新型高空隐身无人机彩虹-7成功首飞！航空航天ETF天弘(159241)跟踪指数逆市收涨超1%创近3月新高，实现强势四连涨！

Core Viewpoint - The aerospace ETF Tianhong (159241) has shown significant market activity, with a turnover of 12.61% and a transaction volume of 76.73 million yuan, indicating strong investor interest [1] Group 1: ETF Performance - As of December 15, 2025, the aerospace ETF Tianhong (159241) reached a new high in scale at 606 million yuan, marking a significant increase in assets since its inception [1] - The ETF has seen a substantial increase in shares, with a growth of 64 million shares over the past week [1] - The CN5082 index, which the ETF tracks, rose by 1.32%, reaching a three-month high, with notable increases in constituent stocks such as Aerospace Electronics (600879) up 10.01% and Steel Research High-tech (300034) up 7.12% [1] Group 2: Fund Inflows - In the last five trading days, the aerospace ETF Tianhong (159241) experienced net inflows on three days, totaling 75.25 million yuan [2] - The ETF is recognized as a stable investment strategy, effectively combining military and satellite sectors, with a high concentration of 98.2% in defense and military industries [2] Group 3: Industry Developments - The successful maiden flight of the new high-altitude, long-endurance drone, Rainbow-7, marks a significant advancement in China's aerospace capabilities, entering the flight testing phase [2] - The Rainbow-7 drone is designed for high-altitude operations, capable of flying over 16,000 meters with a long endurance time, potentially carrying payloads of several tons in future upgrades [2] Group 4: Institutional Insights - Galaxy Securities projects that the military industry chain will benefit from a new procurement cycle starting in late 2025, with significant demand expected in military trade [3] - The defense spending is anticipated to maintain a growth rate of around 7% leading up to the centenary of the military in 2027, supporting sustained industry prosperity [3]