Group 1 - The military industry sector is experiencing a strong rally, leading among 31 industries tracked by Shenwan, with the Aerospace ETF (159227) rising by 2.19% as of 11:02 AM on August 6 [1] - Key stocks in the military sector include Changcheng Military Industry, which hit the daily limit, Inner Mongolia First Machinery Group rising over 7%, and North Navigation increasing over 6% [1] - The upcoming military parade in September is expected to boost market sentiment, recalling the 2015 parade when the military sector began to rally from July 9, achieving a 78% return by August 17, outperforming the overall A-share market by 45% [1] Group 2 - The Aerospace ETF (159227) tracks the National Aerospace Index, with a high military industry representation of 97.86%, focusing on the aerospace sector, including key components like fighter jets, transport aircraft, helicopters, and missiles [2] - From July 31, 2024, to July 31, 2025, the National Aerospace Index is projected to yield a return of 37.28%, surpassing other indices such as the CSI National Defense Index (33.06%) and the CSI Military Industry Index (30.4%) [2]
临近9月，军工板块预期升温，航空航天ETF（159227）全市场“军工含量”最高
Mei Ri Jing Ji Xin Wen·2025-08-06 05:56