军工板块盘中领涨，军工ETF（512660）涨近2%，近5日净流入额近3亿元，机构表示欧盟国防战略转向或提振行业景气度

Core Viewpoint - The military industry sector is experiencing a surge, with the military ETF (512660) rising nearly 2% and a net inflow of nearly 300 million yuan over the past five days, driven by the EU's shift in defense strategy which may boost industry prosperity [1][2]. Group 1: EU Defense Strategy - The EU's defense industrial strategy is shifting towards self-sufficiency, aiming for 50% of defense equipment procurement from EDTIB by 2030 and increasing intra-EU defense trade to 35% [1]. - European defense companies currently have full order books but face tight production capacity, with global military trade demand remaining robust [1]. Group 2: Emerging Equipment Demand - The evolution of warfare is driving demand for new equipment, with the European Defense White Paper emphasizing capabilities in drones, counter-drone systems, and artificial intelligence [1]. - The competition for defense production capacity is impacting the supply of civil aviation, benefiting qualified aerospace companies in China [1]. Group 3: Investment Opportunities - The military sector has shown positive signals in 2024, with core companies announcing contracts and expected increases in related transaction volumes by 2025, indicating a recovery in the military fundamentals [2]. - Investing in the military sector is considered to have a high cost-performance ratio, especially with emerging trends in low-altitude and deep-sea industries, suggesting opportunities for strategic investments in military ETF (512660) [2].