航空航天ETF天弘（159241）涨超2%，连续五日获资金净流入，我国自研eVTOL成功实现全球海上石油平台物资运输首飞

Group 1: Aerospace and Defense Sector Performance - The aerospace and defense sector saw significant gains on August 4, with major concepts like large aircraft, commercial aerospace, and satellite navigation being particularly active [1] - The Tianhong Aerospace ETF (159241) rose over 2% during the session, with trading volume exceeding 20 million yuan [1] - The ETF has attracted a net inflow of over 60 million yuan over the past week, indicating strong investor interest [1] Group 2: eVTOL Development and Logistics Innovation - On August 3, a major breakthrough was announced with the successful transportation flight of materials from a sea oil platform using China's independently developed eVTOL aircraft, marking a global first [2] - The eVTOL "Kairuiou," capable of carrying 2 tons, completed a 58-minute flight from Shenzhen to an oil platform 150 kilometers offshore, showcasing advancements in low-altitude logistics [2] - The establishment of a leadership group by the Civil Aviation Administration for general aviation and low-altitude economy indicates potential policy support for the sector in the second half of the year [2] Group 3: Military Industry Outlook - The military industry is expected to experience a shift in market sentiment, with current fundamentals and confidence levels appearing stronger than in previous years [3] - The ongoing military sector rally is driven more by fundamental factors rather than just calendar effects or major event catalysts, suggesting a more sustainable growth trajectory [3] - Focus remains on sectors within the military industry that show strong performance expectations, with significant events potentially providing long-term investment opportunities [3]