Group 1 - The three major indices collectively strengthened, with the aerospace and defense concept slightly rising, as the CN5082.SZ index increased by 0.25% [1] - Notable performers among the index constituents included Guorui Technology rising nearly 6%, Yaguang Technology up over 3%, and Beifang Navigation, Huaqin Technology, and Aerospace Rainbow each rising over 2% [1] - AVIC Chengfei was officially included in the national aerospace index during the regular sample stock adjustment, with five core stocks added and five removed [1] Group 2 - According to AVIC Securities, the military industry is experiencing significant external pressures and internal driving forces due to the volatile international geopolitical landscape and intensified global military technology competition [2] - The Chinese military industry is expected to benefit from the dual drivers of global military development environment changes and "strong planned" endogenous growth [2] - The military industry exhibits stronger anti-cyclicality compared to traditional industries, with short-term drivers such as accelerated technological iteration and approaching key strategic nodes likely to maintain an upward trend in industry prosperity [2]
中航成飞正式纳入国证航天指数,航空航天ETF天弘早盘尾盘走强,国睿科技上涨近6%