建设工业午后拉升，航空航天ETF（159227）跌幅收窄，全市场军工含量最高

Group 1 - The military industry is expected to see a recovery in overall prosperity due to the gradual clarity of development guidance from the "14th Five-Year Plan" and the upcoming new order cycle in the next three to five years [1] - In 2023, the military industry's fundamentals were impacted by personnel adjustments, leading to delayed orders and a decline in industry prosperity; however, disturbances have largely been eliminated, and downstream demand is showing signs of recovery [1] - The long-term goals for the military industry include achieving modernization by 2035 and building a world-class military by 2050, which provides clear guidance for industry development [1] Group 2 - The Aerospace and Defense ETF (159227) tracks the National Securities Aerospace Index, which has a high military attribute with 97.86% of its components from the military industry [2] - The ETF has a significant focus on aerospace equipment, with a weight of 66.8%, surpassing other military indices [2] - This ETF serves as an efficient way for investors to capture core opportunities in the military aerospace sector [2]