美国军备产能缺口扩大 通用汽车(GM)与洛马(LMT)洽谈军工零部件代工业务

金吾财讯
Jun 16

金吾财讯 | 据消息,整车制造龙头通用汽车(GM)正在深度洽谈防务合作,计划为军工巨头洛克希德·马丁(LMT)代工武器系统配套零部件,跨界入局美国军工供应链,承接官方军备扩产订单。

目前双方仅达成合作意向,未签署具有法律效力的终版协议,合作代工品类、产能规模、供货周期条款仍可调整。初步合作方案显示,通用汽车依托整车精密制造产能,量产标准化军工通用零部件,缓解洛克希德·马丁产能压力,助力后者提速F-35战机、萨德反导系统、黑鹰直升机量产交付。地缘层面,美国长期对乌输送军备叠加近期美伊地缘对峙,本土导弹、制式武器库存大幅走低,白宫及五角大楼全力推动军工企业扩产。通用汽车CEO已专项会晤白宫官员,依托旗下专属防务子公司拓展军工业务,车企工业产能跨界军工赛道,成为美国补军备库存的核心举措。

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