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关注军工ETF(512660)投资机会,技术突破与长期需求受关注
Mei Ri Jing Ji Xin Wen·2025-11-14 07:08

Core Viewpoint - The 20th National Congress of the Communist Party emphasizes achieving the centenary goal of military development and advancing the modernization of national defense and the military, indicating a long-term positive trend for the military industry [1] Industry Summary - The military industry sector has underperformed the broader market in the short term, but the CS Aerospace and Defense Index has shown strong performance, highlighting structural opportunities in specific sub-sectors [1] - The military ETF (512660) tracks the CSI Military Industry Index (399967), which consists of securities from ten major military groups and other military-related listed companies, covering key military sectors such as aviation, aerospace, shipbuilding, weapons, military electronics, and satellites [1] - The index sample has a broad industry distribution and exhibits a small to mid-cap style, aiming to comprehensively reflect the overall market performance of military-related listed company securities [1]