航空航天ETF（159227）跟踪国证航天指数，申万一级行业中，国防军工权重占比高达98.2%，是全市 场最"纯"的军工类ETF。聚焦军工领域的空天力量，在申万二级行业中的"航空+航天装备"权重高达 66.5%，且是跟踪该指数规模最大的ETF产品。 数据显示，截至2025年6月30日，国证航天航空行业指数(CN5082)前十大权重股分别为光启技术 (002625)、中航沈飞(600760)、航发动力(600893)、中航西飞(000768)、中航机载(600372)、航天电子 (600879)、中航成飞(302132)、中航高科(600862)、中兵红箭(000519)、中国卫星(600118)，前十大权重 股合计占比49.42%。 消息面上，7月9日下午，中国航天员科研训练中心在北京航天城举行神舟十九号乘组与记者见面会，航 天员蔡旭哲、宋令东、王浩泽太空归来后首次公开亮相，并分享183天"太空出差"的经历与感悟。 中信建投证券表示，在全球军费持续增长的背景下，中国军贸迎来DeepSeek时刻，体系化出口成为大 势所趋。技术层面，中国装备通过实战验证打破"低端廉价"标签，对标国际性价比凸显；服务模式上， 从交 ...

Core Insights - The Chinese military trade is entering a "DeepSeek" moment, driven by a global increase in military spending and a shift towards systematic exports [1] - Chinese military equipment has gained international recognition for its cost-effectiveness, moving beyond the "low-end cheap" label [1] - The military trade strategy is now integrated into the "Belt and Road" initiative, linking defense exports with infrastructure and energy cooperation [1] Industry Overview - The military ETF (512660) has seen over 600 million yuan in net inflows in the past five days, indicating strong investor interest [1] - The ETF tracks the CSI Military Industry Index, which includes representative listed companies in aerospace, aviation, shipbuilding, weaponry, and military electronics [2] - The index reflects the overall performance of the military industry and has a high concentration in defense-related sectors [2]