“十五五”规划临近，军工板块有望企稳回升，航空航天ETF（159227）飘红

Core Viewpoint - The A-share market experienced a collective rebound, particularly in technology sectors such as optical modules, consumer electronics, and optical chips, with the aerospace and defense sector showing strong performance amid ongoing geopolitical tensions [1] Group 1: Market Performance - The aerospace ETF (159227) rose by 0.26% with a trading volume of 81.61 million yuan, making it the largest aerospace and defense ETF in the market with a total size exceeding 1.3 billion yuan [1] - Key stocks in the aerospace ETF, including HaiLanXin, Hangxin Technology, and Aerospace Chenguang, showed significant gains [1] Group 2: Industry Outlook - The recent important meeting in Beijing focused on formulating the "14th Five-Year Plan," which is expected to have a substantial impact on the military industry’s operations and market expectations [1] - The military industry is anticipated to enter a new order cycle as the "14th Five-Year Plan" concludes and the "15th Five-Year Plan" is implemented, leading to a clearer development direction for the next three to five years [1] - Jianghai Securities indicated that the military sector has entered a stabilization and rebound phase, highlighting its increasing investment value amid ongoing global political instability [1] Group 3: ETF Composition - The aerospace ETF tracks the Guozheng Aerospace Index, with a high concentration of 98.2% in the military industry, focusing on aerospace capabilities [2] - The ETF includes leading companies across the entire industry chain, covering fighter jets, transport aircraft, helicopters, engines, missiles, satellites, and radar, aligning with the "integrated aerospace" strategic direction [2]