Core Viewpoint - The military stocks continue to rise, driven by increased global geopolitical uncertainties and expanding military trade demand, particularly highlighted by the recent Dubai Airshow showcasing various Chinese military equipment [1] Group 1: Stock Performance - China Shipbuilding Defense (00317) increased by 6.6%, reaching HKD 15.82 [1] - AVIC (02357) rose by 4.8%, trading at HKD 3.93 [1] - Aerospace Holdings (00031) saw a 1.96% increase, priced at HKD 0.52 [1] Group 2: Dubai Airshow Highlights - The 2025 Dubai International Airshow featured significant Chinese exhibits, including the J-10CE and J-35A fighter jets equipped with PL missiles, the Y-20 transport aircraft, and various drones like the Wing Loong and WZ-7 [1] - The C919 large passenger aircraft made its debut in the Middle East, and an order for 50 unmanned transport aircraft from Aerospace Feipeng was confirmed at the event [1] Group 3: Market Outlook - According to Industrial Securities, the Dubai Airshow marks a new window for defense observation, indicating a shift in the international military trade landscape [1] - Shenwan Hongyuan's report suggests that the increasing global geopolitical uncertainties are leading to a significant expansion in military trade demand, with Chinese products gaining recognition for their performance and supply capabilities [1] - The report anticipates a strong resonance between demand and supply in China's military trade, particularly in the Middle East and Asia, contributing to a future large-scale military trade landscape for China [1]