According to the CITIC Construction Investment Research Report, the performance of the defense and military sector has continued to pick up since it bottomed out in 25 years. The recovery in demand has been reflected on the reporting side for several consecutive quarters. The 26H1 sector's profit growth rate has risen markedly, and the recovery is moving from structural to comprehensive. In the context of the 100th anniversary of the founding of the military in 2027, the positive trend of the industry from 2025 to 2027 is very definite. Currently, it is at a critical window where the “14th Five-Year Plan” ends and the “15th Five-Year Plan” alternates. The impact of military customer personnel adjustments in the first half of the year was further digested, and the “14th Five-Year Plan” delayed order delivery at an accelerated pace. As the “15th Five-Year Plan” equipment catalogue is gradually clarified and large-scale orders are gradually being placed, the sector has entered a new cycle of comprehensive fundamental recovery.

According to the CITIC Construction Investment Research Report, the performance of the defense and military sector has continued to pick up since it bottomed out in 25 years. The recovery in demand has been reflected on the reporting side for several consecutive quarters. The 26H1 sector's profit growth rate has risen markedly, and the recovery is moving from structural to comprehensive. In the context of the 100th anniversary of the founding of the military in 2027, the positive trend of the industry from 2025 to 2027 is very definite. Currently, it is at a critical window where the “14th Five-Year Plan” ends and the “15th Five-Year Plan” alternates. The impact of military customer personnel adjustments in the first half of the year was further digested, and the “14th Five-Year Plan” delayed order delivery at an accelerated pace. As the “15th Five-Year Plan” equipment catalogue is gradually clarified and large-scale orders are gradually being placed, the sector has entered a new cycle of comprehensive fundamental recovery.