Group 1 - The A-share market showed mixed performance on September 2, with sectors like power batteries and solid-state batteries rising, while the military industry sector experienced a pullback [1] - The Aerospace ETF (159227) saw a decline of 1.66% with a trading volume of 21.64 million yuan, marking it as the largest in its category. It has experienced a net inflow of over 200 million yuan in the past three days, reaching a new high of 1.217 billion yuan in total assets [1] - The aerospace sector is increasingly important in modern warfare, with high technical barriers and significant value in the military industrial chain. China's military enterprises are showing advantages in drones, fighter jets, and missiles, making the aerospace sector a core beneficiary [1] Group 2 - The National Aerospace Index yielded a return of 68.42% from August 29, 2024, to August 29, 2025, outperforming other indices such as the CSI National Defense Index (57.03%) and the CSI Military Industry Index (59.85%) [2] - Shanxi Securities indicated that 2025 will be a pivotal year, with demand improving as delayed orders from the 14th Five-Year Plan are gradually released. The military industry sector is expected to rebound in the second half of 2025 as the 15th Five-Year Plan is initiated and the 100-year military goal approaches [2]
军工板块再度回调，航空航天ETF（159227）规模再创新高，资金逢跌布局明显
Mei Ri Jing Ji Xin Wen·2025-09-02 02:46