催化密集，商业航天逆市冲高，强势股4天3板！国防军工ETF收盘创阶段新高，机构提示行业三大投资主线

Core Viewpoint - The commercial aerospace sector is experiencing a resurgence, driving the defense and military industry to rise against market trends, with the popular defense military ETF (512810) closing up 0.85%, reaching a near one-month high, indicating a potential upward trend [1][4]. Group 1: Market Performance - The defense military ETF (512810) has shown strong performance, closing at a price that is above all moving averages, suggesting an initial establishment of an upward trend [1][4]. - Notable stocks in the commercial aerospace sector, such as Xibu Materials, have achieved historical highs, with a performance of 3 consecutive days of gains, while companies like Feili Hua and Zhongke Xingtu have surged by 7% [1][4]. Group 2: Industry Developments - The frequency of satellite launches in China is increasing, with the successful launch of the UAE 813 satellite among nine others, and the private rocket technology is making significant breakthroughs, exemplified by the successful maiden flight of the Zhuque-3 rocket [3][7]. - The establishment of the Commercial Aerospace Department by the National Space Administration and the release of the "Action Plan for Promoting High-Quality and Safe Development of Commercial Aerospace (2025-2027)" marks a shift towards institutional and systematic development in China's commercial aerospace sector [3][7]. Group 3: Global Trends - SpaceX is advancing its initial public offering plan, aiming to raise over $30 billion, with an overall valuation target of approximately $1.5 trillion, planning to go public by mid-2026 [3][7]. - The accelerated development of commercial aerospace is expected to significantly broaden the boundaries of the defense and military industry, while also promoting collaboration with sectors like low-altitude economy and large aircraft [3][7]. Group 4: Strategic Insights - The overall strategy for the defense and military sector emphasizes three main lines: domestic demand, exports, and reforms. Key areas include commercial aerospace, large aircraft, low-altitude economy, and controllable nuclear fusion [3][8]. - Export opportunities are highlighted as crucial for military enterprises to unlock performance ceilings, especially in light of changing geopolitical dynamics affecting global supply and demand [3][8].