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壁垒和商业化核心环节(飞行器制造),是内需+军贸共振下一键配置中国航空产业链的利器。  二、军转民投资机会凸显!商业航天、可控核聚变逆市活跃,主力资金大手笔押注国防军工  大市放量调整,国防军工板块逆市活跃,尽管尾盘翻绿,不过行业表现、主力净流入额均高居全行业(申万)第二。  高人气国防军工ETF(512810)汇聚海陆空天军工核心资产,盘初一度涨超1%创阶段新高,而后震荡回落,最终小幅收跌0.2

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