军工ETF（512660）连续2日资金净流入近4亿元，装备现代化与信息化升级将持续推进

Group 1 - The defense and military industry is a core support for national security, characterized by strong policy drivers and long-term certainty, with modernization and information upgrades continuing to advance [1] - By 2025, the national defense budget is projected to reach 1,784.665 billion yuan, with a growth rate of 7.2%, while the military electronics market is expected to reach 501.2 billion yuan [1] - Key development areas in the industry include high-end radar, satellite communications, and unmanned combat systems, with leading companies benefiting from accelerated equipment deployment and deepening domestic substitution, resulting in safety premiums and dual performance drivers [1] Group 2 - The aviation equipment sector is a significant component of the defense and military industry, with the low-altitude economy expected to exceed 1.5 trillion yuan, demonstrating counter-cyclical defense characteristics and strategic allocation value [1] - The military ETF (512660) tracks the CSI Military Index (399967), which selects the top ten military group holdings and related listed company securities from the Shanghai and Shenzhen markets, covering various military fields such as aviation, aerospace, shipbuilding, weaponry, military electronics, and satellites [1] - This index primarily allocates to the aviation equipment and military electronics sectors, exhibiting a small and mid-cap style [1]