Group 1 - The defense and military industry sector continues to rise, with stocks like Chuanjiang New Materials and Great Wall Military Technology hitting the daily limit [1] - The defense military sector (Shenwan) saw a net inflow of over 8.185 billion yuan, leading among 31 Shenwan primary industries [5] - The "14th Five-Year Plan" suggests enhancing national security and emphasizes the development of emerging industries, including low-altitude economy, commercial aerospace, and deep-sea technology [2][6] Group 2 - As of now, 27 out of 32 disclosed stocks in the defense military ETF (512810) reported profits, with several companies showing significant year-on-year growth, such as Chuanjiang New Materials and Gaode Infrared [3][6] - The defense military ETF (512810) experienced a peak increase of 1.85% in the afternoon session, indicating strong bullish sentiment [4] - Analysts from Dongfang Securities and Huafu Securities highlight the strong demand recovery expected in the defense military sector for 2025-2026, suggesting high allocation significance at this time [6]
80亿主力资金猛攻，多股涨停！国防军工ETF（512810）溢价上探1.85%冲击三连阳！
Xin Lang Ji Jin·2025-10-28 05:47