全线暴涨！

Core Viewpoint - The A-share market has seen a collective rise in major indices, with a notable surge in the military industry sector driven by strong performance and upcoming events [1][3]. Group 1: Market Performance - The three major A-share indices closed higher, with the Shanghai Composite Index up by 0.66%, the Shenzhen Component Index up by 0.46%, and the ChiNext Index up by 0.5%, with over 3,800 stocks rising [1]. - The military equipment sector experienced significant gains, with stocks like Hengyu Xintong, Beifang Changlong, and Aileda reaching their daily limit up [3][5]. Group 2: Upcoming Events and Catalysts - The upcoming military parade on September 3, commemorating the 80th anniversary of the victory in the War of Resistance Against Japan, is expected to showcase new domestic military equipment, including drones and hypersonic weapons [9][21]. - The recent unveiling of drone swarm and robotic combat capabilities has attracted attention, indicating advancements in military technology [6][9]. Group 3: Industry Trends and Data - The military industry is experiencing a significant transformation, with the military index achieving three consecutive monthly gains, reflecting a robust market environment [10][11]. - The military sector's transaction volume reached a historical high of 1.5272 trillion yuan in the previous month, accounting for over 4% of the total transaction volume in the market for three consecutive months [11]. - The military trade export data shows a 56.48% increase from the previous decade, with aircraft exports rising by 44.65% and air defense weapon exports increasing by over 450% [14]. Group 4: Investment Insights - The military sector is expected to see a recovery in demand, with a notable increase in military orders and a positive outlook for the second half of the year [21][22]. - The aerospace sector is becoming a focal point for investment, with leading companies like AVIC Shenfei seeing increased fund holdings, indicating strong investor interest [19][22]. - The National Aerospace ETF has attracted significant capital inflow, with a total of over 600 million yuan in net inflow over five days, reflecting heightened investor interest in the aerospace sector [22].