YINGLIU(SH:603308) Xin Lang Ji Jin·2025-07-17 05:44Group 1 - The military aviation sector experienced a sudden surge on July 17, with companies like Yingliu Co. hitting the daily limit, and Morningstar Aviation rising by 11% [1] - The General Aviation ETF Huabao (159231) saw a price increase of 2.42%, strongly surpassing the 5-day, 10-day, and 20-day moving averages [1] - The China Civil Aviation Administration established a leadership group for general aviation and low-altitude economy on July 4, along with six special working groups [2] Group 2 - Local governments are actively promoting low-altitude economy initiatives, with Heilongjiang Province introducing 17 policy measures and Guangzhou holding a development meeting [3] - The low-altitude industry fund in Henan was established with a scale of 2 billion yuan, and a total of 40 projects have been signed since 2024, with a planned total investment of 8.33 billion yuan [3] - Pacific Securities predicts a recovery in the military industry, suggesting a "Davis Double-Click" phase for the sector, with a focus on advanced fighter jets, low-altitude economy, domestic large aircraft, satellite internet, and deep-sea technology [3] Group 3 - The General Aviation ETF Huabao (159231) covers a broad index of 50 constituent stocks, with over 46% from state-owned enterprises and more than 20% from the top ten military groups [4] - The ETF focuses on key areas such as low-altitude economy (52.12%), large aircraft (34.60%), military aircraft (31.51%), commercial aerospace (26.18%), satellite navigation (25.76%), and drones (18.52%) [4]