重磅会议公报新增“航天强国”！商业航天掀涨停潮，国防军工ETF（512810）直线冲高2.65%

Core Viewpoint - The defense and military industry sector is experiencing a significant surge, driven by new policies and resources favoring the aerospace industry, indicating a potential new growth cycle for the sector [1] Group 1: Market Performance - On October 24, the defense and military sector saw rapid growth, with the core defense military ETF (512810) rising by 2.65% [1] - Notable stocks in the sector included Aerospace Intelligent Equipment, which hit a 20% limit up, and China Satellite and Aerospace Science and Technology, both reaching a 10% limit up [1] Group 2: Policy and Industry Outlook - A high-level meeting released a communiqué that included the goal of becoming a strong aerospace nation, suggesting increased policy support for the aerospace industry [1] - Analysts from Shenwan Hongyuan Securities indicated that the defense and military industry may enter a new upward cycle [1] - Huafu Securities projected significant growth in both domestic and international demand for the defense and military industry from 2025 to 2027, driven by multiple catalysts including the "14th Five-Year Plan" and military trade development [1] Group 3: Investment Opportunities - The ETF (512810) covers a range of themes including controllable 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 [1]