AVIC SAC(SH:600760) Xin Lang Ji Jin·2025-07-17 05:44Group 1 - The defense and military industry ETF (512810) experienced a surge of over 2%, with a trading volume of 88.1 million yuan [1] - According to Guoxin Securities, the stable growth of military expenditure in China provides a solid foundation for the stable development of the defense and military industry, with industry scale and profits expected to continue rising [3] - China's global competitiveness in shipbuilding, aerospace, and satellite navigation has been steadily improving, making the defense and military industry a crucial area for breakthroughs in new productive forces, indicating a broad industry outlook [3] Group 2 - The importance of national defense security has increased amid frequent global conflicts and geopolitical tensions, which is expected to support industry valuations [3] - The ETF (512810) covers various popular themes, including commercial aerospace, deep-sea technology, military AI, low-altitude economy, and large aircraft, making it an efficient investment tool for the defense and military sector [3] - On July 17, the defense and military sector saw a rapid rise, with stocks like Construction Industrial, Yingliu Shares, and AVIC Shenfei hitting the daily limit, and AVIC Shenfei's stock price reaching a historical high [4]