军工ETF（512660）收涨超1%，市场关注大国博弈下装备升级机遇

Group 1 - The commercial aerospace industry is entering a period of accelerated development, with significant breakthroughs in launch capacity expected [1] - The Zhuque-3 rocket is set to compete with SpaceX's Falcon 9, and national institutions are projected to double their launch capacity next year, with clear schedules for private rocket launches [1] - Key upcoming events include the December launch of the Tianlong-3 rocket carrying 36 satellites, the planned IPO of Blue Arrow in 2026, and the bidding by Xingwang [1] Group 2 - The military ETF (512660) tracks the CSI Military Industry Index (399967), which selects listed companies in the aerospace, aviation, and shipbuilding sectors from the Shanghai and Shenzhen markets [1] - The index primarily includes stocks from the top ten military industrial groups, reflecting the overall performance of publicly traded companies in China's military industry [1] - The industry allocation focuses on aviation equipment and military electronics, highlighting the growth potential and prosperity of the military sector [1] - As of December 17, 2025, the military ETF has a scale of 12.59 billion, ranking first among 12 similar products [1]