借道通用航空ETF联接掘金低空经济万亿蓝海

Core Insights - The low-altitude economy is transforming the industrial landscape, entering a positive cycle of "policy implementation - infrastructure improvement - technological breakthroughs - scenario expansion" driven by policy incentives and market demand [1][2] - The scale of China's low-altitude economy has surpassed 506 billion yuan in 2023, with a year-on-year growth rate of 34%, and is expected to reach 3.5 trillion yuan by 2035, presenting a significant investment opportunity [2][5] Investment Opportunities - Six public funds have launched related ETF products this year, with Huaxia Fund issuing the General Aviation ETF and its corresponding fund to facilitate investment in the low-altitude economy [1][3] - The Huaxia National General Aviation ETF Link (024912) will invest at least 90% of its assets in the General Aviation ETF (159230), effectively tracking the National General Aviation Industry Index [4] Market Performance - The National General Aviation Index has shown high elasticity, outperforming mainstream indices with significant excess returns, with increases of 43.44% over the past year and 225.12% since its inception [5] - The index has demonstrated active trading characteristics, with multiple rebounds exceeding 10%, providing ample trading opportunities for investors [5] Fund Management - Huaxia Fund has over 20 years of experience in the ETF market, managing over 650 billion yuan in equity ETFs, maintaining the industry's leading position for 20 consecutive years [6] - The launch of the Huaxia National General Aviation ETF Link (024912) aims to provide a convenient investment tool for retail investors to access leading companies in the low-altitude economy [6]