军工板块持续活跃，军工ETF（512660）涨近1.5%，当前规模超154亿元位居同类第一

Group 1 - The military industry sector remains active, with the military ETF (512660) rising over 1.5% and a net inflow exceeding 400 million yuan in the past 10 days [1] - Since the beginning of the year, the ETF's fund size has increased by nearly 50%, currently exceeding 15.4 billion yuan, ranking first among its peers [1] - A press conference announced a grand ceremony on September 3 to commemorate the 80th anniversary of the victory in the Chinese People's War of Resistance Against Japanese Aggression, showcasing domestic military equipment [1] Group 2 - The military parade coincides with the conclusion of the "14th Five-Year Plan" and the centenary of the military, highlighting China's defense technology and weaponry development capabilities [1] - The parade serves as a strategic showcase for military exports, potentially shifting China's military trade from "cost-effective alternatives" to "technology benchmarks" and from single product exports to "system solutions + service ecosystems" [1] - The military trade market in China is expected to continue expanding in the future [1] Group 3 - The military ETF (512660) tracks the CSI Military Industry Index (399967.SZ), which includes various sub-sectors such as aviation equipment, military electronics, naval equipment, and aerospace equipment, reflecting the overall performance of military industry companies [1] - Investors interested in this sector may consider related investment opportunities [1]