央视重磅发布，军工板块盘中拉升，后市怎么布局？

Group 1 - The military industry sector has shown strong performance, with multiple stocks hitting the daily limit up, and the largest and most liquid military ETF (512660) experiencing significant trading volume exceeding 300 million yuan [1] - The recent confirmation of the J-10CE fighter jet's excellent performance in combat, including shooting down multiple enemy aircraft without sustaining damage, has acted as a catalyst for the military sector [3] - The successful battlefield performance of Chinese military equipment is expected to enhance international recognition and potentially increase China's share in the global military trade market [4] Group 2 - As of the end of Q1 2025, the defense and military industry reported pre-receivable accounts and contract liabilities reaching 177.2 billion yuan, marking a 5.36% increase from the beginning of the year, the highest growth rate in 2023 [5] - The military ETF (512660) tracks the CSI Military Index, reflecting the overall performance of the military industry in the A-share market, and is currently the largest and most liquid in the market, making it a focus for investors [5] - The combination of the "14th Five-Year Plan," "Centenary of the Army," and "indigenous substitution" is expected to drive domestic demand growth in the military sector, indicating strong positive expectations for the industry's fundamentals [5]