Geovis(SH:688568) Xin Lang Ji Jin·2026-01-14 03:22Core Viewpoint - The military industry sector has shown a strong rebound, with the China Securities Military Industry Index seeing over 70 constituent stocks in the green, indicating a growing interest and potential investment opportunities in this sector [1][3]. Group 1: Market Performance - The military ETF Huabao (512810) saw an increase of over 3% in market price, with a trading volume exceeding 71 million yuan [1]. - Notable stocks include Shanghai Hanxun, which surged by 12.82%, and Zhongke Xingtou, which rose by 10.03%, while Haige Communication hit the daily limit for the third consecutive trading day [1][3]. Group 2: Industry Outlook - Research from Shenwan Hongyuan indicates that external geopolitical factors are increasing attention on the military sector, which is currently in a low valuation and low allocation phase, suggesting a potential upward trend in industry sentiment [3]. - The military industry is expected to benefit from the ongoing 14th Five-Year Plan and improving foreign trade expectations, leading to a new round of market activity [3]. Group 3: Investment Opportunities - The Huabao military ETF (512810) covers various popular themes such as commercial aerospace, controllable nuclear fusion, low-altitude economy, large aircraft, deep-sea technology, and military AI, making it an efficient tool for investing in core military assets [3]. - The ETF includes 24 commercial aerospace concept stocks, with a combined weight exceeding 32%, highlighting significant investment opportunities in this emerging sector [4].