GreatWall Military(SH:601606) Xin Lang Ji Jin·2025-08-01 03:01Core Viewpoint - The defense and military industry sector is experiencing fluctuations, with the defense military ETF (512810) showing signs of strong buying interest despite recent volatility [1][3]. Group 1: ETF Performance - On August 1, the defense military ETF (512810) initially dropped by 2% but later rebounded, currently down by 1.31% [1]. - The ETF has seen a continuous premium in the market, indicating strong buying pressure, with a total net subscription of 99.35 million yuan over the past four trading days [1][3]. - The ETF's price is currently around 0.678, with a trading volume of 759 [2]. Group 2: Market Sentiment and Future Outlook - Analysts from Zhonghang Securities suggest that the defense and military sector is in a favorable position with potential for upward movement, while the risk of a structural deep adjustment is relatively low [3]. - There are three major catalysts for the defense and military sector: the military's "14th Five-Year Plan" entering a critical delivery phase, potential benefits from the upcoming September 3 military parade, and a rebound in net profits for some military stocks in Q2 [3]. - The defense military ETF (512810) covers a wide range of themes, including commercial aerospace, low-altitude economy, large aircraft, deep-sea technology, military AI, and controllable nuclear fusion [3].