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国证航天指数冲击四连涨，航空航天ETF天弘（认购代码：159241）正在发行
2 1 Shi Ji Jing Ji Bao Dao·2025-05-08 07:02

Core Viewpoint - The aerospace and defense sector is experiencing a significant rally, with key stocks such as Chengfei and large aircraft manufacturers leading the gains, indicating a strong market sentiment in this industry [1][5]. Group 1: Market Performance - The aerospace and defense sector saw a notable increase, with the Zhonghang Chengfei stock hitting a 20% limit up, and other companies like Chenxi Aviation and Lijun Co. also showing substantial gains [1]. - The Guozheng Aerospace Index rose by 2.93%, outperforming the Zhongzheng Military Industry Index, which increased by 0.83% [1]. - The Guozheng Aerospace Index has achieved three consecutive days of gains, with a previous day increase of 4.27%, indicating a strong upward trend [1]. Group 2: ETF Issuance - The Tianhong Guozheng Aerospace ETF (subscription code: 159241) is currently being issued, with a fundraising cap of 5 billion yuan, aimed at tracking the Guozheng Aerospace Industry Index [1]. - This ETF will cover core companies in China's military industry, including sectors like military, aerospace, and low-altitude economy [1]. Group 3: Industry Outlook - The defense and military sector is expected to benefit from strong demand for core equipment such as long-range rocket artillery, driven by both domestic and foreign trade [5]. - The demand for rocket ammunition is projected to remain high due to its advantages in range, precision, and cost-effectiveness [5]. - The recovery of special equipment orders and growth in foreign trade for long-range artillery are anticipated to act as catalysts for the industry, with a significant increase in annual revenue expected [5]. - The military industry is expected to see a resurgence, supported by improving fundamentals and active themes, which will likely drive overall market performance [5]. Group 4: Market Composition - The index exhibits a small-cap style, with 38% of constituent stocks having a market capitalization below 10 billion yuan, which is significantly lower than similar indices [2].