Core Viewpoint - The defense and military industry sector is experiencing a decline, with the defense military ETF (512810) nearing a 3% drop, while there are signs of positive capital inflow as investors may be entering the market on dips [1][3]. Group 1: Market Performance - On October 17, the defense military sector continued to decline, with the Shenzhen Component Index and the ChiNext Index both dropping over 2.5% [1]. - The defense military ETF (512810) showed a significant trading volume, exceeding 77 million yuan, which is higher than the previous day's total [1]. Group 2: Fundamental Developments - Indonesia's Defense Minister confirmed on October 15 that the country will procure Chinese J-10 fighter jets, indicating potential international demand for military equipment [3]. - The National Defense Science and Technology Bureau is accelerating key tasks for the fourth quarter to ensure high-quality completion of annual work and a successful conclusion to the 14th Five-Year Plan [3]. - Market expectations for new orders are gradually increasing as the 14th Five-Year Plan concludes and the 15th Five-Year Plan begins, which is expected to solidify the foundation for the defense military market [3]. Group 3: Investment Opportunities - The defense military ETF (512810) covers various sectors including controlled nuclear fusion, commercial aerospace, low-altitude economy, large aircraft, deep-sea technology, and military AI, making it an efficient tool for investing in core defense military assets [3].
军贸重磅!事关歼-10战机!国防军工ETF(512810)下挫区间高频溢价,近5日连续吸金!
Xin Lang Ji Jin·2025-10-17 06:44