Group 1 - The CN5082 Aerospace and Defense Index has seen a strong increase of 3.83% as of June 30, 2025, with notable gains in constituent stocks such as Changcheng Military Industry (10.00%), Guorui Technology (8.73%), and Inner Mongolia First Machinery (7.96%) [3] - The Aerospace ETF Tianhong (159241) has risen by 3.87%, marking its fourth consecutive increase, with a latest price of 1.13 yuan and a weekly cumulative increase of 6.69% as of June 27, 2025 [3] - The trading activity for the Aerospace ETF Tianhong has been active, with a turnover rate of 12.35% and a transaction volume of 29.34 million yuan, alongside an average daily transaction volume of 44.49 million yuan over the past week [3] Group 2 - The upcoming military parade on September 3, 2025, in Beijing will showcase the new military structure and equipment of the Chinese armed forces, highlighting advancements in joint command and operational capabilities [4] - NATO member countries have reached a consensus to increase military spending to 5% of GDP by 2035, with a mid-term assessment planned for 2029, reflecting the geopolitical pressures faced by these nations [4] Group 3 - The 55th Paris Air Show featured the J-35A's overseas debut alongside other advanced military aircraft, indicating China's efforts to expand its aerospace market internationally [5] - Global military expenditure is projected to reach $2.72 trillion in 2024, marking a 37% increase over the past decade, with Europe, the Middle East, and Asia being the primary growth regions [5] - The military industry is expected to see a turning point in orders as new technologies and products emerge, particularly in the aerospace sector, which is heavily focused on enhancing equipment performance and reducing costs [5]
含“航”量最高的航空航天ETF天弘(159241)连续两日净流入，盘中大涨3.87%，多重利好催化军工板块，行业订单有望迎来拐点
Xin Lang Cai Jing·2025-06-30 02:48