Group 1 - The military industry is experiencing renewed activity due to procurement plans from Southeast and South Asian countries for Chinese military aircraft and air defense equipment, alongside ongoing global geopolitical conflicts that continuously catalyze sentiment in the military sector [1] - The military industry is expected to benefit from both domestic and international demand in 2023, with increased military spending globally and heightened attention on Chinese military equipment leading to a potential surge in military trade orders [1] - The "14th Five-Year Plan" is approaching its conclusion in 2025, which is expected to enhance order release expectations and boost market sentiment towards the military sector, while the "15th Five-Year Plan" is anticipated to further strengthen national defense and technology upgrades [1] Group 2 - The new quality productivity direction with high military content, particularly the low-altitude economy, is gaining attention due to its broad market prospects and policy support [2] - The strategic value of drones has been widely recognized during the Russia-Ukraine conflict, positioning them as a significant growth area in the military sector [2] - The low-altitude economy market in China is projected to reach 1.5 trillion yuan by 2025 and 3.5 trillion yuan by 2035, with eVTOLs expected to enter large-scale production soon [2]