Mei Ri Jing Ji Xin Wen·2025-08-04 02:11Group 1 - Aerospace concept stocks have risen, with Aerospace Electronics hitting the daily limit, and Zhongbing Hongjian and China Satellite increasing by over 2% [1] - The ETF tracking the national aerospace and aviation industry index has increased by over 2% [1] - Analysts believe that China's military enterprises have demonstrated technological advantages in areas such as drones and fighter jets, becoming a major growth driver in military trade [2] Group 2 - The aerospace and military industry is expected to be a core beneficiary as the performance of military sectors shows significant signs of bottoming out [2] - Demand across various fields has gradually improved since the beginning of the year, and it is anticipated that with the implementation and delivery of orders, performance is likely to recover quarter by quarter [2]