多重事件催化，资金博弈军工行情！军工含量最高的航空航天ETF天弘(159241)获超千万资金加仓

Core Viewpoint - The aerospace ETF Tianhong (159241) is experiencing significant trading activity and capital inflow, driven by a favorable market environment and upcoming military events, indicating strong investor interest in the aerospace and defense sector. Group 1: ETF Performance - As of August 7, 2025, the aerospace ETF Tianhong (159241) recorded a turnover of 19.2% with a transaction volume of 89.5065 million yuan, reflecting active market trading [3] - The ETF has seen a cumulative increase of 4.14% over the past week, ranking first among comparable funds [4] - The latest scale of the aerospace ETF Tianhong (159241) reached 469 million yuan, marking a new high since its inception [4] - In the past month, the ETF's share volume increased by 83.5 million shares, indicating significant growth [4] - Over the last 10 trading days, the ETF attracted a total capital inflow of 36.0819 million yuan [4] Group 2: Market Drivers - The military sector is gaining attention due to the upcoming military parade on September 3, which is expected to showcase advanced equipment and act as a catalyst for the defense sector [5] - The release of the "Shenzhen Low Altitude Infrastructure High-Quality Construction Plan (2024-2026)" is anticipated to boost the low-altitude economy and related military technology applications [5] - The upcoming "14th Five-Year Plan" is expected to clarify the order logic and growth paths for military enterprises, providing long-term growth momentum for the sector [5] Group 3: ETF Composition and Focus - The aerospace ETF Tianhong (159241) closely tracks the National Aerospace and Aviation Industry Index, focusing on key areas such as aircraft and satellite industries [6] - The index has a high concentration of military-related stocks, with 98.2% of its constituents belonging to the defense and military industry, surpassing traditional military indices [7] - The index also has the highest exposure to drone-related companies, making it the leading index in terms of drone content [8] - It covers the aerospace industry chain comprehensively, with over 69% weight in aerospace, aviation, and maritime equipment [9] - The index constituents exhibit stronger technological attributes and clearer valuation logic, aligning with the trend of high-end development in the aerospace sector [10] Group 4: Growth Expectations - The National Aerospace and Aviation Industry Index is projected to have a higher revenue growth rate than traditional military indices by 2025 [11]