{"id":43296,"date":"2026-04-01T12:00:00","date_gmt":"2026-04-01T10:00:00","guid":{"rendered":"https:\/\/gnews.cz\/?p=43296"},"modified":"2026-04-01T10:42:38","modified_gmt":"2026-04-01T08:42:38","slug":"analyza-rusko-ukrajinsky-konflikt-obranny-prumysl-zisky-vyroba-a-geopoliticky-vliv-iv","status":"publish","type":"post","link":"https:\/\/gnews.cz\/cs_cz\/tema\/analyza-rusko-ukrajinsky-konflikt-obranny-prumysl-zisky-vyroba-a-geopoliticky-vliv-iv\/","title":{"rendered":"Anal\u00fdza: Rusko-ukrajinsk\u00fd konflikt – Obrann\u00fd pr\u016fmysl, zisky, v\u00fdroba a geopolitick\u00fd vliv (IV.)"},"content":{"rendered":"\n

Konflikt mezi Ruskem a Ukrajinou se stal p\u0159\u00ednosem pro glob\u00e1ln\u00ed obrann\u00fd pr\u016fmysl, proto\u017ee vl\u00e1dy po cel\u00e9m sv\u011bt\u011b v\u00fdrazn\u011b zv\u00fd\u0161ily vojensk\u00e9 v\u00fddaje v reakci na zhor\u0161en\u00e9 bezpe\u010dnostn\u00ed prost\u0159ed\u00ed. Konflikt vyvolal prudk\u00fd n\u00e1r\u016fst popt\u00e1vky po \u0161irok\u00e9 \u0161k\u00e1le vojensk\u00e9 techniky \u2013 od ru\u010dn\u00edch zbran\u00ed a\u017e po pokro\u010dil\u00e9 raketov\u00e9 syst\u00e9my \u2013 a zbrojn\u00ed spole\u010dnosti pracuj\u00ed nep\u0159etr\u017eit\u011b, aby tuto popt\u00e1vku uspokojily. P\u0159in\u00e1\u0161\u00edme \u010dtvrt\u00fd d\u00edl na\u0161\u00ed anal\u00fdzy, v n\u011bm\u017e se zam\u011b\u0159ujeme na obrann\u00fd pr\u016fmysl, zisky, v\u00fdrobu a geopolitick\u00fd vliv.<\/strong><\/p>\n\n\n\n

Konflikt p\u0159edev\u0161\u00edm zd\u016fraznil v\u00fdznam siln\u00e9 a odoln\u00e9 obrann\u00e9 pr\u016fmyslov\u00e9 z\u00e1kladny a vedl k obnoven\u00e9mu d\u016frazu na investice do nov\u00fdch technologi\u00ed a zvy\u0161ov\u00e1n\u00ed efektivity v\u00fdrobn\u00edch proces\u016f. Obrann\u00fd pr\u016fmysl z\u00e1rove\u0148 v\u00fdrazn\u011b t\u011b\u017e\u00ed z geopolitick\u00e9ho nap\u011bt\u00ed, kter\u00e9 konflikt vyvolal, proto\u017ee st\u00e1ty se sna\u017e\u00ed posilovat sv\u00e9 vojensk\u00e9 schopnosti jako prost\u0159edek odstra\u0161en\u00ed potenci\u00e1ln\u00edch protivn\u00edk\u016f.<\/p>\n\n\n\n

Rekordn\u00ed zisky glob\u00e1ln\u00edch zbrojn\u00edch firem<\/strong><\/p>\n\n\n\n

