The defense and aerospace sector continues its upward momentum! On December 15, during early trading, multiple themes including commercial aerospace, satellite internet, and large aircraft remained active. China Aerospace Times Electronics (600879) briefly hit the daily limit-up, reaching a new historical high, while Fushun Special Steel (600399) surged to the limit-up. Companies like Gaona Aero Material and Zhener Technology also saw significant gains.
The high-popularity Defense & Aerospace ETF (512810) rose against the broader market trend, climbing 1.54% to hit its highest price in nearly two months. Last week, the ETF significantly outperformed the Shanghai Composite Index and the CSI 300, marking its third consecutive weekly gain.
On the policy front, Minister of Industry and Information Technology Li Lecheng emphasized at a December 12 meeting the need to deepen digital transformation in manufacturing and advance "AI + manufacturing," while moderately accelerating the construction of information infrastructure and promoting 6G technology R&D. He also highlighted the acceleration of satellite internet development.
Internationally, on December 14, SpaceX, Elon Musk's space exploration company, confirmed in an internal memo its preparations for a potential IPO in 2026, with plans to sell internal shares at an $800 billion valuation.
Analysts note that cutting-edge military technologies spilling over into civilian applications are driving trillion-yuan industries such as commercial aerospace, low-altitude economy, future energy, deep-sea technology, and large aircraft. This trend is fostering advancements in new processes, materials, and components, creating a virtuous cycle where civilian applications feed back into military advancements, further raising the growth potential of the defense and aerospace sector.
For investors looking to tap into defense and aerospace, ETF 512810 offers exposure to themes like commercial aerospace, controlled nuclear fusion, low-altitude economy, large aircraft, deep-sea technology, and military AI. It is also included in margin trading and Stock Connect programs, serving as an efficient tool for investing in core defense assets.
Data source: Shanghai and Shenzhen stock exchanges.
Risk disclosure: The Defense & Aerospace ETF passively tracks the CSI Defense Index, which has a base date of December 31, 2004, and was launched on December 26, 2013. Mentioned stocks are for illustrative purposes only and do not constitute recommendations or reflect fund management direction. All information provided is for reference only, and investors are responsible for their own decisions. Past performance does not guarantee future results, and the fund carries medium risk (R3), suitable for balanced (C3) or higher-risk tolerance investors.
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