空中投资力量再加码 华夏国证通用航空ETF联接正式发行

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 benefits 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 Products - Six public funds have launched related ETF products this year, including the recently issued Huaxia National General Aviation ETF Link (024912), which provides an efficient investment tool for investors in the low-altitude economy sector [1][4] - The Huaxia National General Aviation ETF Link will invest at least 90% of its assets in the underlying General Aviation ETF (159230), effectively tracking the National General Aviation Industry Index [4] Market Performance - The National General Aviation Index has shown high elasticity and significant excess returns compared to mainstream broad-based indices, with a one-year increase of 43.44% and a five-year increase of 16.04% [5] - The index has demonstrated active performance in 2023, with multiple rebounds exceeding 10%, 15%, and 20%, providing ample trading opportunities for investors [5] Industry Characteristics - The low-altitude economy is characterized by high technological content, concentrated innovation factors, a long industrial chain, and diverse application scenarios, offering both breadth and depth in investment opportunities [2][5] - The index's constituent stocks are expected to enter a high-growth phase, with projected net profit growth rates of 71.78% and 28.42% for 2025 and 2026, respectively [5] Fund Management - Huaxia Fund has over 20 years of experience in the ETF sector, 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 aims to enhance product offerings and support the development of the low-altitude economy while providing investors with a convenient way to access leading companies in the sector [6]