航空航天ETF天弘(159241)

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收益跑不赢指数怎么办?牛市入场最优解,借道热门行业ETF一键进场
Sou Hu Cai Jing· 2025-08-27 03:25
每经编辑:叶峰 今日早盘A股震荡走强,行业轮动较快,AI应用、消费电子、CPO等方向涨幅居前。 如果看好一个行业,则可以通过选择行业ETF来捕捉板块整体上行机遇。投资者可以关注以下热门板块的代表产品,一键布局A股各行业核心资产:机器人 ETF(159770),计算机ETF(159998)、生物医药ETF(159859)、芯片ETF天弘(159310)、食品饮料ETF天弘(159736)、航空航天ETF天弘 (159241)、证券ETF(159841)。 每日经济新闻 面对热点快速轮动的普涨行情,热衷追涨杀跌的散户投资者,往往出现"收益跑不赢指数"的局面,A股目前超5000只个股更是增加了投资者选股的难度。此 外,对于刚入市的投资者,开通创业板、科创板仍需要一定时间的资金门槛,无疑会错过当下的热门行情。 不过,通过ETF进场则无需担心上述困扰。近日,我国ETF规模正式突破5万亿元大关,越来越多的投资者开始通过ETF来进入市场,ETF也正在成为普通投 资者的"最优解"。 ...
航空航天ETF天弘(159241)年内份额增长率暂居同标的第一,盘中小幅走高,力箭二号液体运载火箭发射设备工位安装调试试验成功
2 1 Shi Ji Jing Ji Bao Dao· 2025-08-27 02:21
8月27日,三大指数集体高开,商业航天板块飘红。 (本文机构观点来自持牌证券机构,不构成任何投资建议,亦不代表平台观点,请投资人独立判断和决 策。) 相关ETF方面,航空航天ETF天弘(159241)截至发稿小幅走高,涨0.63%。成分股方面,光启技术涨 超5%,迈信林、中航成飞等个股涨幅居前。据Wind金融终端,截至8月26日,航空航天ETF天弘 (159241)年内份额新增超94%,暂居同标的第一。 东方证券指出,随着政策鼓励下卫星火箭关键系统部件制造持续加快,加上海南商发二期发射工位的建 成投入使用,未来卫星制造端与火箭发射端有望共振,组网进度有望持续加快,同时商业航天全套产业 链也有望充分受益、看好商业航天方向。 民生证券认为,"火箭的运力"就是"AI的算力",火箭的运载能力有多大,太空经济的舞台就有多大。在 体制内与民营火箭公司持续不断努力下,由运载能力的提升带来的卫星组网加速与商业应用推进将应拐 点。关注商业航天下半年投资。 航空航天ETF天弘(159241)紧密跟踪国证航天指数,按申万一级行业分类,该指数以超98%的国防军 工行业权重形成显著特征,是全市场军工含量最高的指数。按申万二级行业分类, ...
广东出台21条措施支持商业航天,“含航量”最高的航空航天ETF天弘(159241)昨日获净流入,机构:国内拥有万亿蓝海市场
2 1 Shi Ji Jing Ji Bao Dao· 2025-08-20 02:21
Core Viewpoint - The A-share market is experiencing a decline, particularly in the aerospace sector, while the commercial aerospace market in China is identified as a significant growth opportunity with a projected increase in investment potential [1][2]. Group 1: Market Performance - On August 20, the three major A-share indices opened lower, with the National Aerospace Industry Index (CN5082.SZ) dropping by 0.41% [1]. - Among the index constituents, Hai Te Gao Xin and Nei Meng Yi Ji saw an increase of nearly 1%, while Guang Qi Technology, Aerospace Electronics, and Chang Cheng Military Industry rose by 0.58%, 0.46%, and 0.34% respectively [1]. - The Tianhong Aerospace ETF (159241) fell by 0.66% as of the report, but had a net inflow of 4.859 million yuan on the previous trading day [1]. Group 2: Investment Opportunities - The Tianhong Aerospace ETF closely tracks the National Aerospace Index, which has over 98% weight in the defense and military industry, making it the highest military content index in the market [2]. - The index focuses on key areas of the aerospace equipment industry chain, particularly in large aircraft manufacturing, low-altitude economy, and commercial aerospace [2]. - The global commercial aerospace market is projected to reach approximately $480.3 billion in 2024, accounting for 78% of the global aerospace economy, indicating a vast market space [2]. - China's commercial aerospace market has grown rapidly from 376.4 billion yuan in 2015 to 1.2447 trillion yuan in 2021, with a compound annual growth rate of nearly 20% [2]. - The domestic commercial aerospace sector is expected to produce local leaders with valuations in the hundreds of billions or even trillions, similar to the growth seen in SpaceX [2].
