01 12月29日，A股三大股指宽幅震荡，航空板块逆市上涨，相关ETF普涨。 02 中证A500ETF成交依旧火热，3只中证A500ETF成交额超过百亿元。上周，国泰、南方、华夏旗下中证A500ETF均吸引了上百 亿元资金净流入。卫星、新能源、游戏、机器人、有色金属等行业主题ETF也吸引较多资金加仓。 03 12月29日，国投白银LOF发布A类基金份额二级市场交易价格溢价风险提示及停复牌公告。为保护投资者利益，该基金将于12 月30日开市起至当日10:30停牌，自12月30日10:30复牌。 航空ETF普遍上涨 今日，PEEK材料、碳纤维概念涨幅居前。A股ETF中，航空、军工龙头等ETF涨幅居前。截至收盘，航空ETF、通用航空ETF 南方、军工龙头ETF等涨超2%。 | 基金代码 | 基金简称 | 今日成交额(亿元) | | --- | --- | --- | | 511360.SH | 短融ETF | 250.73 | | 511880.SH | 银华日利ETF | 182.59 | | 563360.SH | A500ETF华泰柏瑞 | 137.98 | | 512050.SH | A500ETF基金 | ...

下跌方面，巴西ETF跌超3%，航天相关ETF跌约1%。 | 代码 | 名称 | 现价 | 涨跌幅 | 促 | | --- | --- | --- | --- | --- | | 159100.SZ^ | 巴西ETF | 0.98 | -3.73% | | | 520870.SH | 巴西ETF | | 0.972 -3.38% | | | 563380.SH | 航空航天ETF | | 1.021 -1.35% | | | 159230.SZ | 通用航空ETF基金 | | 1.123 -1.32% | | | 513350.SH | 标普油气ETF | | 0.933 -1.27% | | | 159392.SZ | 航空ETF | | 1.099 -0.99% | | | 159283.SZ | 通用航空ETF南方 | 0.999 | -0.99% | | | 159378.SZ | 通用航空ETF | 1.214 -0.98% | | --- | --- | --- | | 561660.SH | 通用航空ETF基金 | 1.065 -0.93% | | 159255.SZ 通用航空ETF易方达 1.0 ...

Core Viewpoint - The commercial aerospace sector is experiencing significant growth, with multiple stocks reaching their daily limit up, indicating strong investor interest and market momentum [1]. Group 1: Stock Performance - Shunhao Co. has achieved a remarkable performance with a 10% increase, marking its seventh consecutive trading day of gains [1]. - Other notable stocks include Hongxiang Co. (+19.98%), Tianli Composite (+18.78%), and Yinbang Co. (+16.71%), all showing substantial price increases [2]. - Nearly ten stocks, including Dahua Intelligent, Longzhou Co., and Tongyu Communication, have also hit their daily limit up, reflecting a broad rally in the sector [1][2]. Group 2: ETF Performance - The Aviation ETF (159392) rose by 1.91% with a trading volume of 3.48 million yuan, indicating positive market sentiment [3]. - The Aerospace ETF (159227) saw a more significant increase of 2.65%, with a trading volume of 111 million yuan, further highlighting investor confidence in the aerospace sector [3][4].

Core Viewpoint - The commercial aerospace sector continues to strengthen, with several companies reaching new highs and significant increases in related ETFs [1] Group 1: Company Performance - Srey New Materials, Shanghai Port Bay, and Feiwo Technology hit intraday highs [1] - Aerospace Power, Leike Defense, Aerospace Huanyu, Zhongtian Rocket, Tianjian Technology, Aerospace Changfeng, Jiuzhiyang, and Tendering Co. all experienced a limit-up increase [1] - New Ray Energy, Aerospace Software, Chaojie Co., China Haifang, and Sichuan Chuang Electronic also saw gains [1] Group 2: ETF Performance - The Aviation ETF (159392) rose by 2.7%, with a trading volume of 2.7339 million yuan [1] - The Aerospace ETF (159227) increased by 3.83%, with a trading volume of 21.5 million yuan [1]

Core Viewpoint - The ETF market showed mixed performance at midday, with rare earth ETFs leading gains while others, such as cloud and 5G ETFs, experienced declines [1] Group 1: ETF Performance - Rare Earth ETF (159713) led the gains with an increase of 3.57% [1] - Rare Earth ETF (516780) rose by 3.44% [1] - Rare Earth ETF from Jiashi (516150) increased by 3.40% [1] - Cloud 50 ETF (560660) was the biggest loser, declining by 1.32% [1] - 5G 50 ETF (159811) fell by 1.19% [1] - Aviation ETF (159392) decreased by 1.14% [1]

Core Viewpoint - The aviation ETF (159392) has risen over 3%, reaching a new 10-day high, with a trading volume of 26.59 million yuan, representing an increase of 1597.14% compared to the same time yesterday [1] Group 1 - The aviation ETF is showing strong performance, indicating a potential rebound in the aviation sector [1] - The significant increase in trading volume suggests heightened investor interest and activity in the aviation market [1] - The current price movement positions the ETF as a favorable option for investors looking to capitalize on market rebounds [1]

低空经济作为新兴产业，迎来全新发展机遇。 据新华社测算，2023年我国低空经济规模已突破5000亿元，并预计到2030年这一数字将达到2万亿元，呈现强 劲的增长势头，预计七年复合年增长率将达到22%。 政策红利持续释放，推动产业发展。 2023年12月，中央经济工作会议明确将低空经济提升为战略性新兴产业；同时，2024年两会期间，国务院政府工作报 告中也强调了低空经济作为新增长引擎的重要地位，进一步推动了地方政府的响应与行动。从地方层面来看，今年以来，全国已有近30个省份将发展低空经 济写入政府工作报告或出台相关政策。 国证通用航空产业指数：低空经济"含金量"高。 指数选取50只沪深北交易所通用航空产业相关上市公司证券作为指数样本，涵盖低空经济全产业链，国防 军工权重占比近60%，兼具军民融合属性。 长期收益优于创业板指，历史业绩反弹弹性较大。 Wind数据显示，截至今年4月3日，自2012年12月28日以来，通用航空指数的累计涨幅为213.03%，相对 创业板指数的超额收益为17.79%，同期国证军工指数收益率为121.93%，超额收益达91.10%。另外，2024年年初以来市场上行期，反弹市场的业绩表现优 ...