On the morning of March 25, Huabao Military ETF (512810) continued to rise during the trading session, with its on-market price increasing by over 2% at one point. Among its constituent stocks, Hangjin Technology, China Power, and Yingliu shares performed most notably, with gains of 5.03%, 4.19%, and 4.13% respectively.
Analysts point out that the prosperity of the military industry is expected to continue, with aviation equipment as a core sector set to benefit directly. In the mid-to-late period of the "14th Five-Year Plan," the batch production of new models and the upgrade of older models will drive sustained industry growth. Demand within the aero-engine and military aircraft industrial chains is clear, indicating a stable industry foundation.
It is further noted that China's national defense equipment development is entering a new cycle driven by a dual-engine approach: "steady growth in traditional military sectors" and "the potential release of military technology conversion for civilian use." In traditional military areas, aligned with key milestones such as the centenary goal of military building, the continuous improvement in quality and quantity of military equipment is a systematic and long-term process. The spillover of military technology is fostering and empowering emerging industries like commercial aerospace, aero-engines and gas turbines, and controllable nuclear fusion, collectively raising the long-term growth ceiling for the sector. Concurrently, with the global arms trade scale trending upwards overall, China's market share in arms trade still has significant room for expansion. Arms trade business is expected to further enhance suppliers' revenue scale and profitability levels.
Huabao Military ETF (512810) passively tracks the CSI Military Index. The top ten weighted constituents of this index are China State Shipbuilding, AECC Aviation Power, Guangqi Technology, Aerospace Electronics, Feilihua Quartz, China Satellite, AVIC Shenyang Aircraft, AVIC Optoelectronics, Raytron Technology, and AVIC Xi'an Aircraft.
Data is sourced from the Shanghai and Shenzhen stock exchanges and public information.
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A MACD golden cross signal has formed, indicating positive momentum for these stocks.
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