Xin Lang Cai Jing·2025-10-28 05:42Core Viewpoint - The aerospace ETF Tianhong (159241) has shown a significant upward trend, indicating strong market interest and potential investment opportunities in the aerospace sector [3][4]. Group 1: Market Performance - As of October 28, 2025, the aerospace ETF Tianhong (159241) increased by 1.96%, marking a three-day consecutive rise with a trading volume of 61.21 million yuan and a turnover rate of 13.04% [3]. - Key component stocks such as Great Wall Military Industry (601606) rose by 10.00%, Aerospace Development (000547) by 9.95%, and Construction Industry (002265) by 7.41% [3]. - The aerospace ETF Tianhong (159241) has attracted a total net inflow of 10.376 million yuan over the past three days [3]. Group 2: Product Highlights - The aerospace ETF Tianhong (159241) tracks the National Aerospace Index, which is highly concentrated in the defense and aerospace sectors, with a weight of 98.2% in the primary industry classification [4]. - The index is well-aligned with emerging themes such as low-altitude economy, satellite internet, and commercial aerospace, with over 68% weight in "Aerospace Equipment + Aerospace Equipment" and 76.55% in military-civilian integration [4]. Group 3: Historical Context - The Shanghai Composite Index has crossed the 4000-point mark, with the National Aerospace Index historically performing well during such bullish phases, showing increases of 38.08% in 2007 and 66.26% in 2015 [5]. Group 4: Institutional Insights - Citic Construction Investment Securities emphasizes the importance of developing the real economy, particularly highlighting the goal of becoming a strong aerospace nation, and the need for high-level technological self-reliance [6]. - The focus is on enhancing traditional industries while fostering new and future industries, promoting high-quality development in the service sector, and building a modern infrastructure system [6].