Group 1 - The core viewpoint of the articles highlights the positive outlook for the military industry in China, driven by upcoming events such as the 80th anniversary of the victory in the Anti-Japanese War and World Anti-Fascist War, which will feature new military technologies [1] - The military sector has seen continuous net inflows of capital this year, with the military ETF (512660) experiencing a growth of over 40% in shares, reaching a current scale of over 15.7 billion yuan [3] - China's military exports have gained a global market share of 5.80% from 2019 to 2023, with approximately 60% of these exports going to Pakistan, indicating a potential for increased military trade and long-term performance improvements in the industry [4] Group 2 - The military ETF (512660) tracks the China Securities Military Index, which covers a wide range of military sectors including aviation, military electronics, and naval equipment, showcasing the overall performance of the military industry [7] - The China Securities Military Index has demonstrated defensive strength during market downturns, with the smallest declines in 2018, 2022, and 2023, and ranked first in returns among peers in 2024 [7] - The military sector is expected to benefit from increased domestic demand driven by the "14th Five-Year Plan," "Centenary of the Army," and the push for self-sufficient domestic alternatives, indicating strong positive expectations for the industry's fundamentals [8]

Group 1 - The A-share market indices continued to rise, with significant gains in the communication, electronics, and power equipment sectors, while the defense and military industry saw a rebound after a low opening [1] - The Aerospace ETF (159227) turned positive with a 0.27% increase, achieving a trading volume of 56.69 million yuan, making it the top ETF in its category [1] - The Aerospace ETF has seen a net inflow of 16.43 million yuan on July 7, marking eight consecutive days of net inflows, totaling 191 million yuan [1] Group 2 - The Aerospace ETF tracks the National Aerospace Index, with a high weight of 98.2% in the defense and military sector, making it the purest military ETF in the market [2] - The National Aerospace Index has shown higher elasticity compared to other indices, supported by multiple factors driving the aerospace industry [2] - The military industry is expected to see a new wave of order releases due to the intersection of the five-year plan and enhanced global competitiveness, with China's weaponry gaining strong competitiveness in international arms trade [2]

航空航天ETF天弘（159241）紧密跟踪国证航天指数，按申万一级行业分类，该指数以超98%的国防军 工行业权重形成显著特征，是全市场军工含量最高的指数。按申万二级行业分类，航空装备与航天装备 两大核心板块则占据66%权重，深度聚焦大飞机研制、低空经济、商业航天等新兴领域航空航天装备产 业链关键领域。 7月8日，航空航天ETF天弘（159241）走势震荡，截至发稿涨0.09%，换手率12.47%，成交额超4100万 元，溢折率0.07%，盘中频现溢价交易。 成分股中，华秦科技涨超3%，天和防务、华力创通、上海瀚讯、迈信林等跟涨。 资金流向方面，Wind金融终端数据显示，航空航天ETF天弘（159241）昨日（7月7日）获199万元资金 净流入，该ETF已连续8个交易日获资金净流入，累计"吸金"1.55亿元。 规模上，截至7月7日，航空航天ETF天弘（159241）最新流通规模3.29亿元，最新流通份额2.98亿份， 均创历史新高；值得一提的是，6月以来，该ETF份额变化率达81.03%，居同标的产品首位。 申万宏源表示，在2025/4/7的反弹行情下，国证航天指数展现出了相比通用航空、中证国防等指数更高 的弹 ...

Core Viewpoint - Europe's largest port is preparing for a potential conflict with Russia by reserving space for military supplies and planning logistics for cargo transfer in the event of war [1] Group 1: Port Operations - The Port of Rotterdam is coordinating with neighboring Antwerp to manage the arrival of vehicles and supplies from the UK, US, and Canada [1] - The measures taken by Rotterdam are part of a broader wave of military preparedness across the European continent [1] Group 2: Defense Spending - The European Union is formulating a military restructuring plan worth up to €800 billion [1] - The EU aims to become more self-sufficient in defense in response to demands from US President Trump [1]

Group 1 - The military industry is experiencing positive catalysts, with the military ETF (512660) seeing a net inflow of over 460 million yuan in the past five days [1] - The establishment of the General Aviation and Low-altitude Economy Working Group by the Civil Aviation Administration includes six specialized working groups, covering the entire chain of general aviation and low-altitude economic development [1] - The Shanghai Stock Exchange has approved the merger plan of China Shipbuilding Industry Corporation and China Shipbuilding Heavy Industry Company, involving 115.15 billion yuan in funds and over 400 billion yuan in assets, marking a significant restructuring in the industry [1] Group 2 - The military ETF (512660) tracks the CSI Military Industry Index, which includes representative listed companies in the defense and military industry, reflecting the overall performance of the sector [2] - The index covers multiple subfields within the defense and military industry, showcasing high industry concentration and distinct military characteristics [2]

