KCT(SZ:002625) Xin Lang Ji Jin·2025-08-20 06:39Group 1 - The defense and military industry sector is experiencing renewed momentum, with the "August 1" defense ETF (512810) seeing significant trading activity, surpassing 100 million yuan in transactions and over 52 million yuan in net subscriptions in a single day [1][3] - Key stocks in the sector include Guangqi Technology, which hit the daily limit, and other notable performers such as Aopu Optoelectronics, Gangyan High-tech, and Bolite, while China Shipbuilding experienced a decline of over 3% [1][3] Group 2 - A major press conference revealed the specifics of the upcoming September 3 military parade, which will prominently feature new-generation fourth-generation equipment, including new tanks, carrier-based aircraft, and fighter jets, as well as unmanned and cyber warfare capabilities [3] - The parade aims to showcase a systematic display of new combat capabilities, which could redefine global military technology competition rules and create structural growth opportunities for the defense and military industry [3] - The "August 1" military ETF (512810) serves as an efficient investment tool for core assets in the defense sector, covering various hot topics such as commercial aerospace, low-altitude economy, large aircraft, deep-sea technology, military AI, and controllable nuclear fusion [3]