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军工ETF(512660)涨超1.0%,深海资源开发与防务需求或驱动行业景气
Mei Ri Jing Ji Xin Wen· 2025-07-24 05:05
Group 1 - The article highlights the potential of deep-sea resources such as polymetallic nodules and polymetallic sulfides, emphasizing China's advancements in deep-sea technology and resource exploration [1] - China's deep-sea technology development is expected to enhance resource development efficiency and establish a new strategic resource reserve system [1] - The central economic meeting has underscored the importance of high-quality development in the marine economy, indicating that marine resource exploration, development, and security defense sectors will benefit [1] Group 2 - The article notes the increasing international competition for marine resources, suggesting that China may introduce more policies to promote deep-sea technology development [1] - The military's deep-sea capabilities are being enhanced, with advancements in unmanned submersibles and underwater defense systems, which may accelerate the construction of a comprehensive underwater defense network [1] - The deep-sea industry chain is expected to benefit from rising defense demands, expanding China's strategic maritime space [1] Group 3 - The military ETF (512660) tracks the CSI Military Industry Index (399967), which selects listed companies in the defense and military industry from the Shanghai and Shenzhen markets [1] - This index serves as an important indicator of the overall performance of listed companies in the military sector, reflecting significant industry characteristics and style allocation [1]