军工领跑全市场，512810再创阶段新高！商业航天题材火爆，多股涨超10%，行业重磅大会今日召开

Group 1 - The commercial aerospace concept is experiencing a strong resurgence, leading the defense and military industry to outperform the entire market, with the defense and military sector showing the highest increase and net inflow among all industries [1][5] - The Defense and Military ETF (512810) opened low but rose nearly 2% during the day, reaching a new high in nearly two months, with trading volume exceeding 56 million yuan, close to the total trading volume of the previous day [1][5] - Key stocks related to commercial aerospace surged, with Plutotech and Zhongke Xingtong rising by 12%, and China Satellite hitting the daily limit [6][8] Group 2 - Continuous positive news for commercial aerospace includes the hosting of the 2025 Third China Commercial Aerospace Development Conference and the Fourth Zhongguancun Commercial Aerospace Conference in Beijing [3][8] - Significant achievements in the launch sector include the successful orbit insertion of Zhuque-3, and the completion of multiple launch tasks by Lijian-1 and Long March 12, accelerating the networking of low-orbit satellite constellations [8] - The spillover of advanced military technology into civilian sectors is creating new trillion-level industries such as commercial aerospace, low-altitude economy, future energy, deep-sea technology, and large aircraft, fostering a virtuous cycle of "military technology for civilian use" [3][8] Group 3 - The Defense and Military ETF (512810) covers various popular themes including commercial aerospace, controllable nuclear fusion, low-altitude economy, large aircraft, deep-sea technology, and military AI, serving as an efficient tool for investing in core military assets [9]