2026, the Year of Accelerated Commercial Spaceflight! Concept stocks are collectively active, and space development is up over 4%! Huabao Fund Military Industry ETF (512810) defies the market to rise.

March 30 early trading, the defense industry sector was active against the market trend, with commercial aerospace concepts leading the gains. Several stocks, including Aerospace Nanhu, Guobo Electronics, and Aerospace Development, rose by more than 4%. After the defense industry core asset—Huabao Defense Industry ETF (512810)—opened lower, it then surged straight up and turned positive; it is now up 0.53%.

In terms of the news, at 6:51 on March 26, using the Long March 2D Ding launch vehicle at China’s Taiyuan Satellite Launch Center, China successfully launched the 04-dimensional high-orbit No. 05 and No. 06 satellites into the sky. The satellites entered the planned orbit smoothly, and the launch mission achieved a complete success. Institutions believe 2026 is expected to become a year of accelerated growth for domestic commercial space.

In addition, the chairman of Galaxy Power stated that Galaxy Power’s launch orders are already scheduled through 2028, and the mission pipeline is well-stocked. The liquid, reusable rocket Zhishenxing No. 1 will also achieve its maiden flight soon.

On geopolitical matters, the situation in the Middle East is hard to say is cooling down, highlighting the strategic position of the defense industry. Analysts pointed out that the activity level in the international military trade market is expected to keep rising. China is one of the few equipment suppliers that can provide a complete set of high-quality solutions, so overseas demand for weapons and equipment is expected to increase.

【Invest in defense industry; choose “August 1st”】 The Huabao Defense Industry ETF (512810) (the former National Defense Defense Industry ETF) with “August 1st” code brings together cutting-edge defense technologies across “land, sea, air, and space,” fully covering popular themes such as commercial aerospace, large aircraft, low-altitude economy, and defense AI. It is also a margin trading and cross-border connectivity product, making it an efficient tool for one-click investment in core defense industry assets.

Data sources: Shanghai and Shenzhen stock exchanges and public information.

Note: When investors subscribe to or redeem fund shares, the subscription and redemption agent institutions may charge a commission according to a standard of no more than 0.5%, which includes related fees charged by securities exchanges, registration institutions, and others.

Risk warning: Huabao Defense Industry ETF passively tracks the CSI Defense Industry Index. The index base date is 2004.12.31, and it was published on 2013.12.26. The index constituent stocks mentioned in the text are for demonstration only. Stock descriptions do not constitute any form of investment advice, nor do they represent the holdings information or trading directions of any fund managed by the management company. The composition of the underlying index’s constituent stocks is adjusted from time to time according to the index compilation rules. The risk level assessed by the fund manager for Huabao Defense Industry ETF is R3—medium risk; it is suitable for investors with a balanced profile (C3) and above. Any information appearing in this article (including but not limited to individual stocks, comments, forecasts, charts, indicators, theories, and any form of statements) is for reference only. Investors are responsible for any investment actions they make independently. Also, any viewpoints, analyses, and forecasts in this article do not constitute investment advice of any form to readers, and no responsibility is assumed for any direct or indirect losses arising from the use of the information in this article. Investing in funds involves risk. Past performance of a fund does not guarantee its future performance. The performance of other funds managed by the fund manager does not constitute a guarantee of the fund’s performance. Investors should invest cautiously.

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