卫星互联网组网进程持续加速,航空航天ETF天弘(159241)盘中获净申购3000万份,机构持续看好商业航天板块投资机遇
2 1 Shi Ji Jing Ji Bao Dao· 2025-08-14 06:29
Group 1 - A-shares indices collectively turned negative in the afternoon on August 14, with military and aerospace sectors experiencing a pullback [1] - The Tianhong Aerospace ETF (159241) fell by 2.2%, with only Hailanxin seeing an increase among its constituent stocks, while Changcheng Military and Construction Industrial led the declines [1] - Despite the drop, the Tianhong Aerospace ETF saw a net subscription of 30 million units during the trading session, indicating strong investor interest [1] Group 2 - The Tianhong Aerospace ETF has experienced net inflows for 4 out of the last 5 trading days, accumulating over 42 million yuan in total [1] - As of the close on August 13, the Tianhong Aerospace ETF had a total share count of 416 million, with a year-to-date increase rate of 118.79%, leading among similar products [1] - The successful launch of the satellite internet low-orbit 08 group satellites by China on August 13 is expected to positively impact the aerospace sector [1] Group 3 - Changcheng Securities highlighted that the satellite internet sector is entering a phase of intensive networking, with a positive outlook on commercial aerospace investment opportunities [2] - The acceleration of satellite internet deployment is expected to continue, with major satellite constellations set to enter the launch phase by 2025-2026 [2] - Huatai Securities anticipates significant breakthroughs in the rocket sector in the third and fourth quarters, suggesting that industry catalysts may boost market sentiment [2]
长城军工再度涨停,航空航天ETF天弘(159241)昨日“吸金”超3100万元居同标的第一,机构:Q3军工行业催化剂有望增多
2 1 Shi Ji Jing Ji Bao Dao· 2025-08-13 06:09
Group 1 - The military industry sector is experiencing a strong performance, with the aerospace ETF Tianhong (159241) rising by 0.74% and achieving a trading volume exceeding 760 million yuan, indicating active premium trading [1] - Among the constituent stocks, Changcheng Military Industry has hit the daily limit, achieving 10 gains in 7 trading days, with other stocks like Inner Mongolia First Machinery, Hailanxin, Zhongbing Hongjian, and Beifang Navigation also seeing increases [1] - The aerospace ETF Tianhong (159241) has attracted a net inflow of 31.63 million yuan yesterday, ranking first among similar products, and has seen a cumulative net inflow exceeding 67 million yuan over the past four trading days [1] Group 2 - The National Aerospace Index, closely tracked by the aerospace ETF Tianhong, has a significant weight of nearly 98% in the defense military industry, making it the highest military content index in the market [1] - The National Aerospace Index has a high "aerospace content," with the two core sectors of aviation equipment and aerospace equipment accounting for nearly 67% of its weight, focusing on key areas in the aerospace equipment industry chain such as large aircraft manufacturing, low-altitude economy, and commercial aerospace [1] - Short-term catalysts for the military industry are expected to increase in Q3, coupled with positive earnings expectations for some companies in Q2, indicating structural opportunities [1]
长城军工8天6板,军工含量最高的航空航天ETF天弘(159241)涨近1.4%,连续两日获资金净流入
2 1 Shi Ji Jing Ji Bao Dao· 2025-08-11 06:12