当地时间7月7日，美国总统特朗普在接待来访的以色列总理内塔尼亚胡于白宫举行的晚宴上表示，美国将对乌克兰 输送更多武器，以帮助乌克兰进行自卫，"我们将不得不提供更多武器，主要是防御性武器。" 特朗普称将继续对乌提供武器 。 特朗普还说："坦白说，我对普京总统没有停下来感到失望。" 乌总统泽连斯基7日在社交媒体发文说，乌多个州遭到空袭。过去一周，俄军共向乌境内发射了39枚导弹、1270架 无人机以及近千枚航空制导炸弹。 当地时间7月3日，美国总统特朗普曾表示，美国为乌克兰提供帮助，但必须"先确保我们自己拥有足够的武器"。 白宫：暂停对乌克兰武器供应是国防部标准审查的一部分 当地时间7日，美国白宫表示，暂停对乌克兰武器供应是美国国防部标准审查的一部分。 俄称打击乌兵员中心 乌称袭击俄边疆炼油厂 俄罗斯国防部当地时间7日发布战报称，过去一天，俄军在第聂伯罗彼得罗夫斯克州和苏梅州分别控制了1个定居 点，并打击了乌军兵员补充中心、攻击型无人机组装及储存设施、弹药库与燃料库等目标。俄军防空部队则击落了乌 军7枚航空炸弹和402架无人机。 △俄罗斯国防部公布画面 乌克兰武装部队总参谋部7日发布战况信息称，截至当天下午，前线发 ...

据央视新闻报道，当地时间周一下午，也门胡塞武装军方发言人叶海亚·萨雷亚发表声明， 称 胡塞武装通过两艘无人快艇、五枚导弹和三架无人机袭击了违反胡塞武装航行禁令而前往以色 列的船只"魔法海洋"号，并成功命中目标，导致船舱进水，并随时面临沉没的风险。 据悉，魔法海洋号是希腊Stem Shipping旗下的船只，胡塞武装周日对其进行了袭击，这也是 他们自去年12月以来首次袭击商船。 胡塞武装从2023年底开始袭击商船，导致通过苏伊士运河的船只数量锐减。这条水道对全球 贸易至关重要，尽管没有发生新的袭击事件，但2025年上半年，通过这条水道的船只数量仍 然很少。 胡塞武装表示袭击发生后，船上19名船员被允许安全撤离该船。胡塞武装随后称，该船已经 沉没，这艘船之所以成为袭击目标，是因为它过去曾停靠过以色列港口。 此外，以色列空袭目标还包括2023年11月在红海被胡塞武装劫持的"银河领袖"号货轮，以军 称胡塞武装将其用作海上监视与作战指挥平台。 周日当天，以色列对也门西部红海沿岸的胡塞武装控制区发动空袭，目标包括多处港口和关键 能源设施。没有迹象表明以色列的袭击与魔法海洋号有关。 报道称，以军战机对红海沿岸的荷台达省发动 ...

特朗普：希望我们不必对伊朗再次发动军事打击。 ...

菲律宾华裔青年联合会创会会长洪玉华表示，在世界反法西斯战争胜利80周年之际，仍有人试图淡化、 篡改甚至否认这一切。希望有更多的人帮助这些幸存者，治愈她们的心灵，让她们在余生中看到正义不 是一句空话。 1941年12月，日军偷袭珍珠港，发动太平洋战争。为夺取美军基地，1942年日军占领菲律宾。1944年11 月23日，马帕尼克村被日本军队突袭。日军以游击队藏匿在该村为由，封锁全村，洗劫并焚毁房屋。男 性被集中处决杀害，一百多名女性被带走囚禁，押往附近的"红屋（Bahay na Pula）"进行系统性强暴与 奴役。 一直帮助这些"慰安妇"幸存者发声的菲律宾人权律师苏亚雷斯说，这些老人已经等了八十多年，日本政 府至今没有承认她们所遭遇的暴行，也没有道歉。这对她们来说，是二次伤害，甚至比对身体的伤害更 深。苏亚雷斯强调，"历史不是为了仇恨而记住，而是为了不再重复"，只有承认历史，才能真正从历史 中汲取教训，才能让人相信不会重蹈覆辙。 【环球时报驻菲律宾特派记者 樊帆】6日上午，在世界反法西斯战争胜利80周年之际，菲律宾华裔青年 联合会、菲律宾华侨抗日游击支队后裔联谊会、菲华联谊总会等多个华裔社团代表前往邦板牙省坎达巴 ...

Core Viewpoint - The article discusses allegations that China is using its embassies to undermine the reputation and sales of the French "Rafale" fighter jet, with claims of promoting Chinese military aircraft instead [1][2]. Group 1: Allegations and Responses - French intelligence reports suggest that Chinese military officials are actively working to discredit the "Rafale" jet, particularly targeting countries like Indonesia that have already placed orders [1][2]. - The Chinese Ministry of Defense has denied these allegations, labeling them as baseless and defamatory [1][2]. Group 2: Impact on Military Sales - The "Rafale" jet is a significant part of France's defense industry, with sales to eight countries, including Indonesia, which has ordered 42 units and is considering additional purchases [1]. - Following recent military conflicts, there has been a surge in misinformation campaigns on social media, promoting the superiority of Chinese military technology [2]. Group 3: International Reactions - Military experts suggest that Western media and analysts have a tendency to downplay Chinese military capabilities while promoting their own arms sales [3]. - The article notes that the U.S. and other Western nations have shown urgency in promoting their own fighter jets, particularly the F-35, in light of the recent air combat involving the "Rafale" [3]. Group 4: Market Dynamics - The article highlights the competitive landscape at the Paris Air Show, where both the Chinese J-10CE and the "Rafale" were showcased, indicating the ongoing rivalry in the defense market [4]. - Indonesia's defense officials are exploring the possibility of acquiring Chinese J-10 fighter jets, contingent on performance and pricing [3].