阅兵式新质战力亮相，装备自主创新提振信心，军工行业纯度最高的航空航天ETF天弘(159241)开盘涨1.50%

Group 1 - The aerospace and defense industry index (CN5082) has seen a strong increase of 1.64% as of June 26, 2025, with notable stock performances including Beifang Navigation (600435) up by 10.01%, Construction Industry (002265) up by 10.00%, and Changcheng Military Industry (601606) up by 9.99% [1] - The Aerospace ETF Tianhong (159241) rose by 1.50%, with a latest price of 1.09 yuan and a trading volume of 5.4997 million yuan, indicating significant capital inflow of 13.4078 million yuan over the past five trading days [1] - A recent press conference announced a grand ceremony on September 3 to commemorate the 80th anniversary of the victory in the Chinese People's Anti-Japanese War and the World Anti-Fascist War, which includes a military parade [1] Group 2 - The military parade will showcase new-generation traditional weaponry alongside new combat forces such as unmanned systems, underwater operations, cyber warfare, and hypersonic capabilities, reflecting the military's adaptation to technological advancements and evolving warfare [2] - High-level leadership emphasized the importance of integrating new production capabilities with new combat capabilities, indicating a strategic direction for the military's capability building and the core driving force for the defense industry [2] - Key themes for understanding the current and future development trends of China's military industry include "domestication," "new quality," and "systematization," with a focus on "new domain new quality combat forces" as a priority for future defense research and equipment procurement [2] Group 3 - The Aerospace ETF Tianhong (159241) closely tracks the national aerospace index, with a high weight of 96% in the defense and military industry, making it one of the purest military-themed ETFs in the market [2] - The ETF's constituent stocks are heavily focused on aerospace capabilities, with over 80% representation in segments such as domestic large aircraft and drones [2] - A table of stock performance shows various companies in the aerospace sector, with notable increases in stock prices, such as Zhongbing Hongjian (000519) up by 7.34% [4]