Group 1 - The Central State-Owned Enterprises Technology Leading Index (932038) has seen a strong increase of 2.05%, with notable gains in constituent stocks such as AVIC Chengfei (302132) up 19.31%, Aerospace Rainbow (002389) up 10.02%, and Guobo Electronics (688375) up 8.53% [1] - The Central State-Owned Enterprises Technology Leading ETF (562380) has also risen by 2.36%, marking its third consecutive increase, with the latest price reported at 0.87 yuan [1] - Over the past year, the Central State-Owned Enterprises Technology Leading ETF has accumulated a total increase of 9.14%, with an average daily trading volume of 709.56 million yuan [1] Group 2 - China's defense budget has maintained an increase of around 7%, with defense spending accounting for less than 1.5% of GDP, which is below the average level of major military powers [2] - There is significant growth potential for China's defense spending, which is expected to outpace GDP growth in the long term [2] - The military industry is anticipated to emerge from a two-year period of stagnation, entering a phase of performance improvement and valuation enhancement, particularly in advanced fighter jets, low-altitude economy, domestic large aircraft, satellite internet, and deep-sea technology sectors [2]