国防ETF(512670)涨超2%位列ETF榜第一，已连续4日获资金净申购

Group 1 - The core viewpoint of the news highlights the increasing importance of commercial aerospace in China's strategic development, with a focus on technological breakthroughs and capital acceleration in the industry [1][2]. - The Fourth Plenary Session of the Central Committee added the term "aerospace power," indicating a renewed emphasis on commercial aerospace following the mention of "new growth engines" [1]. - The 14th Five-Year Plan suggests accelerating the development of strategic emerging industries, including new energy, new materials, aerospace, and low-altitude economy, which is expected to create several trillion-yuan markets [1]. Group 2 - The commercial aerospace sector is entering a high-density launch period, with significant advancements in satellite deployment and launch frequency, closely approaching the launch density of SpaceX's Starlink system [2]. - The recent successful launch of the Tianlong-3 large liquid carrier rocket, achieving the simultaneous separation of 36 satellites, marks a significant milestone in China's commercial aerospace capabilities [2]. - The procurement announcement from Yuanxin in July indicates plans for multiple rocket launches, with a total of 94 satellites to be deployed by 2026, further accelerating the launch schedule [2]. Group 3 - According to Xinda Securities, the military industry sector is becoming more attractive in terms of valuation, with recommendations to overweight the military industry, focusing on new combat systems, unmanned equipment, satellite internet, and commercial aerospace [3]. - The National Defense ETF closely tracks the CSI National Defense Index, which includes listed companies under major military groups and those providing equipment to the armed forces, reflecting the overall performance of the defense industry [3]. - The management and custody fees for the National Defense ETF are the lowest among similar ETFs, at only 0.40% [3]. Group 4 - As of September 30, 2025, the top ten weighted stocks in the CSI National Defense Index include companies like AVIC Shenyang Aircraft (600760) and Aero Engine Corporation of China (600893), collectively accounting for 45.45% of the index [6].