2026-01-29 · 个股论点

澄清CPSH军工应用细节，指出海军项目商业化程度高于弹头研发。

中文翻译

这些是高频交易(HFT)算法对我帖子的反应，每当我提到 $ETOR、$VPG、$LEU 等股票代码时，你们都能看到这种现象。你说得对，我本应该把细微差别表述得更清楚。我的观点是：国防/太空/工业领域的应用可以延伸至 -> AI。目前的营收数字较低，因为许多仍是研究合同，但它们是许多项目的独家供应商(sole source)。以下是更正说明： - 美国陆军作战能力发展司令部(DEVCOM)与 $CPSH 签订了一份为期两年的合同，以验证 CPSH 专有的钨注塑工艺能否制造“可控破片”弹头。 - 关于黑鹰直升机(Hawk Helicopters)的信息来自其官网：“维持像 UH-60 黑鹰这样的传统机队，为引入新型材料提供了独特机会。除了提高系统性能和减轻重量外，现代化工作还必须考虑配置灵活性和简洁性，以支持多样化场景下的作战。” - 这是关于设计“新型装甲地板”的小企业创新研究(SBIR)，该地板提供弹道防护，并可应用于传统(UH-60)和未来垂直起降(FVL)旋翼机。 - 关于美国海军，这是其新闻稿的原话：“这些面板是先进弹道屏蔽组件的一部分，旨在支持美国海军航空母舰和其他水面舰艇的弹道防护系统升级。” 上述所有应用场景均为事实。其中，如美国海军战舰的应用相比钨“可控破片”弹头而言，商业化程度更高。

英文原文

These are HFT algorithms reacting to my posts, you see this with every ticker mention I do from $ETOR, $VPG, $LEU, and others. You're correct I should have worded the nuance better. The point was the applicationsfor Defense/Space/Industrial could be used for -> AI. The revenue numbers are low as many are still research contracts but they are sole source for many programs. This is the correction: - U.S. Army Combat Capabilities Development Command (DEVCOM) had two year contract with $CPSH to see if CPSH’s proprietary injection molding process for tungsten can create "controlled fragmentation" warheads”. - For Hawk Helicators it was from their website "Sustaining legacy fleets, like the UH-60 Black Hawk, provides a unique opportunity to incorporate novel materials. In addition to improving system performance and reducing weight, modernization efforts must consider configurational flexibility and simplicity to support operations across diverse scenarios." - This was SBIR research to design a "novel armored floor that provides ballistic protection and which can be implemented in both legacy (UH-60) and future vertical lift (FVL) rotorcraft" - For US Navy, this was the quote verbatim from their PR: "The panels are an integrated component of advanced ballistic shields developed in support of ballistic protection system upgrades on U.S. Navy Aircraft Carriers and other surface ships" All the applications usage above are true. Some, like US Navy Warships, are more commercialized compared to tungsten that can "controlled fragmentation" warheads”.

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