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军工板块三季度归母净利润同比增长73.2%!军工ETF龙头(512680)盘中涨超2%,外部环境不确定性带动国际军贸需求增长
Xin Lang Cai Jing· 2025-11-17 03:09
Group 1 - The A-share military industry sector experienced a significant surge, with companies like Great Wall Military and Jianglong Shipbuilding seeing substantial gains, indicating strong market interest and potential growth in the sector [1] - The military industry is benefiting from the "14th Five-Year Plan" completion and preparations for the "15th Five-Year Plan," with key drivers including high-end military trade, state-owned enterprise reforms, and large-scale AI deployment [1] - The upcoming launch of China's reusable rocket "Zhuque-3" is expected to lower launch costs and accelerate the development of domestic satellite internet constellations, marking a milestone for commercial aerospace [1][2] Group 2 - The military sector reported a notable increase in performance, with net profit reaching 24.453 billion yuan in the first three quarters of 2025, a 17.29% increase year-on-year [2] - The third quarter alone saw a net profit of 8.927 billion yuan, reflecting a significant 73.2% year-on-year growth, indicating a positive trend in quarterly performance [2] - The military ETF index showed strong performance, with a 2.10% increase on November 17, 2025, and a 12.88% rise over the past six months, highlighting investor confidence in the sector [2][3] Group 3 - The leading military ETF reached a scale of 7.571 billion yuan as of November 14, 2025, with a substantial increase in shares by 70.4 million over the past two weeks [3] - The ETF has seen continuous net inflows, with a peak single-day inflow of 41.8467 million yuan, totaling 1.25 billion yuan in net inflows recently, indicating strong investor interest [3] Group 4 - Investors can access military ETF opportunities through various off-market connection classes, providing additional avenues for investment in the military sector [4]