Core Viewpoint - The defense stocks continue to rise, driven by increased global geopolitical uncertainties and expanding military trade demand, particularly highlighted by the recent Dubai Airshow showcasing Chinese military equipment and aircraft [1] Group 1: Stock Performance - China Shipbuilding Defense (600685) increased by 6.6%, reaching HKD 15.82 [1] - AVIC (02357) rose by 4.8%, reaching HKD 3.93 [1] - Aerospace Holdings (00031) saw a rise of 1.96%, reaching HKD 0.52 [1] Group 2: Dubai Airshow Highlights - The Chinese exhibition at the 2025 Dubai International Airshow featured notable equipment including the J-10CE and J-35A fighter jets, Y-20 transport aircraft, and various drones [1] - The C919 large passenger aircraft made its debut in the Middle East [1] - An order for 50 unmanned transport aircraft from Aerospace Feipeng was confirmed at the Dubai event [1] Group 3: Market Analysis - According to Industrial Securities, the Dubai Airshow marks a new window for defense observation [1] - Shenwan Hongyuan's report indicates that the global military trade market is undergoing a structural change due to increasing geopolitical uncertainties [1] - The performance and supply capabilities of Chinese military products are gaining high recognition, with significant demand growth expected in markets like the Middle East and Asia [1]