规模、份额突破新高！军工含量最高的航空航天ETF天弘(159241)盘中净申购份额已达1500万份，高居同类第一！年内份额激增115%

Core Viewpoint - The aerospace ETF Tianhong (159241) is experiencing significant market activity, with substantial net subscriptions and a strong performance in the context of the growing military and aerospace sectors. Group 1: ETF Performance - As of August 12, 2025, the aerospace ETF Tianhong (159241) recorded a turnover of 13.12% with a transaction volume of 65.54 million yuan, indicating active market trading [3] - The fund has seen a net subscription of 15 million shares, ranking first among similar products [3] - Over the past week, the ETF has increased by 3.25%, leading in performance among comparable funds [3] - In the last three days, the ETF attracted a total net inflow of 35.52 million yuan [3] - The latest fund size reached 506 million yuan, marking a new high since its inception [3] - The total shares outstanding have reached 410 million, also a record high, with a year-to-date increase of 115% [3] Group 2: Industry Insights - The domestic and international unmanned/anti-unmanned sectors are showing continued improvement, with details of military drone training and deployment being disclosed [4] - The first export order for a 100-kilowatt high-energy laser weapon has been secured, indicating the practical deployment of laser anti-drone equipment [4] - The defense and military industry is benefiting from military trade orders and the upcoming military parade, which is expected to showcase new generation weaponry [4] - The missile and military electronics sectors are experiencing a surge in orders, while the aerospace engine supply chain is seeing fundamental improvements [4] - The pace of domestic satellite constellation deployment is accelerating, with 2025 projected as a key year for large-scale deployment of domestic satellites [4] Group 3: ETF Composition and Focus - The aerospace ETF Tianhong closely tracks the National Aerospace and Aviation Industry Index, focusing on key areas such as fighter jets and satellite supply chains [5] - The index has a high "military content," with 98.2% of its constituent stocks belonging to the defense and military industry, surpassing traditional military indices [6] - The index has the highest "drone content" in the market, with significant participation from companies involved in drone technology [7] - It covers the aerospace industry chain comprehensively, with over 69% weight in aerospace, aviation, and naval equipment [9] - The index constituents exhibit stronger technological attributes and clearer valuation logic, aligning with the trend of high-end development in the military and aerospace sectors [10] - The expected revenue growth rate for the index in 2025 is projected to exceed that of traditional military indices [11]