卫星互联网牌照+阅兵倒计时，国防ETF(512670)交投活跃

Group 1 - The core viewpoint of the news is that the issuance of satellite internet licenses to major telecom companies marks a significant step towards commercial operations in China's satellite internet sector, which is expected to stimulate the military industry sector [1] - The recent countdown to the 93rd National Day military parade is anticipated to further catalyze the performance of the military industry sector [1] - Advanced equipment showcased in the upcoming military parade is expected to become a focus of the "14th Five-Year Plan," with increased investment anticipated in the future [1] Group 2 - The China Defense ETF closely tracks the China Defense Index, which includes listed companies under the ten major military groups and those providing weaponry to the armed forces [2] - The management and custody fees for the Defense ETF are the lowest among its peers at 0.40%, making it unique in its category [2] - As of July 31, 2025, the top ten weighted stocks in the China Defense Index account for 43.88% of the index, with key companies including AVIC Shenyang Aircraft Corporation and AVIC Aviation Power [2]