国防ETF(512670)上涨1%，我国海军正式进入“弹射时代”

Group 1 - The successful launch and recovery of the J-15T, J-35, and KJ-600 carrier-based aircraft from the Fujian aircraft carrier marks China's entry into the "catapult era," making it the second country after the United States to possess an electromagnetic catapult aircraft carrier [1] - The first appearance of the Fujian carrier's catapult training exceeded expectations, indicating significant advancements in electromagnetic catapult technology and the potential for rapid development in commercial aerospace and high-speed vehicles [1] - The J-35, as a new generation multi-role fifth-generation fighter, has successfully completed carrier-based catapult launches, suggesting that its application has reached a critical point, with potential for accelerated development of variants suitable for different military branches [1] Group 2 - The transition to the "catapult era" is a milestone for the Chinese Navy, enhancing its capabilities and supporting the growth of military exports [2] - As of September 24, 2025, the CSI Defense Index (399973) rose by 0.83%, with notable increases in stocks such as Ruichuang Micro-Nano (688002) up by 3.10% and Zhenhua Wind Power (688439) up by 3.04% [2] - The CSI Defense Index reflects the overall performance of listed companies in the defense industry, with the top ten weighted stocks accounting for 43.88% of the index [3]