央企科技ETF(560170.SH)涨0.49%，深南电路涨5.86%

Core Viewpoint - The investment logic in the military technology sector is strengthening, with increasing value in allocation as the modernization of national defense is expected to accelerate under the "14th Five-Year Plan" [1] Group 1: Market Performance - On December 29, the Shanghai and Shenzhen markets experienced fluctuations, with the chemical fiber sector leading in gains [1] - As of 14:40, the Central Enterprise Technology ETF (560170.SH) rose by 0.49%, while Shenzhen South Circuit increased by 5.86% [1] Group 2: Industry Insights - The military technology sector is expected to focus on new combat capabilities such as aerospace military, unmanned intelligence, and cyber defense [1] - The order situation for core supporting enterprises is showing a structural reversal trend, improving quarter by quarter as equipment orders are gradually released [1] Group 3: Policy and Economic Factors - The strong planning attributes of the industry, combined with the inherent advantages of state-owned enterprises in technology breakthroughs and project undertakings, are expected to enhance profitability [1] - The ongoing reforms in state-owned enterprises are anticipated to improve quality and efficiency, further driving the expected improvement in profitability within the sector [1] Group 4: Investment Opportunities - The Central Enterprise Technology ETF (560170.SH) is positioned to benefit from both policy dividends and the high prosperity of the industry, particularly in strategic emerging fields such as national defense and aerospace [1]