Mei Ri Jing Ji Xin Wen·2025-08-04 06:33Core Viewpoint - The A-share market experienced a rebound with significant growth in military-related sectors, particularly in general aviation, driven by supportive government policies and market potential in low-altitude economy and commercial aerospace [1][2]. Group 1: Market Performance - The three major indices in the A-share market opened low but rose significantly in the afternoon, with military-related concepts such as military information technology, aircraft carriers, and commercial aerospace witnessing collective surges [1]. - The National General Aviation Industry Index saw a rise of over 3% during trading, with constituent stocks like Aileda, Lijun Co., and Aerospace Electronics hitting the daily limit [1]. Group 2: Investment Opportunities - The newly listed General Aviation ETF (159255) achieved a strong debut with a half-day trading volume of 230 million yuan, leading among similar index ETFs [1]. - The National General Aviation Industry Index comprises 50 stocks related to various sectors of the general aviation industry, including aircraft manufacturing and operational services, indicating a broad investment opportunity [1]. Group 3: Industry Outlook - The low-altitude economy is recognized as a strategic emerging industry in government work reports, with substantial support from various levels of government, suggesting a favorable environment for growth [1]. - The market potential for the drone low-altitude market is projected to exceed 3.1 trillion yuan by 2035, while the manned eVTOL market is expected to surpass 500 billion yuan [1]. - CITIC Securities indicates that the commercial aerospace and low-altitude economy sectors may accelerate in development due to events like commercial rocket launches, recommending investors to pay attention to related opportunities [1].