Core Viewpoint - The military industry sector has experienced a significant surge, with the military ETF Huabao (512810) reaching a record high, driven by strong performance in commercial aerospace and related stocks [1][3]. Group 1: Market Performance - On January 8, the military sector saw a rapid increase, with the Huabao military ETF rising by 2.63%, marking its third consecutive day of setting historical highs [1]. - Over 70 out of 80 military stocks covered by the ETF showed positive performance, with notable gains in commercial aerospace stocks [1]. - Specific stocks like Guangwei Composite surged over 11%, while Aerospace Electronics, Aerospace Electrical Appliances, and Aerospace Technology also experienced significant increases [1]. Group 2: Industry Trends - The commercial aerospace and low-altitude economy sectors are contributing to the recovery expectations of the military industry [3]. - The "14th Five-Year Plan" for national aerospace goals is driving domestic policies, capital, and technology to support the transition of commercial aerospace from validation to large-scale operations [3]. - The Chinese military industry is evolving from a reliance on domestic demand to a new model driven by internal demand, foreign trade expansion, and civilian applications, creating a virtuous cycle of military technology benefiting civilian sectors [3]. Group 3: ETF Composition - The Huabao military ETF (512810) includes a diverse range of themes such as commercial aerospace, controllable nuclear fusion, low-altitude economy, large aircraft, deep-sea technology, and military AI [3]. - The ETF serves as an efficient tool for investing in core military assets, being a financing and margin trading product [3].
ETF盘中资讯|军工强势回归,再度领跑全市场!高人气军工ETF华宝(512810)劲涨2.63%连续3日刷新历史新高!
Sou Hu Cai Jing·2026-01-08 02:55