大国博弈加剧，军工长期趋势向好，军工ETF（512660）盘中涨超1.2%，近5日资金净流入超3亿元

Group 1 - The core viewpoint is that the U.S. will accelerate the production of five key missile types, significantly increasing the production capacity of the "Tomahawk" missile, "Advanced Medium-Range Air-to-Air Missile," "Standard-3" interceptors, and "Standard-6" missiles, with many weapons' output expected to rise by 2 to 4 times compared to current levels [1] - The international environment is becoming increasingly complex and severe, necessitating advanced aircraft and missiles as winning tools, along with cost-effective equipment like rockets for sustained consumption and a reliable communication command system for support [1] - The trend of great power competition is expected to continue long-term, with the U.S. and its allies shifting their defense strategy focus towards the Indo-Pacific region, indicating a positive long-term outlook for the military industry [1] Group 2 - By 2027, the goal is to ensure the achievement of the centenary military building target, with expectations of accelerated shortfall compensation during the 14th Five-Year Plan period [1] - It is recommended to focus on key sectors in aerospace and equipment construction, as well as frontier hotspots like satellite internet [1] - The military ETF (512660) tracks the CSI Military Industry Index (399967), which consists of securities from ten major military groups whose main businesses are related to the military industry, covering areas such as aviation, aerospace, shipbuilding, weaponry, military electronics, and satellites [1]