Core Viewpoint - The rising geopolitical tensions in the Middle East are driving significant activity in the A-share military industry stocks, with notable price surges observed in companies like Longcheng Military Industry and Guangli Technology [1][6]. Company Summary - Longcheng Military Industry has achieved a three-day consecutive price increase, with the latest price at 18.36 yuan and a trading volume of 19.95 billion yuan, resulting in a market capitalization of 13.297 billion yuan [2]. - Over the past three trading days, Longcheng Military Industry's stock has increased by 33.14% [3]. - The stock has seen a net inflow of 21.96 million yuan from main funds, while retail investors contributed a net inflow of 40.32 million yuan [5]. - The company is involved in military equipment and has a significant focus on military products, including mortars and individual rockets [8]. Industry Summary - The military sector is experiencing heightened interest due to international geopolitical instability, particularly in the Middle East, which is expected to boost military trade [10][12]. - Global military spending is projected to increase for the tenth consecutive year in 2024, with the highest growth rates observed in Europe and the Middle East [12]. - The upcoming Paris Air Show in June 2025 is anticipated to be a significant event for the aerospace sector, potentially catalyzing investment interest in related industries [13][14]. - The military trade market is expected to expand from military aircraft and radar-related stocks to include missiles, ammunition, and the broader military supply chain [16].