全市场最“纯”的军工类ETF！航空航天ETF(159227)近一周上涨超10%，同指数规模第一

Core Viewpoint - The aerospace industry is experiencing significant growth driven by advancements in core technologies, increased domestic production capabilities, and a growing demand for maintenance and commercial aviation engines [2][3]. Group 1: Market Performance - As of July 1, 2025, the CN5082 aerospace industry index showed mixed performance among its constituent stocks, with China Ship Emergency leading with a 20.04% increase [1]. - The Aerospace ETF (159227) reached a new high of 3.22 billion yuan, reflecting an 11.08% increase over the past week [1]. Group 2: Leadership Changes - Zhang Yujin has been appointed as the chairman and party secretary of the Aviation Industry Corporation of China, indicating a new leadership direction that may lead to renewed growth in the aerospace sector [1]. Group 3: Technological Advancements - The aerospace engine industry has made significant progress over the past five years, achieving independence from imported engines for military applications and advancing domestic commercial engine development [2]. - Breakthroughs in core technologies related to engine materials, design, and manufacturing processes have been realized, enhancing the industry's capabilities [2]. Group 4: Growth Opportunities - The maintenance sector for aerospace engines is poised for explosive growth as domestic engines are increasingly deployed, with maintenance costs accounting for up to 50% of the total lifecycle cost [3]. - The C919 passenger aircraft has surpassed 1,000 total orders, marking a significant milestone for domestic commercial aviation and indicating a shift towards self-sufficiency in the supply chain [3]. - The gas turbine market is experiencing rapid growth due to global infrastructure recovery and increased demand for AI computing power, with domestic products gradually replacing imports [3]. Group 5: Index Composition - As of June 30, 2025, the top ten weighted stocks in the CN5082 aerospace industry index accounted for 49.42% of the index, highlighting the concentration of key players in the market [4].