军工板块强势上涨，航空航天ETF（159227）成交额同类第一，聚焦空天国防

Core Viewpoint - The A-share market has shown a positive trend with the military industry sector stabilizing after previous adjustments, indicating potential growth opportunities in the defense sector driven by increasing equipment demand and strategic developments in China's military capabilities [1] Group 1: Market Performance - On September 30, the three major A-share indices opened higher, with the aerospace and defense ETF (159227) rising by 1.84% and successfully maintaining above the 20-day moving average [1] - The trading volume for the aerospace and defense ETF reached 82.06 million yuan, making it the top performer in its category [1] - Notable stocks within the ETF include Huaxin Technology, which increased by over 8%, and AVIC Shenyang Aircraft Corporation, which rose by over 5% [1] Group 2: Industry Outlook - According to Dongfang Securities, the demand for military equipment is expected to maintain a growth trend over a prolonged period, supported by the gradual implementation of the 14th Five-Year Plan [1] - The Chinese military industry is anticipated to experience new development opportunities, leading to breakthroughs in technological innovation, equipment upgrades, and optimization of the industrial structure across the entire military supply chain [1] - China's military trade has been expanding its market presence, with a notable cost-performance advantage in weaponry, which is expected to create new growth points [1] Group 3: Strategic Focus - The role of air power in modern warfare is increasingly significant, with the aerospace and defense ETF (159227) tracking the National Aerospace Index, which has a high concentration of military-related stocks at 97.96% [1] - The ETF focuses on the aerospace segment of the military industry, covering key components such as fighter jets, transport aircraft, helicopters, aircraft engines, missiles, satellites, and radar systems, aligning perfectly with the strategic direction of "integrated air and space" [1]