Xin Lang Ji Jin·2025-08-06 02:08Group 1 - The defense and military industry sector is experiencing increased activity ahead of the upcoming military parade, with over 5 billion yuan of main capital inflow within the first 20 minutes of trading on August 6 [1] - The defense military ETF (512810) surged by 1.72%, reaching its highest price since March 3, 2022, with constituent stock Changcheng Military Industry hitting a historical high after four consecutive trading days of gains [1] - China Shipbuilding and China Heavy Industry also saw significant increases in their stock prices [1] Group 2 - China Shipbuilding plans to merge with China Heavy Industry through a share swap, with both companies announcing a continuous suspension of their stocks starting August 13, 2025 [3] - The second domestically produced large cruise ship, "Aida Huacheng," has entered the equipment debugging and system functionality verification phase, with over 80% of the construction completed [3] - The financing balance for the defense military ETF (512810) has rapidly increased, reaching a historical high of 29.88 million yuan, indicating heightened market interest [3] Group 3 - Over the past 15 years, the defense military sector has shown a significantly higher probability of rising in August compared to the Shanghai Composite Index [5] - Analysts suggest focusing on the defense military sector for potential opportunities leading up to the military parade on September 3 [5] Group 4 - 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 [6] - The ETF underwent a share split in June, reducing the investment threshold by half, allowing investors to access core defense military assets for under 70 yuan [6]