金吾财讯 | 中信证券表示，新华社消息，9月17日，沙特阿拉伯与巴基斯坦签署了一项防御协议，协议规定任何对其中一国的攻击将被视为对双方的攻击。巴基斯坦的大部分装备来自中国，本次协议签订凸显中东国家对中国装备的认可。2024年，全球军费开支连续第10年增长，增幅达到冷战以来最高，欧洲和中东增长尤其快速。印巴冲突中，我国多种出口装备的优异表现助力我国产品得到外军认可。该机构指，军贸是军事大国改善协调政治关系、实现高额商业利润、加强军事联盟的重要工具，也是维持国防工业经济、反哺国内军事技术发展的重要途径。我国军贸正从过去的低档廉价外销逐渐向高端武器出口过渡，尤其是在近年国产装备大批量更新换代背景下，部分军品技术在国际上已具备较强的竞争力。未来随着我国国际政治地位逐渐提升，国产军贸产品有望进一步提升全球市占率。
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