外围扰动再起，军工ETF（512660）涨超2%，海陆空天信全面布局

Group 1 - The military industry is currently experiencing increased attention due to rising geopolitical risks, particularly from the ongoing Russia-Ukraine conflict and heightened European geopolitical tensions, which are driving international military trade demand [1] - Domestic advancements include the upcoming maiden flight of China's reusable rocket "Zhuque-3" and the successful launch of the Long March 12 rocket for low Earth orbit satellites, indicating a steady improvement in aerospace launch capabilities [1] - Key technological breakthroughs in controlled nuclear fusion and 3D-printed aircraft engines, along with the implementation of low-altitude economy policies, are accelerating the development of the military sector [1] Group 2 - The military industry is expected to benefit from geopolitical risk catalysts, technological advancements, and policy support, with potential for high-end weapon exports and a revaluation of core asset values [1] - Driving factors for growth include tense geopolitical situations, the advancement of national defense modernization goals, expansion of military trade markets, and innovations in technology such as 3D printing and reusable rockets [1] - The military ETF (512660) tracks the CSI Military Index, which comprehensively covers opportunities across the military industry chain, demonstrating strong defensive characteristics during market downturns and leading returns in 2024 [1]