航天强国“关键十年”把握军工机遇，军工ETF（512660）早盘涨超1.3%

Core Viewpoint - The next decade is crucial for China's development as a space power, with significant opportunities in the military industry, particularly in the commercial aerospace sector [1] Industry Summary - The military ETF (512660) rose over 1.3% on February 2, indicating positive market sentiment towards the military industry [1] - The 14th Five-Year Plan is identified as a key period for advancing China's commercial aerospace goals, which include establishing "five first-class" objectives [1] - By 2026, it is anticipated to be a pivotal year for rocket financing, marking the beginning of a golden era for rockets, with core companies expected to go public and rapidly expand their supply chains [1] Company Summary - The military ETF (512660) tracks the CSI Military Industry Index (399967), which selects listed companies related to the military industry from the Chinese A-share market, covering sectors such as aerospace, weaponry, and electronics [1] - The SpaceX supply chain remains significant, with ambitious plans including a "1 million satellite plan," "10,000 Starship launches per year," and a "100GW solar energy" initiative aimed at enhancing space computing capabilities [1] - Investment focus should remain on the core industries that are accelerating, emphasizing both the rapid pace of industry advancement and the swift realization of performance, particularly in the domestic rocket industry and the SpaceX supply chain [1]