Xin Lang Cai Jing·2025-12-11 03:26Core Viewpoint - The defense and military industry ETF (512810) has seen a significant increase, reaching a new high in nearly a month, driven by the rise of commercial aerospace stocks, particularly China Satellite, which surged over 4% to a 10-year high [1][6]. Group 1: Market Performance - The high-profile defense and military ETF (512810) initially rose over 1%, setting a new monthly high [1][6]. - Commercial aerospace stocks led the gains, with China Satellite increasing by more than 4% [1][6]. - Other stocks such as Xiangdian Co., Guoke Technology, and Huaqin Technology also experienced upward movement [1]. Group 2: Industry Developments - The commercial aerospace sector is accelerating its international expansion, exemplified by the successful launch of three satellites for international clients by the China Aerospace Science and Technology Corporation [3][8]. - Recently, China successfully launched the UAE 813 satellite along with eight other satellites [3][8]. - SpaceX, an American aerospace company, is advancing its IPO plans, aiming to raise over $30 billion, with a target valuation of approximately $1.5 trillion, and plans to go public by mid-2026 [3][8]. Group 3: Investment Opportunities - The rapid development of commercial aerospace is expected to significantly broaden the boundaries of the defense and military industry, potentially enhancing collaboration with sectors like low-altitude economy and large aircraft [3][8]. - The defense and military ETF (512810) encompasses various popular themes, including commercial aerospace, low-altitude economy, controllable nuclear fusion, large aircraft, deep-sea technology, and military AI, making it an efficient tool for investing in core assets of the defense and military sector [3][8].