Core Insights - The aerospace and defense industry is experiencing unprecedented development opportunities, driven by national security needs and technological advancements [1][2] - China's rapid progress in the aerospace sector is attributed to significant government investment in technological innovation and a robust manufacturing supply chain [1] - The shift in focus from quantity expansion to quality improvement in the aerospace sector indicates a maturation of the industry [2] Industry Analysis - The defense budget is steadily increasing, and the military reform benefits are being realized, leading to a clear upward trend in the aerospace industry [2] - China's comprehensive strength in the aerospace field is now at an advanced global level, making it a key area for long-term investment [2] - The integration of military and civilian technologies is enhancing the profitability of private enterprises in the aerospace sector, making them more attractive for investment [2] Investment Opportunities - Ordinary investors are encouraged to focus on the aerospace and defense sectors due to their high certainty and long product life cycles [2] - Investment tools like the 华夏航空航天ETF (Fund Code: 159227) are recommended for a steady and long-term investment approach in this sector [2]

中证报中证网讯（王珞）日前，为帮助投资者更好地理解当前市场环境和相关行业的发展动向，本期华 夏基金"DeepTalk月月谈"系列节目以"空天强国是怎样炼成的"为主题，邀请到教育部长江学者特聘教 授、中国人民大学国家关系学院教授金灿荣深入解析我国在空天领域的布局逻辑与内外部利好因素。这 也是"DeepTalk月月谈"系列节目的第五期。 综合以上，几位嘉宾建议关注行业产品长生命周期的特点，考虑借助华夏航空航天ETF（基金代码： 159227）这类便捷投资工具，利用核心+卫星的投资策略，将相关高成长性资产与宽基指数相结合，用 定投的方式来进行相对稳健且长期的布局，以把握中长期视角下可能存在的机会。 华夏基金"DeepTalk月月谈"系列节目，是由华夏基金匠心打造月度投资策略会，通过连接产业核心与投 资前沿，帮助投资者穿透市场噪音，捕捉价值赛道。节目每月推出一期，锚定一个产业或赛道，邀请相 关领域知名专家学者、券商研究员和基金经理开展深度对话，洞察投资先机，旨在为投资者提供更具前 瞻性和实操性的投资参考。 华夏基金军工研究员何亮以及东方财富证券军工领域首席分析师张凯也参与了本期节目，三位嘉宾共同 围绕航空航天与军工行 ...