Group 1 - Aerospace ETF Tianhong (159241) showed strong performance on August 11, with an intraday increase of 1.39% and a trading volume exceeding 510 million yuan, indicating active trading [1] - Among the constituent stocks, Changcheng Military Industry hit the daily limit, achieving 6 limit-ups in 8 trading days, with Inner Mongolia First Machinery, Aerospace Morning Light, Guoke Military Industry, and Aerospace Electronics also experiencing gains [1] - According to Wind financial terminal data, Aerospace ETF Tianhong (159241) has seen net inflows for two consecutive trading days, accumulating over 34 million yuan; as of August 8, the year-to-date share increase rate exceeded 115%, ranking first among similar products [1] Group 2 - Aerospace ETF Tianhong (159241) closely tracks the National Defense Aerospace Index, which has a significant characteristic of nearly 98% weight in the defense and military industry, making it the index with the highest military content in the market [1] - The National Defense Aerospace Index has a high "aerospace content," with the two core sectors of aerospace and aviation equipment accounting for nearly 67% of its weight, focusing on key areas of the aerospace equipment industry chain such as large aircraft manufacturing, low-altitude economy, and commercial aerospace [1] - Northeast Securities stated that the defense and military industry has long-term growth certainty, with disturbances in the military industry largely eliminated, and with demand recovery and gradual optimization of production capacity structure, the defense and military sector is expected to see significant improvement and high safety margins [1]
昨日“吸金”超2200万元,聚焦空天国防的航空航天ETF天弘(159241)盘中实时成交额居同标的第一
2 1 Shi Ji Jing Ji Bao Dao· 2025-08-08 02:37
Core Viewpoint - The aerospace sector in the A-share market experienced a slight pullback, with the Tianhong Aerospace ETF (159241) showing a minor decline of 0.33% as of the report date, despite some constituent stocks rising [1] Fund Flow - The Tianhong Aerospace ETF (159241) attracted over 22 million yuan in capital on August 7, ranking first among similar funds [2] - This ETF closely tracks the Guozheng Aerospace Index, which has a significant weight of nearly 98% in the defense and military industry, making it the index with the highest military content in the market [2] - The core sectors of the aerospace equipment industry, including aviation and aerospace equipment, account for nearly 67% of the index's weight, focusing on key areas such as large aircraft manufacturing, low-altitude economy, and commercial aerospace [2] Industry Developments - A significant milestone was achieved in China's manned lunar exploration program with the successful completion of the lunar lander landing and takeoff verification test on August 6, 2025, marking a critical point in the development of manned lunar spacecraft [2] - The satellite internet industry is witnessing a clearer development path, with technological innovations in manufacturing laying the groundwork for large-scale production [2] - The introduction of commercial space launch sites and advancements in reusable rocket technology are expected to significantly reduce launch costs and enhance capacity [2] - Breakthroughs in mobile direct satellite connection technology are opening up vast and lasting demand space for the industry [2] Satellite Internet Progress - Since the end of July 2025, the frequency of GW satellite constellation launches in China has significantly increased, with the interval between launches for the first five groups of satellites reduced from one to two months to just 3-5 days for the subsequent groups, indicating a rapid networking phase for China's satellite internet [3]
长城军工再度冲击涨停,“含航量”最高的航空航天ETF天弘(159241)盘中净申购1800万份,规模续创新高
2 1 Shi Ji Jing Ji Bao Dao· 2025-08-07 06:14
拉长时间来看,自5月29日上市以来,航空航天ETF天弘(159241)一路震荡上行,流通规模也不断增 长。截至8月6日收盘,该ETF流通规模达4.69亿元,创上市以来新高。 8月7日,三大指数盘中探底回升,军工板块小幅回调。截至午后发稿,航空航天ETF天弘(159241)跌 0.57%,换手率达19%,盘中交活活跃。成分股中,长城军工再度冲击涨停,新劲刚、迈信林等涨超 6%,航天电子、内蒙一机、航天彩虹等多股跟涨。 Wind金融终端实时申购赎回信息显示,截至发稿,航空航天ETF天弘(159241)盘中净申购达1800万 份。 航空航天ETF天弘(159241)紧密跟踪国证航天指数,按申万一级行业分类,该指数以近98%的国防军 工行业权重形成显著特征,是全市场军工含量最高的指数。按申万二级行业分类,国证航天指数"含航 量"较高,航空装备与航天装备两大核心板块则占据近67%权重,深度聚焦大飞机研制、低空经济、商 业航天等新兴领域航空航天装备产业链关键领域。 (文章来源:21世纪经济报道) (本文机构观点来自持牌证券机构,不构成任何投资建议,亦不代表平台观点,请投资人独立判断和决 策。) 中航证券指出,从市场表现来 ...
