On December 26th, the commercial aerospace sector showed some divergence, yet localized fervor remained intense! Addsino Co.,Ltd., CETC Cyberspace Security Co., Ltd., and Beijing BDStar Navigation Co., Ltd. collectively surged by the daily limit, while Xi'An Bright Laser Technologies Co.,Ltd. rose over 4%, continuing to set a new historical high! The highly popular Military ETF Huabao (512810) gained over 1% during the session, with its intraday highest price reaching 0.771 yuan, decisively breaking through the more than three-year high of 0.767 yuan set on September 1st and marking a new peak since January 6, 2022!
According to statistics, Military ETF Huabao (512810) covers 24 commercial aerospace concept stocks, with a combined weight of 28.64%. Trading activity for some popular stocks remained highly vigorous; as of the time of writing, China Satellite Communications Co., Ltd., Addsino Co.,Ltd., and Aerospace Hi-Tech Holding Group Co., Ltd. were firmly positioned among the top ten in A-share trading volume.
On the news front, following the new record of "three launches in one day" set by China's Long March rockets on December 24th, at 7:26 AM today, China successfully used the Long March 8A carrier rocket at the Hainan Commercial Space Launch Site to launch 17 satellites for a low-orbit satellite internet constellation into space. The satellites entered their predetermined orbits smoothly, achieving a complete success for the launch mission. At the corporate level, leading commercial aerospace company LandSpace has recently completed its IPO辅导 work, officially launching a bid to become the "first stock in commercial aerospace." On the policy front, on December 25th, Shanghai issued the "Several Measures to Support the Construction of the Source Area of the Yangtze River Delta G60 Sci-tech Innovation Corridor," aiming to accelerate the development of the aerospace industry. The commercial aerospace sector is entering a period of密集催化期, with景气度 accelerating upwards, potentially breaking through the market ceiling for the military industry. Shenwan Hongyuan points out that the increasing contributions from new domains and quality areas such as commercial aerospace and the low-altitude economy jointly support expectations for a fundamental recovery in the military sector, suggesting that the military板块 may currently be entering a配置周期. [August 1st Military, Great Prospects] Military ETF Huabao (512810) (formerly the National Defense Military ETF), whose code contains "八一," covers numerous hot themes including "Commercial Aerospace + Controlled Nuclear Fusion + Low-Altitude Economy + Large Aircraft + Deep-Sea Technology + Military AI." It is also a margin trading and southbound connectivity target, serving as an efficient tool for one-click investment in core military assets. Source: Shanghai and Shenzhen Stock Exchanges, etc. Risk Warning: Military ETF Huabao 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 presentation of index constituents and are not recommendations for any specific stock, nor do they represent the investment direction of the fund manager or the fund. Any information appearing in this article (including but not limited to individual stocks, commentary, forecasts, charts, indicators, theories, and any form of expression) is for reference only, and investors must be responsible for any independent investment decisions. Furthermore, any views, analysis, or forecasts in this article do not constitute investment advice of any form to the reader, and the company is not liable for any direct or indirect losses arising from the use of the content herein. Investors should carefully read the "Fund Contract," "Prospectus," "Fund Product Key Facts Statement," and other fund legal documents to understand the risk-return characteristics of the fund and choose products that match their own risk tolerance. The past performance of a 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 should be based on the sales institution. Sales institutions (including the fund manager's direct sales channels and other sales institutions) conduct risk assessments of the above funds according to relevant laws and regulations. Investors should promptly pay attention to the suitability opinions issued by the fund manager. Suitability opinions from various sales institutions may not necessarily be consistent, and the risk rating evaluation results for fund products issued by fund sales institutions shall not be lower than the risk rating evaluation results made by the fund manager. The description of the fund's risk-return characteristics in the fund contract may differ from its risk rating due to different consideration factors. Investors should understand the fund's risk-return profile and carefully select fund products based on their investment objectives, time horizon, investment experience, and risk tolerance, bearing the risks themselves. The China Securities Regulatory Commission's registration of the above funds does not indicate a substantive judgment or guarantee of their investment value, market prospects, or returns. Fund investment involves risks.
MACD golden cross signals have formed, and these stocks are performing well!
Massive information, precise interpretation, all in the Sina Finance APP.
Comments