Group 1 - The defense and military industry sector experienced a significant rebound, with the high-profile defense ETF (512810) reaching a new three-and-a-half-year high and achieving nearly 140 million yuan in trading volume, marking 14 consecutive trading days of over 100 million yuan in daily transactions [1][3] - Notable stocks in the sector saw substantial gains, with AVIC Aircraft soaring over 8%, China Satcom approaching the daily limit, and Great Wall Industry and Aerospace Science and Technology also rising more than 8% [3] - Upcoming events, such as the Air Force's aviation open activities in Changchun and the 93rd National Day military parade, are expected to act as catalysts for the defense industry, with new equipment and platforms anticipated to drive future growth [3][4] Group 2 - The defense ETF (512810) encompasses a wide range of themes, including commercial aerospace, low-altitude economy, large aircraft, deep-sea technology, military AI, and controllable nuclear fusion, making it an efficient tool for investing in core defense assets [4] - Recent research indicates that the current defense industry rally is not solely dependent on the military parade, as the fundamental recovery is expected to continue, with military orders projected to be fulfilled from Q3 to Q4 of 2025 [3][4]
空军将首次静态展示歼-20！中航成飞尾盘暴拉8%！国防军工ETF再创阶段新高，连续14日“亿元成交”！