与此同时，该基金最新成交量为2.92亿份，最新成交额突破3.20亿元，居可比基金首位。 2025年11月24日，航空航天ETF（159227.SZ）收涨5.01%，主力资金（单笔成交额100万元以上）净流 入6904.38万元，居可比基金首位。 ...

格隆汇11月24日｜今日卫星互联网板块高开高走，规模最大的航空航天ETF涨2.28%，通用航空ETF基 金涨1.98%。 消息面上： ①工信部启动卫星物联网业务商用试验，实现 "空天地海" 无缝连接，直接利好低轨卫星制造商、火箭 发射服务商，以及卫星通信模组。 聚焦低空经济：通用航空ETF基金(159230)，+1.98%，低空经济含量超80%，包含万丰奥威（维权） （通用航空飞行器的研发）、洪都航空（通用航空教练机和民用无人机）、航天彩虹（无人机的研 发）、中直股份（直升机研发）等。 中泰证券指出，"航天强国"明确纳入"十五五"规划建设目标，商业航天产业正进入新一轮高速发展期， GW星座组网发射明显提速，可回收火箭技术即将进入关键验证阶段，太空算力建设是大势所驱，商业 航天产业拐点已现。 相关产品，及截至发稿涨跌幅： 打包空天军工核心力量：航空航天ETF(159227)，+2.28%，近20日净流入超5亿元，申万一级军工行业 占比高达98.2%，是全市场军工含量最高的指数，成份股包含光启技术（超材料隐身技术）、中航沈飞 （歼击机整机制造）、航发动力（航空发动机）、中航成飞（无人机系统制造）、长城军工（兵装集 ...

2025年11月19日，航空航天ETF（159227.SZ）收涨1.25%，主力资金（单笔成交额100万元以上）净流 入2835.46万元，居可比基金首位。 与此同时，该基金最新成交量为1.53亿份，最新成交额突破1.70亿元，居可比基金首位。 ...

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 - The CN5082 Aerospace Industry Index increased by 0.68%, with notable stock performances from Tian'ao Electronics (up 10.01%), Hangxin Technology (up 4.16%), and Zhenxin Technology (up 3.83%) [1] - The eVTOL industry is experiencing a surge in orders, with Volant receiving 95 eVTOL orders worth 2.375 billion yuan and Yufeng Future securing 200 orders totaling over 2 billion yuan [1] - Aerial Solutions from Saudi Arabia signed a procurement agreement for 100 M1 cargo aircraft with Yufeng Future, indicating international interest in the eVTOL market [1] Group 2 - CICC forecasts that the aerospace and defense industry will maintain high prosperity due to the core equipment iteration and production ramp-up driven by national defense modernization goals [2] - The Aerospace ETF (159227) closely tracks the CN5082 index, with a high concentration of military industry stocks (98.2%), covering key sectors such as aerospace equipment, satellite navigation, and new materials [2] - The index includes leading companies in the military sector, focusing on emerging fields like large aircraft development and low-altitude economy [2]

截至2025年11月6日 09:35，国证航天航空行业指数(CN5082)强势上涨1.18%，成分股三角防务(300775) 上涨20.01%，航宇科技(688239)上涨7.19%，航发科技(600391)上涨5.12%，中航重机(600765)，航发动 力(600893)等个股跟涨。航空航天ETF(159227)上涨1.06%，最新价报1.14元。 流动性方面，航空航天ETF盘中换手0.63%，成交1098.23万元。拉长时间看，截至11月5日，航空航天 ETF近1周日均成交1.72亿元，排名可比基金第一。 近日，天问一号环绕器利用高分辨率相机成功观测到星际天体——阿特拉斯（3I/ATLAS），这也是我 国航天器首次观测到星际天体。其间，天问一号环绕器距离目标天体约3000万千米，是目前观测该天体 距离最近的探测器之一。 万联证券指出，近年来，国内商业航天产业增速迅猛，不仅成为驱动科技创新的"新引擎"，更成为拉动 经济增长的关键力量。2025年，我国商业航天产业正式进入重要提速期，从可回收火箭技术持续迭代、 卫星制造实现量产化，到高密度发射任务常态化落地，全产业链各环节加速贯通成熟，"技术突 破"与"规模 ...

