Core Viewpoint - The military industry sector is experiencing renewed activity, with significant stock price increases for companies like Aerospace Intelligence and Jiayuan Technology, driven by upcoming events such as military parades and the "Five-Year Plan" meeting [1][2]. Group 1: Market Activity - The military sector saw stocks like Aerospace Intelligence rise nearly 18%, with Jiayuan Technology increasing over 10%, and Changcheng Military reaching a new historical high [1]. - The current market congestion in the military sector is at a moderate level, making it a suitable area for investment within the growth theme [1]. Group 2: Catalysts for Growth - Historical events, such as military parades, have been significant catalysts for the military sector's performance, with past parades leading to substantial stock gains [1]. - The upcoming "Five-Year Plan" meeting is expected to provide a boost to the military sector, as historical data shows that military stocks tend to outperform other sectors leading up to such meetings [1][2]. Group 3: Long-term Outlook - The military industry is poised for a new round of order releases, supported by both domestic planning and international competitive dynamics [2]. - The military sector's performance is closely tied to the execution of the "Fourteenth Five-Year Plan" and the preparation for the "Fifteenth Five-Year Plan," which is expected to clarify development directions and release pent-up demand [2]. - The global arms race and China's increasing competitiveness in international military trade are anticipated to expand market opportunities for the military sector [2].