证券时报·2025-05-22 04:11Core Viewpoint - The article highlights the active performance of the defense and military industry, with significant stock price increases in related companies, driven by geopolitical tensions and government policies supporting military spending [20][21]. Defense and Military Industry - The defense and military sector showed strong performance, with stocks like Guoke Tiancai rising by 20%, and several others reaching their daily limit [4][7]. - The U.S. announcement of a $175 billion investment in missile defense systems has raised concerns about escalating military competition, which may benefit the defense sector in China [19]. - China's recent white paper on national security emphasizes the importance of maintaining territorial integrity and enhancing military capabilities, which supports the growth of the defense industry [20]. Banking Sector - The banking sector experienced a collective rise, with banks like Qingdao Bank and Shanghai Bank reaching new all-time highs [23][24]. - Recent adjustments in the Loan Prime Rate (LPR) and deposit rates are expected to impact the banking sector positively, with a focus on stabilizing growth and improving asset quality [26]. - Analysts predict that the banking sector will benefit from a series of financial policies aimed at supporting economic recovery, leading to a potential performance turnaround [26].