值得一提的是，航空航天ETF天弘(159241)今日盘中再获资金加仓，全天净申购份额270万份。 拉长时间看，截至2025年7月7日，航空航天ETF天弘(159241)最新规模达3.29亿元，最新份额达2.98亿份，均创近1月新高。 从资金净流入方面来看，航空航天ETF天弘(159241)近8天获得连续资金净流入，合计"吸金"1.55亿元。 消息面上，首届国防科技工业文化创意产业博览会将于9月29日至10月4日在武汉国际博览中心举办。作为国内首个聚焦国防科技与文创融合的展会，十大军 工集团将集体亮相，展示嫦娥工程月壤、返回舱等实物及供应链创新成果。 据中科宇航消息，"力箭二号"运载火箭将于2025年9月在海南商业航天发射中心首飞。该火箭为中型液体运载火箭，近地轨道运力12吨，太阳同步轨道运力8 吨，首飞将搭载"轻舟货运飞船"，验证空间站货运能力。此前其一级动力系统已完成全流程试车。 申万宏源证券指出，军工有望实现基本面和行业估值双击，建议持续加大军工关注度。军工基本面进入上行大周期。军贸开启供需共振大格局。军工增长大 周期有望提升行业估值。军贸重塑全球格局叠加国内建设大周期，打开军工大空间，军工"科技平权"有 ...

Core Viewpoint - Huaru Technology has been placed on the military procurement suspension list due to collusion in bidding, which is expected to impact its operations in the short term [1][2]. Group 1: Company Announcements - Huaru Technology announced on July 7 that it has been suspended from participating in air force procurement activities starting from July 4, 2025, due to collusion in bidding [1]. - This marks the third time Huaru Technology has been named for violations by the military procurement network [1]. - The company is taking the matter seriously and is preparing an appeal while also committing to improve its internal control systems [1]. Group 2: Financial Information - Huaru Technology was listed on the Shenzhen Stock Exchange's Growth Enterprise Market on June 23, 2022, with an issuance of 26.37 million shares at a price of 52.03 yuan per share [2]. - The total funds raised from the initial public offering amounted to 1.372 billion yuan, with a net amount of 1.275 billion yuan, exceeding the original plan by 475 million yuan [2]. - The funds were intended for various projects, including a new generation combat system and a collaborative design and simulation testing platform [2]. Group 3: Stock Performance - Huaru Technology's stock is currently in a state of decline, having broken its initial offering price [2]. - The company announced a stock split of 10 shares for every 5 shares held, with a record date of May 31, 2023 [3].

中新社香港7月7日电 题：香港各界"海陆空"送别海军山东舰航母编队 中新社记者 刘大炜 孙悦 陈子彦 7月7日，中国人民解放军海军山东舰航母编队结束为期5天的访问，驶离香港。香港民众在编队经过处 驻足观望，依依不舍欢送编队离开。香港特区直升机、船队一路引航伴航，护送编队驶出区界。 人群中，李同学时而拿出望远镜锁定山东舰位置，时而紧盯手机屏幕准备拍下航母驶离的画面。"我今 天早上从长洲岛赶过来为山东舰送行。"正在历史系读书的他对记者说，"从课本上读到的北洋舰队，到 现在亲眼见到国家的航母和海军，这100多年来，国家越来越强大。" "转向了！"约9时45分，山东舰从维多利亚港西锚地缓缓转向，准备拔锚起航。李同学开启设备，记录 下航母离开的时刻。"希望解放军能派更多军舰来香港交流，让香港民众对国家实力有更清楚的了 解。"他说。 香港新界青衣海边的高山是香港市民争赏山东舰雄姿的"打卡点"。香港市民蔡先生在此处接受记者采访 时说，他是一位资深"军迷"，曾于2017年拍摄过辽宁舰航母编队访港。山东舰航母编队来港后，7月4日 开始他就以各种方式"追"舰拍摄，不仅早起爬山远眺，还乘船出海，只为留下更多山东舰的影像。"期 待两 ...

在八十年代的中国，军工行业的状况确实非常艰难。资金匮乏、技术落后，许多工厂面临着关门的风险。然而，当伊朗因战争急需武器而求助于外界时，由 于西方国家拒绝销售武器，他们转向中国，最终下了一笔高达八百亿人民币的订单。这笔巨额资金如同及时雨，使得整个军工行业焕发了新生，生产线重又 启动，工厂生气勃勃。 接到订单后，中国的军工企业迅速进入了忙碌的状态。以往一直模仿外国的技术，这次由于资金到位，他们不仅购置了先进的设备，还招募了更多的人才。 在这一过程中，实战成了最好的试金石，伊朗在实战中发现了武器的诸多问题，便及时送回工厂进行改进，比如发现装甲过薄后增加了厚度，发动机频繁出 现问题则进行了结构改进。 当年，许多处于困境中的工厂凭借这笔订单熬过了难关。技术人员通过从实战中获得的反馈积累了宝贵的经验，逐渐开始了自主研发。从而使得防护性能显 著提升、瞄准系统更加精准，机械故障率也大幅降低。这一系列进步使得中国军工行业不再是简单的模仿，而是开始具备独立研发和制造的能力。 这笔订单不仅带来了丰厚的金钱，还打开了一扇通往国际市场的大门。起初，军工产品在国际市场上显得相对冷淡，但随着产品质量的提升，他们发现只要 确保产品品质，就能 ...

