军工ETF（512660）盘中涨超2.0%，国防军工及航空装备呈现巨大增长潜力

Core Viewpoint - The defense and aerospace industry in China is expected to experience significant growth potential driven by multiple catalysts, including the "14th Five-Year Plan" and the "100th Anniversary of the Army" [1] Group 1: Industry Growth Potential - The defense and aerospace sector is projected to see substantial growth in both domestic and international demand from 2025 to 2027 due to various stimulating factors [1] - The military industry sector has been on a continuous upward trend since the end of June 2025, although there has been a slight recent pullback [1] - Upcoming events such as the September 3 military parade and the "15th Five-Year Plan" are expected to further boost industry performance [1] Group 2: Market Sentiment and Investment Trends - There has been a net inflow of leveraged funds for five consecutive weeks, indicating optimistic market expectations regarding the recovery of industry demand [1] - The military ETF (512660) tracks the CSI Military Industry Index (399967), which selects listed companies involved in defense sectors such as aerospace, shipbuilding, and weaponry [1] - The index employs a weighted methodology to reflect the overall performance of Chinese military-themed listed companies [1]