ETF盘中资讯 | 利好不断!低空经济强势领涨,通用航空ETF(159231)大涨3.25%,拐点出现?
Sou Hu Cai Jing·2025-11-24 06:59

Core Insights - The low-altitude economy is experiencing strong growth, with expectations for the market size to reach 1.5 trillion yuan by 2025 and potentially exceed 2 trillion yuan by 2030 [3] - Recent government policies are aimed at promoting private investment in low-altitude economic infrastructure and optimizing satellite communication business access [3] - The General Aviation ETF Huabao (159231) is gaining traction, reflecting the positive sentiment in the low-altitude economy sector [1][4] Industry Developments - The Ministry of Industry and Information Technology (MIIT) is actively promoting the development of the civil aviation and low-altitude equipment industries [3] - The State Council has issued measures to encourage private capital participation in low-altitude economic infrastructure construction [3] - The MIIT held its first meeting of the low-altitude industry development leadership group to discuss key tasks for high-quality development [3] Investment Opportunities - The General Aviation ETF Huabao covers 50 constituent stocks, with over 46% from state-owned enterprises and more than 20% from the top ten military industrial groups, focusing on low-altitude economy, large aircraft, military aircraft, commercial aerospace, satellite navigation, and drones [4] - The ETF is positioned as a tool for investors to access the Chinese aviation industry chain, benefiting from both domestic demand and military trade [4]