航空航天ETF天弘（159241）近4日持续“吸金”，规模、份额再创新高，机构：我国商业航天产业链将进入高景气周期

Group 1 - The three major indices experienced fluctuations but turned positive on August 1, with the commercial aerospace sector declining [1] - The Tianhong Aerospace ETF (159241) fell by 2.45%, with a turnover rate exceeding 5% and a transaction volume surpassing 26 million yuan [1] - Over the past four trading days, the Tianhong Aerospace ETF (159241) has seen a net inflow of over 53 million yuan [1] Group 2 - As of July 31, the Tianhong Aerospace ETF (159241) reached a new high in size at 463 million yuan, with 39.2 million shares outstanding [1] - The Tianhong Aerospace ETF (159241) closely tracks the Guozheng Aerospace Index, which has over 98% weight in the defense industry, making it the index with the highest defense content in the market [1] - The Guozheng Aerospace Index has a high "aerospace content," with the two core sectors of aerospace and aviation equipment accounting for 66% of its weight, focusing on key areas in the aerospace equipment industry chain [1] Group 3 - The Sichuan Province Commercial Aerospace Industry Development Conference was held on July 31, focusing on strengthening industry collaboration and accelerating the development of commercial aerospace [2] - Ten cooperation agreements were signed at the conference, covering key areas such as satellite R&D, commercial launch capabilities, and core electronic component manufacturing [2] - Dongwu Securities anticipates that multiple factors will accelerate China's low-orbit satellite launch process, entering a high prosperity cycle for the commercial aerospace industry chain, and recommends focusing on core enterprises in the industry chain [2]