军工含量最高的航空航天ETF天弘（159241）盘中涨2%，机构：军工行业或将进入景气度持续提升的发展新阶段

Group 1 - Aerospace ETF Tianhong (159241) saw a morning rise of 2% with a trading volume exceeding 320 million yuan and a turnover rate of 6.92%, indicating active trading at the beginning of the session [1] - Among the constituent stocks, Changcheng Military Industry hit the daily limit, while Inner Mongolia First Machinery, Northern Navigation, China Ordnance, and Guoke Military Industry also experienced gains [1] - As of August 5, the year-to-date share change rate of Aerospace ETF Tianhong (159241) reached 101.96%, ranking first among similar products [1] Group 2 - Aerospace ETF Tianhong (159241) closely tracks the Guozheng Aerospace Index, which has a significant characteristic of 98% weight in the defense and military industry, making it the index with the highest military content in the market [1] - The Guozheng Aerospace Index has a high "aerospace content," with the two core sectors of aviation equipment and aerospace equipment accounting for 67% of its weight, focusing on key areas of the aerospace equipment industry chain such as large aircraft manufacturing, low-altitude economy, and commercial aerospace [1] - According to AVIC Securities, the long-term logic of the military industry remains solid and clear, suggesting that the military industry may transition from a purely event-driven cyclical fluctuation model to a new stage of growth and value, with continuous improvement in prosperity [1]