Mei Ri Jing Ji Xin Wen·2025-09-26 05:55Core Viewpoint - The military industry is experiencing a positive shift driven by advancements in AI technology, which is expected to enhance the role of military software within the equipment system and lead to significant changes across the entire military supply chain [1]. Group 1: Market Performance - On September 26, major stock indices continued to decline, while the military industry sector showed resilience, with the largest aerospace ETF (159227) rising by 0.97% and surpassing a trading volume of 100 million [1]. - Key stocks within the ETF saw significant gains, including Aerospace Technology rising over 10%, Huayin Technology increasing over 6%, and Aero Engine Corporation rising over 5% [1]. Group 2: AI Impact on Military Industry - The advancement of AI technology is expected to drive a dual-force impact on the military supply chain, with improvements in core software performance leading to profound changes in warfare dynamics and an increase in software demand across various downstream sectors [1]. - AI empowerment is anticipated to accelerate the deployment of unmanned equipment, which may lead to transformative changes in both upstream and downstream industries [1]. Group 3: ETF and Industry Composition - The aerospace ETF (159227) closely tracks the Guozheng Aerospace Index, with a high concentration of 97.96% in the primary military industry, making it the highest "military purity" index in the market [1]. - The ETF covers critical industry chain segments, including aerospace equipment, satellite navigation, and new materials, featuring leading companies in the military sector involved in large aircraft development, low-altitude economy, and commercial aerospace [1].