Core Viewpoint - The introduction of "aerospace power" in the 14th Five-Year Plan highlights the importance of aerospace technology development, which is crucial for leading technological innovation and building an innovative nation [2]. Group 1: Market Reaction - The Tianhong Aerospace ETF (159241) surged by 2.37%, with significant net subscriptions during the trading session [1]. - The commercial aerospace sector experienced a wave of stock price increases, with China Satellite hitting the daily limit, and Zhenhua Guangfeng and Changcheng Military Industry rising over 5% [1]. Group 2: ETF Characteristics - The Tianhong Aerospace ETF tracks an index that covers aerospace equipment, space equipment, and military electronics, with a combined weight of over 68% in "aerospace equipment + space equipment" [2]. - This ETF is noted for having the highest military content in the market and aligns closely with popular themes such as low-altitude economy, large aircraft, and satellite internet [2]. - Despite a cumulative decline of over 6% from October 14 to October 23, there has been a strong commitment from investors to increase their positions in the ETF [2].
十五五规划首提航天强国！“含航量最高”的航空航天ETF天弘(159241)大涨2.37%，盘中获资金净申购！
Ge Long Hui A P P·2025-10-24 03:47