Core Viewpoint - The military industry sector shows resilience as A-shares decline, with expectations for performance recovery following the release of Q3 reports, leading to increased market attention [1] Group 1: Market Performance - On October 28, A-share indices collectively fell, while the military industry sector rose, indicating its anti-drawdown characteristics [1] - The Aerospace and Defense ETF (159227) has seen a net inflow of funds for eight consecutive days, totaling 282 million yuan, reaching a new high of 1.613 billion yuan in total assets [1] Group 2: Company Performance - AVIC Chengfei (302132) reported Q3 2025 revenue of 27.584 billion yuan, a year-on-year increase of 139.04%, with net profit attributable to shareholders at 1.256 billion yuan, up 169.53% [1] - For the first three quarters, AVIC Chengfei achieved revenue of 48.286 billion yuan, a year-on-year increase of 6.19%, but net profit attributable to shareholders decreased by 35.21% to 2.169 billion yuan [1] Group 3: Industry Outlook - Industrial analysts at Industrial Securities anticipate a favorable Q4 for the defense and military sector, with expectations for improved quarterly performance based on Q3 reports [1] - The upcoming 19th Dubai Airshow in November is expected to enhance the anticipation of high-end equipment orders [1]

Group 1 - The aerospace and defense sector is experiencing positive performance, with the CN5082 index rising by 0.84% and key stocks like Aerospace Development (000547) increasing by 6.09% [1] - Aerospace Development reported a total revenue of 1.697 billion yuan for the first three quarters of 2025, a year-on-year increase of 42.59%, while the net profit attributable to shareholders was a loss of 489 million yuan, improving from a loss of 558 million yuan in the same period last year [1] - Guokai Military Industry (688543) achieved a revenue of 358 million yuan in Q3 2025, marking a year-on-year growth of 26.89%, contributing to positive revenue growth for the first three quarters [1] Group 2 - The military industry is expected to benefit from the implementation of the "14th Five-Year Plan," leading to accelerated equipment construction and sustained recovery in industry prosperity [2] - The supply chain, particularly upstream electronic components and key raw materials, is anticipated to benefit from the amplified demand effect, supporting the entire lifecycle of various military equipment [2] - The Aerospace and Defense ETF (159227) tracks the CN5082 index and has a high military content, focusing on the aerospace sector and covering leading companies across the entire industry chain, aligning with the strategic direction of "integrated aerospace" [2]

随着"十五五"规划将"航天强国"提升至新高度，航空航天产业链将迎来新的发展机遇。中航证券表示，伴随"航天强国"已经进入到建设落地阶 段，我国有望落地更多支持航天产业发展的政策，向航天产业倾斜相对更多的资源。其中，以导弹与智能弹药为代表的国防安全建设重要组成、 火箭与卫星为代表的空间基础设施及应用有望成为"航天强国"下的重要发展领域。 航空航天ETF(159227)跟踪国证航天指数，申万一级军工行业占比高达98.2%，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。 10月24日，A股三大指数集体上涨，卫星互联、商业航天、卫星导航等概念涨幅居前，聚焦空天领域的航空航天ETF(159227)开盘走强，截至 11:01，涨幅2.5%，成交额达1.81亿元，稳居同类第一，持仓股中国卫星涨停，上海瀚讯、振华风光、长城军工、天奥电子、华力创通、航天电 子、航天发展等涨幅居前。航空航天ETF最新规模超13亿元，稳居同类第一。 消息面上，10月23日晚，四中全会公报正式发布。首次将"航天强国"纳入建设目标，全会提 ...

Group 1 - The aerospace industry index in China shows mixed performance among constituent stocks, with Changcheng Military Industry leading at a 2.41% increase, while Guangqi Technology is the biggest loser [1] - The Aerospace ETF (159227) is currently priced at 1.11 yuan [1] Group 2 - The domestic low-orbit satellite network is entering a large-scale phase, with projections indicating that by 2028, the GW constellation will achieve the "Hundred Arrows Thousand Stars" plan, and by 2035, nearly 2,500 satellites will be launched annually, significantly increasing demand for rocket launches [2] - The commercial aerospace sector in China is entering a recovery phase, with a strong momentum expected as the industry accelerates, supported by breakthroughs from companies like StarNet and Yuanxin [2] - The Ministry of Industry and Information Technology is promoting the commercial use of satellite IoT, opening new opportunities for satellite applications [2] - The Aerospace ETF (159227) closely tracks the National Aerospace Index, with a high concentration of 98.2% in the military industry, covering key sectors such as aerospace equipment, satellite navigation, and new materials [2]