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新舟60民用搜救机成功首飞,航空航天ETF(159227)规模续创新高
Xin Lang Cai Jing·2025-07-25 03:31

Group 1 - The core viewpoint of the news highlights the positive performance of the aerospace industry index and the successful maiden flight of the new Zhi-60 civil search and rescue aircraft, which enhances China's emergency response capabilities and supports national maritime strategies [1][2] - The aerospace ETF (159227) has reached a new high in scale at 674 million yuan, indicating strong investor interest in the sector [1] - The successful development and deployment of the Zhi-60 aircraft is expected to narrow the equipment and capability gap between China and developed countries, promoting the construction of China's maritime emergency system [1] Group 2 - The aerospace ETF is noted for its high concentration in the defense and military sector, with a weight of 98.2%, making it the most "pure" military ETF in the market [2] - As of June 30, 2025, the top ten weighted stocks in the aerospace industry index account for 49.42% of the index, with significant players including Guangqi Technology, AVIC Shenyang Aircraft Corporation, and Aero Engine Corporation of China [2] - The military industry is expected to see increased allocation from active funds, driven by both domestic demand and foreign trade, with a focus on the military trade logic and the potential for performance surprises [1]