近一年收益领跑军工类指数，航空航天ETF（159227）规模再创新高，中船应急午后拉升

Group 1 - A-shares showed mixed performance on July 30, with sectors like petrochemicals, steel, and insurance leading the gains, while the defense and military industry experienced fluctuations, presenting layout opportunities [1] - The Aerospace ETF (159227) saw a decline of 1.01% with a trading volume of 108 million yuan, ranking first among its peers, while stocks like China Shipbuilding Emergency Response surged over 4% in the afternoon [1] - The Aerospace ETF has attracted significant capital, with a net inflow of over 357 million yuan in July, bringing its latest scale to 724 million yuan, a record high since its inception [1] Group 2 - The military industry is characterized by strong planning, with five-year plans significantly impacting industry operations and market expectations, serving as a key driver for military market trends [1] - The execution of the military construction plan for the "14th Five-Year Plan" is entering a critical phase, with order demand expected to accelerate as 2025 approaches [1] - According to Shenwan Hongyuan, the upcoming "9.3 military parade" is likely to cause fluctuations in the military sector, and with increasing market attention and the gradual advancement of the "15th Five-Year Plan," the military industry is expected to experience a dual boost in fundamentals and valuations [1] Group 3 - The Aerospace ETF tracks the National Aerospace Index, with a high concentration of 98.2% in the primary military industry, focusing on aerospace capabilities and covering leading companies across the entire industry chain, including fighter jets, transport aircraft, helicopters, and more [2] - From July 29, 2024, to July 28, 2025, the National Aerospace Index is projected to yield a return of 38.85%, outperforming other military indices such as the CSI National Defense Index (34.37%) and the CSI Military Industry Index (32.84%) [2]