通用航空ETF基金(159230)

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空中投资力量再加码 华夏国证通用航空ETF联接正式发行
Zheng Quan Zhi Xing· 2025-08-04 06:21
面对历史性机遇,公募基金纷纷秣兵厉马,开始布局相关领域。作为ETF领域的领头羊,华夏基金分别 于2025年4月30日成立了航空航天ETF(159227)、2025年5月21日成立通用航空ETF基金(159230),两只布 局低空经济相关领域产品。Wind数据显示,截至7月30日,跟踪国证航天航空行业指数的航空航天ETF 规模为7.60亿元,是跟踪该指数的4只ETF中规模最大的一只;跟踪国证通用航空产业指数的通用航空 ETF基金(159230),截至7月30日,基金自5月30日上市以来日均成交额为887.84万元,交投十分活跃。 作为新质生产力的核心引擎之一,低空经济正以颠覆性姿态重构产业格局,在政策红利与市场需求共振 下,已经进入"政策落地-基建完善-技术突破-场景扩容"的正向循环,相关投资机会同样获得资金追捧。 今年已有6家公募基金发行相关ETF产品及联接基金。据悉,华夏基金在成功发行通用航空ETF基金 (159230)后,8月4日正式发行其联接基金—华夏国证通用航空ETF联接(代码:024912),为场外投资者 布局低空经济领域,提供了一款高效便捷的投资工具。 8月4日发行的华夏国证通用航空ETF联接(0 ...
军工板块直线拉升,航空航天ETF(159227)强势上涨超5%
Sou Hu Cai Jing· 2025-06-30 03:08
Core Viewpoint - The military industry sector is experiencing significant growth, particularly in the low-altitude economy, which is projected to reach a market size of 1.5 trillion yuan by 2025 and 3.5 trillion yuan by 2035 in China [1][2] Group 1: Market Performance - On June 30, major indices collectively strengthened, with the aerospace ETF (159227) rising by 5.01%, and several of its constituent stocks, including China Aerospace Science and Industry Corporation and Changcheng Military Industry, hitting the daily limit [1] - The General Aviation ETF (159230) increased by 3.78%, with stocks like Chenxi Aviation reaching the daily limit [1] Group 2: Industry Outlook - The low-altitude economy is identified as a strategic emerging industry, leveraging low-altitude airspace resources for diverse applications such as manned flight, logistics delivery, and urban management [1] - The China Civil Aviation Administration forecasts substantial growth in the low-altitude economy, with a market size expected to reach 1.5 trillion yuan by 2025 and 3.5 trillion yuan by 2035 [1] Group 3: Investment Strategy - Shenwan Hongyuan's strategy report indicates that the market may still experience speculative upward movements, with a high central oscillation expected in Q2-Q3 of 2025 [1] - Stablecoins and defense military industry are highlighted as short-term catalysts with clearer growth potential and higher stock price elasticity [1] Group 4: ETF Characteristics - The aerospace ETF (159227) is the largest military-focused ETF in the market, tracking the National Aerospace Index, with a high concentration of 98.4% in the defense military sector [1] - The General Aviation ETF (159230) tracks the National General Aviation Industry Index, focusing on the low-altitude economy and covering various sectors including aircraft manufacturing and operational services [2]
巴黎航展重大开幕,中国军贸上行,航空航天ETF(159227)获关注
Mei Ri Jing Ji Xin Wen· 2025-06-17 06:31
Group 1 - The A-share market experienced slight adjustments on June 17, with the military industry sector showing significant movements, particularly the aerospace ETF (159227) which briefly turned positive, highlighting stocks like Zhongbing Hongjian, AVIC Shenyang Aircraft, Guobo Electronics, and Great Wall Military [1] - The 55th Paris Air Show, held from June 16 to 22, showcased China's aviation industry, featuring military aircraft such as the J-20, J-35A, J-10CE, Y-20, Z-20, and Z-10ME, indicating a strong ambition for transformation from a technology follower to a leader in the field, which may boost China's military trade [1] - The aerospace ETF (159227) closely tracks the National Aerospace Index, leading in scale among similar indices, with the defense and military industry accounting for 96.2% of the index, indicating a higher concentration in aerospace and defense equipment compared to other indices [1] Group 2 - According to AVIC Securities, themes such as low-altitude economy, commercial aerospace, deep-sea technology, large aircraft, and military intelligence have been highly active since the beginning of the year, suggesting that these new military domains will continue to deepen and evolve [2] - The military industry's fundamentals are expected to improve continuously, with active themes and performance boosts likely to drive the overall military market in the near future [2]
军工概念小幅上涨,通用航空ETF基金(159230)涨0.68%,晨曦航空涨超8%
2 1 Shi Ji Jing Ji Bao Dao· 2025-06-16 03:37
