“十五五”明确加快低空经济发展，通用航空ETF基金（159230）逆市上涨

Core Viewpoint - The A-share market is experiencing fluctuations, with the aerospace and commercial space sectors leading gains, while the prepared food and dairy sectors are declining. The low-altitude economy is showing strong growth potential, supported by favorable policies and market conditions [1]. Group 1: Market Performance - The three major A-share indices continue to fluctuate, with the general aviation ETF (159230) rising by 0.83% and the aerospace ETF (159227) increasing by 0.88% [1]. - Key stocks in the general aviation sector, such as China Satellite and Aerospace Electronics, have shown significant gains, with China Satellite hitting the daily limit and Aerospace Electronics rising over 8% [1]. Group 2: Policy and Industry Insights - The National Development and Reform Commission emphasizes the importance of building a modern industrial system, prioritizing the optimization of traditional industries and the cultivation of emerging industries, including new energy, new materials, and aerospace [1]. - The "China Low Altitude Economy Development Report" indicates that the national low-altitude economy market size is expected to reach 670.25 billion yuan in 2024, with projections to exceed 1 trillion yuan this year [1]. - Shenzhen holds a dominant position in the global drone market, accounting for 70% of consumer drones and 50% of industrial drones, with over 1,900 companies in the low-altitude economy industry chain [1]. Group 3: Related Products - The general aviation ETF (159230) tracks the National General Aviation Industry Index, focusing on low-altitude economy sectors, with 86.06% of its content related to low-altitude economy [2]. - The aerospace ETF (159227) closely follows the National Aerospace Index, covering key sectors such as aerospace equipment and satellite navigation, with a high weight of 54% in commercial aerospace concepts [2].