The defense industry keeps rebounding, and Great Wall Military Industry is hitting the daily limit! Huabao Fund’s Military Industry ETF (512810) touched a high around 2% with a low-level streak of bullish candles—looking ahead, watch for three catalysts!

On March 25th, A-shares continued their recovery, with the Shanghai Composite Index re-entering above 3,900 points. Technology growth assets rose across the board, the military industry sector opened high and moved higher, Great Wall Military Industry hit the daily limit with a surge, Hongdu Aviation and Construction Industrial rose over 8% leading the gains, and heavyweight stocks Guangqi Technology and AVIC Optoelectronics increased by more than 2%.

Core assets in the military industry—Huabao Military ETF (512810)—initially rose 2.27% in early trading, closing up 1.87%, successfully posting a second consecutive positive day, with a volume of 45.08 million yuan traded.

Can the military industry recovery trend continue? On the news front, the following aspects may serve as catalysts:

First, geopolitical situation. The Middle East situation remains complex and unpredictable. On one hand, it highlights the strategic importance of the military industry; on the other hand, the international arms trade market is expected to remain active. China is one of the few providers capable of offering complete high-quality solutions, so overseas demand for weapons and equipment is likely to increase.

Second, AI + military industry. In this geopolitical conflict, artificial intelligence has accelerated the military “kill chain.” Currently, the aerospace military industry is driven by AI-enabled rapid closure of the OODA loop. In the medium to long term, the “14th Five-Year Plan” focuses on new domains and new qualities of equipment development, with unmanned intelligent systems, hypersonic weapons, low-cost ammunition, and military AI as core growth areas.

Third, commercial spaceflight. As a representative industry of new productive forces in the military sector, major events in commercial spaceflight are expected to boost the sector. Rumors suggest that SpaceX plans to submit its IPO prospectus this week or next, with expected fundraising exceeding $75 billion and a company valuation of $1.25 trillion, aiming for a listing in June.

In the secondary market, on Monday (March 23rd), the market plummeted, and Huabao Military ETF (512810) traded at a new low for the year. After two days of rebound, the current price remains below the half-year moving average, making it a cost-effective option for allocation.

【Invest in military industry, choose “August 1”] The military ETF Huabao (512810) (formerly National Defense Military ETF), with the code “August 1,” gathers cutting-edge military technology across “Sea, Land, Air, Space,” covering popular themes such as “Commercial Spaceflight, Large Aircraft, Low-altitude Economy, Military AI,” and is also a target for margin trading and interconnectivity, serving as an efficient tool for one-click investment in core military assets.

Data sourced from the Shanghai and Shenzhen stock exchanges and public information.

Note: When investors subscribe or redeem fund shares, the subscription and redemption agents may charge a commission of up to 0.5%, including related fees charged by stock exchanges, registration agencies, etc.

Risk reminder: Huabao Military ETF passively tracks the CSI Military Industry Index, which was established on December 31, 2004, and published on December 26, 2013. The index components shown are for display only; individual stock descriptions are not investment advice and do not represent holdings or trading trends of any funds managed by the fund manager. The composition of the index components is adjusted periodically according to the index rules. The risk level of Huabao Military ETF, as assessed by the fund manager, is R3—medium risk, suitable for balanced (C3) and above investors. All information in this article (including but not limited to individual stocks, comments, forecasts, charts, indicators, theories, or any form of expression) is for reference only. Investors are responsible for their own investment decisions. Any opinions, analysis, or forecasts in this article do not constitute investment advice and the fund manager is not responsible for any direct or indirect losses resulting from the use of this content. Fund investments carry risks; past performance does not guarantee future results. The performance of other funds managed by the fund manager does not guarantee the performance of the fund. Investment should be cautious.

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