GreatWall Military(SH:601606) Xin Lang Ji Jin·2025-10-13 11:46Group 1 - The defense and military industry sector has shown strong performance, ranking second among 30 CITIC primary industries with a growth of 1.30% on October 13 [1][2] - The sector's ETF (512810) demonstrated resilience, with a trading volume of 976.6 million and a daily fluctuation of 3.5%, indicating strong buying interest [2][3] - Out of 79 constituent stocks, 60 closed in the green, with notable performances from companies like Great Wall Military and Aopu Optoelectronics, while a few stocks like Feilihua experienced declines [2][3] Group 2 - The defense and military industry is characterized by strong planning, rigid domestic demand, and self-control, making it less susceptible to tariff impacts and potentially yielding excess returns [3][4] - The sector has recently rebounded after a period of stagnation since the "9·3" event, with profit-taking gradually clearing out and a noticeable upward trend emerging [3][4] - Looking ahead, the industry is expected to improve fundamentally as the "14th Five-Year Plan" concludes and the "15th Five-Year Plan" begins, with increasing market expectations for new orders [6][7] Group 3 - The ETF (512810) is positioned as an efficient tool for investing in core assets of the defense and military sector, covering various emerging themes such as controllable nuclear fusion and commercial aerospace [6][7] - The National Defense Science and Technology Industry Administration has accelerated efforts to ensure high-quality completion of tasks for the year, further supporting the sector's outlook [6]