Core Viewpoint - The military industry sector in Hong Kong and A-shares is experiencing significant growth, driven by the anticipation of a military parade on September 3, commemorating the 80th anniversary of the victory in the Anti-Japanese War, which is expected to enhance market attention and boost valuations in the military sector [6][7]. Group 1: Market Performance - The military sector in the Hong Kong stock market has seen substantial gains, with Aerospace Holdings rising over 6% and China Shipbuilding Defense increasing over 5% [2][3]. - In the A-share market, various sub-sectors such as military equipment, military information technology, and military electronics have also performed strongly, with companies like Zhongke Haixun and Guorui Technology hitting the daily limit up [3][4]. Group 2: Upcoming Events - The military parade on September 3 is expected to showcase all domestically produced main battle equipment, highlighting China's defense technology and weaponry development capabilities [6][7]. - Historical trends indicate that major military parades often act as catalysts for the military stock market, enhancing public awareness and reinforcing national defense security consensus [6][7]. Group 3: Global Military Trade and Demand - The global military trade market is projected to reach $111.6 billion in 2024, with a year-on-year growth of 15.2%, where the U.S. holds a 37.9% market share and China accounts for approximately $3.22 billion (around 220 billion RMB) [10]. - The ongoing geopolitical tensions are accelerating global military trade demand, with expectations that China's military equipment market share could reach 15-20% by 2030, translating to a market demand of approximately 1500-2000 billion RMB annually [10][11]. Group 4: Future Outlook - The military industry is expected to maintain high growth due to robust order backlogs and accelerated production schedules, with the upcoming 14th Five-Year Plan likely to further stimulate development [7][11]. - Increased global military spending, driven by geopolitical uncertainties, is anticipated to sustain demand in the military sector, benefiting upstream materials such as titanium alloys and tungsten [11].

Group 1: Institutional Trading Insights - On the institutional trading leaderboard, 23 stocks were listed, with 12 experiencing net buying and 11 facing net selling [1] - The top three stocks with the highest net buying by institutions were: Yuyin Co., Ltd. (CNY 76.91 million), Hainan Huatie (CNY 76.42 million), and Dazhihui (CNY 65.62 million) [1][2] Group 2: Hainan Huatie's Strategic Involvement - Hainan Huatie has become a co-organizer of the "WCS·2025 RWA Industry Conference," focusing on the digitalization of real-world assets (RWA) [2] - The conference aims to promote technological innovation, industry integration, and globalization practices, facilitating the deep integration of Web3 with the traditional economy [2] Group 3: RWA Industry Developments - The RWA sector is gaining traction, with companies like Jingbeifang and Chutianlong actively participating in blockchain and digital currency infrastructure [5] - RWA is seen as a bridge between real-world assets and Web3.0, enabling the transformation of tangible and intangible assets into digital tokens on the blockchain [5]

Core Viewpoint - The article discusses the upcoming military parade in Beijing on September 3, commemorating the 80th anniversary of the victory in the Chinese People's War of Resistance against Japanese Aggression and the World Anti-Fascist War, highlighting the display of both traditional and new military capabilities [1][5]. Group 1: Military Parade Overview - The parade will consist of foot formations, equipment formations, and aerial teams, showcasing a well-organized representation of the People's Liberation Army and armed police forces [3]. - The event will feature a mix of traditional main battle forces and new domain capabilities, including unmanned systems, underwater operations, cyber warfare, and hypersonic technologies, reflecting the military's adaptation to technological advancements and evolving warfare [5]. Group 2: Specific Highlights - The foot formations will emphasize the new structure of military branches post-reform and the combined capabilities of armed forces [6]. - The equipment formations will demonstrate the latest achievements in military equipment development, showcasing a new model of joint command, action, and support, highlighting China's independent innovation in weaponry [6]. - The aerial teams will illustrate the systematic level of air combat forces and their rapidly improving advanced combat capabilities [6].

Core Viewpoint - The article discusses the overall arrangements for the commemoration of the 80th anniversary of the victory in the Chinese People's Anti-Japanese War and the World Anti-Fascist War, highlighting a grand military parade scheduled for September 3 in Tiananmen Square, Beijing, led by President Xi Jinping [1]. Group 1 - The military parade will feature a combination of foot formations, equipment displays, and aerial teams, showcasing the restructured military branches and the "three-in-one" composition of armed forces [2]. - The foot formations will emphasize the new military structure and layout following reforms, reflecting the modernization of the armed forces [2]. - The equipment display will highlight the latest achievements in military equipment systems, demonstrating new models of joint command, action, and support capabilities [2]. Group 2 - The aerial teams will showcase the systematic level of air combat forces and the advanced combat capabilities that have rapidly improved [3]. - The parade will include both traditional main battle forces and new domain capabilities, featuring all domestically produced active combat equipment [3]. - The event will also present new types of combat forces, including unmanned intelligence, underwater operations, cyber-electronic offense and defense, and hypersonic technologies, reflecting the military's adaptation to technological advancements and evolving warfare [3].