军工ETF(512660)涨超1%,近10日净流入近4亿元,规模居同类第一
Mei Ri Jing Ji Xin Wen·2025-11-24 02:01

Core Viewpoint - The article emphasizes the increasing precision requirements in national defense and military construction during the "14th Five-Year Plan" period, predicting a more pronounced structural differentiation in the industry [1] Industry Summary - High-growth investment areas to focus on include precision-guided weapons, new aviation equipment, underwater equipment, and unmanned intelligence [1] - The direction towards efficient, low-cost, and sustainable development necessitates selecting companies with favorable competitive landscapes and high productivity that can support low-cost and high-efficiency military development [1] Company Summary - The military ETF (512660) tracks the China Securities Military Industry Index (399967), which selects listed companies in the fields of aviation, aerospace, shipbuilding, weaponry, and military electronics from the Shanghai and Shenzhen markets [1] - The index constituents exhibit a small and mid-cap style, primarily focusing on the aviation equipment and military electronics sectors [1]