6月以来份额变化率超81%居同标的首位，航空航天ETF天弘（159241）连续8日“吸金”，机构：下半年重视军贸、重组、新域新质三大主线

Group 1 - The Aerospace ETF Tianhong (159241) experienced a volatile trading session, with a slight increase of 0.09% and a turnover rate of 12.47%, achieving a transaction volume exceeding 410 million yuan [1] - The ETF has seen a net inflow of 1.99 million yuan on July 7, marking the eighth consecutive trading day of net inflows, totaling 155 million yuan [1] - As of July 7, the latest circulating scale of the Aerospace ETF Tianhong reached 329 million yuan, with a circulating share of 298 million, both hitting historical highs [1] Group 2 - The National Aerospace Index has shown higher elasticity compared to other indices like General Aviation and the China Securities Defense Index, indicating a promising outlook for the aerospace sector [2] - Key investment themes in the defense and military industry include military trade, new domains and qualities, and restructuring, with a focus on core assets and low asset securitization rates in military state-owned enterprises [2]