军工板块震荡调整，航空航天ETF天弘（159241）换手率超6%，长城军工涨超4%，机构：军工行业订单今年有望迎拐点

Group 1 - A-shares experienced a collective decline on June 19, with the military industry sector undergoing fluctuations and adjustments [1] - The Aerospace ETF Tianhong (159241) fell by 2% with a turnover rate of 6.64%, indicating active trading [1] - Among the constituent stocks, Changcheng Military Industry rose over 4%, and Triangle Defense increased by over 2% [1] Group 2 - The Aerospace ETF closely tracks the National Aerospace Index, which has over 99% weight in the defense and military industry [1] - The core sectors of aerospace equipment and space equipment account for 73% of the index weight, focusing on key areas such as large aircraft development, low-altitude economy, and commercial aerospace [1] - According to reports, U.S. officials are preparing for a potential attack on Iran, which may occur in the coming days [1] Group 3 - Zhongyou Securities predicts that the military trade market is expected to expand from military aircraft and radar-related stocks to missiles, ammunition, and the military aircraft supply chain [2] - By 2025, the military industry is anticipated to reach an inflection point in orders, driven by new technologies aimed at enhancing equipment performance or reducing costs [2] - Investment focus is suggested on two main lines: aerospace as a primary focus and new technologies/products/markets with greater elasticity [2]