A | 8 月 26 日消息，消息源 Nikon Rumors 上周（8 月 23 日）发文称，法国光学巨头依视路陆逊梯卡正在迅速增持尼康股份，当前持股比例已接近 20%。部分人士认为，依视路这种行为是在为收购尼康铺平道路。在此援引 Nikon Rumors，依视路陆逊梯卡从 2024 年开始持续增持尼康股份，2024 年 10 月披露持股比例达 5.1%。 Israeli officials are planning to ask US President Joe Biden for his formal blessing to provide an Iron Beam laser-based air defense system to Gulf Arab states including the United Arab Emirates and possibly Saudi Arabia, Israel’s Channel 12 has reported.,The unsourced Hebrew-language report, cited by the Times of Israel, indicated the delivery of the system to the Gulf countries would assist with the US-led push to ramp up air defense cooperation between Tel Aviv and a loose regional coalition including Egypt, Jordan, Bahrain, the UAE, Saudi Arabia and Qatar.,The Jewish State does not have formal diplomatic relations with the latter two country, and Riyadh has repeatedly stated that it would not establish formal ties with Israel until the Palestinian question and the creation of a Palestinian state was settled.,On Sunday, the Wall Street Journal reported, citing US and Middle Eastern sources, that the Pentagon had organized a hush-hush meeting in Sharm El Sheikh, Egypt in March to discuss ways to improve air defense cooperation against Iranian ballistic missiles and drones. The meeting was said to have been chaired by then-US Central Command chief Frank McKenzie, and attended by top military commanders from Israel and the Arab countries who were invited.,Israeli Defense Minister Benny Gantz, who announced the formation of a regional anti-Iranian air defense alliance last week, appeared to signal the veracity of WSJ’s reporting on Monday, saying Israel was “building” a “wide partnership with additional countries in the region to ensure a secure, stable and prosperous Middle East,” and that “among other things, this also includes aerial defense.”,Israel Creating 'Middle East Air Defense Alliance' Under US' Wing, Defense Minister Says20 June, 11:03 GMT,“We will strengthen this, as a stable Middle East is an international, regional and Israeli interest of the highest order,” Gantz said.,Iran’s military also appeared to issue an indirect response to WSJ’s report, with Armed Forces Chief of Staff Mohammad Bagheri warning Monday that Tehran “will not tolerate” the threats posed by Israel and its cooperation with CENTCOM, and “will definitely react to them.”,Israel has long touted the purported advanced capabilities of its so-called ‘Iron Beam’ laser-based air defense system, a prototype of which was unveiled last year. Earlier this month, Prime Minister Naftali Bennett said the “game-changer” weapon would shift the balance in Israel’s favor, with the estimated $2 in electricity required per burst to intercept enemy rockets just a drop in the bucket compared to the tens of thousands of dollars a rocket might cost. Bennett expressed hope that the system would come online by 2023.,‘Iron Beam’: Israel’s New Laser Air Defence System ‘Will Bankrupt Enemies’, Bennett Says1 June, 11:44 GMT,Last week, Breaking Defense reported that Israel would ask Biden for more money Iron Beam’s development, on top of the $3.3 billion in annual US subsidies already received by the Israeli military and defense establishment. The outlet’s sources indicated that Israel will likely ask the US president to shell out about $300 million in additional cash.,“The relations between the US and Israel are solid. The issues that will be on the table during the visit are of utmost importance to both the US and Israel. I’m confident that the talks will be fruitful to both sides,” a senior defense source told the outlet.,During his trip to the Middle East next month, Biden is expected to tour an Israeli airbase and get a firsthand look at the prototype laser weapons being developed by Israeli defense giants Rafael and Elbit Systems.,Lasers for use against aircraft, missiles, drones, ships, and ground equipment have been on the drawing board of weapons developers since the Cold War, with engineers spending decades mulling over the prospects of replacing conventional missile and shell projectiles with the futuristic beam pulse. But energy-directed weapons have long faced what have previously been deemed unsolvable issues, such as the immense amounts of power required to operate them, as well as interaction between combat lasers and natural phenomena such as rain, fog, smog or dust, all of which dissipates their strength.,Last month, US weapons maker Raytheon reported that its own laser weapon, fitted aboard an Army Stryker vehicle, had successfully downed incoming mortar rounds in testing.,Raytheon Laser Weapon on Stryker Vehicle Succeeds at Shooting Down Incoming Mortar Shells19 May, 22:19 GMT。到 2025 年 10 月，该公司手持的尼康股份已经达到 10.75%-10.8%，成为尼康第一大股东。随后依视路陆逊梯卡获得日本政府根据《外汇及对外贸易法》作出的批准，可将尼康持股比例进一步提升至最高 20%。
B | 2026 年 4 月 7 日，依视路陆逊梯卡持有的尼康股份比例已经达到 19.61%，已经接近上限。依视路陆逊梯卡可能收购尼康的传闻，已经在各界流传一段时间。Nikon Rumors 认为，这种消息更多是猜测，外国公司想要收购尼康，首先需要跨过三条障碍：1、日本法律限制：日本《外汇及对外贸易法》规定，半导体光刻等设备是关乎日本国家安全的“核心”技术。
C | 尼康不只是一家造相机和镜头的公司，他们手里正好拥有多种半导体曝光装置技术。日本监管机构对这些关键领域的外国资本持股实施严格监管，因此外资想收购尼康实际上困难重重。2、依视路陆逊梯卡并没有流露出收购目的：依视路陆逊梯卡此前曾明确表示，公司对尼康股份的定义是长期被动持有，目前没有通过股权干预尼康经营的意图，也无意影响尼康内部架构、经营战略。因此增持本身，并不意味着收购。3、日本文化的阻力：日本的企业文化和监管体系更倾向于维护企业独立性，对外国资本收购本国企业存在较强阻力。尼康曾名为“日本光学”，是拥有悠久历史的精密光学企业，外资试图全面收购所面临的阻力可能更大。
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