Core Viewpoint - The aerospace and defense sector is experiencing significant activity, with the aerospace ETF (159227) showing a narrowing decline and reaching a record high in total assets, driven by a recent government action plan aimed at promoting commercial aerospace development from 2025 to 2027 [1]. Group 1: Market Performance - As of December 3, the aerospace ETF (159227) saw a decline of 0.87% with a trading volume of 1.78 billion yuan, maintaining its position as the largest in its category [1]. - The ETF's latest scale reached 21.26 billion yuan, marking a new high since its inception [1]. - Key holdings within the ETF, such as Aerospace Development, saw an increase of over 5%, with other stocks like Aerospace Technology and Shanghai Hanxun also experiencing gains [1]. Group 2: Government Initiatives - The National Space Administration has issued an action plan for the high-quality and safe development of commercial aerospace, outlining goals for the next three years [1]. - The plan aims for the commercial aerospace sector to achieve high-quality development by 2027, indicating a potential period of rapid growth for China's commercial aerospace industry [1]. Group 3: ETF Composition - The aerospace ETF closely tracks the Guozheng Aerospace Index, with a high concentration of 98.2% in the defense industry, making it the "purest" military index in the market [1]. - The ETF covers critical industry segments, including aerospace equipment, satellite navigation, and new materials, with a significant focus on emerging fields like large aircraft manufacturing and low-altitude economy [1]. - The commercial aerospace concept holds a weight of 56.5% within the ETF, with top holdings including industry leaders such as Aerospace Development and China Satellite [1].
航天发展涨超5%,航空航天ETF(159227)跌幅收窄,同类规模第一