Ge Long Hui A P P·2025-08-06 02:38Group 1 - The military industry sector has experienced a significant surge, with stocks like Changcheng Military Industry hitting the limit up for four out of five days, and Inner Mongolia First Machinery and China North Industries Group rising by 6.32% and 4.29% respectively [1] - The Tianhong Aerospace ETF (159241), which tracks the Guozheng Aerospace Index, has increased by over 20% since June 23, entering a "technical bull market" [1] - The Tianhong Aerospace ETF has seen a net subscription of funds on six out of the last ten trading days, with a year-to-date share increase rate exceeding 101%, ranking first among similar products [1] Group 2 - The A-share market has returned to 3600 points, with margin financing balances climbing to 2 trillion yuan, marking the first time in ten years that such levels have been reached, indicating strong bullish sentiment [1] - The military sector has gained attention due to geopolitical events such as the India-Pakistan conflict and the Russia-Ukraine conflict, along with the upcoming "September 3" military parade, which has further stimulated market activity [1] - According to Shenwan Hongyuan, the increasing global geopolitical changes and expanding military trade demand, combined with accelerated product iterations and enhanced system capabilities, are expected to drive the military sector's growth, particularly for stocks with strong fundamentals [1]