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Political preferences clash with warship building realities as Trump pushes costly Ford class carrier revamp: experts_我的网站

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A | 8月24日消息，光模块龙头中际旭创8月23日晚间召开机构电话会议，披露2026年上半年经营情况及未来展望。业绩层面，中际旭创2026年上半年实现营业收入417.78亿元，同比增长182.49%；归母净利润136.51亿元，同比增长241.70%。

The USS Gerald R. Ford departs from Souda Naval Base near Chania on the island of Crete, Greece, on February 26, 2026. Photo: VCGUS President Donald Trump's reported push to reshape the US Navy's next-generation aircraft carriers - from moving the island to abandoning electromagnetic catapults in favor of steam-powered systems - could impose heavy engineering, financial and schedule costs, Chinese military affairs experts said, warning of a widening gap between political preferences and the realities of building some of the world's most complex warships.
The Washington Post reported on Saturday that the US Navy is considering a major redesign of its new Ford-class aircraft carriers to better match Trump's preferred aesthetic, with the president favoring ships that more closely resemble US carriers from the World War II era. One option under study would move the carrier's island farther forward, toward the middle of the ship.
US officials cited by the report warned that such a change could require billions of dollars in redesign costs and cause substantial delays.
The potential island redesign comes only days after Trump ordered another far-reaching change to the Ford-class program. On Thursday, he signed a national security memorandum directing the Pentagon and Navy to develop a plan within 60 days to replace the Electromagnetic Aircraft Launch System (EMALS) with steam catapults and the Ford-class carriers' Advanced Weapons Elevators with hydraulic systems, beginning with the future USS Doris Miller, or CVN-81, USNI News reported.
Trump has repeatedly criticized EMALS as "too complex" and "not as effective as steam catapults," according to Reuters.
But the order would reverse a technology path the US Navy has pursued for more than a decade. When the Navy selected EMALS in 2009, it said the system would lower overall lifecycle costs, require less maintenance than steam catapults and place less physical stress on carrier-based aircraft, per Reuters.
As of March 2026, the USS Gerald R. Ford had conducted 36,863 EMALS launches, according to Pentagon documents cited by Reuters.
General Atomics, the manufacturer of EMALS, has warned against changing course on the Doris Miller, saying nearly 50 percent of production related to the system has already been completed and that a switch now would create significant cost, schedule and integration risks, according to Reuters.
Zhang Junshe, a Chinese military affairs expert, told the Global Times on Sunday that the Ford-class carrier's aft-positioned island is not merely an aesthetic choice, but is closely tied to flight-deck efficiency and landing safety. "Moving the island farther aft creates more space around the catapults for aircraft parking and handling, helping shorten launch preparation time, while also reducing airflow disturbance during aircraft recovery," he said.
Relocating the island forward would not be a simple cosmetic adjustment, but a major redesign affecting weight distribution, buoyancy, flight-deck layout and aerodynamics, with significant implications for both cost and schedule, Zhang noted.
Song Zhongping, another Chinese military affairs expert, told the Global Times that Trump's demand is one thing, but turning it into an actual warship design is another.
"The first four Ford-class carriers have either entered service or are already in different stages of construction, leaving very little room for fundamental changes to their overall designs," Song said. Even the fifth and sixth ships - the future USS William J. Clinton, CVN-82, and USS George W. Bush, CVN-83 - would face considerable cost and engineering consequences if the Navy attempts to overturn their established technological architecture, he said.
The US Navy officially announced the names of CVN-82 and CVN-83 in January 2025, per the US Navy official website.
"There is an obvious gap between US President's political will and the engineering realities of aircraft-carrier construction," Song said.
Such proposed changes come as Ford-class construction timelines have already grown considerably compared with those of the preceding Nimitz class. The US Congressional Budget Office (CBO) said in April that Nimitz-class carriers typically took seven to eight years to build, while Ford-class ships are currently taking roughly 10 to 11 years. In a separate assessment released this month, the CBO estimated that future Ford-class carriers under the Navy's 2027 shipbuilding plan could cost about $22 billion apiece.
"Electromagnetic launch represents an advanced direction in aircraft-carrier catapult technology and has far greater development potential than traditional steam catapults," Song said. "If the US gives up electromagnetic catapults and returns to steam catapults, that would be a technological regression and a step backward."
Echoing Song, Zhang said electromagnetic catapults offer more precise control of launch energy and broader compatibility with different types of carrier-based aircraft, while requiring less shipboard space than steam systems with their extensive high-pressure piping.
"Replacing EMALS with steam catapults on a Ford-class carrier already designed around electromagnetic launch would not only represent a technological step backward, but could also turn an attempt to reduce risk into a new source of engineering and system-integration risk," Zhang said.
。其中第二季度营收222.8亿元，环比增长14.3%，归母净利润79.2亿元，环比增长38%。

B | 毛利率提升至46.4%，主要受益于1.6T等高附加值光模块出货环比增长及产品结构优化。

C | 中际旭创透露，过去光模块行业通常只签3个月订单，但如今很多客户已给到2027年的长期订单，部分客户正洽谈长协。2027年1.6T和800G的订单需求相较2026年仍保持快速增长。新产品布局方面，2.4T、NPO（近封装光学）、XPO（超高密度可插拔光学）等新产品将适用于scale-out（横向扩展）和scale-up（纵向扩展）等应用场景。中际旭创正在根据大客户定制要求积极开发或送样，新产品有望于2027年下半年量产，2028年实现更大规模出货。预计NPO将成为行业客户普遍接受的光互连方案，主要用于scale-up场景。对于产品价格，中际旭创强调价格降幅相对理性，并非市场传言的剧烈下降。