（责任编辑：董萍萍 ） 航空航天ETF（159227）紧密跟踪国证航天指数，申万一级军工行业占比高达98.2%，堪称全市 场"军工纯度"最高的指数，覆盖航空装备、航天装备、卫星导航、新材料等关键产业链环节，成分股精 选军工领域头部企业，涵盖大飞机研制、低空经济、商业航天等新兴领域。 每日经济新闻 【免责声明】本文仅代表作者本人观点，与和讯网无关。和讯网站对文中陈述、观点判断保持中立，不对所包含内容 的准确性、可靠性或完整性提供任何明示或暗示的保证。请读者仅作参考，并请自行承担全部责任。邮箱： news_center@staff.hexun.com 10月14日午后，三大指数均呈回升态势，国防军工板盘中触底反弹。截至13:25，航空航天ETF （159227）跌幅收窄至0.75%，成交额率先破1.11亿元，稳居同类第一。持仓股方面，长城军工涨超 6%，中直股份、航新科技涨超4%，海兰信、振芯科技、中国海防等涨幅居前。 在全球地缘冲突加剧等背景下，我国装备凭借快速提升的技术性能、出色的成本效益以及日益增强 的体系兼容性，已建立起综合性的国际竞争优势。 东方证券认为，我国军贸输出有望逐步从"单品性价比优势"向"体系 ...

Group 1 - Saudi Arabia and Pakistan have signed a joint strategic defense agreement, enhancing defense cooperation and showing optimism towards China's high-end military trade products, which may promote the high-end breakthrough of China's military trade exports [1] - Recent institutional trading sentiment indicates a positive outlook for equity funds, with net subscriptions in trusts and purchases in the military industry sector [1] - The US-China relationship is experiencing tactical easing and strategic tightening, with the long-term competitive dynamics in the defense sector remaining unchanged, although short-term exchanges may alleviate some friction [1] Group 2 - Shenwan Hongyuan Securities highlights the certainty of the defense and military industry fundamentals, with an optimistic industry outlook, recommending attention to next-generation equipment, unmanned/anti-unmanned weapons, and the systematic export of military trade [2] - Changjiang Securities analyzes that the aerospace and defense sectors are exhibiting a trend of high precision and low cost coexisting, with significant technological breakthroughs in hypersonic weapons, air defense missile systems, and strategic missiles [2] - Both institutions point to the dual drivers of technological iteration and demand expansion in the defense and military sector [2] Group 3 - Related products include Defense ETF (512670), Semiconductor ETF (159813), Big Data ETF (159739), and others [3] - Related stocks include AVIC Shenyang Aircraft (600760), Aero Engine Corporation of China (600893), and others [3]