Rocket Lab股價飆升 獲美國太空軍8.16億美元合約
美國太空科技公司Rocket Lab USA, Inc.(NASDAQ代號:RKLB)於周五美股盤後交易中股價飆升4.1%,原因是公司獲得迄今最大合約——美國太空發展局(SDA)授予的8.16億美元合約。
這份合約將Rocket Lab定位為主要承包商,負責設計及製造18顆衛星,屬於「追蹤層第三階段」(Tracking Layer Tranche 3)計劃,這是「普及化戰鬥太空架構」(Proliferated Warfighter Space Architecture)的一部分。這批衛星將配備先進的導彈警報及追蹤感測器,包括Rocket Lab自家研發的次世代「鳳凰號」(Phoenix)紅外線感測器載荷,以及StarLite太空防護感測器。
合約基礎價值為8.06億美元,另有約1045萬美元的選項。Rocket Lab指出,除了這份主要合約外,公司還有機會提供子系統零件給其他TRKT3主要承包商,合約總價值有望擴大至約10億美元。
這宗合約是Rocket Lab繼之前獲得的5.15億美元合約後,又一重大突破,該合約是為SDA的「運輸層-貝塔第二階段」(Transport Layer-Beta Tranche 2)計劃提供18顆衛星,至此Rocket Lab與SDA的合約總額已超過13億美元。
這些衛星將基於Rocket Lab的Lightning平台打造,充分利用公司垂直整合的製造能力。所有主要元件均由公司內部設計及生產,令Rocket Lab能有效控制成本和進度,並快速擴大產能。
Rocket Lab創辦人兼執行長Peter Beck表示:「這份合約證明了Rocket Lab的垂直整合策略不僅是競爭優勢,更推動了國家安全太空計劃執行方式的根本轉變。」
此合約標誌著Rocket Lab在國家安全太空領域逐漸挑戰傳統航空航天主要承包商的地位,成為重要競爭者。
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評論與分析:
Rocket Lab能連續獲得美國太空發展局巨額合約,顯示其在國防太空市場的競爭力日益增強。公司採用垂直整合模式,從設計到生產均自主掌控,不但提升了成本效率,也縮短了交付時間,這在傳統航空航天行業中相對罕見,有助Rocket Lab快速響應客戶需求及市場變化。
此外,配備先進的紅外線與太空防護感測器,意味著這批衛星將在導彈預警及戰場監控中發揮關鍵作用,顯示美國對太空軍事能力的重視與投入不斷加碼。這也反映出太空軍事技術正快速向高科技、智能化方向演進。
對投資者而言,這份合約不僅直接帶來可觀收入,更象徵Rocket Lab在國防市場的品牌認可度提升,有望帶動未來更多合約機會。公司股價因此上揚,反映市場對其成長前景的樂觀預期。
然而,太空軍事合約競爭激烈,且技術要求高,未來Rocket Lab能否持續保持技術領先和交付能力,將是其能否長期在國防太空領域穩固地位的關鍵。投資者亦需關注全球地緣政治變化對太空軍事需求的影響,以及美國政府預算策略調整可能帶來的風險。
整體而言,Rocket Lab的崛起代表了航空航天產業新勢力的興起,也揭示了國防科技發展的未來趨勢:更敏捷、整合度更高、技術更先進,這將深刻改變太空戰略與產業生態。對香港及全球科技投資者均具高度參考價值。
以上文章由特價GPT API KEY所翻譯及撰寫。

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