军工ETF（512660）涨超2%，军工行业2026年需求恢复预期及确定性较强

Group 1 - The military industry ETF (512660) rose over 2% on January 19, driven by strong expectations for demand recovery in the military sector by 2026 [1] - Investment focus should gradually shift towards the core of the industry, specifically the SpaceX supply chain and domestic rocket industry, which are expected to be the fastest-growing and most inflation-resistant sectors [1] - The SpaceX supply chain is progressing rapidly, with the Starship and V3 satellites expected to achieve commercial deployment by 2027, leading to a significant revenue realization period from 2027 to 2030 [1] Group 2 - China's rocket industry is accelerating its development, with recent failures in two launch missions highlighting the necessity of rapid advancement [1] - The China Aerospace Science and Technology Corporation emphasized the need to break through reusable rocket technology and strategically plan for future industries such as space intelligence [1] - Ground terminals are also noteworthy, as they are expected to have high revenue realization confidence [1]