军工ETF（512660）盘中涨超1%，近5日净流入近5亿元，机构：军事智能化主线值得关注

Core Insights - The article emphasizes that warfare has entered an intelligent era, with artificial intelligence (AI) technology accelerating transformations across all fields and industry chains [1] - AI is driving the demand for unmanned equipment while simultaneously promoting the development of the military AI industry, creating a mutually beneficial relationship [1] Industry Summary - Aerospace Equipment: Focus on the increasing demand for drones and supporting materials such as carbon fiber composites and stealth materials, as well as small thrust engines [1] - Ground Equipment: The penetration rate of intelligent unmanned platforms like robotic dogs is continuously increasing [1] - Marine Equipment: Electronic underwater acoustic systems and unmanned vessels are becoming core components of underwater offensive and defensive systems [1] Technology and Infrastructure - Basic Layer: Emphasis on the construction of "cloud-edge-end" computing networks and the localization of military chips [1] - Technical Layer: The increasing importance of military software will reshape the industry landscape [1] - Application Layer: AI is enhancing situational awareness, command decision-making, and electronic countermeasures across multiple scenarios, driving improvements in hardware performance and operational forms [1] Market Outlook - The global military AI market is expected to reach $104 billion by 2024, with a CAGR of 13.4% from 2025 to 2034 [1] - China's military has clearly defined its direction towards intelligent and information-based development, with policies continuously supporting AI military applications [1] Investment Focus - The military ETF (512660) tracks the CSI Military Index (399967), which selects listed companies in the military industry from the Chinese A-share market, reflecting the overall performance of related securities [1] - The index primarily focuses on small and mid-cap stocks, with a key allocation in aerospace equipment and military electronics [1]