Xin Lang Ji Jin·2025-12-28 11:33Core Viewpoint - The commercial aerospace sector is experiencing significant growth, leading to a bullish trend in the military industry, with the military ETF Huabao (512810) reaching new highs and outperforming the market [1][3][6]. Group 1: Market Performance - The military ETF Huabao (512810) has seen a cumulative increase of 6.05% this week, achieving five consecutive days of gains and a weekly trading volume of 4.51 billion, marking a two-month high [3]. - The military ETF Huabao (512810) surpassed its previous high from September 1, reaching a new three-year peak with a daily trading volume of 1.07 billion [1]. - Key stocks in the commercial aerospace sector, including Electric Science and Technology, China Satellite, Aerospace Development, and Beidou Star, have hit their daily price limits, with significant trading volumes [4][5]. Group 2: Sector Composition - The military ETF Huabao (512810) covers 24 commercial aerospace concept stocks, with a total weight of 28.64% [3][4]. - Notable stocks within the ETF include AVIC Optoelectronics (2.73%), China Satellite (2.23%), and AVIC Xi'an Aircraft (2.18%), among others [4]. Group 3: Industry Catalysts - The commercial aerospace sector is bolstered by recent achievements, such as the successful launch of 17 low-orbit satellites using the Long March 8 rocket, contributing to the sector's momentum [5][6]. - Policies supporting the development of the aerospace industry, such as measures from Shanghai to enhance the G60 Science and Technology Corridor, are expected to accelerate growth [6]. Group 4: Investment Outlook - Analysts suggest that the military sector may be entering a configuration cycle, with expectations for continued performance in the short to medium term [6]. - Historical data indicates that the military and communication sectors have shown strong performance during key periods, such as the Spring Festival and the Two Sessions [7].