地缘风险升温，今日军工板块全线上涨。 不过，消息面的刺激属于短期因素，中长期的催化，还得是基本面。 首先要提的，是"十五五"规划。 其中，国证航天指数上涨1.76%，涨幅居军工主题指数第一，跟踪该指数的航空航天ETF(159227)上涨1.97%。 值得一提的是，军工板块自9月3日以来持续回调，国证航天、军工龙头、中证国防、中证军工指数期内跌幅超7%，但国证航天指数是唯一获得资金"越跌 越抄底"的军工主题指数，期内相关ETF净流入额超12亿元。 短期催化 | | | 9月3日以来ETF军工主题指数表现一览 | | | | --- | --- | --- | --- | --- | | 序号 | 指数代码 | 指数名称 | 区间净流入额（亿元） | 区间涨跌幅(%) | | 1 | CN5082.CNI | 国证航天 | 12.54 | -9.40 | | 2 | 931066.CSI | 军工龙头 | -1.16 | -8.24 | | 3 | 399967.SZ | 中证军工 | -7.33 | -8.13 | | 4 | 399973.SZ | 中证国防 | -0.95 | -7.47 | | | | 数 ...

Group 1 - Chengdu is focusing on becoming a hub for low-altitude economy, leveraging its unique geographical advantages and aiming for rapid development in this sector [1][2] - The city has over 500 low-altitude economy enterprises, with a leading position in industrial drone exports, and anticipates a 25% year-on-year increase in drone flight operations, reaching over 2 million by 2024 [1] - The establishment of a low-altitude cultural tourism application demonstration base is underway, integrating low-altitude technology with ecological tourism, although it faces challenges related to site coordination and plant relocation [2][3] Group 2 - The Chengdu Discipline Inspection and Supervision Commission is implementing a three-tiered supervision mechanism to support the development of the low-altitude economy, ensuring effective collaboration among various government departments [2][3] - In 2023, the commission addressed 793 cases related to the business environment, involving 947 individuals, to enhance the integrity and service quality of public officials [3] - The city is actively promoting low-altitude tourism projects, including a low-altitude lake tour at the World Games venue and the opening of a new air route connecting two major airports [3][4]

Group 1 - Chengdu has officially released the "Opportunities List for Intelligent Development of Unmanned/Anti-Unmanned Equipment," focusing on three major industrial chains: swarm intelligence, unmanned equipment, and anti-unmanned equipment [1] - The list includes 146 supply and demand information items, covering applications in low-altitude airspace management, emergency security, and transportation logistics, with an investment of 240 million yuan [1] - Eight companies, including Chengdu Zhongke BZ Technology Co., Ltd. and Sichuan Jiuzhou Vision Technology Co., Ltd., have signed agreements to collaborate on various projects related to unmanned systems and security monitoring [1] Group 2 - Chengdu has gathered over 500 low-altitude economy enterprises, achieving full coverage of low-altitude flying devices from 10 kilograms to ton-class [2] - The industrial drone export volume and market share of large fixed-wing long-endurance drones and medium-sized vertical take-off fixed-wing drones rank first in the country, with the industrial drone industry scale expected to exceed 6 billion yuan in 2024 [2] - The city is home to 1,006 artificial intelligence and robotics companies, with a core industry scale of 107.9 billion yuan, reflecting a year-on-year growth of 39% [2]