Raytron(SH:688002) Xin Lang Cai Jing·2026-01-23 02:46Core Viewpoint - The military industry sector continues to rise, with the popular military ETF Huabao (512810) reaching a peak of 1.8% and recovering the 10-day moving average, indicating a strong upward trend in the market [1][6]. Group 1: Military Sector Performance - The military ETF Huabao (512810) has shown significant performance, hitting a peak of 1.8% and aiming for a third consecutive daily gain [1][6]. - Notable stocks within the sector include Ruichuang Micro-Nano, which hit a 20% limit up and reached a three-year high, and Zhenlei Technology, which increased by over 11% [1][7]. - The commercial aerospace concept is gaining traction, with stocks like Guobo Electronics, Zhongke Xingtou, and Aerospace Electronics experiencing substantial gains [1][7]. Group 2: Commercial Aerospace Developments - Beijing Chuanjue Space Tourism Technology Co., Ltd. held a global launch event for its commercial manned spacecraft "Chuanjue No. 1," showcasing the full-size test cabin [3][9]. - The technical team announced that over three spacecraft seats have been reserved, totaling more than 20 space tourists, with the first manned flight expected in 2028 [3][9]. - The military ETF Huabao (512810) covers various hot themes, including commercial aerospace, low-altitude economy, large aircraft, satellite navigation, military informatization, and controllable nuclear fusion, serving as an efficient tool for investing in core military assets [3][9]. Group 3: Financial Projections - Ruichuang Micro-Nano announced an expected net profit attributable to shareholders of approximately 1.1 billion yuan for the year 2025, representing a year-on-year increase of about 93% [7][8]. - The net profit, excluding non-recurring gains and losses, is projected to be around 1.01 billion yuan, reflecting a year-on-year increase of approximately 98% [7][8].