军工板块狂飙突进！地面装备龙头股集体爆发 政策红利催生万亿市场新机遇

Core Viewpoint - The ground armament sector is experiencing a significant surge, driven by various factors including accelerated equipment orders and increased defense spending due to international complexities [1][4]. Industry Summary - The ground armament sector has shown strong performance, with companies like Great Wall Military Industry hitting historical highs and significant trading volume increases [1]. - The year 2025 marks the end of the "14th Five-Year Plan," leading to a compensatory growth in equipment orders, particularly in the ground armament field [1]. - International dynamics are prompting countries to enhance their defense capabilities, boosting the competitiveness of domestic ground armament products in the international arms trade market [1]. Technological Innovation Summary - Recent breakthroughs in the ground armament field include the application of new materials that enhance protection and reduce weight, as well as the integration of advanced information technology for improved operational effectiveness [2]. - New armored vehicles utilize high-strength, lightweight composite materials, improving both protection and mobility [2]. Related Sector Benefits Summary - The military materials sector is benefiting from increased demand for special steel, aluminum alloys, and carbon fiber due to the manufacturing needs of ground armament equipment [3]. - The military electronics and information sector is also poised for growth, driven by the need for high-performance chips, communication devices, and sensors for the information and intelligence upgrades of ground armament [3]. - The military components manufacturing sector is expected to see more orders and growth opportunities as the production of high-precision and reliable components becomes crucial for ground armament equipment [4].