多重利好提振！航空航天ETF天弘（159241）近20日净流入近3.5亿元

Group 1 - The aerospace sector experienced a slight decline, with the Tianhong Aerospace ETF (159241) closing down 1.65% on February 2, and several component stocks, including AVIC Technology, dropping over 5% [1] - The Tianhong Aerospace ETF has seen a net inflow of 344 million yuan over the last 20 trading days, with a total fund size of 951 million yuan as of January 30, 2026 [1] - The ETF focuses on military aerospace, covering a full industry chain including fighter jets, transport aircraft, helicopters, and missiles, aligning with the "integrated aerospace" strategic direction [1] Group 2 - The commercial aerospace, large aircraft, and aviation engine sectors are expected to maintain high growth momentum, driven by China's "Tiangong Kaiwu" plan and SpaceX's satellite network [2] - The aerospace industry is transitioning from policy-driven growth to long-term strategic leadership, with a significant increase in rocket launch frequency [2] - Investment opportunities are emerging in high-end equipment manufacturing, satellite internet, and domestic production within the aerospace sector under the national strategy for becoming a space power [2]