军工概念股强势爆发，收益弹性更好的航空航天ETF天弘（159241）午后大涨超3%，连续5个交易日获资金净流入，基金规模连创新高

Group 1 - Military concept stocks have surged, with companies like Great Wall Industry, Construction Industry, and Aerospace Electronics seeing strong performance [1] - The Aerospace ETF Tianhong (159241) rose over 3% in the afternoon, marking five consecutive trading days of net inflows, with a year-to-date increase in shares of 109%, the highest among peers [1] - Shenzhen has announced a plan to build a high-quality low-altitude infrastructure, aiming to make it the "global low-altitude economy capital" with an expected output value exceeding 130 billion yuan by the end of 2026 [1] Group 2 - Hainan has issued a three-year action plan to accelerate the construction of a modern industrial system, including the establishment of satellite manufacturing centers, with an expected revenue of 10 billion yuan from the Wenchang International Space City by 2027 [1] - Analysts indicate that the low-altitude economy is a strategic emerging industry supported by government policies, and the increasing global military expenditure due to geopolitical tensions is expected to expand the military trade market [1] - The military trade and military technology transformation are projected to create new market opportunities, with a focus on gaining "air supremacy" in future investments [2]