国防ETF(512670)涨超3.6%，军贸预期再起军工板块强势拉升

Group 1 - The military industry sector is experiencing a resurgence ahead of the National Day, with expectations that China may quickly capture a significant share of the global military trade market [1] - The aerospace equipment segment is particularly active, with China's mid-to-high-end equipment becoming a popular choice in the global military trade market, focusing on products such as aircraft, ships, armored vehicles, and missiles [1] - Short-term prospects indicate that equipment with prior export experience or already in service domestically will likely see orders materialize first, while long-term expectations include increased defense technology exchanges between China and friendly nations [1] Group 2 - The Defense ETF closely tracks the CSI Defense Index, which includes listed companies under the ten major military groups and those providing weaponry and equipment to the armed forces, reflecting the overall performance of defense industry listed companies [2] - Among the 13 ETFs tracking defense and military sectors, the Defense ETF has the lowest management and custody fees at 0.40%, making it unique in its category [2] - As of August 29, 2025, the top ten weighted stocks in the CSI Defense Index account for 43.88% of the index, with key companies including AVIC Shenyang Aircraft (600760) and AVIC Xi'an Aircraft (000768) [2]