国防ETF(512670)上涨近1%，机构称军工板块仍存在结构性机会

Group 1 - The China Defense Index (399973) has seen a strong increase of 1.16% as of July 24, 2025, with notable gains from stocks such as Philihua (300395) up 11.50%, Yingliu Co. (603308) up 3.73%, and Hongdu Aviation (600316) up 3.60% [1] - A total of 61 companies have released their half-year performance forecasts as of July 18, 2025, with 33 companies expecting profit increases and 28 expecting profit decreases, indicating a recovery in the military industry sector [1] - The military intelligence sector is becoming a key focus for major countries, with emerging equipment such as intelligent and unmanned systems expected to drive a wave of demand and transformation in the military industry [1] Group 2 - The Defense ETF closely tracks the China Defense Index and includes companies under the top ten military groups and those providing equipment to the armed forces, reflecting the overall performance of defense industry stocks [2] - As of June 30, 2025, the top ten weighted stocks in the China Defense Index account for 43.29% of the index, with significant companies including AVIC Shenyang Aircraft (600760) and AVIC Engine (600893) [2] - The management and custody fees for the Defense ETF are the lowest in its category at 0.40%, making it the only ETF with such a low fee structure among 13 similar ETFs [2]