据知情人士透露，印度政府正计划大幅放宽国防领域的外资准入限制。根据新规，已获得生产许可的国防企业通过自动途径吸引的外国投资持股比例上限，将从当前的49%提高到74%。
这一政策调整旨在通过提升外资参与度来强化本土国防工业基础。分析认为，放宽限制将吸引如洛克希德马丁等国际防务巨头扩大在印投资，推动先进技术转移并提升供应链效率。值得注意的是，自动审批路径的适用范围仍将聚焦于已取得政府特许经营资质的成熟企业。
若该方案落地，印度国防制造业的外资管理模式将实现重大突破。目前相关细则仍在讨论中，最终版本可能要求外资方在特定领域披露技术合作路线图。此举预计将同步带动航空航天、舰船制造等关联产业的外资流入。
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