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Core Viewpoint - The escalation of conflict between Iran and Israel has significant implications for global financial markets, particularly in the oil and defense sectors, creating potential investment opportunities amid rising tensions [2][3]. Group 1: Oil and Gas Sector - Iran is a crucial oil producer, accounting for approximately 3.5%-4% of global oil output, and is the third-largest producer in OPEC, with exports primarily directed towards Asian markets, especially China, which receives 60% of its exports [2]. - The recent military actions by Israel targeting Iranian energy facilities have resulted in a daily loss of 12 million cubic meters of natural gas production, raising concerns about supply shortages [3]. - Following the outbreak of conflict, international oil prices surged, with Brent crude surpassing $82 per barrel, positively impacting A-share oil and gas service stocks [3]. Group 2: Nuclear Pollution Prevention Sector - The military strikes by Israel are closely linked to nuclear concerns, as Iran has reportedly stored 400 kilograms of 60% enriched uranium, nearing weapons-grade levels [6]. - The nuclear pollution prevention sector in A-shares has seen significant gains, with a 5.05% increase on June 13 and continued upward movement in stocks like Jieqiang Equipment and Beihua Shares, which have seen over 10% gains [7]. - Several companies in the nuclear pollution prevention sector have high institutional ownership, with some exceeding 50% [7]. Group 3: Defense Sector - The conflict has highlighted vulnerabilities in traditional defense systems, leading to increased demand for advanced military technologies, including new air defense systems and drones [8]. - Chinese military products are expected to gain market share due to their cost-effectiveness and technological advancements, particularly in the context of rising global tensions [8]. - The defense sector has seen strong performance, with companies like Guorui Technology and Chengfei Integration reporting over 10% gains in the past month, and many firms having high institutional ownership [9][10].