军工行业或仍处于需求向上周期，军工ETF（512660）回调超1.8%，把握回调布局机会

Group 1 - The military industry is expected to remain in an upward demand cycle over the next five years, with a focus on military trade, commercial aerospace, and large aircraft development [1] - China Commercial Aircraft Corporation (COMAC) emphasizes the full-scale development of the C919 aircraft by 2026, which is already in regular commercial operation domestically, and has garnered interest from multiple Southeast Asian countries [1] - The China Aerospace Science and Technology Corporation is focusing on enhancing new combat capabilities, advancing reusable rocket technology, and developing commercial aerospace and low-altitude economy sectors [1] Group 2 - The military ETF (512660) tracks the CSI Military Index (399967), which selects listed companies related to the military industry from the Shanghai and Shenzhen markets, covering sectors such as aviation, aerospace, shipbuilding, and weaponry [1] - The CSI Military Index has a high industry concentration, primarily investing in aviation equipment and military electronics, and exhibits a small and mid-cap style [1]