--- title: "Frequent geopolitical conflicts catalyze national defense security, and the valuation of aerospace and military industry is expected to continue to recover" type: "News" locale: "en" url: "https://longbridge.com/en/news/282773167.md" description: "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" datetime: "2026-04-15T02:38:14.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/282773167.md) - [en](https://longbridge.com/en/news/282773167.md) - [zh-HK](https://longbridge.com/zh-HK/news/282773167.md) --- # 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. In terms of sectors, the aerospace and defense sector performed actively, with the CNI Aerospace Index (CN5082.CNI) rising by 1.67% during the session. In related ETFs, the Aerospace ETF (159267) increased by 1.69%, with a rise of over 4% in the past five days. Among the constituent stocks, GLAVI rose over 8%, Aerospace Electronics increased over 5%, Shanghai Hanxun rose over 3%, and Huayin Technology, Triangle Defense, and Nairui Radar also followed suit. Meanwhile, the Sci-Tech Innovation Information ETF (588260) saw an on-market price increase of 1.02%. On the news front, in recent years, regional conflicts have been continuous, and the country's emphasis on national defense and security has been elevated to a new height. New-type combat forces, as modern military forces distinct from traditional combat forces, exhibit characteristics such as novel and unique combat mechanisms, advanced supporting technologies, and powerful disruptive effects. This enhances their proportion in military strength. The importance of national defense and security is increasingly prominent, and the valuation of the military industry is expected to receive strong support. AVIC Securities stated that the military industry will focus on two core logics in the future: first, the progress of the "14th Five-Year Plan," which will determine the long-term development direction of the industry; second, the performance during the concentrated disclosure period of earnings forecasts, where fundamentally solid leading companies in specific segments are expected to gain market recognition, and investors should pay attention to quality targets that can continuously verify earnings certainty. Kuyuan Securities indicated that the military industrial chain presents two major development directions: the military trade sector focuses on equipment exports and technology output, while the aviation and aerospace sector concentrates on core technological innovation and self-control. Both reflect the national strategic security orientation, with coordinated development across various links of the industrial chain, promoting the modernization process of the defense industry. (Daily Economic News) ### Related Stocks - [300900.CN](https://longbridge.com/en/quote/300900.CN.md) - [399959.CN](https://longbridge.com/en/quote/399959.CN.md) - [159241.CN](https://longbridge.com/en/quote/159241.CN.md) - [501019.CN](https://longbridge.com/en/quote/501019.CN.md) - [159267.CN](https://longbridge.com/en/quote/159267.CN.md) - [600879.CN](https://longbridge.com/en/quote/600879.CN.md) - [300762.CN](https://longbridge.com/en/quote/300762.CN.md) - [688281.CN](https://longbridge.com/en/quote/688281.CN.md) - [300775.CN](https://longbridge.com/en/quote/300775.CN.md) - [688522.CN](https://longbridge.com/en/quote/688522.CN.md) - [588260.CN](https://longbridge.com/en/quote/588260.CN.md) ## Related News & Research - [SPARC AI Inc. (OTC: SPAIF) Developing Software-Only Platform Designed to Overcome Key Drone Limitation](https://longbridge.com/en/news/286102401.md) - [$100 Invested In iShares U.S. Aerospace & Defense ETF 20 Years Ago Would Be Worth This Much Today](https://longbridge.com/en/news/286584297.md) - [DRDO completes final trials of UAV-launched precision guided missile](https://longbridge.com/en/news/286987214.md) - [Prabowo says Indonesia will build defence capability further as Air Force receives Rafale jets](https://longbridge.com/en/news/286733800.md) - ['I Wouldn't Sell,' Says Investor About Rocket Lab Stock](https://longbridge.com/en/news/286831982.md)