Group 1 - The defense and military industry sector is experiencing low-level fluctuations, with major stocks like China Shipbuilding and AVIC Shenfei dropping over 1%, and Guangqi Technology falling by 4% [1] - The popular defense and military ETF (512810) has declined nearly 1% over three consecutive days, although there is active buying interest as indicated by premium trading throughout the day [1] - In the past five days, over 13.76 million yuan has been invested in low-priced stocks within the sector [1] Group 2 - According to Shenwan Hongyuan Securities, quarterly reports show a trend of improvement, and it is expected that orders related to the 14th Five-Year Plan will gradually materialize in the fourth quarter, potentially driving the defense and military market upward [2] - The ETF (512810) includes stocks that have shown significant net profit growth, with 68 out of 79 component stocks reporting profits, and over half of these showing year-on-year growth [4] - Notably, 15 stocks have seen profit growth exceeding 100%, with Chujiang New Materials and Gaode Infrared reporting net profit increases of over 20 times and 10 times, respectively [4]
业绩拐点显现?15只军工股净利翻倍激增!国防军工ETF(512810)全天溢价,资金接连涌入!
Xin Lang Ji Jin·2025-11-11 07:08