Core Viewpoint - The military industry stocks are experiencing significant gains, driven by geopolitical uncertainties and strategic shifts in defense spending [1] Group 1: Stock Performance - China Shipbuilding Defense (600685) has risen by 5.86%, trading at 14.81 HKD [1] - AVIC (02357) has increased by 1.78%, trading at 4 HKD [1] Group 2: Geopolitical Context - Recent comments from Japanese Prime Minister Sanae Takaichi have sparked considerable controversy and opposition [1] - The geopolitical uncertainty is expected to enhance the focus on the military sector, as noted by Zhongtai Securities [1] Group 3: Strategic Insights - Dongfang Securities emphasizes the importance of preparing for the future, particularly after the implementation of the "14th Five-Year Plan," highlighting areas such as unmanned and anti-unmanned equipment, deep-sea technology, and operational information technology as new productive forces [1] - In the medium to long term, attention is drawn to breakthroughs in domestic power systems that could lead to increased commercial aviation supply and accelerated military trade market expansion due to the export of high-end Chinese equipment [1] - The military and civilian trade sectors are anticipated to become the second growth driver for the military industry [1]