Sou Hu Cai Jing·2025-06-18 06:22Group 1 - The core viewpoint of the news highlights the positive performance of the aerospace and defense sector, with the CN5082 index rising by 0.69% and several key stocks showing significant gains, such as Changcheng Military Industry up 10.01% and Tianhe Defense up 7.24% [1] - The Paris Air Show has commenced, with China Aviation Industry Corporation showcasing 30 key aerospace products under the theme "Cooperation and Value Creation," which is expected to enhance China's international orders for aerospace products [1][2] - The Tianhong Aerospace ETF closely tracks the CN5082 index and focuses on military aerospace sectors, indicating a concentrated investment in core areas related to the Air Force and aerospace [2] Group 2 - The top ten weighted stocks in the CN5082 index account for 52.51% of the total index, with notable companies including Guangqi Technology, Aero Engine Corporation, and AVIC Shenyang Aircraft [2] - The ongoing geopolitical tensions and the shift in defense strategies towards the Indo-Pacific region are expected to drive long-term growth in the military industry, with increased defense spending being a necessary option [2]