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"content": "<p>行政院提出 2100 亿元规模《国防自主无人载具采购特别条例》草案，立法院正在审查，由于未来军工带动的庞大新商机受到市场期待，在台股今 (20) 日陷入剧烈震荡之际，仍看到军工族群表现相对热络，汉翔 (2634-TW)、中光电 (5371-TW)、和成 (1810-TW)、宝一 (8222-TW)、亚航 (2630-TW)、龙德造船 (6753-TW)、晟田 (4541-TW) 等均守在红盘上。</p>\n<p style=\"text-align:center;\"><img src=\"https://cimg.cnyes.cool/prod/news/6540313/l/b6c4f19cc9f3bdc77bf5732ea435a7dc.jpg\" alt=\"〈焦点股〉军工商机蓄势待发 多档无人机概念股守稳红盘\" style=\"width:50%;height:auto;border-radius:6px;margin:15px auto;display:block;\"></p>\n\n\n<p>汉翔早盘一度亮灯涨停，盘中涨幅逾半根停板。</p>\n\n<p>汉翔瞄准国军「低成本、高产能、抗干扰」的不对称作战需求，日前与美商发表 AIxVNAV 无人机视觉导航定位系统，可在无 GPS 环境下精准定位。</p>\n\n<p>法人认为，汉翔积极与美系相关厂商 MAXAR、Orbital Composites 签署技术合作 MOU，有助提升无人机 ODM 整合技术， 未來有望切入台湾国防产业无人机反制系统和近百亿元国防无人机标案，现已有相关专案推动中。</p>\n\n<p>法人进一步提到，因近期朝野协商对无人机产业链发展共识渐趋一致，各党团皆支持无人机在地化发展，估无人载具预算最晚有望于明年正式落地。</p>\n<div class=\"related-articles seo-links\">\n <h4>相关阅读</h4>\n <ul>\n <li><a href=\"/new/tw/article-2370.html\" title=\"钰祥（7909）股东会改选完成，迎来最高标准「世界级董事会」；携手经营团队深化「最纯粹先进制程洁净方案供应商」领先地位，共创长期股东价值\">钰祥（7909）股东会改选完成，迎来最高标准「世界级董事会」；携手经营团队深化「最纯粹先进制程洁净方案供应商」领先地位，共创长期股东价值</a></li>\n <li><a href=\"/new/tw/article-3861.html\" title=\"盘中速报 - 柜买市场加权指数下跌-15.17点至424.67点，跌幅3.45%\">盘中速报 - 柜买市场加权指数下跌-15.17点至424.67点，跌幅3.45%</a></li>\n <li><a href=\"/new/tw/article-6092.html\" title=\"Kontron吁股东拒收购 桦汉董座：计划不变持续深化合作\">Kontron吁股东拒收购 桦汉董座：计划不变持续深化合作</a></li>\n <li><a href=\"/new/tw/article-9355.html\" title=\"微星确定8/20除息 每股配息4.2元9/17发放\">微星确定8/20除息 每股配息4.2元9/17发放</a></li>\n <li><a href=\"/new/tw/article-4404.html\" title=\"盘中速报 - 集中市场加权指数上涨1490.76点至46490.66点，涨幅3.31%\">盘中速报 - 集中市场加权指数上涨1490.76点至46490.66点，涨幅3.31%</a></li>\n <li><a href=\"/new/tw/article-7890.html\" title=\"台镕科技今上市挂牌交易欢度蜜月 早盘最高上涨近2成\">台镕科技今上市挂牌交易欢度蜜月 早盘最高上涨近2成</a></li>\n </ul>\n</div>",
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"createdAt": "2026-07-20T04:52:42.000Z",
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