已交付174架!航空航天ETF天弘(159241)跟踪指数高开高走涨2.65%,C909飞机开启规模化运营新征程
Sou Hu Cai Jing·2025-12-08 03:58

Core Viewpoint - The aerospace ETF Tianhong (159241) shows active market trading with a turnover of 14.38% and a transaction volume of 77.81 million yuan, reflecting strong investor interest in the aerospace sector [1]. Product Highlights - The Tianhong aerospace ETF tracks the National Aerospace Industry Index (CN5082), which has a high concentration in defense and military sectors, with a weight of 98.2%, making it the purest military index in the market. The index aligns well with themes such as low-altitude economy, satellite internet, and commercial aerospace, with over 68% weight in "aerospace equipment + aerospace equipment" and 76.55% in military-civilian integration [1]. Hot Events - The C909 aircraft has delivered 174 units, accounting for over 60% of domestic regional passenger aircraft [1]. - Since its commercial launch on June 28, 2016, the C909 aircraft has safely transported over 30 million passengers, marking the beginning of its large-scale operational journey [2]. Institutional Viewpoints - Zhongtai Securities indicates a significant improvement in the domestic defense and military industry. The establishment of a commercial aerospace department by the National Space Administration enhances resource allocation efficiency and regulatory transparency. Multiple rocket launches, including the successful deployment of 14 low-orbit satellites by the Long March 8A, signal a transition from technological breakthroughs to large-scale production in commercial aerospace. The 14th Five-Year Plan includes commercial aerospace as a key strategic emerging industry, with a focus on satellite internet, remote sensing constellations, and navigation enhancement [2].