突然！大面积涨停！印巴前线，传来大消息

Core Viewpoint - The recent military conflict between India and Pakistan has led to significant impacts on the defense industry, with a notable surge in military stocks following the escalation of hostilities [1][2][4]. Group 1: Military Conflict Overview - On May 7, India launched attacks on six locations within Pakistan, resulting in 24 incidents, 8 fatalities, and 35 injuries, marking the first such action since 2019 and the most extensive since the 1971 war [2][3]. - Pakistan's military claims to have shot down 6 Indian aircraft, including 3 Rafales, 1 MiG, and 1 Su-30, with ongoing skirmishes along the Line of Control in Kashmir [3]. - The conflict has raised international concerns, with Pakistan condemning India's actions as violations of international law and asserting its right to respond [2]. Group 2: Defense Industry Impact - The military sector experienced a strong rally, with the military index rising over 2% and nearly 20 stocks hitting the daily limit or increasing by over 10% [1][4]. - Forecasts suggest that the defense industry may see a turning point in 2025, with military trade and technology conversion presenting new market opportunities [4]. - In 2024, the defense industry's performance is expected to be at a relative low, with projected revenues of 698.9 billion yuan, a decrease of 1.15% year-on-year, and a net profit of 28.2 billion yuan, down 29.71% [4]. - The overall gross margin is reported at 28.94%, down 1.37 percentage points from the previous year, while the net margin is at 4.04%, down 1.64 percentage points [4]. - Positive signs for 2025 include improved order deliveries and inventory levels, with significant growth in various sub-sectors, such as a 31.01% increase in aviation mainframe manufacturers [5].