军工ETF（512660）收盘领涨超4.5%，同类规模第一，军工有望具有结构性行情

Core Viewpoint - The military industry ETF (512660) closed up over 4.5% on January 8, leading its peers, indicating a potential structural market trend in the military sector [1] Group 1: Industry Outlook - The military sector is identified as a strategic industry, with certain domestic equipment expected to achieve "0-1" development during the 14th Five-Year Plan, suggesting a favorable structural market trend [1] - The paradigm of unmanned combat is becoming the preferred choice for asymmetric warfare, with various unmanned equipment likely to be the focus of future deployments [1] - The commercial aerospace sector is anticipated to become a promising investment track once systemic, capacity, and application issues are resolved [1] - The low-altitude economy is currently experiencing a slowdown in policy and planning benefits, with market attention shifting to the next phase of implementation, which could lead to sustained gains once clear turning points are identified in airworthiness and logistics [1] - Deep-sea technology is viewed as a national strategic asset, with the industry still in its early stages, and further systemic reforms may act as catalysts for growth [1] Group 2: ETF and Index Information - The military ETF (512660) tracks the CSI Military Industry Index (399967), which comprehensively covers aerospace, naval, and terrestrial military sectors [1] - The index selects listed companies involved in military fields from the Shanghai and Shenzhen markets, primarily including the ten major military groups' listed companies, reflecting the overall performance of related securities in China's military industry [1] - The industry allocation is primarily focused on aviation equipment and military electronics, highlighting the growth potential and market vitality of the military sector [1]