催化不断！国防军工ETF放量涨1.5%，换手率再夺第一！重要新闻发布会明日召开

Core Viewpoint - The defense and military industry experienced a strong rebound on June 23, 2025, with the sector closing as the second highest in gains among all industries, only behind the computer sector [1][3]. Group 1: Market Performance - The defense military ETF (512810) saw a daily increase of 1.5%, closing at 0.608 yuan, with a trading volume of 54.1 million yuan and a turnover rate of 8.73%, leading among six similar ETFs [1][2]. - The trading threshold for the defense military ETF was significantly reduced from approximately 120 yuan to around 60 yuan due to a recent share split, enhancing trading accessibility [1][2]. Group 2: Sector Dynamics - A total of 73 out of 80 leading stocks covered by the defense military ETF rose in value, with notable performances from Changcheng Military Industry, Aerospace Development, and others [2][4]. - Recent geopolitical tensions, including U.S. airstrikes in Iran and escalating conflicts in the Middle East, are expected to reignite a new arms race, positively impacting the defense sector [4][5]. - The 55th Paris Air Show highlighted advanced military aircraft, which are anticipated to bolster China's military trade on a global scale [4][5]. Group 3: Investment Opportunities - The defense military ETF (512810) passively tracks the CSI Military Index, covering various sectors such as military AI, commercial aerospace, and traditional military equipment [5]. - The ETF is currently a target for margin trading and is accessible for northbound capital, indicating strong investment interest [5].