重磅会议提振国防军工，军工ETF（512660）涨超2%，资金积极布局

Core Viewpoint - The recent major conference emphasized the importance of national defense strength and international influence, which is expected to boost the military industry sector and enhance market recognition of its high prosperity [1][3]. Group 1: National Defense and Military Industry Outlook - The conference report highlighted a shift in focus towards national defense and international influence, aiming for significant advancements by 2035 in economic, technological, and military capabilities [3]. - The change in emphasis is attributed to the demands of great power strategic competition, with a recognition of the evolving international landscape and the need for proactive responses [3]. - The military industry is expected to see a recovery in demand as the "14th Five-Year Plan" approaches its final year, with long-term growth certainty supported by clear development goals for 2035 and 2050 [4]. Group 2: Military ETF and Investment Opportunities - The military ETF (512660) covers the entire military industry chain and is the largest in its category, reflecting a solid fundamental outlook for the defense sector [5][6]. - The ETF tracks the CSI Military Index, which includes representative listed companies in aerospace, aviation, shipbuilding, weaponry, and military electronics, indicating a high concentration in the military sector [5]. - The military sector is poised for a new wave of prosperity driven by the release of new models and increased domestic demand, with significant contracts already announced to support future revenue growth [5].