低空经济赋能千行百业，通用航空ETF基金（159230）有望迎黄金发展期

Core Viewpoint - The article discusses the recent performance of the aviation and defense sectors, highlighting the development of low-altitude economy and its implications for investment opportunities in the general aviation industry [1][2]. Group 1: Market Performance - On June 17, major indices experienced a collective pullback, with the General Aviation ETF (159230) declining by 0.39% and the Aerospace ETF (159227) falling by 0.19% [1]. - The holdings within the General Aviation ETF showed mixed results, with stocks like Lijun Co., Ltd. and Lianchuang Optoelectronics facing significant declines, while stocks such as Chenxi Aviation and Xinchen Technology remained relatively strong [1]. Group 2: Policy and Economic Development - On May 30, the National Postal Administration issued guidelines to accelerate technological development in the postal industry, emphasizing the need for drone research in areas like branch transportation and last-mile delivery [1]. - The low-altitude economy is defined as activities involving manned and unmanned aerial vehicles operating below 1,000 meters, extending up to 3,000 meters, which is expected to drive the integration of various related sectors [1]. Group 3: Investment Opportunities - The General Aviation ETF (159230) tracks the National General Aviation Industry Index, focusing on leading companies in the general aviation and low-altitude economy sectors, with a low-altitude economy content of 84.7% and defense industry content of 58.6% [2]. - The Aerospace ETF (159227) targets the military aerospace sector, with a defense industry weight of 99%, making it the purest military ETF in the market [2].