Seek .(US:SKLTY) Mei Ri Jing Ji Xin Wen·2025-06-24 05:57Group 1 - The aerospace and defense sector experienced a significant rebound, with construction industrial stocks rising over 7% and companies like Inner Mongolia First Machinery Group increasing by over 6% [1] - The Tianhong Aerospace ETF (159241) opened low but quickly turned positive, driven by news of a military parade on September 3 showcasing domestically produced military equipment [2] - The Tianhong Aerospace ETF tracks the Guozheng Aerospace Index, focusing on low-altitude economy, large aircraft, commercial aerospace, and military informationization, with a 47.78% overlap with low-altitude economy and 52.18% with large aircraft themes [2] Group 2 - Analysts believe that Chinese military enterprises are demonstrating technological advantages in drones and fighter jets, with military trade expected to see significant growth, making the aerospace sector a core beneficiary [2] - The military sector is showing signs of performance recovery, with demand improving across various fields since the beginning of the year, and expectations for quarterly performance recovery as orders are fulfilled [2] - The Tianhong Aerospace ETF offers a concentrated investment in aerospace equipment, domestic large aircraft, and low-altitude economy stocks, with 99% of its index belonging to the defense and military sector, indicating higher investment value compared to other military-related indices [2]