Group 1 - The aerospace ETF Tianhong (159241) experienced a decline of 1.36% with a trading volume exceeding 14 million yuan and a premium rate of 0.01%, while several component stocks such as Aerospace Morning Light, Great Wall Military Industry, and Shanghai Hanhua showed positive performance [1] - As of September 2, the aerospace ETF Tianhong (159241) has seen continuous net inflows of funds, with a single-day capital inflow exceeding 12 million yuan [1] - The aerospace ETF Tianhong (159241) closely tracks the National Defense Aerospace Index, which has a significant weight of nearly 98% in the defense military industry, making it the index with the highest military content in the market [1] Group 2 - Huawei's newly published patent for satellite guidance methods allows electronic devices to predict the visibility of communication satellites based on various data sources, enhancing user location communication capabilities [2] - According to Guojin Securities, the military industry is expected to see a recovery in 2025 H1, with projected revenues of 227.8 billion yuan (down 6.7% year-on-year) and a net profit of 14.3 billion yuan (down 28.0% year-on-year), indicating a potential value reassessment of military assets [2] - Northeast Securities believes that the defense military sector has long-term growth certainty due to demand recovery and optimized production structure, suggesting significant improvements in the sector [3]
华为卫星对星引导专利公布，航空航天ETF天弘（159241）昨日“吸金”超1200万元，机构：上半年军工行业景气呈现复苏
2 1 Shi Ji Jing Ji Bao Dao·2025-09-03 02:29