On August 28th, the low-altitude economy and military aviation sectors experienced broad-based gains, with Huali Chuangtong surging over 14%, China Spacesat Co.,Ltd. hitting the 10% daily limit, BDStar Navigation rising over 6%, and Western Superconducting Technologies climbing over 5%. The General Aviation ETF Huabao (159231), which provides one-click exposure to low-altitude economy, large aircraft, military-civilian integration, and commercial space sectors, jumped 1.76% straight after market opening.
As the low-altitude economy gains momentum, general aviation continues to attract capital inflows. Over the past 10 trading days, 159231 has recorded cumulative net inflows of 65.65 million yuan.
In recent years, driven by strong policy support, regions across China are racing to capitalize on the emerging low-altitude economy blue ocean market. More than 30 provinces and cities, including Guangdong, Beijing, Shanghai, Sichuan, Anhui, and Hunan, have incorporated the low-altitude economy into their government work reports or launched specialized action plans. From eastern coastal areas to central and western inland regions, from tier-one cities to distinctive counties, all are planning and constructing low-altitude economy infrastructure, initially forming industrial clusters in the Guangdong-Hong Kong-Macao Greater Bay Area, Yangtze River Delta, and Chengdu-Chongqing regions.
In terms of industry scale, China's low-altitude economy reached over 500 billion yuan in 2023, representing a year-on-year growth of 33.8%. This growth rate significantly exceeded that of most traditional industries during the same period, highlighting the strong vitality of this emerging sector. Particularly in the drone industry, China has established a globally leading complete industrial chain, laying a solid foundation for industry development.
The Civil Aviation Administration of China forecasts 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 could 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, soaring toward grand ambitions! The General Aviation ETF Huabao (159231) and its feeder funds (Class A: 024766; Class C: 024767) comprehensively cover 50 constituent stocks representing "military new-quality combat capabilities + civilian new-quality productivity." Central state-owned enterprises account for over 46% of the holdings, with the ten major military industrial groups comprising over 20%. The ETF encompasses hot sectors including low-altitude economy, large aircraft, military aircraft, commercial space, satellite navigation, and drones, focusing on technical barriers and core commercialization segments (aircraft manufacturing). It serves as a powerful tool for one-click allocation to China's aviation industry chain amid 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 release date of December 28, 2012. The index constituent stocks are adjusted timely 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 holding information or trading activities of any funds managed by the fund manager. The fund manager evaluates this fund's risk level as R3-medium risk, suitable for balanced (C3) and above investors. Appropriateness matching opinions are subject to sales institutions. Any information appearing in this article (including but not limited to individual stocks, comments, predictions, charts, indicators, theories, and any form of expression) is for reference only. Investors must take responsibility for any independent investment decisions. Additionally, any views, analyses, and predictions in this article do not constitute investment advice to readers in any form, nor do they assume any responsibility for 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. The performance of other funds managed by the fund manager does not guarantee the fund's performance. Fund investment should be approached with caution.
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