两部委发文力挺航空航天！军工迎来“三重重估”，航空航天ETF（159227）吸金不停

Group 1 - The aerospace and defense industry showed a positive trend on July 11, with the CN5082 index rising by 0.73% and notable stocks like Huajin Technology and Construction Industry increasing by 4.23% and 3.87% respectively [1] - The Aerospace ETF (159227) increased by 0.64%, with a trading volume of 37.46 million yuan, marking 12 consecutive trading days of attracting funds, totaling 305 million yuan, and reaching a latest scale of 563 million yuan, making it the largest in its category [1] - A joint action plan by the State Administration for Market Regulation and the Ministry of Industry and Information Technology was released on July 9, focusing on ten key industries including aerospace, with an emphasis on addressing common measurement technology challenges and construction goals [1] Group 2 - Changjiang Securities highlighted that 2025 is a critical year for the 14th Five-Year Plan, aiming to address past shortcomings and enhance industry chain resilience, while the 15th Five-Year Plan will continue to boost military industry growth and promote efficiency through state-owned enterprise reforms [2] - The military AI deployment is expected to lead to an upgrade in combat modes, with Chinese military assets anticipated to undergo a revaluation in terms of market conditions, asset value, and technological capabilities [2]