军工占比高达98%，航空航天ETF(159227)交投活跃

Group 1 - The core viewpoint highlights the mixed performance of the aerospace industry index, with notable gains from companies like China Shipbuilding Emergency (up 15.33%) and Hailanxin (up 10.57%), while Inner Mongolia First Machinery Group led the declines [1] - The Aerospace ETF (159227) shows active trading with a turnover rate of 12.24% and a total transaction volume of 42.3766 million yuan, indicating strong market activity [1] - The Aerospace ETF has seen continuous net inflows over the past four days, with a peak single-day net inflow of 29.1454 million yuan, totaling 84.8466 million yuan [1] Group 2 - The military industry is expected to experience a turning point in orders as the "Centenary of the Army Building Goals" enters its second half, with new technologies and products offering greater market flexibility [2] - The Aerospace ETF (159227) tracks the National Aerospace Index, with a high concentration of defense and military industry stocks, accounting for 98.2% of its portfolio [2] - As of June 30, 2025, the top ten weighted stocks in the National Aerospace Industry Index (CN5082) account for 49.42% of the index, including companies like Guangqi Technology and AVIC Shenyang Aircraft [2]