On the morning of October 24, the low-altitude economy concept led the market, with
Recently, the Ministry of Industry and Information Technology proposed the commencement of commercial trials for satellite IoT services to promote the application of low-earth orbit constellation technology. At the same time, the "Peace and Friendship-2025" joint exercise was held in Malaysia and nearby seas, showcasing multi-national collaborative combat capabilities, which drew attention to the technological validation of related equipment.
CITIC Securities highlighted that the 7th Tianjin Airshow exhibited the full-domain combat capabilities of domestically produced helicopters and the potential of the low-altitude economy. The Zhi-20T assault helicopter made its debut and completed a flight performance. The Army's "Fenglei" display team showcased advanced maneuvers. The exhibition featured a low-altitude economy display area, driving the signing of 21 key projects, covering the entire chain of research, manufacturing, and operation. The military industry shows three major growth curves: domestic demand (low-cost ammunition, unmanned systems), the construction of an information and intelligence-based combat foundation, and an explosion in military trade demand. There are recommendations to focus on AI-enabled intelligent combat foundations, low-cost precision-guided munitions, and unmanned systems.
The strength of a great nation! The General Aviation ETF Huabao (159231) and its feeder funds (Class A: 024766; Class C: 024767) comprehensively cover 50 constituent stocks of the index, encompassing "new military combat capabilities + new civilian productive forces," with central state-owned enterprises accounting for over 46% and the top ten military industrial groups exceeding 20%. This includes popular fields such as the low-altitude economy, large aircraft, military aircraft, commercial aerospace, satellite navigation, and drones, focusing on technological barriers and critical commercialization segments (aircraft manufacturing). It is a powerful tool for configuring China's aviation industrial chain against the backdrop of domestic demand and military trade resonance.
Data Source: Shanghai and Shenzhen Stock Exchanges Risk Warning: The General Aviation ETF Huabao passively tracks the Guozheng General Aviation Industry Index, with a base date of June 29, 2012, and a publication date of December 28, 2012. The constituent stocks of the index are adjusted from time to time according to the index compilation rules, and past historical performance does not indicate future performance of the index. The constituent stocks in this article are for display purposes only; descriptions do not constitute investment advice and do not represent the holdings and trading trends of any funds managed by the fund manager. The assessed risk level of this fund by the fund manager is R3 - medium risk, suitable for balanced (C3) investors and above; suitability matching advice should refer to the sales institution. Any information appearing in this article (including but not limited to stocks, comments, predictions, charts, indicators, theories, and any form of representation) is for reference only, and investors must be responsible for any decisions they make independently regarding investment. Moreover, any views, analyses, or predictions in this article do not constitute any form of investment advice for readers and bear no responsibility for any direct or indirect losses caused by using the contents of this article. Fund investments entail risks, and past performance does not guarantee future results. Performance of other funds managed by the fund manager does not guarantee the performance of this fund, and fund investment should be approached with caution.
Comments