Group 1 - The military industry sector is experiencing renewed activity, with significant gains in related stocks and ETFs, particularly the "Aviation Industry" concept stocks like Chengfei Integration and Aerospace Rainbow [1][2] - The successful performance of the J-10CE fighter jet in actual combat has boosted confidence in Chinese military products, as reported by CCTV [2] - The unveiling of the "Jiutian" drone at the 15th China Airshow, which is designed to carry various missiles and reconnaissance equipment, indicates advancements in China's drone technology [2] Group 2 - The upcoming Paris Airshow will feature 20 Chinese companies, showcasing high-end manufacturing technologies, which aims to enhance international cooperation and integrate China's aerospace industry into the global market [2] - Recent regulatory changes to the asset restructuring management rules for listed companies are expected to benefit the military sector, particularly in facilitating cross-border mergers and acquisitions [2] - Institutional views suggest that the military industry is poised for an upward trend, with stable orders and ongoing military trade expected to support this growth [3] Group 3 - The Aerospace ETF (159227) focuses on the military sector, with a high concentration of military industry stocks, particularly in aerospace equipment, which accounts for 73% of the index [4] - The National Aerospace Index has a higher concentration in aerospace and military equipment compared to other indices, indicating a strong focus on this sector [4]
板块再度活跃,短期回调结束
Mei Ri Jing Ji Xin Wen·2025-05-20 01:26