商业航天引爆军工行情，512810上探阶段高点，6只成份股创历史新高！主力豪掷近百亿，机构继续看好

Core Viewpoint - The commercial aerospace sector is experiencing significant growth, driven by military technology applications in civilian industries, creating a trillion-yuan market opportunity [1][4][10]. Market Performance - The core ETF "512810" saw an intraday increase of up to 2%, reaching a nearly three-month high, and ultimately closed with a gain of 0.98%, marking a successful consecutive rise [1][7]. - The trading volume for the day was 80.17 million yuan, with a fluctuation exceeding 3% [1][7]. Stock Highlights - Key stocks in the commercial aerospace sector surged, with Aopu Optoelectronics hitting the daily limit, and other stocks like Bolite and Zhongke Xingtou rising by 13.67% and 10.79% respectively, both reaching historical highs [1][7]. - Other companies such as Guobo Electronics, Zhenlei Technology, Shanghai Hanhua, and Aerospace Electronics also achieved historical price highs during the trading session [1][7]. Technical Analysis - The ETF "512810" shows strong bullish signals, with a MACD golden cross indicating a potential market shift from bearish to bullish, and increasing momentum as evidenced by the lengthening red bars [3][9]. Fund Flow - The defense and military industry saw a net inflow of 9.56 billion yuan, leading all 31 primary industries, with the banking sector trailing by nearly 4 billion yuan [3][9]. - Over the past five days, the net inflow for the defense and military sector exceeded 20 billion yuan [3][9]. Investment Outlook - The commercial aerospace industry is poised for a new era, supported by national policies and technological advancements, with military technology spilling over into civilian applications [4][10]. - Analysts suggest that the current moment is an opportune time to invest in military assets, especially as the "14th Five-Year Plan" approaches and new equipment construction plans are set to be clarified [4][10]. - The latest report from Dongfang Securities expresses a positive outlook on the military sector at this juncture [4][10]. Investment Tools - The CSI Military Industry Index, despite some recovery, remains over 736 points below its annual high, and 2500 points below its five-year peak [5][11]. - The ETF "512810" is highlighted as an efficient investment tool covering various hot themes such as commercial aerospace, controllable nuclear fusion, low-altitude economy, large aircraft, deep-sea technology, and military AI [5][11].