军工ETF（512660）盘中涨超3%，军工长期趋势向好

Core Insights - The military industry ETF (512660) has seen an intraday increase of over 3%, indicating a positive long-term trend for the military sector [1] - Global military trade is expanding, and military spending is entering an upward cycle, with China's military equipment showing strong competitiveness, suggesting a promising future for the military trade market [1] - The intensification of great power competition is identified as a long-term trend, with expectations for accelerated development during the 14th Five-Year Plan period to address existing gaps [1] Summary by Category - ETF Performance - The military industry ETF (512660) tracks the CSI Military Industry Index (399967), which selects listed companies involved in aerospace and weaponry from the Shanghai and Shenzhen markets [1] - The index reflects the overall performance of military industry listed companies, characterized by high technological content and relevance to national defense [1] - Market Trends - The military trade logic is expected to continue driving the revaluation of the sector, with a focus on achieving the centenary military goals by 2027 [1] - The overall style of the index constituents leans towards growth and cyclicality, indicating potential for future investment opportunities [1]