Group 1 - The three major indices collectively strengthened on June 16, with the military industry concept slightly rising, as the Aerospace ETF (159227) increased by 0.29% [1] - The Aerospace ETF closely tracks the National Aerospace Index, with the defense and military industry accounting for 96.2% of the index, indicating a higher concentration compared to other military indices [1] - The Aerospace ETF's weight in aerospace equipment is 71%, which is higher than that of the China Securities Military and National Defense indices [1] Group 2 - The military industry is expected to benefit from the dual drivers of global military development changes and strong internal growth in China [2] - The military industry's strategic position is continuously enhanced due to increased military demand driven by geopolitical conflicts and trade frictions [2] - The industry exhibits stronger anti-cyclical characteristics compared to traditional industries, with short-term drivers such as accelerated technological iteration and approaching key strategic nodes expected to maintain an upward trend in industry prosperity [2]
军工异动,航空航天ETF(159227)、通用航空ETF基金(159230)强势领涨
Mei Ri Jing Ji Xin Wen· 2025-06-09 03:20
Group 1 - The three major indices showed strong performance in early trading on June 9, with the aerospace and defense sector experiencing significant gains, including a 2.88% increase in the Aerospace ETF (159227) and a 2.46% rise in the General Aviation ETF (159230) [1] - The global aerospace industry is undergoing historic changes, with China, as the world's second-largest economy, driving unprecedented development in the aerospace sector due to national defense, technological independence, and industrial upgrading [1] - The military industry in China is transitioning from a "follower" to a "leader" in the strategic emerging industries, gaining renewed attention after years of dormancy [1] Group 2 - The Aerospace ETF (159227) closely tracks the National Aerospace Index, covering core companies in China's military industry with a 99.2% representation in the military sector, focusing on aerospace and space equipment [1] - The General Aviation ETF (159230) tracks the National General Aviation Industry Index, emphasizing the general aviation and low-altitude economy, with 84.7% of its content related to the low-altitude economy and 58.6% related to national defense and military [2] - The domestic large aircraft content in the General Aviation ETF is 47.4%, aligning well with popular investment themes in the military sector [2]
中国商业航天产业“国家队”传来捷报,通用航空ETF基金(159230)成交额暂居同标的产品首位,深城交、数字政通上涨超5%
2 1 Shi Ji Jing Ji Bao Dao· 2025-05-30 03:09
Group 1 - The three major indices collectively retreated on May 20, with the General Aviation concept following suit, as the National General Aviation Industry Index (980076.SZ) experienced a drop of nearly 1% before recovering to a decline of 0.25% [1] - Among the index constituents, Shen Cheng Jiao and Digital Zheng Tong rose over 5%, while Hang Fa Control and Nan Wang Technology increased nearly 4% [1] - The General Aviation ETF (159230) fell nearly 1%, with a trading volume of 134 million yuan, making it the top performer in its category, and its latest circulation size is 267 million yuan [1] Group 2 - The General Aviation ETF closely tracks the National General Aviation Industry Index, focusing on the general aviation and low-altitude economy industry chain, with low-altitude economic content at 84.7%, defense and military content at 58.6%, and domestic large aircraft content at 47.4% [2] - Western Securities emphasizes the importance of monitoring domestic low and high orbit constellation progress, alongside breakthroughs in rocket technology and military communication as indirect catalysts [2] - The focus on low orbit includes the initial network completion of StarNet and Qianfan constellations, while high orbit attention is on the commercialized constellations of Tiantong and Beidou, with potential catalysts from new products or value-added services [2]
巴菲特,突然大笔卖出!最新持仓曝光丨南财号联播
2 1 Shi Ji Jing Ji Bao Dao· 2025-05-16 11:25
·监管出手,外卖价格战没有赢家:"激烈三国杀告一段落"在监管部门出手后,轰轰烈烈的外卖"价格 战"或告一段落。据央视新闻报道,近日,市场监管总局会同中央社会工作部、中央网信办、人力资源 社会保障部、商务部,针对当前外卖行业竞争中存在的突出问题,约谈京东、美团、饿了么等平台企 业。市场监管总局要求,相关平台企业应严格遵守法律法规规定,严格落实主体责任,主动履行社会责 任,加强内部管理,合法规范经营,公平有序竞争,共同营造良好市场环境,切实维护消费者、平台内 经营者和外卖骑手的合法权益,促进平台经济规范健康有序发展。详情>> ·紧抓谷子经济风潮 万达、儒意入局潮玩万达电影发布公告,万达电影旗下全资子公司北京影时光电子 商务有限公司(以下简称"影时光")拟与关联方上海儒意星辰企业管理有限公司(以下简称"儒意")共 同投资北京乐自天成文化发展股份有限公司。乐自天成的核心品牌52TOYS是当下国内谷子经济的头部 玩家之一,主营业务为IP(具有商业价值的创意内容或品牌)玩具。这次投资计划以收购老股和认购增 资的方式,万达与儒意共计投资1.44亿元。如果按本次增资的价格计算,52TOYS估值超过40亿元。详 情>> ·中国 ...
中国低空经济产业发展联盟成立,通用航空ETF基金(159230)将于今日结束募集
2 1 Shi Ji Jing Ji Bao Dao· 2025-05-16 03:31
5月16日,A股三大指数涨跌不一。国证通用航空产业指数走势震荡,截至发稿涨0.72%。成分股中,利 君股份涨停,国睿科技、联创光电、应流股份、珠海冠宇、中海达、航天电子等股涨幅居前。 相关产品中,跟踪国证通用航空产业指数的通用航空ETF基金(159230)正在发行中。根据公司公告, 通用航空ETF基金(159230)于5月7日至5月16日进行发售。该ETF即将于今日结束募集。 消息面上,据央广网,2025年5月10日,中国低空经济产业发展联盟(以下简称"联盟")在三亚正式成 立。这一联盟的成立,标志着我国低空经济产业迈入以产业协同、场景创新为核心驱动力的高质量发展 新阶段。该联盟致力于为全球低空经济发展贡献"中国智慧"与"海南方案"。联盟宣布将以海南为创新试 验田,重点推动无人机物流、城市空中交通(UAM)、低空文旅等场景落地,并展示电力巡检无人 机、医疗急救运输机等前沿应用。中国低空经济产业发展联盟创始发起人、联席理事长焦涌表示,未来 三年,联盟将联动低空经济领域上下游企业,计划推动100个标志性场景落地,孵化50家独角兽企业, 并助力海南低空经济规模突破千亿。联盟成立后,将通过产业协同、场景创新与国际合作 ...