国防ETF(512670)冲击4连阳年内再创新高，突破去年珠海航展高点！

Group 1 - The core viewpoint indicates that the defense industry is experiencing a bullish trend, with the China Securities Defense Index rising by 0.80% and several constituent stocks showing significant gains, such as Steel Research High-Tech up by 7.25% [1] - As of July 20, 2025, among 120 tracked defense industry listed companies, 37 have disclosed their H1 2025 performance forecasts, with 14 companies expecting positive year-on-year growth [1] - The defense industry is anticipated to reach a turning point in orders as the "Centenary Goal of Military Building" enters its second half, driven by new technologies and products aimed at enhancing equipment performance and reducing costs [1] Group 2 - The China Securities Defense Index closely tracks the performance of listed companies under the ten major military groups and those providing weaponry and equipment to the armed forces [2] - As of June 30, 2025, the top ten weighted stocks in the China Securities Defense Index account for 43.29% of the index, with companies like AVIC Shenyang Aircraft Corporation and AVIC Engine Holdings among the leaders [2] - The Defense ETF has the lowest management and custody fees in its category at 0.40%, making it an attractive option for investors [2]