盘中实时净申购达600万份，航空航天ETF天弘（159241）涨超1.5%， 机构：军工板块当前向上空间广阔、向下有底

Group 1 - Aerospace ETF Tianhong (159241) saw a 1.55% increase in intraday trading, with a turnover rate of 11.30% and a transaction volume exceeding 460 million yuan [1] - The ETF recorded a net subscription of 6 million units during intraday trading, indicating strong investor interest [1] - Key constituent stocks such as Construction Industry rose over 9%, with Inner Mongolia First Machinery, North Navigation, Guangqi Technology, and Aerospace Electronics also experiencing gains [1] Group 2 - As of July 25, 2025, 67 military industry companies have announced their half-year performance forecasts, with 41 expecting profit increases and 26 anticipating declines [2] - The leading companies in terms of growth are primarily focused on the shipbuilding, defense, and aerospace sectors [2] - The military sector is currently in a state of upward potential with a solid bottom, although short-term volatility may occur in rapidly rising sub-sectors and individual stocks [2]