军工ETF（512660）昨日净流入超1.5亿元，地缘冲突催化装备需求或吸引资金关注

Group 1 - The military industry ETF (512660) saw a net inflow of over 150 million yuan, driven by geopolitical conflicts that stimulate equipment demand and attract capital attention [1] - Global geopolitical dynamics are evolving rapidly, with the Ukraine crisis, Middle East turmoil, and increased European defense budgets continuously driving military trade market demand [1] - China is playing an increasingly important role in the global military trade system through technological breakthroughs and market adaptability, with a total cooperation agreement value of approximately 285.6 billion yuan signed at the 2024 Zhuhai Airshow [1] Group 2 - Increased defense spending has become a necessity amid intensified great power competition, with domestic demand and foreign trade expected to drive high prosperity in the military industry, maintaining a long-term positive development trend [1] - Equipment exports are becoming a significant development direction for the industry, with foreign trade likely to open new growth avenues for the military sector [1] - The military industry ETF (512660) tracks the CSI Military Industry Index (399967), which includes securities from major military groups and representative military enterprises, covering sub-industries such as aviation, aerospace, armaments, and shipbuilding [1]