Group 1 - The defense and military industry sector is expected to experience a new market trend driven by the upcoming military parade on September 3rd and the Army Day on August 1st, showcasing advanced military technologies such as unmanned intelligent combat systems and hypersonic weapons [4] - The display of new equipment during the parade may reinforce the upgrade logic for major manufacturers, indicating a comprehensive upgrade of the military industrial chain [4] - The military electronics industry, as a foundational element in the development and deployment of new equipment, is deeply involved in the iteration of military technologies across generations [4] Group 2 - Military electronics are anticipated to recover first in 2025, as previously analyzed, with three military electronics stocks expected to show performance growth based on semi-annual earnings forecasts [5] - This article aims to further explore relevant military electronics stocks that have not yet released their semi-annual earnings forecasts but have shown strong performance in their first-quarter reports, with some entering the earnings realization phase and others experiencing significant growth [5]