Group 1 - Aerospace and defense stocks have weakened, with Aerospace Electronics down over 4%, AVIC Shenyang Aircraft Corporation down over 3%, and other companies like Guangqi Technology, AVIC Xi'an Aircraft Industry, and AVIC High-Tech down over 2% [1] - The ETF tracking the National Aerospace and Aviation Industry Index has dropped approximately 2% due to market influences [1] Group 2 - Several ETFs related to aerospace and defense have reported declines, with the Tianhong Aerospace ETF at 1.210 down by 2.26%, and other ETFs like 159227 and 159267 also showing declines of 1.97% and 1.83% respectively [2] - Looking ahead to 2025, brokerages suggest that military trade and the transformation of military technology into new markets may present greater elasticity, highlighting the technological advantages of Chinese military enterprises in areas like drones and fighter jets as key growth drivers in military trade [2] - The aerospace and defense sector is identified as a core beneficiary direction, with a future focus on seizing "air supremacy" in military investments [2]
航空航天概念股走弱，相关ETF跌约2%
Mei Ri Jing Ji Xin Wen·2025-08-12 08:08