业绩领跑军工类指数，航空航天ETF聚焦空天国防，规模居同类第一

Group 1 - The aerospace and defense sector is experiencing significant market activity, with the aerospace ETF (159227) rising by 1.02% and reaching a new high, with a trading volume of 1.01 billion yuan, leading its category [1] - The aerospace ETF has attracted over 348 million yuan in net inflows since July, bringing its total size to 703 million yuan, a record high since its inception [1] - The aerospace ETF tracks the Guozheng Aerospace Index, which has a high concentration of 98.2% in the defense industry, focusing on the aerospace sector and covering key components such as fighter jets, transport aircraft, helicopters, and missiles [1] Group 2 - Shanxi Securities indicates that 2025 will be a pivotal year for the military industry, with demand gradually improving as delayed orders from the 14th Five-Year Plan are released [2] - The military sector's performance is expected to bottom out and recover in the second half of 2025, coinciding with the initiation of the 15th Five-Year Plan and the approach of the 2027 centenary military goal [2]