Konflikt mezi Ruskem a Ukrajinou vedl k rekordn\u00edm zisk\u016fm glob\u00e1ln\u00edch zbrojn\u00edch spole\u010dnost\u00ed. N\u00e1r\u016fst popt\u00e1vky po vojensk\u00e9 technice zp\u016fsobil v\u00fdrazn\u00e9 zv\u00fd\u0161en\u00ed p\u0159\u00edjm\u016f firem vyr\u00e1b\u011bj\u00edc\u00edch \u0161irok\u00e9 spektrum zbra\u0148ov\u00fdch syst\u00e9m\u016f. Sou\u010dasn\u011b do\u0161lo k v\u00fdrazn\u00e9mu r\u016fstu cen akci\u00ed t\u011bchto spole\u010dnost\u00ed, proto\u017ee investo\u0159i s\u00e1zej\u00ed na dlouhodob\u00fd r\u016fst odv\u011btv\u00ed. Zisky zbrojn\u00edch firem jsou v\u0161ak p\u0159edm\u011btem kontroverz\u00ed \u2013 n\u011bkte\u0159\u00ed tvrd\u00ed, \u017ee profituj\u00ed z utrpen\u00ed jin\u00fdch, zat\u00edmco jin\u00ed argumentuj\u00ed, \u017ee tyto zisky p\u0159edstavuj\u00ed nezbytn\u00fd stimul pro investice do v\u00fdzkumu a v\u00fdvoje technologi\u00ed kl\u00ed\u010dov\u00fdch pro n\u00e1rodn\u00ed bezpe\u010dnost.<\/p>\n\n\n\n

Anal\u00fdza dat SIPRI o p\u0159\u00edjmech zbrojn\u00edho pr\u016fmyslu<\/strong><\/p>\n\n\n\n

Data Stockholmsk\u00e9ho mezin\u00e1rodn\u00edho \u00fastavu pro v\u00fdzkum m\u00edru (SIPRI) ukazuj\u00ed, \u017ee glob\u00e1ln\u00ed zbrojn\u00ed pr\u016fmysl zaznamenal v posledn\u00edch letech v\u00fdrazn\u00fd r\u016fst p\u0159\u00edjm\u016f. Sto nejv\u011bt\u0161\u00edch sv\u011btov\u00fdch firem vyr\u00e1b\u011bj\u00edc\u00edch zbran\u011b a poskytuj\u00edc\u00edch vojensk\u00e9 slu\u017eby prodalo v roce 2024 zbran\u011b v hodnot\u011b 679 miliard dolar\u016f, co\u017e p\u0159edstavuje meziro\u010dn\u00ed n\u00e1r\u016fst o 5,9 % (Meduza). Tento r\u016fst je z velk\u00e9 \u010d\u00e1sti d\u016fsledkem zv\u00fd\u0161en\u00e9 popt\u00e1vky zp\u016fsoben\u00e9 konfliktem. Data rovn\u011b\u017e ukazuj\u00ed, \u017ee Spojen\u00e9 st\u00e1ty nad\u00e1le dominuj\u00ed glob\u00e1ln\u00edmu trhu se zbran\u011bmi \u2013 42 ze 100 nejv\u011bt\u0161\u00edch firem s\u00eddl\u00ed pr\u00e1v\u011b zde.<\/p>\n\n\n\n

Data SIPRI d\u00e1le odhaluj\u00ed n\u011bkolik trend\u016f: odv\u011btv\u00ed se st\u00e1le v\u00edce konsoliduje (dominance men\u0161\u00edho po\u010dtu velk\u00fdch firem) a z\u00e1rove\u0148 globalizuje, proto\u017ee na trh vstupuj\u00ed spole\u010dnosti z \u0161ir\u0161\u00edho spektra zem\u00ed.<\/p>\n\n\n\n

\"\"
Tabulka 1: P\u0159\u00edjmy glob\u00e1ln\u00edho zbrojn\u00edho pr\u016fmyslu podle region\u016f (2024), upraveno podle dat SIPRI publikovan\u00fdch v prosinci 2025 (Meduza).<\/em><\/figcaption><\/figure>\n\n\n\n

<\/p>\n\n\n\n

P\u0159\u00edpadov\u00e1 studie: Lockheed Martin a RTX (USA)<\/strong><\/p>\n\n\n\n

Lockheed Martin a RTX (d\u0159\u00edve Raytheon Technologies) pat\u0159\u00ed mezi nejv\u011bt\u0161\u00ed obrann\u00e9 dodavatele ve Spojen\u00fdch st\u00e1tech. Od za\u010d\u00e1tku konfliktu v\u00fdrazn\u011b zv\u00fd\u0161ily sv\u00e9 p\u0159\u00edjmy i zisky. Lockheed Martin je nejv\u011bt\u0161\u00ed zbrojn\u00ed firma na sv\u011bt\u011b a vyr\u00e1b\u00ed \u0161irokou \u0161k\u00e1lu syst\u00e9m\u016f, v\u010detn\u011b st\u00edha\u010dky F-35 a protitankov\u00fdch st\u0159el Javelin. RTX je kl\u00ed\u010dov\u00fdm v\u00fdrobcem syst\u00e9m\u016f protivzdu\u0161n\u00e9 obrany a v\u00fdznamn\u00fdm dodavatelem zbran\u00ed pro Ukrajinu.<\/p>\n\n\n\n

