军工满血回归，狂吸151亿碾压全场！军工ETF华宝（512810）放量涨超3%，商业航天、大飞机催化密集，龙头20CM

Core Viewpoint - The military industry sector has shown a strong rebound on January 22, with significant capital inflow, leading the market among 31 primary industries. Group 1: Market Performance - The military industry sector (申万) saw a net inflow of over 15.14 billion yuan, with a price increase of 3.23% [1][10] - The popular military ETF, Huabao (512810), rose by 3.27%, reaching a daily high with a trading volume of 79.68 million yuan, a 30% increase from the previous day [1][10] - Among the 80 leading military stocks covered by the Huabao ETF, 74 stocks closed in the green, indicating strong market performance [3][12] Group 2: Key Stocks - Notable stocks include: - Triangle Defense (300775) with a price increase of 19.99% and a trading volume of 4.103 billion yuan [4][13] - Steel Research High-tech (300034) up by 12.98% with a trading volume of 2.054 billion yuan [4][13] - China Great Wall (000066) increased by 9.43% with a trading volume of 13.744 billion yuan [4][13] - Aerospace Electronics (600879) rose by 6.20% with a trading volume of 18.93 billion yuan [4][13] Group 3: Catalysts and Developments - The military sector is experiencing a boost from significant news in various new production capabilities, enhancing market sentiment [4][12] - Positive developments in commercial aerospace include: - Elon Musk's active promotion of SpaceX's IPO, targeted for completion by July this year [5][14] - The upcoming third Beijing Commercial Aerospace Industry High-Quality Development Promotion Conference [5][14] - The construction of China's first offshore liquid rocket launch and recovery test platform [5][14] - Progress in large aircraft development includes: - EASA test pilots beginning flight tests of the C919 passenger aircraft in Shanghai, potentially accelerating international certification [5][14] - Suzhou's latest "14th Five-Year" planning proposal emphasizing integration into the Yangtze River Delta large aircraft industry cluster [5][14] Group 4: Investment Tools - The Huabao military ETF (512810) serves as an efficient investment tool covering various hot themes such as commercial aerospace, low-altitude economy, large aircraft, satellite navigation, military informatization, and controllable nuclear fusion [6][14]