军工概念股早盘走强，航空航天、卫星、军工等ETF涨超2%

Group 1 - The military industry concept stocks showed strong performance in early trading, with New Ray Energy rising over 7%, Haige Communication over 5%, and several others including Guangqi Technology and China Satellite rising over 4% [1] - Aerospace, satellite industry, and military ETFs rose over 2% due to market influence [1] Group 2 - Several ETFs related to aerospace and military sectors reported positive price movements, with the Aerospace ETF at 1.124 (+2.46%), General Aviation ETF at 0.981 (+2.40%), and Military Leaders ETF at 0.669 (+2.14%) [2] - A brokerage firm forecasts that by 2026, the military industry will experience a critical turning point characterized by rigid demand, high-end structural changes, and improved financial health, with five core judgments: 1. Significant enhancement in order certainty 2. Accelerated demand structure shifting towards new combat capabilities 3. Military trade becoming a second growth curve, opening high-end market ceilings 4. Deepening military-civilian integration in areas like commercial aerospace and low-altitude economy 5. Overall improvement in financial quality, with cash flow and profitability entering an upward channel [2]