军工ETF（512660）收涨超1.4%，昨日资金净流入近1亿元，基本面利好行业前景

Group 1 - The military industry ETF (512660) rose over 1.4% on January 27, with a net inflow of nearly 100 million yuan, indicating a positive outlook for the industry fundamentals [1] - Huafu Securities highlights the investment focus on the SpaceX supply chain and the domestic rocket industry chain, with SpaceX aiming to achieve reuse of Starship this year and the V3 satellite scheduled for 2027 [1] - The domestic rocket industry is experiencing accelerated development and capital support, which will enhance its progress and lead to a significant increase in the number of large-scale rockets [1] Group 2 - The commercial space industry trend is emerging, with space photovoltaics potentially becoming the next growth area [1] - The military industry is expected to see a strong demand recovery by 2026, which supports a positive outlook for the industry's fundamentals [1] - The military ETF (512660) tracks the CSI Military Industry Index (399967), which selects listed companies related to the military industry from the Shanghai and Shenzhen markets, focusing on key areas such as aviation, aerospace, and military electronics [1]