On the first trading day after the holiday (October 9th), the defense and military industry sector staged a sharp rebound during morning trading, with the Defense Military Industry ETF (512810) featuring "81" in its code surging straight up 1%! Among constituent stocks, controllable nuclear fusion concept stocks were particularly active, with Western Superconducting Technologies Co.,Ltd. once surging as much as 18%, while Lianc Photovoltaic jumped over 6%.
On the news front, the first key component of the Compact Fusion Energy Experimental Device (BEST) main unit - the Dewar base - was successfully positioned and installed at the Future Science City in Hefei, Anhui Province. This milestone marks that the project's main engineering construction has entered a new phase, accelerating component development and engineering installation.
Analysts believe that fund redemptions and position adjustments after the "September 3rd" period may be nearing an end, and the defense and military industry sector overall may have stabilized. With the "15th Five-Year Plan" approaching, a new phase of equipment construction is about to begin, with focus on areas showing improving fundamentals and new quality and new domain directions.
Regarding secondary market strategies, Changjiang Securities recently pointed out that in the technology growth direction, attention should be paid to "dual innovation" and the Hang Seng Tech Index, continuing to favor defense and military industry and Hong Kong innovation pharmaceutical stocks, while increasing focus on relatively low-positioned AI applications, Hong Kong internet stocks, low-altitude and deep-sea sectors.
The Defense Military Industry ETF (512810) with "81" in its code covers both traditional main combat forces and new domain new quality forces, encompassing many popular themes such as "controllable nuclear fusion + commercial aerospace + low-altitude economy + large aircraft + deep-sea technology + military AI", while also being a margin trading target and Stock Connect eligible security, serving as an efficient tool for one-click investment in core defense and military industry assets.
Data sourced from Shanghai and Shenzhen Stock Exchanges and public materials.
Risk Warning: The Defense Military Industry ETF passively tracks the CSI Military Industry Index, which has a base date of December 31, 2004, and was published on December 26, 2013. Annual historical returns for 2020-2024 were: 67.91%, 14.28%, -25.74%, -11.02%, and 8.20% respectively. Index constituent composition is adjusted in accordance with index compilation rules, and historical backtesting performance does not predict future index performance. The above individual stocks are all constituent stocks of the underlying index, shown for display purposes only. Individual stock descriptions do not constitute any form of investment advice, nor do they represent holding information or trading activities of any fund managed by the fund manager. 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, and any form of expression) is for reference only. Investors must bear responsibility for any independent investment decisions. Furthermore, any views, analyses, and predictions in this article do not constitute investment advice in any form for readers, nor do we bear any responsibility for direct or indirect losses arising from the use of this article's content. Fund investment carries risks. Past fund performance does not represent future performance, and the performance of other funds managed by the fund manager does not guarantee fund performance. Fund investment should be approached with caution.
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