Defense stocks showed broad gains. As of press time, AVICHINA (02357) rose 4.58% to HK$4.34; COMEC (00317) climbed 3.38% to HK$16.23; CON AERO TECH (00232) advanced 2.24% to HK$0.137.

On the news front, a research report highlighted that three types of carrier-based aircraft have completed their first catapult takeoff and landing training on aircraft carriers, marking another milestone for China's naval capabilities and expanding the influence of military equipment. Additionally, the U.S. Treasury Secretary indicated that engines could become an important bargaining chip in China-U.S. negotiations, further strengthening the urgency for autonomous control of domestic large aircraft engines.

The research firm believes that the defense sector has stabilized over recent weeks, and with the "15th Five-Year Plan" approaching, a new phase of equipment construction is about to commence. Key focus areas include upward momentum in domestic demand and military trade directions. The second half of the year still requires attention to the upward trend in domestic demand and positive developments in military trade, highlighting the sector's allocation value. The current position and timing continue to favor the defense sector.