实时净申购超2000万份，航空航天ETF天弘（159241）午后拉升翻红，中航沈飞涨超4%

Group 1 - The A-share market saw a rebound in the afternoon on July 4, with the military industry sector remaining active, particularly the aerospace ETF Tianhong (159241), which rose by 0.54% with a trading volume exceeding 69 million yuan and a turnover rate over 22% [1] - The aerospace ETF Tianhong (159241) closely tracks the National Securities Aerospace Index, which has over 98% weight in the defense and military industry, making it the index with the highest military content in the market [1] - According to Guotou Securities, the current timing is at the intersection of two five-year periods, with expectations for structural upward trends in industry EPS after 2025, driven by the "14th Five-Year Plan" [1] Group 2 - Dongfang Securities believes that the military trade is expected to become a second growth driver as the "14th Five-Year Plan" concludes, with a continued recovery in industry prosperity [2] - The importance of upstream components and key raw materials in weapon equipment research and production is highlighted, as they support the entire lifecycle of various equipment such as missiles, radars, and aircraft, which may benefit from amplified demand transmission effects [2]