Core Viewpoint - The successful landing and takeoff training of China's third type carrier-based aircraft on the Fujian ship marks a milestone in the adaptation of domestically developed electromagnetic catapult and arrestor systems, which is significant for advancing naval transformation [1] Industry Summary - The electromagnetic catapult technology offers high system efficiency, wide launch range, and short preparation time, indicating its potential for broad application in both military and civilian sectors [1] - The military industry has seen the elimination of disruptive factors, with downstream demand showing signs of recovery, particularly as the "14th Five-Year Plan" approaches its final year and the 2027 construction goals draw near, suggesting a clear long-term development trajectory for the industry [1] - The defense and military industry sector has a high safety margin and long-term growth certainty [1] - The low-altitude economy is currently experiencing a dual resonance period of "policy + accelerated commercialization of new products," indicating a promising outlook for the industry [1] Investment Tools - The military ETF (512660) covers the entire industrial chain of land, sea, air, and space, serving as an important tool for capturing industry allocation opportunities [1] - The military ETF (512660) tracks the CSI Military Industry Index, selecting representative listed companies in the defense and military sector from the Shanghai and Shenzhen markets, reflecting the overall performance of related securities [1] - The index encompasses multiple subfields within the defense and military industry, characterized by high industry concentration and distinct military features [1]
军工ETF(512660)涨超2%,连续4日净流入近5亿元,覆盖海陆空天信全产业链
Mei Ri Jing Ji Xin Wen·2025-09-30 12:16