军工ETF（512660）微幅收涨，国内武器装备建设力度有望进一步强化

Core Viewpoint - The military industry ETF (512660) has seen a slight increase, indicating a potential strengthening of domestic weaponry construction efforts in China, driven by the "14th Five-Year Plan" and the centenary goals of the military [1] Group 1: Industry Trends - The military trade sector is expected to experience a sustained upward trend over the next 5 to 10 years due to global instability and transformation [1] - Key focus areas include the precision-guided weaponry supply chain, which is significantly influenced by preparation demands [1] - Investment in new domains such as underwater offense and defense, unmanned intelligence, and cyber information is anticipated to receive substantial funding [1] Group 2: Specific Opportunities - The "two aircraft" supply chain is witnessing steady demand for military aviation engines, with a trend towards supply chain replenishment starting to emerge [1] - There are signs of industrialization for domestic commercial engines, indicating potential growth in this sector [1] - The acceleration of commercial aerospace industrialization is expected to create investment opportunities in satellites, rockets, and ground terminal segments [1] Group 3: ETF and Index Information - The military ETF (512660) tracks the CSI Military Industry Index (399967), which selects the top ten military groups and other representative companies from the A-share market [1] - The index reflects the overall performance of military-themed listed companies, focusing on sectors such as aviation, aerospace, shipbuilding, weaponry, military electronics, and satellites [1] - The index leans towards small and mid-cap stocks, with a primary focus on aviation equipment and military electronics [1]