Core Viewpoint - The defense and military industry demonstrates strong resilience amid the backdrop of Trump's 100% tariffs on China, with a notable recovery following an initial drop in April [1] Industry Analysis - The military sector experienced a drop of over 11% during the initial tariff impact in April, but subsequently showed a strong rebound [1] - The industry is characterized by strong planning and is closely tied to the five-year development plan, with the upcoming 20th Central Committee's Fourth Plenary Session expected to clarify the development direction for new domains and new quality equipment, such as unmanned and intelligent systems [1] Investment Vehicle - The military ETF (512660) tracks the CSI Military Index (399967), which selects listed companies from the aviation, aerospace, shipbuilding, weaponry, and military electronics sectors to reflect the overall performance of China's military industry [1] - The index components exhibit a small and mid-cap style, primarily focusing on the aviation equipment and military electronics sectors [1]
军工ETF（512660）涨超1.2%，覆盖海陆空天信全产业链
Mei Ri Jing Ji Xin Wen·2025-10-13 07:13