Xin Lang Ji Jin·2025-10-09 03:20Core Viewpoint - The defense and military industry sector showed strong performance on the first trading day after the holiday, with notable activity in the controlled nuclear fusion concept stocks and the "Bayi" defense military ETF (512810) rising by 1% [1][2] Group 1: Market Performance - The "Bayi" defense military ETF (512810) experienced a sharp increase of 1% during early trading on October 9 [1] - Key stocks in the sector, such as Western Superconducting Technologies, surged by 18%, while Lianchuang Optoelectronics rose over 6% [1] Group 2: Project Developments - The successful installation of the Dewar base, a critical component of the compact fusion energy experimental device (BEST) in Hefei, Anhui, marks a new phase in the project's construction [1] Group 3: Analyst Insights - Analysts suggest that the recent profit-taking and portfolio adjustments may be nearing completion, indicating that the defense and military sector has stabilized [2] - With the upcoming "15th Five-Year Plan," a new phase of equipment construction is expected to commence, focusing on improving market conditions and new quality directions [2] Group 4: Investment Strategy - Longjiang Securities recommends focusing on technology growth sectors, including "Double Innovation" and the Hang Seng Technology Index, while maintaining a positive outlook on the defense and military sector [2] - The "Bayi" defense military ETF (512810) is highlighted as an efficient investment tool that covers various hot topics, including controlled nuclear fusion, commercial aerospace, low-altitude economy, large aircraft, deep-sea technology, and military AI [2]