Ob\u011b spole\u010dnosti t\u011b\u017e\u00ed z r\u016fstu americk\u00fdch vojensk\u00fdch v\u00fddaj\u016f a o\u010dek\u00e1v\u00e1 se, \u017ee jejich r\u016fst bude pokra\u010dovat. Lockheed Martin, kter\u00fd vyr\u00e1b\u00ed syst\u00e9my HIMARS a GMLRS z\u00e1sadn\u00ed pro ukrajinsk\u00e9 operace, z\u00edskal v dubnu 2023 kontrakt americk\u00e9 arm\u00e1dy v hodnot\u011b 4,8 miliardy USD. RTX pak prost\u0159ednictv\u00edm divize Raytheon Missiles and Defense z\u00edskala zak\u00e1zku a\u017e za 1,2 miliardy USD na dod\u00e1vku \u0161esti syst\u00e9m\u016f NASAMS pro Ukrajinu.<\/p>\n\n\n\n

P\u0159\u00edpadov\u00e1 studie: Rheinmetall a evrop\u0161t\u00ed obrann\u00ed giganti<\/strong><\/p>\n\n\n\n

Rheinmetall pat\u0159\u00ed mezi nejv\u011bt\u0161\u00ed evropsk\u00e9 zbrojn\u00ed spole\u010dnosti a v\u00fdrazn\u011b t\u011b\u017e\u00ed z r\u016fstu vojensk\u00fdch v\u00fddaj\u016f v Evrop\u011b. Firma vyr\u00e1b\u00ed tanky, d\u011blost\u0159electvo i munici a pat\u0159\u00ed mezi kl\u00ed\u010dov\u00e9 dodavatele pro Ukrajinu. Z\u00e1rove\u0148 zaznamenala prudk\u00fd n\u00e1r\u016fst objedn\u00e1vek od evropsk\u00fdch st\u00e1t\u016f a investuje do roz\u0161i\u0159ov\u00e1n\u00ed v\u00fdrobn\u00edch kapacit.<\/p>\n\n\n\n

Podobn\u00fd r\u016fst zaznamenaly i dal\u0161\u00ed evropsk\u00e9 firmy, jako BAE Systems \u010di Thales. Rheinmetall nap\u0159\u00edklad v\u00fdrazn\u011b pos\u00edlil svou pozici d\u00edky nov\u00fdm kontrakt\u016fm a prudk\u00e9mu r\u016fstu ceny akci\u00ed.<\/p>\n\n\n\n

Role \u201edal\u0161\u00edch relevantn\u00edch korporac\u00ed\u201c<\/strong><\/p>\n\n\n\n

Konflikt tak\u00e9 zv\u00fdraznil roli technologick\u00fdch firem a soukrom\u00fdch vojensk\u00fdch spole\u010dnost\u00ed. Ty poskytuj\u00ed slu\u017eby od zpravodajstv\u00ed po logistiku a p\u0159isp\u00edvaj\u00ed k rozost\u0159en\u00ed hranic mezi ve\u0159ejn\u00fdm a soukrom\u00fdm sektorem. Jejich role je diskutabiln\u00ed \u2013 n\u011bkte\u0159\u00ed ji pova\u017euj\u00ed za nutnou, jin\u00ed upozor\u0148uj\u00ed na probl\u00e9my s odpov\u011bdnost\u00ed a kontrolou.<\/p>\n\n\n\n

Palantir Technologies: AI, sledov\u00e1n\u00ed a datov\u00e1 analytika<\/strong><\/p>\n\n\n\n

Palantir Technologies sehr\u00e1l v\u00fdznamnou roli d\u00edky poskytov\u00e1n\u00ed analytick\u00e9ho softwaru ukrajinsk\u00e9 vl\u00e1d\u011b, kter\u00fd pom\u00e1h\u00e1 sledovat pohyb rusk\u00fdch jednotek a identifikovat c\u00edle. Technologie firmy vyu\u017e\u00edvaj\u00ed i USA a dal\u0161\u00ed z\u00e1padn\u00ed st\u00e1ty.<\/p>\n\n\n\n

