Xin Lang Ji Jin·2025-08-06 05:53Group 1 - The defense and military industry sector continues to show strong performance, with the defense military ETF (512810) rising by 3% and reaching a three-and-a-half-year high, with a trading volume exceeding 116 million yuan [1] - The recent surge in the stocks of China Shipbuilding and China Shipbuilding Industry Corporation is attributed to the approval of their merger by the China Securities Regulatory Commission, marking a significant development in their consolidation [3] - The merger is expected to create the largest shipbuilding listed company globally, with combined total assets exceeding 400 billion yuan and projected annual revenue surpassing 130 billion yuan [3] Group 2 - Both China Shipbuilding and China Shipbuilding Industry Corporation are key components of the defense military ETF, with weightings of 5.54% and 3.85% respectively, contributing significantly to the ETF's recent performance [4] - The defense military industry is anticipated to experience a turning point in orders, driven by the ongoing goals of military modernization and upcoming events such as the September 3 military parade [4] - The defense military ETF (512810) covers a wide range of sectors, including traditional military forces and emerging technologies, and has recently lowered its investment threshold, making it more accessible to investors [6]