The commercial space sector continues to surge, potentially heralding a major upward wave for the military industry! On December 26th, the military sector continued its upward trajectory, securing a position within the top three industries for both daily gains and net main fund inflows for the third consecutive day, based on Shenwan primary industry classifications.
Huabao Military ETF (512810), a core high-popularity target within the military sector, broke through the over-three-year high set on September 1st during the morning session. After a brief pullback before noon, it rallied again, climbing 1.83% in the afternoon to repeatedly set new highs exceeding a three-year record! The ETF recorded a full-day turnover of 107 million yuan.
For the week, Huabao Military ETF (512810) accumulated a gain of 6.05%, significantly outperforming the broader market and marking its fifth consecutive weekly advance. Trading volume expanded in tandem, with weekly turnover reaching 451 million yuan, the highest level in nearly two months. Statistics indicate that Huabao Military ETF (512810) covers 24 stocks related to the commercial space concept, with a combined weighting of 28.64%.
Commercial space component stocks continued to dominate the leaderboard today: CETC Cyber Security, China Satellite, Aerospace Development, BDStar Navigation, and China Satellite Communications all hit the daily limit-up! Aerospace Electronics and China Satellite saw both price and volume reach historic highs, with turnovers of 15.698 billion yuan and 12.857 billion yuan respectively, ranking second and fourth in terms of trading value across the A-share market! Additionally, Gratwave, China Satellite Communications, Shanghai Haxun, Bright Laser Technologies, and CAS Star Map also saw their share prices刷新历史新高.
The strong performance in commercial space continues unabated, fueled by a succession of industry catalysts. Following the new record of "three launches in one day" set by China's Long March rockets on December 24th, another Long March 8 modified carrier rocket successfully launched a group of 17 low-orbit satellites for a satellite internet constellation from the Hainan Commercial Space Launch Site at 7:26 AM today. On the corporate front, LandSpace is formally accelerating its push to become the "first stock in commercial space." Policy-wise, Shanghai issued the "Several Measures to Support the Construction of the Yangtze River Delta G60 Sci-tech Innovation Corridor as a Source of Initiatives," aiming to accelerate the development of the aerospace industry. Overseas, moving data centers into space is becoming a sector favored by several major US tech giants.
Driven by the ongoing surge in commercial space, the military sector continues to break upward resistance, with Huabao Military ETF (512810) successfully surpassing previous highs. Looking ahead, can this rally be sustained? Synthesizing institutional views suggests that the probability of success remains high in the short to medium term; from a long-term perspective, the current period may still represent a window for allocation. Shenwan Hongyuan points out that the increasing contribution from new domains and qualities such as commercial space and the low-altitude economy jointly supports expectations for a recovery in the military sector's fundamentals, indicating that the sector may currently be entering an allocation cycle. Guosen Securities, analyzing historical performance patterns of the industry, notes that since 2010, the military and communications sectors have led all industries in terms of the probability of generating positive returns and outperforming the broader A-share market during the period from the Spring Festival to the "Two Sessions" meetings.
Kaiyuan Securities, in its 2026 annual investment strategy, also stated that "technology first" is the strongest theme贯穿本轮牛市, recommending a focus on细分赛道 like the military industry, which possesses industrial chain bargaining power and profit certainty. The military sector remains a strategic allocation direction. [August 1st Military, Great Prospects] Huabao Military ETF (512810), whose code contains "81" (a reference to Army Day), covers numerous hot themes including "Commercial Space + Controlled Nuclear Fusion + Low-altitude Economy + Large Aircraft + Deep-sea Technology + Military AI." It is also a margin trading and southbound connect target, making it an efficient tool for one-click investment in the core assets of the military industry. Data source: SSE, SZSE, etc. Risk提示: Huabao Military ETF passively tracks the CSI Military Index, which has a base date of December 31, 2004, and was published on December 26, 2013. Individual stocks mentioned are listed solely for the objective illustration of index components and do not constitute recommendations for any specific stock, nor do they represent the investment direction of the fund manager or the fund. Any information appearing herein is for reference only, and investors must bear responsibility for any independent investment decisions. Furthermore, any views, analyses, or forecasts herein do not constitute investment advice of any form to the reader, and the company assumes no responsibility for any direct or indirect losses resulting from the use of this content. Investors should carefully read the Fund Contract, Prospectus, Fund Product Key Facts Statement, and other legal fund documents to understand the risk-return characteristics of the fund and choose products suitable for their own risk tolerance. Past performance of the fund does not predict its future performance, and the performance of other funds managed by the fund manager does not constitute a guarantee of the fund's performance. Based on the fund manager's assessment, the fund's risk rating is R3-Medium Risk, suitable for Balanced (C3) and above investors; suitability matching opinions are subject to the sales institution. Sales institutions assess the risk of the above fund according to relevant laws and regulations. Investors should promptly pay attention to the suitability opinions issued by the fund manager. Suitability opinions from different sales institutions may not necessarily be consistent, and the risk rating results for the fund product issued by fund sales institutions shall not be lower than the risk rating result made by the fund manager. The description of the fund's risk-return characteristics in the fund contract and its risk rating may differ due to different consideration factors. Investors should understand the risk-return profile of the fund and make prudent choices based on their investment objectives, horizon, experience, and risk tolerance, bearing the risks themselves. The CSRC's registration of the above fund does not indicate a substantive judgment or guarantee of its investment value, market prospects, or returns. Fund investment involves risks.
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