Sou Hu Cai Jing·2026-01-12 03:47Core Viewpoint - The military industry continues to surge, with significant gains in the military sector stocks and ETFs, indicating strong market momentum and investor interest in defense-related investments [1][4]. Group 1: Market Performance - On January 12, the military sector saw a wave of stocks hitting the daily limit, with the military ETF Huabao (512810) having 11 stocks rising over 10% [1]. - The Huabao military ETF opened high and surged over 5%, marking its fifth consecutive day of reaching historical highs, with real-time trading exceeding 67 million yuan [2]. - Last week, the Huabao ETF rose by 13.57%, significantly outperforming major indices like the Shanghai Composite Index (+3.82%) and the ChiNext Index (+3.89%) [2]. Group 2: Key Stocks and Their Performance - Notable stocks within the Huabao military ETF include: - Guobo Electronics (688375) with a price of 154.00 yuan, up 18.47% [2]. - Huali Chuantong (300045) priced at 36.80 yuan, up 18.02% [2]. - Aerospace Electronics (600879) with a price of 31.56 yuan, up 10.00% [2]. - The ETF's index covers 24 commercial aerospace concept stocks, with a combined weight exceeding 32% [4]. Group 3: Industry Outlook - The International Telecommunication Union (ITU) indicates that China applied for frequency resources for over 200,000 satellites by December 2025, with more than 190,000 satellites from the newly established Wireless Innovation Institute [4]. - The commercial aerospace sector has been recognized as a strategic emerging industry in China's government work reports for 2024 and 2025, confirming its role as a new growth engine [4]. - The Chinese commercial aerospace market is projected to reach a scale of 8 trillion yuan by 2030, driven by policy and market dynamics [4].