叒突破！国防军工ETF再创3年半新高！5股涨停，“龙一”逆天10天7板，菲利华尾盘暴拉20CM

Market Performance - The A-share market experienced a significant surge on August 13, with the Shanghai Composite Index achieving an 8-day winning streak and surpassing the previous high from the "9·24" market, reaching a peak of 3688.63 points, the highest in nearly four years [1] - The total trading volume of the two markets exceeded 2 trillion yuan, indicating strong market activity [1] Sector Highlights - The technology and defense sectors have shown rapid growth, with the defense and military industry being particularly active. The high-profile defense ETF (512810) reached a new high of 0.724 yuan, marking a 3.5-year peak with a trading volume of 1.36 billion yuan [1] - Five stocks within the sector hit the daily limit, including Feilihua, which surged by 20%, and Changcheng Military, which has seen its stock price double in the past month [3] Fund Flow and Stock Performance - The defense ETF (512810) saw significant inflows, with major stocks like China Great Wall receiving 1.124 billion yuan from institutional investors, indicating strong market confidence [3] - Other stocks such as Feilihua, Aerospace Science and Technology, and Changcheng Military also experienced substantial net inflows, highlighting the sector's attractiveness [3] Industry Outlook - The commercial aerospace sector is identified as a key growth area, with recent satellite launches indicating a burgeoning industry. As of August 9, a total of 73 low-orbit satellites have been launched [4] - Historical analysis suggests that defense and military stocks typically experience a surge in sentiment and performance around significant events such as military parades, with August being a critical period ahead of such events [4][5] Investment Logic - Short-term prospects are positive due to increased orders and improving performance in mid to upstream companies, with the "9·3" military parade acting as a catalyst for market activity [5] - Mid-term expectations are bolstered by the "14th Five-Year Plan" and anticipated orders, while long-term growth is supported by rising military expenditures globally and increased domestic demand for military equipment [5] ETF Characteristics - The defense ETF (512810) provides exposure to a range of sectors including commercial aerospace, low-altitude economy, and military AI, making it an efficient tool for investing in core defense assets [5]