军工业绩拐点或至，军工ETF（512660）连续10日净流入超13亿元，覆盖海陆空天信全产业链，规模居同类产品第一

Group 1 - The military industry is entering a significant upward cycle, driven by domestic demand from military construction, particularly during the transition to the next generation of military equipment after a century of military development [1] - The global military trade is experiencing a supply-demand resonance due to increasing geopolitical changes, with China's military products gaining recognition for their performance and supply capabilities, leading to a robust future for China's military trade [1] - The growth cycle in the military industry is expected to enhance industry valuations, as the reshaping of global military trade and domestic construction cycles open up significant opportunities for the sector [1] Group 2 - The military ETF (512660) is the largest in its category, covering the entire military industry chain and providing a crucial tool for capitalizing on industry allocation opportunities [2] - The index tracked by the ETF reflects the overall performance of representative listed companies in the defense and military industry, with a high concentration in various subfields [2]