Group 1 - The defense and military industry sector continues to adjust, with the popular defense military ETF (512810) showing active buying despite fluctuations, indicating a potential turning point in fund flows [1] - From the end of October, the net subscription of the ETF has exceeded 22 million yuan over three consecutive trading days, reflecting positive market sentiment towards the sector's future [1] - Key stocks in the sector include Fushun Special Steel, which rose nearly 6%, along with Huali Chuantong, Shanda Shares, and Guorui Technology, while Guobo Electronics, Great Wall Military Industry, and Aerospace Science and Technology saw significant declines [3] Group 2 - The successful launch of the Shenzhou 21 manned spacecraft on October 31, 2025, marks a significant step in China's aerospace ambitions [3] - Major manufacturers like AVIC Shenyang Aircraft Corporation and Aero Engine Corporation of China reported significant growth in contract liabilities in Q3, indicating a sustained improvement in aerospace equipment orders and steady recovery in industry demand [3] - Analysts predict substantial growth in defense and aerospace equipment sectors driven by multiple catalysts, including the 14th Five-Year Plan, the centenary of the military, and rapid development in military trade [3] - The ETF tracks the CSI Military Industry Index, with top ten weighted stocks including China Shipbuilding, Guangqi Technology, AVIC Shenyang, and others [3]

Core Viewpoint - The military equipment sector has seen a significant increase, with the National Defense and Military Industry ETF (512810) rising by 4.29%, reaching a 30-day high in price and a trading volume of 99.9737 million yuan, which is an increase of 189.07% compared to the same time yesterday, and an increase of 58 million shares in the past month [1] Group 1 - The military equipment sector has risen over 4% [1] - The National Defense and Military Industry ETF (512810) has achieved a price increase of 4.29% [1] - The latest price of the ETF has reached a 30-day high [1] Group 2 - The trading volume for the ETF was 99.9737 million yuan [1] - This represents a 189.07% increase in trading volume compared to the previous day [1] - The ETF has seen an increase of 58 million shares in the last month [1]

Group 1 - The aerospace equipment sector has increased by over 4%, while the defense and military industry ETF (512810) has risen by 2.13%, marking three consecutive days of gains [1] - The latest price of the ETF has reached a 20-day high, with a trading volume of 44.0544 million yuan, which is an increase of 91.64% compared to the same time yesterday [1] - There has been a net inflow of 2.0977 million yuan in financing over the past three days, with a monthly increase of 20.41%, adding 91 million units [1]