军工ETF（512660）收红，卫星互联网与国防需求双轮驱动

Group 1 - The intensification of great power competition is a long-term trend, and the military industry is expected to have a favorable long-term outlook [1] - By 2027, there is a goal to achieve the centenary military construction objectives, with expectations for accelerated improvements during the 14th Five-Year Plan period [1] - The recent defense and military industry index rose by 0.66%, outperforming the broader market by 1.60 percentage points, with the defense information technology sector performing particularly well [1] Group 2 - China's aerospace industry has made new progress, and the military industry maintains a high level of prosperity driven by strategic demand and technological breakthroughs [1] - The military ETF (512660) tracks the CSI Military Industry Index (399967), which selects listed companies engaged in aerospace, weaponry, and defense information technology to reflect the overall performance of the military industry [1] - The constituent stocks of the index cover a wide range of areas, including military equipment manufacturing and technology research and development, indicating significant industry concentration and long-term growth potential [1]