上市以来涨近17%，航空航天ETF天弘（159241）年内新增份额率居同标的产品第一，机构：建议持续加大军工关注度

Group 1 - The military industry sector showed weakness at the beginning of trading on July 23, with the Aerospace ETF Tianhong (159241) declining by 1.29% and experiencing a turnover rate exceeding 3% [1] - As of July 22, the Aerospace ETF Tianhong (159241) has accumulated a rise of 16.90% since its listing on May 29, and it has the highest new share rate of over 64% among similar products this year [1] - The Aerospace ETF Tianhong (159241) closely tracks the National Aerospace Index, which has over 98% weight in the defense and military industry, making it the index with the highest military content in the market [1] Group 2 - Pacific Securities indicates that the military industry is expected to emerge from a two-year period of stagnation and enter a phase of comprehensive recovery, with a potential "Davis Double-Click" stage for performance improvement and valuation enhancement [1] - The focus should be on high-quality leading companies in advanced fighter jets, low-altitude economy, domestic large aircraft, satellite internet, and deep-sea technology, which have good competitive landscapes and high technological barriers [1] - Shenwan Hongyuan Securities suggests that as market attention on the military industry continues to rise, the sector is likely to achieve a dual boost in fundamentals and industry valuations, recommending increased focus on military stocks [2]