重要会议今日召开，政策催化支撑长期布局

Group 1 - The three major indices collectively declined on July 2, with the Shanghai Composite Index down 0.09%, the Shenzhen Component Index down 0.61%, and the ChiNext Index down 1.13% [1] - The aerospace sector experienced a pullback, continuing the downward trend from the previous trading day, with the National Aerospace Index down 2.32% and only 2 out of 50 constituent stocks rising [1] - The Aerospace ETF (159227) also fell by 2.32%, closing at 1.097 yuan, with a trading volume of 88.81 million yuan and a total scale of 342 million yuan, ranking first among its peers [1] Group 2 - The first National Defense Science and Technology Industry Cultural and Creative Industry Expo will be held from September 29 to October 4 in Wuhan, with a focus on military and supply chain systems [2] - In 2024, the aerospace and high-tech industries are projected to see a year-on-year revenue growth of 10.5% and profit growth of 26.3%, indicating significant advancements in high-end manufacturing [2] - The Ukrainian Ministry of Defense has communicated with the U.S. regarding defense supply details, clarifying that they have not received any official information about a halt in military aid from the U.S. [2] Group 3 - According to Zhonghang Securities, the military industry sector is currently in a state with broad upward potential and a solid bottom, although there may be volatility risks in sub-sectors and individual stocks in the short term [3] Group 4 - The Aerospace ETF (159227) tracks the National Aerospace Index, focusing on aerospace capabilities, with the military industry accounting for 98.2% of the index, indicating a higher concentration compared to other indices [4] - The weight of aerospace equipment in the National Aerospace Index is as high as 66%, significantly exceeding the weights in the CSI Military Industry Index (40%) and the CSI National Defense Index (53%) [4]