军工板块再度活跃，航空航天ETF（159227）同指数规模第一

Core Viewpoint - The military industry sector is experiencing renewed activity, particularly in aerospace and defense, driven by geopolitical tensions and increased domestic military spending [1] Group 1: Market Activity - As of June 13, the aerospace ETF (159227) rose by 0.7% with a trading volume of 14.81 million yuan, leading its category [1] - Key stocks in the ETF, including drones, Tianhe Defense, Andavil, Aerospace Rainbow, and China Ordnance, showed significant gains [1] Group 2: Long-term Outlook - The global geopolitical landscape is unstable, suggesting that defense spending will likely maintain a high growth rate [1] - The aerospace sector is expected to benefit directly from the focus on air and space threats in modern warfare [1] Group 3: Industry Insights - The aerospace ETF (159227) tracks the Guozheng Aerospace Index, which has over 99% weight in the military industry, with aerospace and aviation equipment comprising 73% of the index [1] - According to Zhongyou Securities, by 2025, the military industry is anticipated to reach a turning point in orders, driven by new technologies and products aimed at enhancing equipment performance and reducing costs [1]