盘中触底拉升,航空航天ETF(159227)跌幅收窄,成交额稳居同类第一
Mei Ri Jing Ji Xin Wen·2025-09-29 05:31

Core Viewpoint - The A-share market saw a collective rise in major indices, with the aerospace and defense sector showing significant recovery, driven by the upcoming "14th Five-Year Plan" and the expected new order cycle in the military industry [1] Group 1: Market Performance - As of 10:45 AM on September 29, the aerospace and defense ETF (159227) narrowed its decline to 0.18%, with a transaction volume of 49.91 million yuan, maintaining its position as the top performer in its category [1] - Key stocks in the aerospace and defense sector, including Hai Te Gao Xin, Guang Qi Technology, and others, showed notable gains [1] Group 2: Industry Outlook - The military industry is characterized by strong planning, with the "14th Five-Year Plan" expected to clarify development guidance for the next three to five years, potentially enhancing the overall prosperity of the industry chain [1] - According to Dongfang Securities, equipment demand is anticipated to maintain a growth trend over an extended period, with the gradual implementation of the "14th Five-Year Plan" presenting new development opportunities for China's military industry [1] - The military trade market in China has been expanding, with competitive advantages in weaponry and equipment expected to create new growth points [1] Group 3: ETF and Sector Focus - The aerospace and defense ETF (159227) tracks the Guozheng Aerospace Index, with a high concentration of 97.96% in the military sector, focusing on the aerospace segment [2] - The ETF includes leading companies across the entire aerospace and defense supply chain, aligning with the strategic direction of "aerospace and space integration" [2]