Mei Ri Jing Ji Xin Wen·2025-06-18 03:01Group 1 - The A-share market indices collectively weakened, while the military industry sector showed strength, with the Aerospace ETF (159227) rising by 0.88% as of 10:00 AM, leading the military ETFs in the market [1] - Key stocks in the military sector, such as Great Wall Military and Inner Mongolia First Machinery Group, saw significant gains, with Great Wall Military hitting the daily limit and Inner Mongolia First Machinery Group rising over 7% [1] - The ongoing conflicts, particularly the recent escalation in the Israel-Iran situation, are expected to increase global military trade demand, with China's military equipment poised to capture a larger share of the market due to its strong performance and quality supply [2] Group 2 - China's military enterprises are demonstrating technological advantages in areas such as drones, fighter jets, and missiles, which are expected to drive military trade growth, especially highlighted by the recent Paris Air Show showcasing significant military aircraft [1] - The Aerospace ETF (159227) tracks the National Aerospace Index, which has over 99% weight in the military industry, with aerospace and aviation equipment accounting for 73% of the index's weight, focusing on key areas of the aerospace equipment industry chain [1] - Longjiang Securities predicts that the frequency and intensity of global conflicts will significantly boost overall military trade demand, leading to a period of rapid growth for Chinese military trade and improvements in the profitability and quality of related enterprises [2]