半日成交额破亿，航空航天ETF（159227）聚焦军工空天力量，长城军工涨停

Core Viewpoint - The military industry sector is experiencing heightened activity and investor interest ahead of the upcoming military parade on September 3, with expectations for accelerated order demand due to the execution of the "14th Five-Year Plan" [1] Group 1: Market Performance - On August 5, the A-share market showed slight fluctuations, with the aerospace ETF (159227) experiencing a decline of 0.34% and a trading volume of 110 million yuan, maintaining the highest market share among similar products [1] - Key stocks in the military sector, such as Longcheng Military Industry, saw a surge, with other companies like Hualichuantong, Construction Industry, Yaguang Technology, Aerospace Electronics, and Hailanxin also experiencing gains [1] Group 2: Industry Outlook - The military industry is expected to see a recovery in overall industry chain prosperity, driven by the upcoming military parade and the critical phase of capability delivery in the "14th Five-Year Plan" [1] - The aerospace ETF (159227) closely tracks the National Aerospace Index, focusing on core military aerospace sectors, with a high concentration of 97.86% in the first-level military industry [1] - The ETF's component stocks have a significant weight of 66.8% in aerospace equipment, surpassing other military and defense indices [1] Group 3: Investment Opportunities - According to Shenwan Hongyuan Securities, there are potential short-term opportunities in the self-controlled and national defense military sectors leading up to the military parade [1] - Historical data indicates that major military parade events have a significant catalytic effect on military stocks, with market expectations continuing to rise as the event approaches [1]