Xin Lang Cai Jing·2025-05-09 02:55Group 1 - The China Securities High-end Equipment Sub-index 50 has decreased by 2.46% as of May 9, 2025, with mixed performance among constituent stocks, led by Aerospace Nanhai up 1.50% [1] - The High-end Equipment ETF (159638) has seen a cumulative increase of 8.55% over the past two weeks as of May 8, 2025 [1] - The High-end Equipment ETF recorded a turnover of 3.05% and a transaction volume of 36.1554 million yuan, with an average daily transaction volume of 97.8379 million yuan over the past week [3] Group 2 - The latest scale of the High-end Equipment ETF reached 1.237 billion yuan, marking a new high for the year, with the latest share count at 1.547 billion, also a new high for the past year [3] - The net inflow of funds into the High-end Equipment ETF was 30.633 million yuan [3] - The top ten weighted stocks in the China Securities High-end Equipment Sub-index 50 account for 45.74% of the index, including companies like AVIC Optoelectronics and AVIC Shenyang Aircraft [3] Group 3 - Institutions forecast a turning point in military industry orders by 2025, driven by new technologies aimed at enhancing equipment performance or reducing costs, and new markets from military trade and technology conversion [3] - Huatai Securities indicates that China has entered a phase of "self-research equipment as the main" military trade net surplus, with significant growth expected in domestic demand from 2025 to 2027 [3] - Investors can consider the China Securities High-end Equipment Sub-index 50 ETF linked fund (018028) to capitalize on industry rotation opportunities [3]