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Hensoldt AG

Hensoldt AG, together with its subsidiaries, provides sensor solutions for defense and security applications worldwide. It operates through Sensors and Optronics segments. It offers mobile and stationary radar, and identification friend or foe systems used for surveillance, reconnaissance, civil air traffic control, and air defense; systems for secure data connections for air, sea and land platforms; electronic systems for the acquisition and evaluation of radar and radio signals and jammers; defensive cyber solutions; and situational awareness systems, mission computers, and flight data recorders. The company also provides electronic self-protection systems that integrate missile, laser and radar warning sensors; customer support and service activities; simulation solutions, training courses and special services, and components and solutions for space-based sensors; and solutions and services for secure digitalization and networking in military and civil dimensions. In addition, it offers telescopic sights, visors, laser rangefinders, night vision devices and thermal imaging cameras; devices for surveillance and target acquisition for armored vehicles; submarine periscopes, optronic mast systems, and other electro-optical systems for use at sea; and mobile and stationary surveillance solutions; and special equipment for industrial and space applications. Further, the company provides friend-or-foe detection systems, radar for ship and land applications, cryptographic devices, and tactical point-to-point communication systems; delivery, installation and maintenance of air traffic control radar, weather radar, navigation, voice communications, and runway lighting systems for military and civil airports; and software solutions for military and non-military use. Hensoldt AG was incorporated in 2020 and is headquartered in Taufkirchen, Germany.

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ドイツがF126フリゲート計画を中止、欧州防衛株が急落

ドイツが数十億ユーロ規模のF126フリゲート計画を断念するとの報道を受け、欧州の防衛関連株が急落した。この計画は第二次世界大戦後でドイツ最大の軍艦発注だった。最大128億ユーロの契約を主導すると見られていたラインメタルは、日中取引で一時17%下落し、数十年ぶりの大幅安となる見通しだ。代わりにドイツは、ティッセンクルップ・マリン・システムズから小型のMEKO A-200フリゲート8隻を購入する見込みで、同社の株価はこのニュースで急騰した。売りはヘンゾルト、レンク、サーブ、レオナルド、BAEシステムズにも波及したが、欧州市場全体は比較的落ち着いていた。ドイツ国防省は、遅延や予想されるコスト増加、主契約者変更のリスクを理由に挙げ、F126計画では既にソフトウェアの遅れやコスト超過、オランダの造船会社ダーメン・ナーバルとの緊張が生じていたと指摘した。
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