关注军工核心受益方向！航空航天ETF天弘（159241）成交额突破1亿元，居同类第一，规模、份额双创新高

Group 1 - The market experienced fluctuations with mixed performance across the three major indices, while military concept stocks initially rose alongside the market [1] - The Aerospace and Defense ETF Tianhong (159241) saw a peak increase of over 1% during the day, with notable gains in stocks like Beifang Navigation and Inner Mongolia First Machinery Group, both rising over 2% [1] - The total trading volume of the Aerospace and Defense ETF Tianhong (159241) exceeded 1 billion yuan, with a net subscription of 37.8 million shares, leading the category [1] - The ETF has experienced continuous capital inflow for 10 consecutive trading days, achieving record highs in both fund size and share volume [1] - Analysts project that by 2025, new markets arising from military trade and the conversion of military technology may present significant opportunities, particularly in the aerospace sector [1] - China's military enterprises are showcasing technological advantages in areas such as drones and fighter jets, positioning the aerospace sector as a core beneficiary [1] - Upcoming military parades on September 3 will feature all domestically produced active combat equipment, highlighting advancements in traditional and new combat capabilities [1] - Current global changes, new military trade logic, and fundamental turning points suggest that the ongoing military industry trend may last longer and could replicate monthly excess returns [1] Group 2 - The Aerospace and Defense ETF Tianhong (159241) provides one-click access to stocks related to aerospace equipment, domestic large aircraft, low-altitude economy, and military information technology, representing a highly focused segment of the military industry [2] - The index underlying the ETF consists of 99% defense and military-related stocks, indicating a higher purity and alignment with current market interests compared to other military indices [2]