Core Viewpoint - The defense and military industry sector experienced a significant rally on August 20, driven by the upcoming military parade commemorating the 80th anniversary of the victory in the Chinese People's Anti-Japanese War and the World Anti-Fascist War, showcasing advancements in domestic military capabilities [1][2]. Group 1: Military Parade Highlights - The military parade will feature all domestically produced active main battle equipment, marking a significant display of the military's capabilities to safeguard national sovereignty and maintain world peace [1]. - The upcoming event will showcase a variety of new equipment, including unmanned systems, directed energy weapons, and electronic warfare systems, highlighting the rapid advancements in the military's combat capabilities and its preparedness for future warfare [1]. Group 2: Market Performance and Trends - The military industry sector has seen heightened activity, with a record single-day trading volume of 124.84 billion yuan on August 6, 2023, marking a new high for the year [2]. - From June 20 to August 20, the defense and military index increased by 19.13%, indicating strong market interest and performance in the sector [2]. - While short-term events like parades and geopolitical conflicts can stimulate market activity, the long-term growth logic of the military industry remains robust, supported by solid fundamentals, national strategy, and stable military spending [2].
方正富邦基金吴昊：阅兵进展公布、新型装备集中亮相 军工股盘中拉升
Zhong Guo Jing Ji Wang·2025-08-20 05:38