8月27日，A股三大指数集体上涨，电子、计算机、通信等行业依然表现强势，国防军工再度回调，截 至9点42，航空航天ETF（159227）跌幅0.32%，成交额达1563万元，稳居同标的第一。持仓股迈信林、 中国卫星（600118）、中航成飞（302132）、国睿科技（600562）等涨幅居前。 九三阅兵临近，军工板块预期增强。此前的发布会上相关负责人介绍，这次阅兵所有的受阅武器装备都 是国产现役主战装备，是继2019年国庆大阅兵后我军新一代武器装备的集中亮相，包括新型歼击机、无 人智能和反无装备、超高声速、防空反导、战略导弹等先进装备。 中航证券表示，市场风险偏好不减、基本面改善预期较大、地缘政治刺激频频、资本运作力度提升，共 同支撑着军工板块重心继续上移，热点板块如有回调依然应保持关注，同时滞涨标的机会也将逐步出 现。 航空航天ETF（159227）是全市场规模最大的航空类ETF，跟踪国证航天指数，申万一级军工行业占比 高达97.86%，是全市场军工含量最高的指数，聚焦军工细分空天力量，成分股覆盖战斗机、运输机、 直升机、航空发动机、导弹、卫星、雷达等全产业链龙头，完美契合"空天一体"的战略方向。 国证航天 ...

Core Viewpoint - The A-share market experienced a collective rebound on August 20, driven by strong performance in the military industry sector, particularly the aerospace segment, following a government announcement regarding upcoming military parades showcasing advanced domestic weaponry [1] Group 1: Market Performance - The aerospace ETF (159227) rose over 1% with a trading volume of 145 million yuan, making it the top performer in its category [1] - Key stocks such as Guangqi Technology surged over 9%, with other companies like Hitec High-tech, Steel Research High-tech, and Aviation Development Technology also showing significant gains [1] Group 2: Government Announcement - A press conference held by the State Council on August 20 introduced details about the military parade, highlighting that all showcased weaponry is domestically produced and represents the latest generation of military equipment [1] - The parade will feature advanced systems including new fighter jets, unmanned intelligent systems, hypersonic technology, and strategic missiles [1] Group 3: Industry Insights - The aerospace ETF tracks the Guozheng Aerospace Index, with a high concentration of 97.86% in the military industry, focusing on the aerospace sector [1] - The index includes leading companies across the entire supply chain, covering fighter jets, transport aircraft, helicopters, and missile systems, aligning with the strategic direction of "integrated aerospace" [1] - According to Zheshang Securities, ongoing geopolitical conflicts are expected to enhance the valuation of China's defense and military enterprises, particularly in the military trade sector [1]