半日成交额破亿元，军工回调迎布局机会，关注“军工含量”最高的航空航天ETF（159227）

Group 1 - The defense and military industry experienced a significant pullback, ranking among the top declines in the Shenwan primary industry, with active trading in related ETFs [1] - The Aerospace ETF (159227) saw a decline of 1.66% with a transaction volume of 125 million yuan, maintaining its position as the leader in its category [1] - Recent capital flows indicate a strong interest in the military sector, with the Aerospace ETF (159227) attracting over 295 million yuan in net inflows over the past month, reaching a new high of 633 million yuan [1] Group 2 - The "14th Five-Year Plan" is entering its final year, with the military industry facing fewer disruptive factors and downstream demand showing signs of recovery [2] - The long-term goals for the military industry provide clear guidance for development, aiming for modernization by 2035 and establishing a world-class military by 2050 [2] - The defense and military sector is expected to see significant improvements with recovering demand and optimized capacity structure, indicating a high safety margin and long-term growth certainty [2]