军工板块企稳明显，航空航天ETF（159227）拉升翻红，关注中长期布局价值

Group 1 - The A-share market saw a collective rise in the three major indices on September 29, with the aerospace and military industry showing clear signs of stabilization, particularly after hitting a low point during the day [1] - The Aerospace ETF (159227) increased by 0.62%, surpassing the 20-day moving average, with a trading volume of 88.55 million yuan, making it the top performer in its category [1] - The period from 2025 to 2026 will see the implementation of the "14th Five-Year Plan" and the drafting of the "15th Five-Year Plan," providing a clear development blueprint for the military industry over the next three to five years [1] Group 2 - The military industry is expected to experience a new round of order cycles, enhancing both growth certainty and industry prosperity, which will lead to a sustained increase in the overall industry chain's prosperity level [1] - According to AVIC Securities, the long-term logic of the military industry remains solid and clear, with the "Big Military" and new domains bringing market increments and valuation space improvements to the traditional military industry [1] - The Aerospace ETF (159227) closely tracks the National Aerospace Index, with a high military industry representation of 97.96%, covering key sectors such as aerospace equipment, satellite navigation, and new materials [2]