Core Insights - The low-altitude economy and military aviation sectors are experiencing fluctuations, with the General Aviation ETF Huabao (159231) showing a slight increase of 0.17% while maintaining a position above the 10-day moving average [1] - The ETF has attracted significant capital inflow, with a total of 241 million yuan over three of the last five trading days [1] - Recent training sessions held by the National Development and Reform Commission aim to enhance local governments' capabilities in developing the low-altitude economy [1] Industry Developments - The establishment of a leadership group for general aviation and low-altitude economy by the Civil Aviation Administration of China indicates a focus on policy development in the second half of the year [1] - The release of the "Low Altitude Economy Infrastructure Framework Guidelines (2025 Edition)" by the China Civil Airports Association outlines 21 core indicators for low-altitude infrastructure, marking a systematic approach to national low-altitude development [1] - Local governments are shifting from planning to practical implementation, focusing on route planning and airspace management [1] Market Trends - The low-altitude economy is seen as a new competitive arena between China and the U.S., with both countries investing in eVTOL and drone technologies [1] - The current market conditions suggest that the low-altitude sector is poised for a rebound, supported by technical analysis indicating a low point in the market [1] - The focus for the low-altitude sector this year is on safety and the practical application of drones, with potential for drones to transition from logistics to a leading market role [1] Investment Opportunities - The General Aviation ETF Huabao (159231) includes 50 constituent stocks, with over 46% from state-owned enterprises and more than 20% from major military groups, covering key areas such as low-altitude economy, large aircraft, and commercial aerospace [2] - The ongoing sale of the Huabao ETF's linked funds provides an accessible investment tool for capturing opportunities in the burgeoning general aviation sector [2]
ETF盘中资讯|发改委召开低空经济专题培训,重仓低空经济的通用航空ETF华宝(159231)持续吸金,换手率同类第一!
Sou Hu Cai Jing·2025-08-13 06:15