On the afternoon of October 9th, the defense military sector fluctuated at high levels. The Defense Military ETF (512810), with its code containing "81", rose over 1%, potentially achieving three consecutive positive trading days.
Among constituent stocks, controllable nuclear fusion concept stocks remained active, with Western Superconducting Technologies hitting the 20CM daily limit up, United Optoelectronics rising over 6%, and Yingliu Group gaining over 5%. Heavyweight stocks including China State Shipbuilding Corporation, Kuang-Chi Technologies, and Aero Engine Corporation all traded in positive territory.
On the news front, according to CCTV News reports, China's nuclear fusion device BEST has begun full-scale construction. This device will be the first internationally to verify and demonstrate nuclear fusion power generation, with China expected to achieve nuclear fusion power generation by 2030.
Prior to the National Day holiday, multiple listed defense military companies either released 2025 restricted stock incentive plans or disclosed newly signed major contracts, indicating positive expectations for rapid improvement in industry fundamentals during the fourth quarter.
The latest research report from China Aviation Securities believes that the rotation characteristics among major defense military sectors including "nuclear fusion, low-altitude economy, commercial aerospace, deep-sea technology, large aircraft, and military trade" are clear. These new domain and emerging technology themes will continue to deepen and evolve repeatedly. While further enriching the investment themes of the defense military industry, they demonstrate strong sector resilience and vitality, avoiding to some extent the volatility risks brought by overheating in single sectors.
The Defense Military ETF (512810), with its code containing "81", balances traditional main combat forces with new domain and emerging technology forces, covering numerous hot topics including "controllable nuclear fusion + commercial aerospace + low-altitude economy + large aircraft + deep-sea technology + military AI" and others. It is also a margin trading target and Stock Connect eligible security, serving as an efficient tool for one-stop investment in core defense military assets.
Data sources include Shanghai and Shenzhen Stock Exchanges and public materials.
Risk Warning: The Defense Military ETF passively tracks the CSI Military Index, which has a base date of December 31, 2004, and was published on December 26, 2013. Annual historical returns from 2020-2024 were: 67.91%, 14.28%, -25.74%, -11.02%, and 8.20% respectively. Index constituent composition is adjusted timely according to index compilation rules, and historical backtesting performance does not predict future index performance. The above individual stocks are all index constituents, presented for display only. Individual stock descriptions do not constitute investment advice in any form, nor do they represent holding information or trading activities of any funds under management. The fund manager assesses this fund's risk level as R3-Medium Risk, suitable for balanced (C3) and above investors. Please refer to sales institutions for appropriateness matching opinions. Any information appearing in this article (including but not limited to individual stocks, comments, predictions, charts, indicators, theories, any form of expression, etc.) is for reference only. Investors must take responsibility for any independent investment decisions. Furthermore, any views, analyses, and predictions in this article do not constitute investment advice to readers in any form, nor do they bear any responsibility for direct or indirect losses arising from the use of this article's content. Fund investment carries risks. Past performance of funds does not represent future performance. Performance of other funds managed by the fund manager does not guarantee fund performance. Fund investment should be approached with caution.
MACD golden cross signal formed, these stocks show good upward momentum!
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