Group 1 - Military aviation stocks experienced a significant rise, with companies like Zhong无人机 up 7%, Chenxi Aviation up over 6%, and Aerospace Rainbow up over 5% [1] - The Iranian President announced the end of a 12-day conflict initiated by Israel, which may impact military dynamics in the region [1] - Oriental Securities predicts sustained growth in military equipment demand in the Middle East, with a potential new arms race as both Europe and the US increase military spending [1] Group 2 - China’s military trade share has been steadily increasing, reaching a record high of 8.4% in 2023, according to SIPRI [2] - The General Aviation ETF Huabao (159231) covers 50 stocks in military and civil aviation sectors, with over 46% of its holdings in state-owned enterprises [2] - The ETF focuses on key areas such as low-altitude economy, large aircraft, military aircraft, commercial aerospace, satellite navigation, and drones, indicating a strategic positioning in the aviation industry [2]
伊以冲突结束！？军工航空火箭拉升，通用航空ETF华宝（159231）涨1.95%冲击三连阳
Xin Lang Ji Jin·2025-06-25 03:17