军工ETF（512660）收涨0.6%，政策与产业共振提振板块预期

Core Viewpoint - The establishment of the Commercial Space Administration by the National Space Administration and the release of the "Action Plan for High-Quality and Safe Development of Commercial Space (2025-2027)" aims to significantly expand the industry scale and enhance innovation vitality by 2027, covering multiple dimensions such as rockets, satellites, emerging industries, and financial support [1] Group 1: Industry Developments - The military expenditure globally is on the rise, with India planning to increase its defense budget by 20% and Turkey signing a $6.5 billion defense contract, indicating a trend of growing military budgets worldwide [1] - The acceleration of equipment construction in China is expected, with a focus on the iteration of main battle equipment and the development of new combat capabilities such as unmanned equipment, deep-sea operations, and information technology [1] Group 2: Investment Opportunities - The military sector is poised for a resonance between domestic demand (new productive forces) and military trade (high-end equipment exports) as the "14th Five-Year Plan" approaches, highlighting the investment value in the military industry [1] - The military ETF (512660) tracks the CSI Military Index (399967), which includes 79 stocks related to the military industry, reflecting the overall performance of listed companies in this sector [1]