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国防军工纯度更高的航空航天ETF天弘(159241)午后涨近1%,昨日涨幅和成交额居同类第一,一举配置航天装备、国产大飞机、低空经济等概念股
Sou Hu Cai Jing·2025-05-30 06:02

Core Viewpoint - The aerospace sector is experiencing significant activity, with the Aerospace ETF Tianhong (159241) showing strong performance and trading volume, reflecting investor interest in the industry [2][3]. Group 1: Market Performance - As of the latest close, the Aerospace ETF Tianhong (159241) rose by 2.21%, with a trading volume of 182 million yuan, leading its peers in both price change and trading volume [2]. - The CN5082 Aerospace Industry Index increased by 0.86%, with notable gains from constituent stocks such as Hangfa Technology (600391) up 7.57% and Guanglian Aviation (300900) up 6.41% [2]. - The Aerospace ETF Tianhong (159241) had an intraday turnover rate of 13.24%, indicating active market participation [2]. Group 2: Industry Composition - The CN5082 Aerospace Industry Index is heavily weighted towards the Chinese defense and military industry, which accounts for 99.1% of the index, significantly higher than other military-related ETF indices [2]. - The top ten weighted stocks in the CN5082 index as of April 30, 2025, include companies like Guangqi Technology (002625) and Hangfa Power (600893), collectively representing 52.89% of the index [3]. Group 3: Future Outlook - 2025 is identified as a critical year for achieving military goals and completing the "14th Five-Year Plan," with expectations for more supportive policies for the commercial aerospace industry [3]. - The space infrastructure and applications, particularly rockets and satellites, are anticipated to be key development areas under the "Aerospace Power" initiative [3]. Group 4: Investment Opportunities - The Aerospace ETF Tianhong (159241) provides investors with a convenient way to access stocks related to aerospace, domestic large aircraft, and low-altitude economy sectors, allowing them to capitalize on industry dynamics [5].