Core Insights - The A-share market experienced a collective rebound on September 5, with the military industry sector showing a low opening followed by a rise [1] - The Aerospace and Defense ETF (159227) turned positive, increasing by 0.36% with a trading volume of 107 million yuan, maintaining its position as the largest in its category [1] - The ETF has seen a net inflow of funds for six consecutive trading days, totaling 387 million yuan [1] Industry Outlook - According to Minsheng Securities, the military industry is expected to enter a new upward cycle from 2025 to 2027, with 2025 marking a turning point for the industry [1] - The ETF tracks the Guozheng Aerospace Index, which has a high concentration of military-related stocks, with 97.96% of its holdings in the military sector [1] Performance Metrics - From August 29, 2024, to August 29, 2025, the Guozheng Aerospace Index is projected to yield a return of 68.42%, outperforming other indices such as the Zhongzheng National Defense Index (57.03%), Zhongzheng Military Industry Index (59.85%), and Military Leaders Index (47.60%) [1]
军工板块企稳回升，航空航天ETF（159227）成交额破亿元，机构：军工进入新一轮上升周期
Mei Ri Jing Ji Xin Wen·2025-09-05 06:24