Group 1 - The China Defense Index (399973) has seen a strong increase of 3.13%, with notable gains from stocks such as China Aerospace Science and Industry Corporation (10.02%) and Northern Navigation (9.99%) [1] - The Defense ETF (512670) rose by 3.18%, reaching a latest price of 0.75 yuan, marking it as the top performer among defense and military ETFs [1] - The latest scale of the Defense ETF reached 5.462 billion yuan, achieving a new high in nearly a year [1] Group 2 - Recent developments include the launch of the world's first high-orbit commercial relay satellite project in Shenzhen, indicating a strategic focus on the aerospace industry for local economic transformation [1] - China Galaxy Securities highlights the underestimated long-tail effect of military trade and the acceleration of military transformation contributing to enhanced combat capabilities [2] - The Defense ETF closely tracks the China Defense Index, which includes listed companies under the top ten military groups and those providing equipment to the armed forces, reflecting the overall performance of defense industry stocks [2]