Group 1 - The core viewpoint of the articles highlights the growth potential of the aerospace and defense industry, particularly with the development of low-altitude economy and military modernization efforts leading to increased orders and new market opportunities [1][2] - The CN5082 aerospace and aviation industry index has shown a slight increase of 0.18% as of July 8, 2025, with notable gains in constituent stocks such as Shanghai Hanyun (300762) up 3.02% and China Haifang (600764) up 2.29% [1] - Several provinces, including Guangdong, Hubei, and Tianjin, have launched low-altitude flight service platforms, which are expected to accelerate the development of the low-altitude economy, potentially leading to a trillion-yuan market [1] Group 2 - The aerospace ETF (159227) tracks the CN5082 index and has a high concentration in the defense and military sector, with a weight of 98.2%, making it the purest military ETF in the market [2] - As of June 30, 2025, the top ten weighted stocks in the CN5082 index account for 49.42% of the index, with companies like Guangqi Technology (002625) and AVIC Shenyang Aircraft (600760) among the leaders [2] - The military industry is expected to see a turning point in orders as the "Centenary of the Army Building" goal progresses, with new technologies and products offering greater market flexibility [1]

Group 1 - The U.S. will continue to supply more weapons to Ukraine, primarily defensive ones, as stated by President Trump during a dinner with Israeli Prime Minister Netanyahu [1] - Ukraine has faced significant attacks, with Russian forces launching 39 missiles, 1270 drones, and nearly 1000 guided bombs in the past week [1] - The U.S. must ensure its own weapon stockpile is sufficient before providing further assistance to Ukraine, as mentioned by President Trump [1] Group 2 - The White House confirmed that the pause in weapon supplies to Ukraine is part of a standard review by the Department of Defense [3] - The Pentagon has been reviewing U.S. military aid to other countries, prioritizing American interests amid a rapid depletion of weapon stockpiles due to various military engagements [3] - Recent military actions include airstrikes in Yemen, arms supplies to Israel, and participation in operations against Iran, contributing to the decrease in U.S. arms inventory [3]

Group 1 - The core viewpoint of the articles highlights the positive outlook for the military industry in China, driven by upcoming events such as the 80th anniversary of the victory in the Anti-Japanese War and World Anti-Fascist War, which will feature new military technologies [1] - The military sector has seen continuous net inflows of capital this year, with the military ETF (512660) experiencing a growth of over 40% in shares, reaching a current scale of over 15.7 billion yuan [3] - China's military exports have gained a global market share of 5.80% from 2019 to 2023, with approximately 60% of these exports going to Pakistan, indicating a potential for increased military trade and long-term performance improvements in the industry [4] Group 2 - The military ETF (512660) tracks the China Securities Military Index, which covers a wide range of military sectors including aviation, military electronics, and naval equipment, showcasing the overall performance of the military industry [7] - The China Securities Military Index has demonstrated defensive strength during market downturns, with the smallest declines in 2018, 2022, and 2023, and ranked first in returns among peers in 2024 [7] - The military sector is expected to benefit from increased domestic demand driven by the "14th Five-Year Plan," "Centenary of the Army," and the push for self-sufficient domestic alternatives, indicating strong positive expectations for the industry's fundamentals [8]

Group 1 - The A-share market indices continued to rise, with significant gains in the communication, electronics, and power equipment sectors, while the defense and military industry saw a rebound after a low opening [1] - The Aerospace ETF (159227) turned positive with a 0.27% increase, achieving a trading volume of 56.69 million yuan, making it the top ETF in its category [1] - The Aerospace ETF has seen a net inflow of 16.43 million yuan on July 7, marking eight consecutive days of net inflows, totaling 191 million yuan [1] Group 2 - The Aerospace ETF tracks the National Aerospace Index, with a high weight of 98.2% in the defense and military sector, making it the purest military ETF in the market [2] - The National Aerospace Index has shown higher elasticity compared to other indices, supported by multiple factors driving the aerospace industry [2] - The military industry is expected to see a new wave of order releases due to the intersection of the five-year plan and enhanced global competitiveness, with China's weaponry gaining strong competitiveness in international arms trade [2]

航空航天ETF天弘（159241）紧密跟踪国证航天指数，按申万一级行业分类，该指数以超98%的国防军 工行业权重形成显著特征，是全市场军工含量最高的指数。按申万二级行业分类，航空装备与航天装备 两大核心板块则占据66%权重，深度聚焦大飞机研制、低空经济、商业航天等新兴领域航空航天装备产 业链关键领域。 7月8日，航空航天ETF天弘（159241）走势震荡，截至发稿涨0.09%，换手率12.47%，成交额超4100万 元，溢折率0.07%，盘中频现溢价交易。 成分股中，华秦科技涨超3%，天和防务、华力创通、上海瀚讯、迈信林等跟涨。 资金流向方面，Wind金融终端数据显示，航空航天ETF天弘（159241）昨日（7月7日）获199万元资金 净流入，该ETF已连续8个交易日获资金净流入，累计"吸金"1.55亿元。 规模上，截至7月7日，航空航天ETF天弘（159241）最新流通规模3.29亿元，最新流通份额2.98亿份， 均创历史新高；值得一提的是，6月以来，该ETF份额变化率达81.03%，居同标的产品首位。 申万宏源表示，在2025/4/7的反弹行情下，国证航天指数展现出了相比通用航空、中证国防等指数更高 的弹 ...

Core Viewpoint - Europe's largest port is preparing for a potential conflict with Russia by reserving space for military supplies and planning logistics for cargo transfer in the event of war [1] Group 1: Port Operations - The Port of Rotterdam is coordinating with neighboring Antwerp to manage the arrival of vehicles and supplies from the UK, US, and Canada [1] - The measures taken by Rotterdam are part of a broader wave of military preparedness across the European continent [1] Group 2: Defense Spending - The European Union is formulating a military restructuring plan worth up to €800 billion [1] - The EU aims to become more self-sufficient in defense in response to demands from US President Trump [1]