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市场调查报告书
商品编码
1941143
火箭和飞弹市场-全球产业规模、份额、趋势、机会及预测(按发射方式、推进方式、地区和竞争格局划分,2021-2031年)Rocket and Missile Market - Global Industry Size, Share, Trends, Opportunity, and Forecast, Segmented By Launch Mode, By Propulsion, By Region & Competition, 2021-2031F |
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全球火箭和飞弹市场预计将从 2025 年的 665.8 亿美元成长到 2031 年的 936.5 亿美元,年复合成长率为 5.85%。
这些系统,包括用于投射军用弹头或部署太空探勘有效载荷的自行式空中装置,由于地缘政治日益不稳定以及国防预算不断增加并致力于战略能力现代化,其需求日益增长。因此,各国政府正优先采购精确导引武器和战术发射系统,以确保作战准备就绪并维持有效的阻碍力。
| 市场概览 | |
|---|---|
| 预测期 | 2027-2031 |
| 市场规模:2025年 | 665.8亿美元 |
| 市场规模:2031年 | 936.5亿美元 |
| 复合年增长率:2026-2031年 | 5.85% |
| 成长最快的细分市场 | 高超音速 |
| 最大的市场 | 北美洲 |
儘管产业发展迅速,供应链脆弱性仍构成重大挑战。具体而言,先进导引系统所需的关键原料和半导体短缺。这些物流限制制约了生产扩充性,延缓了交货时间,使製造商难以应对日益增长的订单。根据欧洲航太与国防工业协会(ASD)的数据,预计到2024年,国防领域的销售额将增长13.8%,达到1834亿欧元,这表明儘管存在这些供应链瓶颈,该行业的财务潜力依然巨大。
地缘政治紧张局势加剧和全球国防费用不断增长,正从根本上改变火箭和飞弹系统的筹资策略。面对日益严峻的跨国安全威胁,各国正优先考虑取得远程精准打击能力和一体化防空系统,以确保战备状态。这种策略调整正推动大量资金流入航太防御领域,以扩大战术武器生产线。根据斯德哥尔摩国际和平研究所(SIPRI)于2025年4月发布的《2024年全球军事开支趋势》概况介绍,预计全球军费开支将成长9.4%,达到2.718兆美元。这是冷战结束以来最大的年度增幅,并将直接推动高超音速技术和现代弹道飞弹武库的发展。
同时,低地球轨道(LEO)卫星星系的快速扩张正在彻底改变发射服务市场。为建立全球宽频连接和即时地球观测网路而开展的商业性活动需要频繁的轨道访问,这推动了可重复使用运载火箭的普及,从而显着降低了每公斤入轨成本。根据SpaceX公司2025年1月发布的官方更新,该公司在2024年使用其猎鹰系列火箭成功完成了134次发射任务,占全球轨道发射总量的绝大部分。对动能防御系统和太空通道的强劲需求也体现在主要产业参与者的订单簿上。洛克希德马丁公司在2025年1月报告称,其年末累积订单达到创纪录的1760亿美元,显示全球对先进防御系统的需求持续旺盛。
全球火箭和飞弹市场正面临严重的供应链中断,尤其是复杂导引系统所需的关键原料和半导体短缺问题。这种物流不稳定严重限制了产扩充性,使製造商难以将创纪录的订单转化为实际收入。稀土元素和先进处理器等关键部件的供应中断导致精确制导武器生产线停滞,延长了前置作业时间,推迟了部署计划,最终损害了国防客户的作战准备。
供应商数量的减少造成了一种岌岌可危的局面,任何一个分包商的倒闭都可能导致重大专案停滞。据美国国防工业协会称,受访的私营部门表示,到2024年,过去三年中,他们失去了26%的关键供应商,凸显了工业基础的严重萎缩。合格供应商的减少迫使导弹製造商依赖数量日益减少的供应商,这增加了出现瓶颈的风险,并直接阻碍了该行业利用不断增长的全球需求的能力。
各国为保护自身国防能力免受跨境物流中断的影响,日益重视国内製造和供应链主权,这正在重塑产业格局。各国政府越来越强制要求关键子系统在国内生产,迫使主要承包商扩大国内生产规模,减少对分散的全球供应链的依赖。这种策略转变正推动本地组装的积极扩张,以确保策略自主,摆脱国际贸易瓶颈的束缚。正如《飞行世界》杂誌2025年3月发表的题为《MBDA扩大导弹生产,订单累积订单激增至370亿欧元》的报道所述,欧洲导弹系统製造商MBDA在2024年将导弹产量和交付同比增长了33%,直接满足了补充主权库存的迫切需求。
此外,高超音速滑翔飞行器(HGV)和紧急起飞喷射推进技术的研发正在加速下一代打击能力的形成,这些能力能够突破现代反介入/区域阻绝(A2/AD)防御体系。产业领导者正在大力投资专用基础设施,以生产能够长时间维持5马赫以上速度的先进吸气式发动机,这对于远端机动至关重要。这些推进技术的进步对于将高超音速原型机过渡到作战阶段至关重要。根据《今日设计开发》(Design Development Today)2025年6月发表的一篇报导“诺斯罗普·格鲁曼公司在马里兰州新建工厂,拓展推进能力”的文章,诺斯罗普·格鲁曼公司正在其位于埃尔克顿的工厂投资1亿美元,建设一个新的研发中心,专门用于满足高速生产系统的生产需求。
The Global Rocket and Missile Market is projected to expand from USD 66.58 Billion in 2025 to USD 93.65 Billion by 2031, reflecting a compound annual growth rate of 5.85%. These systems, which include self-propelled airborne units for delivering military warheads or deploying space exploration payloads, are seeing increased demand due to rising geopolitical instability and a corresponding boost in national defense budgets focused on modernizing strategic capabilities. Consequently, governments are prioritizing the procurement of precision-guided munitions and tactical launch systems to guarantee operational readiness and maintain effective deterrence.
