军工ETF（512660）昨日净流入1.89亿，国际局势催化行业长期配置价值

Core Viewpoint - The recent announcement of the "Important Military Industrial Facility Protection Regulations" emphasizes the need for enhanced protection of key military facilities, which is expected to bolster national defense modernization efforts [1] Group 1: Industry Developments - The military industry sector has become active following the new regulations, with companies like Zhongtian Rocket and Aviation Development Technology showing significant performance [1] - The international military competition is intensifying, as evidenced by the U.S. planning to invest $175 billion in missile defense systems, highlighting the need for advanced military capabilities [1] - China's first aircraft carrier with an electromagnetic catapult is undergoing sea trials, which will significantly enhance operational flexibility and modernize naval capabilities [1] Group 2: Strategic Insights - The J-10CE fighter jet is noted for its high cost-performance ratio, making it competitive in the international arms trade, equipped with advanced avionics and weapon systems [1] - The ongoing geopolitical tensions in the Asia-Pacific region are likely to escalate, necessitating increased defense spending as a strategic option for China [1] - The military industry is expected to experience long-term growth, with a focus on achieving the centenary military goals by 2027 and accelerating the filling of capability gaps during the 14th Five-Year Plan period [1]