军工ETF（512660）涨超2.4%，航天发射与装备升级受关注

Group 1 - The military industry ETF (512660) rose over 2.4%, with a focus on aerospace launches and equipment upgrades [1] - The defense industry is a critical support for national security, characterized by strong policy drivers and long-term certainty [1] - Under the "combat readiness and construction" policy, modernization and information upgrades of equipment will continue, focusing on high-end radar, satellite communication, and unmanned combat systems [1] Group 2 - The national defense budget is projected to reach 1.784665 trillion yuan by 2025, with a growth rate of 7.2% [1] - The military electronics market is expected to reach 501.2 billion yuan by 2025, while the low-altitude economy is anticipated to exceed 1.5 trillion yuan [1] - Leading companies will benefit from accelerated equipment deployment and deepening domestic substitution, creating a dual drive of safety premium and performance [1] Group 3 - The military ETF (512660) tracks the CSI Military Industry Index (399967), which selects the top ten military groups and representative companies related to the military industry from the Shanghai and Shenzhen markets [1] - The index covers core military fields such as aviation, aerospace, shipbuilding, weaponry, military electronics, and satellites, reflecting the overall performance of military-themed listed companies [1] - The index exhibits a small and mid-cap style, aiming to represent the securities of companies in the military industry [1]