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“十五五”规划开启在即,军工订单需求积压释放,航空航天ETF(159227)布局价值凸显
Mei Ri Jing Ji Xin Wen·2025-09-22 06:30

Group 1 - The military industry is expected to see a clearer development direction in the next three to five years as the "14th Five-Year Plan" progresses, with a new round of order cycles anticipated to strengthen the industry's growth attributes [1] - CITIC Construction Investment Securities predicts that with personnel adjustments in the military and gradual implementation of related reforms, orders are expected to stabilize and rebound in 2025 due to accumulated and new demand [1] - The military industry is transitioning into a new cycle characterized by structural growth, moving from "volume and price increase" to "volume increase and price stability," and from "comprehensive growth" to "structural growth" [1] Group 2 - The Aerospace ETF (159227) tracks the National Aerospace Index, which has a high military attribute with 97.96% of the Shenwan first-level military industry, making it the highest military content index in the market [2] - The ETF has a significant focus on aerospace equipment, with a weight of 65.4%, surpassing other military indices, providing investors with an efficient way to capture core military aerospace opportunities [2]