On Friday (May 17), the defense industry plate finally rebounded! Increase in 31 in case-level industries into the TOP5, a single day nearly 2.1 billion yuan of main funds back! ETF (512810), the representative defense industry of the plate, fluctuated higher throughout the day, and the price on the floor closed up 1.Videopokercasinoguide.74%, ending the previous five consecutive declines! The whole-day turnover was 54.34 million yuan, which was higher than that of yesterday.
Military industrial stocks showed a general upward trend, 77 of the 80 CSI stocks tracked by ETF (512810) closed higher, while the low-level economy and military industry informatization were still the strongest driving forces. The related constituent stocks hit the daily limit and closed up 9%.Videopokercasinoguide.79%, Canton Airlines, Xin Jinggang, Guangwei compound Materials and other stocks rose more than 6%.
On the news side, last night, the Beijing Municipal Bureau of economy and Information Technology issued the "Beijing Action Plan for promoting the High-quality Development of low-altitude Economic Industry (2024-2027)" for public consultation. The "Action Plan" proposes that under the premise of ensuring safety, we will strive to exceed 5000 enterprises related to the low-altitude economy over a period of three years, driving the city's economic growth to exceed 100 billion yuan.
Low-altitude economy is a national strategic emerging industry. Recently, low-altitude economic policies have landed in various places one after another, and the picture of trillions of markets is slowly unfolding.VideopokercasinoguideRecently, many provinces and cities in China, such as Beijing, Shenzhen, Anhui, Wuxi, Suzhou, Shenyang and Changsha, have issued action plans or draft for soliciting opinions related to low-altitude economy, in order to seize the opportunity of low-altitude economic development.
Guoyuan Securities Research News pointed out that the low-altitude economy is currently in the dual stages of "vigorously promoting policies" and "accelerating the process of commercialization." the trillion blue ocean market is gradually expanding, and the next few years will be the golden development period of the industrial chain of low-altitude economy. Companies with relevant technology accumulation are expected to gain first-mover advantage. The latest research report of Guojin Securities also reiterated that the low-altitude economy is a new self-controllable track for the next 5-10 years, which has entered a trial period of application and promotion and is about to enter a period of rapid development of the industrial chain.
In terms of military informatization, Guoyuan Securities pointed out that with the development of war form from mechanization to informationization and intelligence, intelligent war based on network information system will increasingly become the basic form of future war in the future war. The construction of the information support force will accelerate the development of national defense informatization in our country, and also show one of the main directions of the long-term development of our country in the future. The relevant targets are expected to fully benefit, the performance inflection point has strong certainty, and the long-term investment value is high.
The national defense industry plate is constantly hot, the new increment is considerable, and it is optimistic about the military industry investment opportunities. It is suggested to focus on the defense industry ETF (512810). The fund tracks the CSI military industry index, and the constituent stocks comprehensively cover the leading stocks in the subdivided fields such as "low-level economy + military industry informatization + China ship system + China Aviation system". It is a sharp weapon to invest in A-share defense military industry core assets.
It is particularly worth mentioning that as of the first quarter of 2024, the excess return of the net worth growth relative to the performance benchmark of the defense industry ETF (512810) since its establishment is as high as 19.87%!
Note: the annual performance of ETF from 2016 to 2023 is-7.33%,-12.27%,-28.34%, 25.39%, 77.34%, 25.08%,-25.52%, 9.09%, respectively. The returns of the performance benchmark (CSI) for the same period are-3.44%,-18.37%,-27.25%, 22.02%, 67.91%, 14.28%,-25.74%,-11.02%, respectively. The composition of the underlying index stocks is timely adjusted according to the rules of the index, and its historical performance does not predict the future performance of the index.
The pictures and data of this article come from iFinD, Shanghai and Shenzhen Stock Exchange and Warburg Fund. Risk Tip: the Defense Industry ETF passively tracks the CSI, which is based on December 31, 2004 and was released on December 26, 2013. The above stocks are the underlying index stocks and are only for display. The individual stocks are not described as any form of investment advice, nor do they represent the position information and trading trends of any fund under the manager. The risk level of the fund assessed by the fund manager is R3-medium risk, which is suitable for balanced (C3) and above investors. the appropriate matching opinions should be based on the sales organization. Any information that appears in this article (including but not limited to individual stocks, comments, forecasts, charts, indicators, theories, any form of expression, etc.) is for reference only and the investor is responsible for any discretionary investment behavior. In addition, any point of view, analysis and forecast in this article does not constitute any form of investment advice to the reader, nor is it liable for direct or indirect losses arising from the use of the contents of this article. The investment of the fund is risky, and the past performance of the fund does not represent its future performance.VideopokercasinoguideThe performance of his fund does not constitute a guarantee of the performance of the fund, so the fund should be cautious in its investment.
