航空航天ETF(159227)连续12天获资金净流入，中国商业航天发力“太空计算”

Group 1 - The aerospace industry index (CN5082) has seen a slight increase of 0.19% as of July 14, 2025, with notable gains from companies such as Huayin Technology (688281) up 4.52% and Construction Industry (002265) up 3.61% [1] - The Aerospace ETF (159227) has experienced continuous net inflows over the past 12 days, totaling 305 million yuan, with a peak single-day inflow of 49.81 million yuan [1] - The 2025 Aerospace Information Conference held in Hefei focused on technological advancements in aerospace information, commercial space, and low-altitude economy, highlighting computational power as a key bottleneck in China's commercial aerospace development [1] Group 2 - China's defense budget has maintained a growth rate of around 7%, with defense spending accounting for less than 1.5% of GDP, indicating significant growth potential in the sector [2] - The military industry is expected to enter a recovery phase in 2025, with a return to normal order levels, leading to improved performance and valuation in the sector [2] - The Aerospace ETF (159227) tracks the aerospace index and has a high concentration in defense and military sectors, with 98.2% weight in the industry [2] Group 3 - As of June 30, 2025, the top ten weighted stocks in the aerospace industry index (CN5082) account for 49.42% of the index, including companies like Guangqi Technology (002625) and AVIC Shenyang Aircraft Corporation (600760) [3]