军工板块盘中回调，资金积极布局，军工ETF（512660）连续3日净流入

Group 1 - The core viewpoint of the news is the release of the white paper "National Security in the New Era" by the State Council Information Office, which aims to explain the innovative concepts, practices, and achievements of China's national security work, enhancing international understanding of China's national security [1] - The military industry is expected to respond to national needs and expand its scope beyond traditional military business to include new domains and emerging non-traditional military fields, forming a new industry system for the new era [1] - The military sector's performance is nearing the bottom, with expectations of a recovery in Q1 2025, driven by the approaching centenary of the military and the completion of the "14th Five-Year Plan" tasks, leading to rapid growth in orders and performance [1] Group 2 - The military sector's recent short-term market movements have been event-driven, but it possesses long-term investment value, with potential for continued upward movement as orders stabilize and military trade continues to be fulfilled [1] - The military ETF (512660) is currently the largest and most liquid military sector ETF, tracking the CSI Military Index, which includes major military-related listed companies and reflects the overall performance of the military industry in the Chinese A-share market [2]