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军工含量第一的航空航天ETF涨超2%,近20日“吸金”超7亿元
Ge Long Hui A P P·2025-11-17 02:33

Group 1 - The military industry sector continues its strong performance, with aerospace development achieving two consecutive trading limits and Great Wall Aerospace hitting the daily limit, driving the Aerospace ETF up by 2.51% [1] - Recent geopolitical tensions, including inappropriate remarks from Japan's Prime Minister and military exercises in the Yellow Sea, have increased uncertainty in the global landscape, acting as direct catalysts for the sector [2] - The defense and military sector has shown significant profit growth, with a year-on-year increase of 17.29% in net profit attributable to shareholders in the first three quarters, and a remarkable 73.2% increase in the third quarter alone [2] Group 2 - The National Aerospace Index has experienced a cumulative decline of over 9% since September 3, indicating a technical demand for rebound [3] - The "14th Five-Year Plan" has established "building a strong aerospace nation" as an independent goal, marking a shift from technological breakthroughs to systematic national construction, positioning the aerospace industry as a core support for modernization and technological self-reliance [3] - The Aerospace ETF (159227) has attracted over 700 million yuan in capital over the past 20 days, with a high concentration of military-related stocks, accounting for 98.2% of the index [4]