Sou Hu Cai Jing·2025-07-03 06:43Group 1 - The defense and military industry sector has shown renewed activity after two consecutive days of decline, with the defense military ETF (512810) experiencing significant buying interest, accumulating over 140 million yuan in the past five trading days [1] - Commercial aerospace concept stocks have performed well, with notable increases such as Platinum Tech rising over 10% and Zhongshen Power increasing over 8% [1][3] - The recent construction of the satellite super factory project in Wenchang, Hainan, has attracted 26 companies, indicating a strong industrial clustering effect [2] Group 2 - Short-term factors driving the commercial aerospace sector include satellite constellation construction and launches, with high sensitivity to event stimuli expected to persist [3] - Historical data shows that July has a high success rate for sectors like defense and military, new energy manufacturing, and resource products such as steel and chemicals [3][4] - The defense military ETF (512810) has undergone a share split, reducing the trading threshold from approximately 120 yuan to around 60 yuan, making it more accessible for investors [5]