人气爆棚！商业航天掀起军工主升浪，军工ETF华宝（512810）摸高3.24%创逾3年收盘新高！

Core Viewpoint - The military industry sector is experiencing significant growth, driven by the commercial aerospace boom, with the military ETF Huabao (512810) reaching new highs and substantial trading volumes [1][5][9]. Group 1: Market Performance - On December 25, the military sector led the market for the second consecutive day, with the Huabao military ETF (512810) peaking at 3.24% during trading, closing up 2.97% at 0.763 yuan, marking a new closing high since January 5, 2022 [1]. - The Huabao military ETF covers 24 commercial aerospace concept stocks, with a total weight of 28.64% [3]. - Individual stocks within the commercial aerospace sector saw significant gains, with Zhenlei Technology hitting a 20% limit up, and Aerospace Electronics and China Satellite both reaching new highs [4][5]. Group 2: Trading Volume and Investment - The trading volume for Aerospace Development reached 13.345 billion yuan, ranking third in A-share trading, while Aerospace Electronics and China Satellite had trading volumes of 11.588 billion yuan and 10.241 billion yuan, respectively [5]. - The net inflow of funds into the defense and military industry exceeded 14.2 billion yuan, leading all sectors [7][8]. Group 3: Industry Growth and Policy Support - China's Long March rocket achieved a record of "three launches in one day," successfully completing multiple satellite missions, contributing to a record of nearly 90 launches in 2023, with a significant increase in commercial launches [8]. - A new policy from Shanghai aims to accelerate the development of the aerospace industry, with the commercial aerospace market expected to grow at a compound annual growth rate of approximately 22% since 2015, potentially reaching 7 trillion to 10 trillion yuan by 2030 [8]. - The commercial aerospace sector is entering a period of intensive catalysis, with expectations of increased contributions from new domains like low-altitude economy, supporting the recovery of the military sector's fundamentals [9].