商业航天重磅政策落地，航空航天ETF（159227）全市场军工纯度最高，板块调整或是布局良机？

Group 1 - The aerospace and defense sector is experiencing fluctuations, with the aerospace ETF (159227) down by 2.44% and a trading volume of 198 million yuan, leading its category [1] - The National Space Administration of China released an action plan for the high-quality and safe development of the commercial aerospace sector from 2025 to 2027, aiming for significant growth and enhanced innovation within the industry by 2027 [1] - Huatai Securities highlights a triple turning point for the commercial aerospace sector, driven by policy, performance, and technology, with a focus on satellite internet and its supporting industrial chain [1] Group 2 - The aerospace ETF (159227) closely tracks the National Aerospace Index, with a high concentration of 98.2% in the military industry, covering key sectors such as aerospace equipment, satellite navigation, and new materials [2] - The ETF includes leading companies in the military sector and emphasizes emerging fields like large aircraft development and commercial aerospace, with a significant weight of 54% in the commercial aerospace concept [2]