On September 1st, the low-altitude economy and military aviation sectors experienced a pullback, with China Spacesat Co.,Ltd. plummeting over 7%. Nanwang Technology and Piesat Information Technology declined more than 5%, while Tianyin Electromechanical, Aileda, and Aerospace Electronics fell over 3%. The General Aviation ETF Huabao (159231), which provides one-stop exposure to low-altitude economy, large aircraft, military-civilian integration, and commercial aerospace sectors, weakened after opening with fluctuations, currently down 1.56%, and received additional net subscriptions of 2 million shares during trading.
As the low-altitude economy gains momentum, general aviation continues to attract capital interest. As of August 29th, 159231 has accumulated net capital inflows of 73.38 million yuan over the past 10 trading days!
Currently, China has over 4 million low-altitude equipment products. New low-altitude equipment characterized by unmanned, electric, and intelligent technologies is developing rapidly. Since the beginning of this year, China's low-altitude applications are expanding from "traditional general aviation, operations, and flight training" to multiple scenarios including "agricultural and forestry plant protection, logistics delivery, and emergency rescue." Officials from the Ministry of Industry and Information Technology stated that Xinjiang will fully leverage its advantages as a westward opening bridgehead, actively planning the construction of the "Aerial Silk Road," with the low-altitude equipment industry becoming an important pillar for regional economic development and external connectivity.
The Civil Aviation Administration of China predicts that by 2025, China's low-altitude economy market will reach 1.5 trillion yuan; by 2030, this figure is expected to grow to 2 trillion yuan; and by 2035, the market size is projected to climb to 3.5 trillion yuan. This not only signifies the formation of a trillion-yuan industry track but also indicates it will become an important engine driving China's economic growth.
Wings of a great nation, grand ambitions taking flight! The General Aviation ETF Huabao (159231) and its feeder funds (Class A: 024766; Class C: 024767) track an index that comprehensively covers 50 constituent stocks representing "military new combat capabilities + civilian new productive forces," with central state-owned enterprises accounting for over 46% and the top ten military industrial groups representing over 20%. The portfolio spans hot sectors including low-altitude economy, large aircraft, military aircraft, commercial aerospace, satellite navigation, and drones, with key focus on technical barriers and commercialization core segments (aircraft manufacturing). It serves as a tool for one-stop allocation to China's aviation industry chain under the resonance of domestic demand and military trade.
Data Source: Shanghai and Shenzhen Stock Exchanges
Risk Warning: The General Aviation ETF Huabao passively tracks the CSI General Aviation Industry Index. The index base date is June 29, 2012, with a publication date of December 28, 2012. The index constituent stocks are adjusted according to the index compilation rules, and historical backtesting performance does not predict future index performance. Individual stocks mentioned in this article are for display purposes only and do not constitute investment advice in any form, nor do they represent position information or trading activities of any funds managed by the fund manager. The fund manager assesses this fund's risk level as R3-medium risk, suitable for balanced (C3) and above investors. Suitability matching opinions should be based on sales institutions. Any information appearing in this article (including but not limited to individual stocks, comments, predictions, charts, indicators, theories, any form of expression, etc.) is for reference only. Investors must be responsible for any independent investment decisions. Furthermore, any views, analyses, and predictions in this article do not constitute investment advice to readers in any form and bear no responsibility for any direct or indirect losses caused by using the content of this article. Fund investment involves risks. Past performance of funds does not represent future performance. Performance of other funds managed by the fund manager does not guarantee fund performance. Fund investment should be approached with caution.
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