bestgamestomakecrypto| Beijing made a big move! The concept of low-altitude economy has changed, and the National Defense Military Industry ETF (512810) has soared! Sichuang Electronics and Lianchuang Optoelectronics rose more than 3%
editor 2024-05-17 10:46:19 Finance 36
In early trading on May 17, the defense industry plate quickly pulled up and turned red after falling, and the defense industry ETF (512810) is now up 0.Bestgamestomakecrypto.78%, the low-level economy within the plate, military information concept stocks strongly pulled up. Among the component stocks of the CSI, Situang Electronics (600990), Guangzhou Airlines, Lianchuang Optoelectronics (600363) and Guangwei compound Materials (300699) collectively rose by more than 3%.
On the evening of May 16, the Beijing Municipal Bureau of economy and Information Technology issued the Beijing Action Plan for promoting the High-quality Development of low-altitude Economic Industry (2024-2027) for public consultation. It is mentioned that a leading group on low-altitude economic development led by municipal leaders should be set up to promote the resolution of a number of major policies, key issues and important issues of the low-altitude economy. Strive to pass three years, the number of low-altitude economy-related enterprises exceeded 5000.
Low-altitude economy is a national strategic emerging industry. With the gradual deepening of airspace reform, the development of low-altitude economy is significantly accelerated. Since the beginning of this year, Shenzhen, Anhui, Wuxi, Suzhou, Shenyang, Changsha and other places have issued local low-altitude economic development plans one after another. In addition, on May 15, the three-year action plan for high-quality development of low-altitude economy in Shandong Province (2024-2026) solicited opinions and suggestions from the public.
Some brokerage research institutions have pointed out that the market size of China's low-level economy has exceeded 500 billion yuan in 2023. With the continuous expansion of downstream applications, the market size of China's low-level economy will exceed 6 trillion yuan by 2035.
Zheshang Securities pointed out that there is a high correlation between the low-altitude economic industrial chain and the aviation industrial chain, and national defense military industrial enterprises play an important supporting role in the construction of low-altitude economy.
Optimistic about the trillion-level opportunity of the low-altitude economy, you might as well pay attention to the defense military industry ETF (512810). The fund tracks the CSI military industry index, and the constituent stocks fully cover the leading stocks in such subdivisions as "low-altitude economy + military industry informatization + China Shipping system + China Aviation system". It is a sharp weapon to invest in A-share defense military industry core assets.
It is particularly worth mentioning that as of the first quarter of 2024, the excess return of the net worth growth relative to the performance benchmark of the defense industry ETF (512810) since its establishment is as high as 19.87%!
NoteBestgamestomakecryptoThe annual performance of the defense industry ETF from its establishment in 2016 to 2023 is-7.33%,-12.27%,-28.34%, 25.39%, 77.34%, 25.08% and-25.52%, respectively. The returns of the performance benchmark (CSI) for the same period are-3.44%,-18.37%,-27.25%, 22.02%, 67.91%, 14.28%,-25.74%,-11.02%, respectively. The composition of the underlying index stocks is timely adjusted according to the rules of the index, and its historical performance does not predict the future performance of the index.
The pictures and data of this article come from iFinD, Shanghai and Shenzhen Stock Exchange and Warburg Fund. Risk Tip: the Defense Industry ETF passively tracks the CSI, which is based on December 31, 2004 and was released on December 26, 2013. The above stocks are the underlying index stocks and are only for display. The individual stocks are not described as any form of investment advice, nor do they represent the position information and trading trends of any fund under the manager. The risk level of the fund assessed by the fund manager is R3-medium risk, which is suitable for balanced (C3) and above investors. the appropriate matching opinions should be based on the sales organization. Any information that appears in this article (including but not limited to individual stocks, comments, forecasts, charts, indicators, theories, any form of expression, etc.) is for reference only and the investor is responsible for any discretionary investment behavior. In addition, any point of view, analysis and forecast in this article does not constitute any form of investment advice to the reader, nor is it liable for direct or indirect losses arising from the use of the contents of this article. Fund investment is risky, the past performance of the fund does not represent its future performance, and the performance of other funds managed by fund managers does not constitute a guarantee of fund performance, so fund investment should be cautious.