军贸新机遇!军工含量最高的航空航天ETF天弘(159241)昨日逆市涨超1%,近1月新增份额同类居首
Sou Hu Cai Jing·2025-10-14 01:40

Group 1 - The Aerospace ETF Tianhong (159241) closed up 1.25% on October 13, 2025, with a turnover of 14.74% and a transaction volume of 71.1352 million yuan, indicating active market trading [2] - The ETF saw a significant increase in shares, with a growth of 21 million shares in the past month, ranking first among comparable funds [2] - The net inflow of funds into the Aerospace ETF Tianhong was 2.4119 million yuan, with a total of 22.3651 million yuan raised over the last 15 trading days [2] Group 2 - The Aerospace ETF Tianhong tracks the National Aerospace Index, with a strong military attribute, where the first-tier military industry accounts for 97.86%, making it the highest military content index in the market [2] - The weight of aerospace equipment in the ETF is as high as 66.8%, significantly exceeding that of the CSI Military and CSI Defense indices [2] - Bangladesh plans to invest 2.2 billion USD to procure 20 Chinese J-10CE multi-role fighter jets by 2027, which will enhance its air combat capabilities [2] Group 3 - According to Dongfang Securities, Bangladesh's plan to purchase J-10CE fighter jets exemplifies the acceleration of China's high-end equipment exports and reflects an upgrade in military trade from "single product cost-effectiveness" to "systematic solution capabilities" [3] - In the context of increasing global geopolitical conflicts and modernization of national defense, China's equipment has established a comprehensive international competitive advantage due to improved technical performance, cost-effectiveness, and enhanced system compatibility [3] - The future outlook suggests that as high-end equipment exports accelerate, China's influence in the international market is expected to expand, with military trade likely to see both volume and price increases [3]