开盘半小时成交额破亿元，资金逢跌布局，关注全市场规模最大的航空航天ETF（159227）

Core Viewpoint - The aerospace and defense sector is experiencing fluctuations, with the aerospace ETF (159227) showing a decline of 2.18% as of 9:55 AM on September 4, despite a significant net inflow of over 314 million yuan in the past five days, indicating strong investor interest in the sector [1][2]. Group 1: Market Performance - The aerospace ETF (159227) opened lower and continued to decline, with a trading volume exceeding 100 million yuan, maintaining its position as the leading ETF in its category [1]. - Key holdings such as Huatai Technology, Aerospace Technology, and Guobo Electronics saw gains, while companies like Great Wall Military and Construction Industry faced significant losses [1]. Group 2: Industry Outlook - The importance of air power in modern warfare is increasing, making aerospace equipment a focal point for military development, characterized by high technical barriers and significant value within the military industrial chain [1]. - Guotai Junan Securities predicts that to achieve the centenary goal of military construction by 2027, there will be an acceleration in addressing shortcomings during the 14th Five-Year Plan, emphasizing the need to modernize weaponry and phase out outdated equipment [1]. - The military industry is expected to maintain high prosperity, with related listed companies likely to continue benefiting from this trend [1]. Group 3: ETF Characteristics - The aerospace ETF (159227) closely tracks the Guozheng Aerospace Index, with a high military industry concentration of 97.96%, making it the highest purity military index in the market [2]. - The ETF covers critical segments of the aerospace supply chain, including aerospace equipment, satellite navigation, and new materials, featuring leading companies in the military sector [2].