企業應對地緣政治緊張局勢之動態能力：烏俄衝突下韓華集團崛起於全球國防企業之案例研究

Abstract

烏俄戰爭重塑全球安全態勢、推使各國提升國防預算，並為國防企業創造機會。本文旨在研究南韓之韓華集團如何在此背景下崛起，運用戰略及靈活之市場定位，創新與技術實力，以及與南韓政府的緊密合作等，迅速動態適勢並成功壯大，以於全球國防市場中佔有一席之地。本文亦研探韓華可能面臨之挑戰，並提供相關建議，期透過各類分析，為國防企業如何運用動態能力，以在充滿不確定性之市場中保有競爭力，提供洞察與見解。

The Ukraine-Russia conflict has caused great changes in global geopolitics and defense markets. These dynamics have reshaped security priorities, leading to increasing defense spending, and opportunities for new players in the industry. This research will focus on the strategic rise of Hanwha, a South Korean defense conglomerate, as it adapts itself to take advantage of these changing conditions, quickly expanding its presence and establish itself as an emerging player in the global defense market. Key findings of this research include how the Ukraine-Russia conflict has redefined global security priorities and changed demand for defense equipment. The study identifies the factors behind Hanwha’s smart adaptation, such as its market positioning, business strategies, technological competitiveness, and partnerships with both international and domestic governments. It also examines Hanwha’s role in supporting global security objectives and how it has effectively navigated competition against the established Western global defense giants. Besides analyzing Hanwha’s achievement, this study also looks into the challenges and risks the company faces, and concludes with recommendations to support Hanwha’s sustained growth in the long-term. Through a detailed analysis of Hanwha’s rise amid tensions, this study hopes to offer clear insights into how defense firms could adapt to geopolitical uncertainty and thrive in a rapidly evolving global market.