To ukazuje rostouc\u00ed v\u00fdznam um\u011bl\u00e9 inteligence a dat v modern\u00ed v\u00e1lce, ale z\u00e1rove\u0148 vyvol\u00e1v\u00e1 obavy ohledn\u011b sledov\u00e1n\u00ed a naru\u0161ov\u00e1n\u00ed ob\u010dansk\u00fdch svobod. CEO Alex Karp potvrdil, \u017ee technologie firmy se pod\u00edlej\u00ed na zam\u011b\u0159ovac\u00edch syst\u00e9mech ukrajinsk\u00fdch zbran\u00ed.<\/p>\n\n\n\n

Vzestup nov\u00fdch obrann\u00fdch a technologick\u00fdch firem<\/strong><\/p>\n\n\n\n

Konflikt podpo\u0159il vznik nov\u00e9 generace firem vyv\u00edjej\u00edc\u00edch technologie jako drony \u010di kybernetick\u00e9 zbran\u011b. Slou\u017e\u00ed jim jako re\u00e1ln\u00e1 testovac\u00ed platforma a z\u00e1rove\u0148 marketingov\u00fd n\u00e1stroj.<\/p>\n\n\n\n

Nap\u0159\u00edklad tureck\u00e1 spole\u010dnost Baykar, v\u00fdrobce dronu Bayraktar TB2, dos\u00e1hla v roce 2024 tr\u017eeb 1,9 miliardy USD, co\u017e ukazuje obrovsk\u00fd potenci\u00e1l levn\u011bj\u0161\u00edch bezpilotn\u00edch syst\u00e9m\u016f.<\/p>\n\n\n\n

Dopady na glob\u00e1ln\u00ed trhy se zbran\u011bmi a v\u00fdrobu<\/strong><\/p>\n\n\n\n

Konflikt z\u00e1sadn\u011b ovlivnil glob\u00e1ln\u00ed trhy i v\u00fdrobu. Zv\u00fd\u0161en\u00e1 popt\u00e1vka vedla k r\u016fstu produkce a zd\u016fraznila nutnost siln\u00e9 pr\u016fmyslov\u00e9 z\u00e1kladny. Z\u00e1rove\u0148 podpo\u0159ila investice do technologi\u00ed a efektivity v\u00fdroby.<\/p>\n\n\n\n

R\u016fst popt\u00e1vky a tlak na dodavatelsk\u00e9 \u0159et\u011bzce<\/strong><\/p>\n\n\n\n

Bezprecedentn\u00ed popt\u00e1vka po zbran\u00edch a munici zat\u00ed\u017eila glob\u00e1ln\u00ed dodavatelsk\u00e9 \u0159et\u011bzce, zp\u016fsobila \u00fazk\u00e1 hrdla a vynutila rychl\u00e9 navy\u0161ov\u00e1n\u00ed v\u00fdroby. Konflikt uk\u00e1zal, \u017ee modern\u00ed v\u00e1lka spot\u0159ebov\u00e1v\u00e1 materi\u00e1l mnohem rychleji, ne\u017e odpov\u00eddaj\u00ed m\u00edrov\u00e9 v\u00fdrobn\u00ed kapacity.<\/p>\n\n\n\n

Firmy proto investuj\u00ed do roz\u0161i\u0159ov\u00e1n\u00ed v\u00fdroby, ale z\u00e1rove\u0148 se ukazuj\u00ed slabiny glob\u00e1ln\u00edch dodavatelsk\u00fdch \u0159et\u011bzc\u016f, zejm\u00e9na u kl\u00ed\u010dov\u00fdch komponent. To vede st\u00e1ty k v\u011bt\u0161\u00edmu d\u016frazu na dom\u00e1c\u00ed produkci a sn\u00ed\u017een\u00ed z\u00e1vislosti na zahrani\u010dn\u00edch dodavatel\u00edch.<\/p>\n\n\n\n

Lobbing a politick\u00fd vliv zbrojn\u00edch firem<\/strong><\/p>\n\n\n\n

Rekordn\u00ed zisky se prom\u00edtly i do rostouc\u00edho politick\u00e9ho vlivu obrann\u00e9ho pr\u016fmyslu. Firmy investuj\u00ed miliardy do lobbingu, aby ovlivnily rozhodov\u00e1n\u00ed a zajistily si stabiln\u00ed tok zak\u00e1zek.<\/p>\n\n\n\n