| Market Overview | |
|---|---|
| Forecast Period | 2027-2031 |
| Market Size 2025 | USD 66.58 Billion |
| Market Size 2031 | USD 93.65 Billion |
| CAGR 2026-2031 | 5.85% |
| Fastest Growing Segment | Hypersonic |
| Largest Market | North America |
Despite this growth, the industry encounters significant hurdles related to supply chain fragility, specifically a shortage of critical raw materials and semiconductors needed for sophisticated guidance units. These logistical constraints limit production scalability and delay delivery timelines, making it difficult for manufacturers to fulfill the escalating backlog of orders. According to the Aerospace, Security and Defence Industries Association of Europe, the defense sector saw a turnover increase of 13.8 percent in 2024, reaching 183.4 billion euros, underscoring the financial magnitude of the sector despite these supply chain bottlenecks.
Market Driver
Heightened geopolitical tensions and a worldwide increase in defense spending are fundamentally transforming procurement strategies for rocket and missile systems. Faced with escalating cross-border security threats, nations are prioritizing the acquisition of long-range precision strike capabilities and integrated air defense architectures to ensure combat readiness. This strategic realignment has triggered a substantial influx of capital into the aerospace defense sector to expand tactical weaponry production lines. As reported by the Stockholm International Peace Research Institute (SIPRI) in their April 2025 'Trends in World Military Expenditure, 2024' Fact Sheet, global military spending surged by 9.4 percent to reach 2,718 billion USD, representing the sharpest year-on-year rise since the end of the Cold War and directly fueling the development of hypersonic technologies and modern ballistic missile stockpiles.
Simultaneously, the rapid expansion of Low Earth Orbit (LEO) satellite constellations is revolutionizing the market's launch services segment. The commercial drive to establish global broadband connectivity and real-time earth observation networks necessitates high-frequency orbital access, promoting the adoption of reusable launch vehicle architectures that have drastically reduced the cost per kilogram to orbit. According to a January 2025 official update from SpaceX, the company successfully executed 134 missions with its Falcon rocket family in 2024, comprising the majority of global orbital launches. This robust demand for both kinetic defense systems and space access is reflected in the order books of major industry players, with Lockheed Martin Corporation reporting a record year-end backlog of 176 billion USD in January 2025, signaling enduring global demand for advanced defense systems.
Market Challenge
The Global Rocket and Missile Market faces significant obstacles due to supply chain fragility, particularly the scarcity of essential raw materials and semiconductors required for complex guidance units. This logistical instability severely constrains production scalability, making it difficult for manufacturers to convert record-high order backlogs into realized revenue. When the supply of vital components, such as rare earth elements and advanced processors, is interrupted, production lines for precision-guided munitions stagnate, leading to extended lead times and delayed deployment schedules that ultimately compromise the operational readiness of defense clients.
This contraction within the vendor base has established a precarious landscape where the failure of a single sub-tier manufacturer can halt major programs. According to the National Defense Industrial Association, private sector respondents reported a 26 percent loss of critical suppliers over the last three years in 2024, highlighting a severe erosion of the industrial base. This decrease in qualified sources forces missile manufacturers to depend on a diminishing pool of vendors, increasing the risk of bottlenecks and directly hindering the industry's capacity to capitalize on rising global demand.
Market Trends
A growing emphasis on indigenous manufacturing and supply chain sovereignty is reshaping the industrial landscape as nations seek to protect their defense capabilities from cross-border logistical disruptions. Governments are increasingly mandating the localization of critical sub-systems, forcing prime contractors to expand domestic production rather than relying on fragmented global supply chains. This strategic shift is driving the aggressive ramping of local assembly lines to ensure strategic autonomy independent of international trade bottlenecks. As noted in a March 2025 Flight Global report titled 'MBDA boosts missile output as backlog spikes to €37bn,' European missile systems manufacturer MBDA increased its missile production and delivery by 33 percent in 2024 compared to the previous year, directly addressing the urgent need for sovereign inventory replenishment.
Furthermore, the development of Hypersonic Glide Vehicles and scramjet propulsion is accelerating the creation of next-generation strike capabilities designed to penetrate modern anti-access/area-denial architectures. Industry leaders are investing heavily in specialized infrastructure to produce advanced air-breathing engines capable of sustaining speeds exceeding Mach 5 for extended periods, which is crucial for long-range maneuverability. These propulsion advancements are vital for moving hypersonic prototypes into operational service. According to a June 2025 article in Design Development Today titled 'Northrop Grumman Expands Propulsion Capacity with New Maryland Facility,' Northrop Grumman is implementing a 100 million USD investment at its Elkton site to build a new innovation center dedicated to the production requirements of hypersonic air-breathing propulsion systems.
Report Scope
In this report, the Global Rocket and Missile Market has been segmented into the following categories, in addition to the industry trends which have also been detailed below:
Company Profiles: Detailed analysis of the major companies present in the Global Rocket and Missile Market.
Global Rocket and Missile Market report with the given market data, TechSci Research offers customizations according to a company's specific needs. The following customization options are available for the report: