军工ETF（512660）涨超2.4%，军工长期趋势向好

Core Viewpoint - The long-term trend of the military industry is positive, supported by government initiatives to modernize national defense and military capabilities [1] Group 1: Government Initiatives - The 20th Central Committee's Fourth Plenary Session emphasized achieving the centenary goals of the military by enhancing the quality of national defense and military modernization [1] - There is a focus on accelerating the construction of advanced combat capabilities and modernizing military governance [1] Group 2: Industry Developments - Aerospace Science and Industry Corporation and China Aerospace Technology Corporation have held meetings to outline key tasks for achieving the "15th Five-Year Plan" goals for a strong aerospace nation [1] - Aerospace Science and Industry Corporation is concentrating on three main business areas: aerospace defense, internationalization, and technology application, aiming for technological self-reliance and the development of new capabilities [1] - Aerospace Technology Corporation is advancing major projects such as manned lunar missions and deep space exploration, while also focusing on reusable rocket technology and commercial aerospace [1] Group 3: Investment Opportunities - The military ETF (512660) tracks the CSI Military Industry Index (399967), which selects listed companies primarily controlled by the top ten military groups and related to the military industry [1] - The index includes representative companies across various military sectors such as aviation, aerospace, shipbuilding, weaponry, military electronics, and satellites, reflecting the overall performance of military-related listed companies [1]