On March 31, the defense sector continued its upward trend during morning trading. The core defense asset—HuaBao Military ETF (512810)—rose over 2% at one point, reclaiming its half-year moving average. Component stock Triangle Defense surged over 8%, leading gains in the sector. Hailanxin rose 6%, while Aerospace Electronics and Shanghai Hanxun increased more than 5%.
Recent developments indicate that Western Aerospace Technology (Shaanxi) Co., Ltd. has been established with a registered capital of 5 billion yuan. Its business scope includes research, development, and manufacturing of rocket engines; development and production of rocket launch equipment; aerospace equipment manufacturing; and production of microsatellites. Corporate records show the company is jointly owned by Triangle Defense, Xice Testing, and Shaanxi Aerospace Power Research Institute Co., Ltd.
On the industrial front, Tianbing Technology's Tianlong-3 rocket is scheduled to perform its maiden flight on April 2, Beijing time. Reports indicate that Tianlong-3 is China’s first commercial rocket expected to achieve a low-Earth orbit payload capacity exceeding 20 tons. Its performance is comparable to SpaceX’s Falcon 9 and can deploy 36 satellites in a single launch.
At 19:00 on March 30, the Lijian-2 Yao-1 carrier rocket was launched from the Dongfeng Commercial Aerospace Innovation Test Zone, successfully placing the Xinzhengcheng-01, Xinzhengcheng-02, and Tianshi-01 satellites into their intended orbits.
Analysts suggest that the Lijian-2's launch costs may be reduced to half of SpaceX's, potentially accelerating the commercial aerospace industry's growth phase.
Investors looking to access the defense sector may consider HuaBao Military ETF (512810), which aggregates cutting-edge military technologies across land, sea, air, and space domains. The fund covers popular themes such as commercial aerospace, large aircraft, low-altitude economy, and military AI. It is also eligible for margin trading and Stock Connect programs, serving as an efficient tool for investing in core defense assets.
Data sources include the Shanghai and Shenzhen stock exchanges and publicly available information.
Note: Subscription and redemption agents may charge a commission of up to 0.5% when processing fund share transactions, which includes fees levied by stock exchanges and registration institutions.
Risk disclosure: HuaBao Military ETF passively tracks the CSI Defense Index, which has a base date of December 31, 2004, and was launched on December 26, 2013. Constituent stocks mentioned are for illustrative purposes only; individual stock descriptions do not constitute investment advice and do not reflect the holdings or trading activities of the fund manager. The composition of the underlying index may change according to its rules. The fund manager rates HuaBao Military ETF as R3-medium risk, suitable for balanced (C3) and higher-risk profile investors. All information presented is for reference only, and investors are responsible for their own investment decisions. The views, analyses, and forecasts provided do not constitute investment advice, and no liability is accepted for direct or indirect losses resulting from the use of this content. Fund investments carry risks; past performance does not guarantee future results, and the performance of other funds managed by the fund manager does not assure this fund’s performance. Invest with caution.
MACD golden cross signals have formed, indicating positive momentum for certain stocks.
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