板块长期成长确定性受关注，军工ETF（512660）昨日净流入超1.1亿元，关注全市场规模最大军工ETF机会

Group 1 - The article highlights the release of the "Important Military Industrial Facility Protection Regulations" by Xinhua News Agency on May 26, 2025, which emphasizes the classification protection of facilities involved in national defense research and production [1] - Northeast Securities indicates that the defense and military industry sector has long-term growth certainty, with the current "14th Five-Year Plan" entering its final year, and industry disruption factors largely eliminated, leading to a recovery in downstream demand [1] - The article notes that the aerospace equipment sector may face supply chain risks due to the U.S. suspension of C919 engine exports, but this will accelerate the domestic substitution process, with the development of the Changjiang-1000A engine continuing to progress [1] Group 2 - The low-altitude economy industry is experiencing a dual resonance period of "policy + new product commercialization acceleration," with products like the Rainbow-YH1000 unmanned logistics aircraft making their maiden flights, indicating a potential industry surge [1] - The article discusses the shift of controlled nuclear fusion from thematic investment to a trend-based industrial investment, with enhanced domestic and international technological collaboration and capital linkage benefiting long-term suppliers of materials and components [1] - The military ETF (code: 512660) tracks the CSI Military Industry Index (code: 399967), which is compiled by the China Securities Index Co., Ltd., reflecting the overall performance of military-themed stocks by selecting ten major military group-controlled and related listed companies from the A-share market [1]