利好来袭，直线20%涨停，这一概念批量牛股诞生

Group 1: Defense and Aerospace Sector - Defense and military concept stocks collectively surged in the morning, with multiple stocks hitting a 20% limit up [1][4] - The commercial aerospace sector remains highly active, with the sector index reaching a historical high, and several stocks like Puni Testing and Chaojie Co. also hitting 20% limit up [4][6] - The recent successful launch of the Long March 12 rocket and the completion of Blue Arrow Aerospace's IPO guidance work are significant positive developments for the sector [6] Group 2: Consumer Electronics Sector - The consumer electronics sector saw a strong opening, with the index rising nearly 3% at one point, and stocks like Hengmingda hitting a historical high with a 20% limit up [10][12] - Demand for consumer electronics is recovering, supported by various consumption-boosting policies, including the promotion of AI-integrated products [12][13] - The rising prices of storage chips, particularly DDR4, are significantly increasing the material costs for consumer electronics, leading to potential retail price hikes for products like smartphones [12][13]