“含航量”最高的航空航天ETF天弘（159241）实时净申购600万份，机构：航空航天市场关注度有望进一步提升

Group 1 - The aerospace ETF Tianhong (159241) experienced a decline of 2.03% with a turnover rate exceeding 14%, and a trading volume surpassing 64 million yuan [1] - The ETF has seen a net inflow of over 53 million yuan in the last four trading days, indicating strong investor interest [1] - As of July 31, the latest scale of the aerospace ETF Tianhong reached 463 million yuan, with a total of 392 million shares, both hitting record highs since inception [1] Group 2 - NASA and the Russian space agency discussed international cooperation on the International Space Station, lunar projects, and deep space exploration during their first meeting since 2018 [2] - The meeting reaffirmed the continuation of space mission cooperation, despite geopolitical tensions affecting other collaborative efforts [2] - The Chinese Navy's fourth 075 amphibious assault ship, Hubei, was unveiled, showcasing advancements in domestic military capabilities with a displacement of over 40,000 tons [2] Group 3 - Short-term drivers for the commercial aerospace industry include satellite constellation construction and launch activities, with high sensitivity to market events [3] - Mid-term expectations suggest an industry turning point in satellite manufacturing, with a potential recovery in fundamentals by 2025 [3] - Long-term demand growth is anticipated to improve fundamentals and market expectations, leading to a sustained upward trend in valuations for the commercial aerospace sector [3]