再创新高 军工易催化,航空航天ETF天弘(159241)近3月涨26%
Sou Hu Cai Jing· 2025-08-06 09:48
Core Viewpoint - The aerospace ETF Tianhong (159241) has seen significant growth, with a net value reaching a new high since its listing, driven by strong performance in the military industry sector [1][10]. Group 1: Market Performance - As of August 5, the Tianhong ETF has tracked an index with a one-year increase of over 37% and a three-month increase of 26%, outperforming military-themed indices [1]. - The national aerospace index has shown strong returns, with the national defense index and military leaders also reporting substantial gains [11]. Group 2: Catalysts for Growth - The upcoming military parade on September 3 is expected to showcase advanced military equipment, serving as a catalyst for the military sector's growth [4]. - The release of the "Low Altitude Infrastructure High-Quality Construction Plan (2024-2026)" in Shenzhen is anticipated to enhance the military sector's focus on low-altitude airspace management, further stimulating interest in military investments [3]. Group 3: Long-term Outlook - The military industry is poised for a recovery, with a significant increase in orders expected as the "14th Five-Year Plan" approaches its conclusion in 2025, leading to improved performance in military enterprises [5]. - The geopolitical landscape is reshaping military trade demands, particularly in regions like the Middle East and Africa, where there is a surge in demand for high-end equipment from China [6][8]. Group 4: Investment Focus - Investment strategies in the military sector should prioritize companies involved in air superiority, as aircraft represent a significant portion of global military trade [9]. - The national aerospace index is heavily weighted towards core military sectors, with a high concentration of military-related companies, indicating a robust investment opportunity [11][13].
“含航量”最高的航空航天ETF天弘(159241)大涨2.7%,2025商业航天产业技术创新发展论坛在哈启幕
2 1 Shi Ji Jing Ji Bao Dao· 2025-08-06 05:37
Group 1 - The military industry concept remains active, with the aerospace ETF Tianhong (159241) rising by 2.75% and trading volume exceeding 650 million yuan, indicating sustained trading activity [1] - Key stocks within the ETF include Changcheng Military Industry reaching the daily limit, Inner Mongolia First Machinery Group up over 8%, and Construction Industry up over 7%, with several others also showing significant gains [1] - As of August 5, the Tianhong aerospace ETF has a year-to-date share change rate of 101.96%, leading among similar products [1] Group 2 - The 2025 Commercial Aerospace Industry Technology Innovation Development Forum held in Harbin highlighted the innovative vitality and development potential of China's commercial aerospace sector, with experts noting a shift from technology validation to large-scale application, potentially unlocking a trillion-level market [2] - Dongfang Securities expresses continued optimism for the military industry, emphasizing the importance of upstream components and key raw materials in weaponry development and production, which are expected to benefit from amplified demand transmission effects [2]