Podle zpr\u00e1vy z prosince 2025 vzrostly rozpo\u010dty na lobbing velk\u00fdch evropsk\u00fdch zbrojn\u00edch firem mezi lety 2022 a 2023 o 40 %, p\u0159i\u010dem\u017e deset nejv\u011bt\u0161\u00edch firem zdvojn\u00e1sobilo sv\u00e9 v\u00fddaje v Bruselu na 5,6 milionu eur b\u011bhem p\u011bti let.<\/p>\n\n\n\n

To vytv\u00e1\u0159\u00ed prost\u0159ed\u00ed \u201ezlat\u00e9 hore\u010dky\u201c v Bruselu a siln\u00fd tlak na politiky, aby sm\u011b\u0159ovali finance do obrany \u2013 nap\u0159\u00edklad prost\u0159ednictv\u00edm pl\u00e1nu EU ReArm Europe, kter\u00fd m\u00e1 mobilizovat a\u017e 800 miliard eur nov\u00fdch v\u00fddaj\u016f.<\/p>\n\n\n\n

V p\u0159\u00ed\u0161t\u00edm d\u00edle Strategick\u00e1 pozice \u010c\u00edny: Hled\u00e1n\u00ed rovnov\u00e1hy v m\u011bn\u00edc\u00edm se glob\u00e1ln\u00edm uspo\u0159\u00e1d\u00e1n\u00ed<\/em><\/strong><\/p>\n\n\n\n

P\u0159edchoz\u00ed d\u00edl si m\u016f\u017eete p\u0159e\u010d\u00edst zde: Toky pen\u011bz: financov\u00e1n\u00ed v\u00e1lky a obnova zem\u011b<\/em><\/a><\/p>\n\n\n\n

gnews.cz – GH<\/strong><\/strong><\/p>\n","protected":false},"excerpt":{"rendered":"

Konflikt mezi Ruskem a Ukrajinou se stal p\u0159\u00ednosem pro glob\u00e1ln\u00ed obrann\u00fd pr\u016fmysl, proto\u017ee vl\u00e1dy po cel\u00e9m sv\u011bt\u011b v\u00fdrazn\u011b zv\u00fd\u0161ily vojensk\u00e9 v\u00fddaje v…<\/p>\n","protected":false},"author":6,"featured_media":43297,"comment_status":"open","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"_lmt_disableupdate":"","_lmt_disable":"","footnotes":""},"categories":[3,7,1,2973],"tags":[2085,5438,12135,17,4896,41,12136],"class_list":["post-43296","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-neprehlednete","category-politika","category-tema","category-zahranicni","tag-geopolitika","tag-obranny-prumysl","tag-rusko-ukrajina-konflikt","tag-top","tag-vojenske-vydaje","tag-world","tag-zbrojni-firmy"],"acf":[],"aioseo_notices":[],"_links":{"self":[{"href":"https:\/\/gnews.cz\/cs_cz\/wp-json\/wp\/v2\/posts\/43296","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/gnews.cz\/cs_cz\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/gnews.cz\/cs_cz\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/gnews.cz\/cs_cz\/wp-json\/wp\/v2\/users\/6"}],"replies":[{"embeddable":true,"href":"https:\/\/gnews.cz\/cs_cz\/wp-json\/wp\/v2\/comments?post=43296"}],"version-history":[{"count":1,"href":"https:\/\/gnews.cz\/cs_cz\/wp-json\/wp\/v2\/posts\/43296\/revisions"}],"predecessor-version":[{"id":43299,"href":"https:\/\/gnews.cz\/cs_cz\/wp-json\/wp\/v2\/posts\/43296\/revisions\/43299"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/gnews.cz\/cs_cz\/wp-json\/wp\/v2\/media\/43297"}],"wp:attachment":[{"href":"https:\/\/gnews.cz\/cs_cz\/wp-json\/wp\/v2\/media?parent=43296"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/gnews.cz\/cs_cz\/wp-json\/wp\/v2\/categories?post=43296"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/gnews.cz\/cs_cz\/wp-json\/wp\/v2\/tags?post=43296"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}