Xin Lang Cai Jing·2026-01-22 01:58Group 1 - The military industry sector showed strong performance on January 22, with the China Securities Military Industry Index constituents experiencing significant gains, including a 20% limit up for Triangle Defense and over 13% increase for Steel Research High-tech [1][4] - The military ETF Huabao (512810) surged by 2.45%, with trading volume quickly surpassing 21 million yuan [2][8] - The upcoming Third Beijing Commercial Aerospace Industry High-Quality Development Promotion Conference, scheduled for January 23-24, aims to discuss new opportunities in commercial aerospace development [4][10] Group 2 - The 14th Five-Year Plan emphasizes the high-quality advancement of national defense and military modernization, accelerating the upgrade of advanced weaponry and equipment, indicating a new development period for military equipment [4][10] - China's global competitiveness in shipbuilding, aerospace, and satellite navigation has been steadily improving, positioning the national defense and military industry as a crucial area for new productive forces [4][10] - The military ETF Huabao (512810) covers various popular themes such as commercial aerospace, low-altitude economy, large aircraft, satellite navigation, military information technology, and controllable nuclear fusion, serving as an efficient tool for investing in core military assets [4][10]