Frequent geopolitical conflicts catalyze national defense security, and the valuation of aerospace and military industry is expected to continue to recover

Today, the market opened high and then fell back, with the ChiNext Index turning negative. The aerospace and defense sector performed actively, with the CNI Aerospace Index rising by 1.67%. The aerospace ETF increased by 1.69%, and the component stock GLAVI rose over 8%. As regional conflicts intensify, the country's emphasis on national defense and security is increasing, and the valuation of the military industry is expected to recover. AVIC Securities pointed out that future focus will be on the "14th Five-Year" plan and performance forecasts, while Kaiyuan Securities mentioned the development direction of the military industry chain