Core Viewpoint - The aerospace ETF Tianhong (159241) has shown strong market performance with significant inflows and a focus on the military and aerospace sectors, indicating a positive outlook for the industry. Group 1: Market Performance - As of July 8, 2025, the aerospace ETF Tianhong (159241) closed up 0.54% with a turnover rate of 18.37%, leading its category, and had a total transaction volume of 605.219 million yuan, reflecting active market trading [3] - The ETF has seen a net subscription of 2.7 million shares today, with its latest scale reaching 329 million yuan and total shares at 298 million, both hitting a one-month high as of July 7, 2025 [3] Group 2: Fund Inflows and Events - The aerospace ETF Tianhong (159241) has experienced continuous net inflows over the past eight days, totaling 155 million yuan [4] - The first National Defense Science and Technology Industry Cultural and Creative Industry Expo will be held from September 29 to October 4 in Wuhan, showcasing significant military technology innovations [4] - The "Liqian No. 2" rocket is set for its maiden flight in September 2025, with a payload capacity of 12 tons to low Earth orbit, indicating advancements in commercial space capabilities [4] Group 3: Industry Outlook - According to Shenwan Hongyuan Securities, the military industry is expected to experience a dual boost in fundamentals and valuations, with military trade reshaping the global landscape and opening up significant growth opportunities [4] - Zhongyou Securities anticipates a turning point in military orders as the "Centenary of the Army Building" goals progress, highlighting new market directions driven by technological advancements [5] Group 4: ETF Characteristics - The aerospace ETF Tianhong (159241) closely tracks the National Aerospace and Aviation Industry Index, focusing on key sectors such as aircraft and satellite industries, aligning with emerging themes like low-altitude economy and commercial space [5] - The index has a "military content" of 96.24%, surpassing other military indices, indicating a strong focus on defense [6] - The index also leads in "drone content," featuring companies deeply involved in drone technology, making it the highest in the market [7] - The index covers over 73% of aerospace and aviation equipment, marking it as the highest in "aerospace content" among military indices [8] - The index's technology attributes are stronger, with a one-year performance return of 31.68%, outperforming traditional military indices [9] - Revenue growth for the National Aerospace and Aviation Industry Index is projected at 42.73% for 2025, exceeding traditional military indices [10]
连续8日净流入!含军工量最高的航空航天ETF天弘(159241)换手率高企,居同类产品第一,军工增长大周期有望提升行业估值
Sou Hu Cai Jing·2025-07-08 08:03