加总理官方网站当天发布的新闻稿显示，卡尼访乌期间公布了加拿大在今年6月七国集团峰会上承诺的 对乌克兰额外20亿加元（约合14.4亿美元）军事援助的分配细节。其中大约8.3亿加元将用于为乌克兰采 购关键装备，包括装甲车辆、医疗设备、武器弹药和无人机；大约6.8亿加元将用于采购美国武器援助 乌克兰，包括防空装备。 加拿大总理卡尼24日访问乌克兰期间公布了对乌援助细节。 访问乌克兰期间，卡尼会见了乌总统泽连斯基。泽连斯基随后在社交媒体上对加方援助表达了感谢。 （文章来源：新华社） ...

作者：永赢通用航空ETF 基金经理刘庭宇 MACD金叉信号形成，这些股涨势不错！ 责任编辑：石秀珍 SF183 军工维度，今年有望迎来内外需共振。外需方面，在全球贸易关税政策不确定性急剧上升的背景下，各 国都在加强国防军事开支，中国军用装备的海外关注度持续提升，军贸订单有望放量；内需方面，2025 年是"十四五"规划的收官之年，军工行业进入冲刺阶段，订单释放预期增强，同时市场对"十五五"规划 中进一步强化国防建设、技术升级的预期升温，推动板块估值回升。 相比传统的军工板块，军工含量较高且未来具备广阔市场前景和政策支持的新质生产力方向更值得大家 关注，其中低空经济就是其中的代表。俄乌冲突中无人机的战略价值被广泛认知，未来或将成为军工领 域重要的增量方向。产业层面，全球首批民用无人驾驶航空器运营合格证（OC）落地中国，从应用场 景来看，短期无人机巡检、救援、植保等场景有望加速落地，中期低空文旅观光、无人机物流打开广阔 空间，长期来看有望颠覆传统交通方式、带来未来交通出行方式的重大变革。根据中国民航局的数据预 测，到2025年中国低空经济市场规模将达到1.5万亿元，到2035年有望达到3.5万亿元，eVTOL即将进 ...

Investment Rating - The report maintains a "Positive" investment rating for the defense and military industry [5]. Core Insights - The demand for military equipment is expected to expand due to ongoing international turmoil, with a focus on military trade and upstream sectors [1]. - The military electronics market is anticipated to grow significantly as modernized weapon systems require advanced electronic components [7][28]. - The recent escalation of conflicts, particularly between Israel and Iran, is likely to sustain the demand for military equipment [31]. Summary by Sections Industry Performance - The defense and military industry index increased by 1.03%, outperforming the Shanghai Composite Index, which decreased by 0.25% [10][13]. - The relative return of the defense and military index compared to the CSI 300 was +1.29% [10]. Key News and Developments - Russia is focusing on developing modernized weapon systems, emphasizing the need for advanced electronic components [28][30]. - The ongoing Israel-Iran conflict has led to increased military equipment demands, with Israel conducting extensive airstrikes [31]. Investment Recommendations - The report suggests focusing on specific sectors within the military industry, including military electronics and key materials [7]. - Recommended stocks include: - Military Electronics: Zhenhua Technology, Aerospace Electrical, and others [7]. - Key Materials: Western Superconducting, Chujian New Materials, and others [7].