A股午后下挫，航空航天ETF天弘（159241）回调跌超2%，多重因素催化下机构看好军工后续逐渐上涨

Group 1 - The A-share market experienced a collective decline on June 10, with major technology sectors also retreating. The aerospace ETF Tianhong (159241) fell by 2.02%, with a turnover rate exceeding 12% and active trading. The premium trading was noted with a premium rate of 0.10 [1] - The Tianhong aerospace ETF closely tracks the Guozheng Aerospace Index, which has over 99% weight in the defense and military industry. The core sectors of aerospace equipment and aviation equipment account for 73% of the index, focusing on key areas such as large aircraft manufacturing, low-altitude economy, and commercial aerospace [1] - Recent news indicates significant developments in military trade, with Indonesia evaluating the feasibility of purchasing Chinese-made J-10 fighter jets to enhance its air force's modernization while considering budget efficiency [1] Group 2 - According to Xinyu Securities, military trade is a crucial driver for the demand in China's military industry, with a clear upward trend expected over the next 5-10 years. This theme is anticipated to remain active as a key investment direction within the military sector [1] - Shenwan Hongyuan noted that advancements in military trade equipment will significantly enhance industry valuation and the performance of related listed companies. With the upcoming semi-annual reports and the gradual implementation of the "14th Five-Year Plan," the military industry is expected to rise, with June identified as an optimal time for attention [2]