重要会议即将召开，航空航天ETF（159227）午后回升，关注军工中长期布局机会

Core Viewpoint - The A-share market indices experienced a collective rise, with the aerospace and defense sector rebounding, particularly highlighted by the performance of the Aerospace ETF (159227) which narrowed its decline to 1.09% as of 13:29, indicating strong investor interest in this sector [1] Group 1: Market Performance - The Aerospace ETF (159227) recorded a trading volume of 85.04 million yuan, maintaining its position as the largest in its category [1] - The latest scale of the Aerospace ETF reached 1.356 billion yuan, making it the largest aerospace and defense ETF in the market [1] Group 2: Sector Insights - The upcoming high-level meetings from October 20 to 23 in Beijing will focus on the 14th Five-Year Plan, which is expected to influence the military industry significantly [1] - According to招商证券, the domestic military industry is characterized by strong planning and high customer concentration, with its demand closely linked to the national five-year plans [1] - The new five-year plan is anticipated to clarify key development equipment and directions for the industry, potentially leading to new growth opportunities [1] Group 3: ETF Composition and Strategy - The Aerospace ETF tracks the Guozheng Aerospace Index, with a high concentration of 98.2% in the first-level military industry, making it the most military-focused index in the market [1] - The ETF focuses on the aerospace sector, covering leading companies across the entire industry chain, including fighter jets, transport aircraft, helicopters, engines, missiles, satellites, and radar, aligning perfectly with the "integrated aerospace" strategic direction [1]