df1\u9677\u6ce5\u6f6d\uff0c\u5b89\u5168\u548c\u751f\u4ea7\u95ee\u9898\u54c1\u724c\uff0c\u516c\u53f8\u58f0\u8a89\u53d7\u635f\u3002\u6240\u5e78\u7684\u662f\uff0c\u8be5\u516c\u53f8\u7ee7\u7eed\u4e0e\u7f8e\u56fd\u9646\u519b\u548c\u7a7a\u519b\u7b7e\u8ba2\u5927\u989d\u5408\u540c\uff0c\u4f8b\u59821.13\u4ebf\u7f8e\u5143\u7684\u76f4\u5347\u673a\u4ee5\u53ca 24 \u4ebf\u7f8e\u5143\u7684\u52a0\u6cb9\u673a\u5236\u9020\u5408\u540c\uff0c\u5e76\u4e14\u8ba2\u5355\u5b58\u91cf\u8fbe5\u4ebf\u7f8e\u5143\u3002\u5206\u6790\u5e08\u9884\u6d4b\uff0c\u6ce2\u97f3\u80a1\u7968\u6709\u53ef\u80fd\u5728\u672a\u6765\u5b9e\u73b0\u9006\u88ad\uff0c\u5176\u4e2dJefferies\u5206\u6790\u5e08\u5c06\u8be5\u80a1\u76ee\u6807\u80a1\u4ef7\u5b9a\u4e3a200\u7f8e\u5143\u3002<\/p>\n

6. Joby Aviation Inc.<\/h2>\n

\u80a1\u7968\u4ee3\u7801\uff1aJOBY
\n\u5e74\u5ea6\u56de\u62a5\u7387\uff1a18.1%<\/p>\n

Joby Aviation \u662f\u4e00\u5bb6\u4e13\u6ce8\u4e8e\u7535\u52a8\u5782\u76f4\u8d77\u964d\uff08eVTOL\uff09\u6280\u672f\u7684\u516c\u53f8\uff0c\u5b83\u6709\u671b\u5728 2025 \u5e74\u5b9e\u73b0\u521b\u6536\u300210\u6708\uff0c\u8be5\u516c\u53f8\u7684\u7a7a\u4e2d\u6c7d\u8f66\u83b7\u5f97\u7f8e\u56fd\u8054\u90a6\u822a\u7a7a\u7ba1\u7406\u5c40\u7684\u6279\u51c6\uff0c\u8fd9\u6807\u5fd7\u7740\u7a7a\u4e2d\u51fa\u79df\u8f66\u5373\u5c06\u6210\u4e3a\u73b0\u5b9e\uff0c\u5e76\u5438\u5f15\u4e86\u4f17\u591a\u6295\u8d44\u8005\u7684\u5173\u6ce8\u3002 2024 \u5e74 11 \u6708\uff0cJoby \u8fd8\u4e0e\u8fea\u62dc\u7b7e\u7f72\u4e86\u4e00\u9879\u4e3a\u671f\u516d\u5e74\u7684\u72ec\u5bb6\u534f\u8bae\uff0c\u8fdb\u4e00\u6b65\u5de9\u56fa\u5176\u5168\u7403\u5e02\u573a\u5730\u4f4d\u3002<\/p>\n

7. Northrop Grumman Corp.<\/h2>\n

\u80a1\u7968\u4ee3\u7801\uff1aNOC
\n\u5e74\u5ea6\u56de\u62a5\u7387\uff1a5.4%<\/p>\n

Northrop Grumman\u7ee7\u7eed\u6df1\u8015\u56fd\u9632\u4e1a\u52a1\u5e76\u7b7e\u7f72\u4e86\u4e00\u7cfb\u5217\u91cd\u8981\u5408\u540c\uff0c\u5305\u62ec\u4ef7\u503c 5.41 \u4ebf\u7f8e\u5143\u7684\u5bfc\u5f39\u9632\u5fa1\u7cfb\u7edf\u5408\u540c\u4ee5\u53ca2\u4ebf\u7f8e\u5143\u7684\u7535\u5b50\u201c\u667a\u80fd\u201d\u901a\u7528\u70b8\u5f39\u5f15\u4fe1\u5408\u540c\u3002\u4eca\u5e74\u590f\u5929\uff0c\u8be5\u516c\u53f8\u63a8\u51fa\u540d\u4e3aCannon-Based Air Defense\u7684\u4f4e\u6210\u672c\u5236\u5bfc\u5f39\u836f\u7cfb\u7edf\uff0c\u53ef\u4ee5\u62b5\u5fa1\u5305\u62ec\u65e0\u4eba\u673a\u7fa4\u548c\u5de1\u822a\u5bfc\u5f39\u5728\u5185\u7684\u7a7a\u4e2d\u5a01\u80c1\u3002<\/p>\n

\u603b\u7ed3
\n\u5c3d\u7ba1\u76d1\u7ba1\u73af\u5883\u548c\u878d\u8d44\u95ee\u9898\u4ecd\u7136\u662f\u65e0\u4eba\u673a\u884c\u4e1a\u9762\u4e34\u7684\u4e3b\u8981\u6311\u6218\uff0c\u4f46\u56fd\u9632\u3001\u7269\u6d41\u548c\u533b\u7597\u9886\u57df\u7684\u5f3a\u52b2\u9700\u6c42\u4e3a\u884c\u4e1a\u7684\u53d1\u5c55\u63d0\u4f9b\u4e86\u575a\u5b9e\u57fa\u7840\u3002\u5bf9\u4e8e\u6295\u8d44\u8005\u6765\u8bf4\uff0c\u8fd9\u4e9b\u9876\u5c16\u7684\u7f8e\u80a1\u65e0\u4eba\u673a\u80a1\u7968\u6781\u5177\u6f5c\u529b\uff0c\u662f\u503c\u5f97\u957f\u671f\u5173\u6ce8\u7684\u6807\u7684\u3002<\/p>\n","protected":false},"excerpt":{"rendered":"

2024 \u5e74\uff0c\u65e0\u4eba\u673a\u5e02\u573a\u6301\u7eed\u589e\u957f\u3002\u636e Grand View Research \u7684\u6570\u636e\u663e\u793a\uff0c\u4eca\u5e74\u5168\u7403\u5546\u7528\u65e0\u4eba\u673a\u884c […]<\/p>\n","protected":false},"author":27,"featured_media":561267,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":"","_links_to":"","_links_to_target":""},"categories":[1521,430],"tags":[2152,558,1997,1999],"class_list":["post-561266","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-1521","category-trends-strategies-zh-hans","tag-2152","tag-558","tag-1997","tag-1999","sectors-technology-zh-hans","locations-china-zh-hans","locations-us-zh-hans","exchange-nasdaq-zh-hans","exchange-nyse-zh-hans"],"acf":[],"_links":{"self":[{"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/posts\/561266","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/users\/27"}],"replies":[{"embeddable":true,"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/comments?post=561266"}],"version-history":[{"count":1,"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/posts\/561266\/revisions"}],"predecessor-version":[{"id":561274,"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/posts\/561266\/revisions\/561274"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/media\/561267"}],"wp:attachment":[{"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/media?parent=561266"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/categories?post=561266"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/tags?post=561266"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}