长春航空展看门道，军工赛道有哪些投资机会可以抓？

Core Viewpoint - The capital market is increasingly focused on the future trends of military equipment, particularly in light of recent military exhibitions and the overall recovery of the military industry after a period of adjustment [2][4]. Military Industry Trends - The military sector has seen a recovery in its overall industry climate, with recent performances of listed companies indicating improvements [2]. - The recent military parade showcased many new types of equipment, exceeding market expectations, which has positively influenced the military sector's stock performance [2]. Investment Focus Areas - Investors are particularly interested in the future development trends of showcased military equipment, as these may indicate which products will see increased production in the next five years [3]. - The capital market also pays attention to the technological performance of military equipment, focusing on long-term industry development trends rather than short-term impacts [4]. Emerging Technologies - New types of equipment, such as laser weapons for anti-drone applications, are gaining attention for their potential wide-ranging applications in emerging fields [5]. Military Equipment Segmentation - The military sector can be segmented into various fields, including aviation, aerospace, naval, ground equipment, and information technology [6]. - Different segments have varying investment values, with aviation equipment typically following a "big single product" logic due to its long lifecycle, while aerospace equipment tends to be more diversified [8]. Investment Strategy - Investment strategies should focus on areas with significant growth potential and trends, particularly those that are poised for increased production [9]. Market Volatility - The military sector is characterized by volatility, influenced by high barriers to entry and the sensitive nature of some information, which can affect investor confidence [10]. Low-altitude Economy - The low-altitude economy is rapidly developing, with significant interest from capital markets and various application scenarios emerging, such as low-altitude logistics and inspection services [13][15]. - The feasibility of business models in the low-altitude economy is crucial, with government often being the primary payer for services like inspections [16]. Future Outlook - The low-altitude economy is expected to become a significant growth point within the aerospace sector, supported by ongoing infrastructure development and a wide range of applications [17].