Xin Lang Cai Jing·2026-01-27 10:08Group 1 - The military industry shows resilience with a rebound in the military ETF Huabao (512810), which rose by 1.15% after a drop of 1.7%, recovering both the 5-day and 10-day moving averages, with a trading range of 3.33% [1] - The aircraft sector significantly contributed to this rebound, with leading companies such as AVIC's Aero Engine Corporation and AVIC Control both hitting the daily limit, while companies like Triangular Defense and Tunan Co. saw increases of over 10% [1] - Notably, the military ETF Huabao attracted over 12 million yuan in net inflows on the previous day, indicating a positive shift in market sentiment [1] Group 2 - China Commercial Aircraft Corporation plans to accelerate the production and delivery of the C919 aircraft, targeting the delivery of 28 or more units this year, with two units already in the delivery process [2] - The geopolitical landscape is shifting, with the former EU president stating that US-EU relations are at a low point, prompting Europe to accelerate its defense autonomy and rapidly increase the production of military equipment [2] - Guohai Securities suggests that the military industry is in an upward demand cycle and recommends focusing on opportunities in military trade, commercial aerospace, and large aircraft sectors, while also paying attention to state-owned enterprise reforms [2]