Market Overview - The aerospace equipment sector experienced a decline of 0.73% on February 4, with Aerospace Hanyu leading the drop [1] - The Shanghai Composite Index closed at 4102.2, up 0.85%, while the Shenzhen Component Index closed at 14156.27, up 0.21% [1] Stock Performance - Key stocks in the aerospace equipment sector showed varied performance: - China Satellite (600118) closed at 97.50, up 3.34% with a trading volume of 970,800 shares and a transaction value of 9.301 billion [1] - LIGONG Navigation (688282) closed at 71.82, up 1.18% with a trading volume of 12,100 shares and a transaction value of 86.0145 million [1] - New Yuguo Science (300722) closed at 32.57, up 0.34% with a trading volume of 48,500 shares and a transaction value of 158 million [1] - Aerospace Hanyu (688523) closed at 62.77, down 3.27% with a trading volume of 110,400 shares and a transaction value of 711 million [1] Capital Flow - The aerospace equipment sector saw a net outflow of 654 million from institutional investors, while retail investors had a net inflow of 675 million [1] - Detailed capital flow for key stocks: - China Satellite had a net inflow of 676 million from institutional investors, while retail investors had a net outflow of 54.4 million [1] - Aerospace Hanyu experienced a net outflow of 21.92 million from institutional investors, with a net inflow of 23.27 million from retail investors [1] ETF Performance - Aerospace ETF (Product Code: 159227) tracked the National Aerospace Industry Index and saw a decline of 4.54% over the past five days, with a net subscription of 48.458 million [5] - General Aviation ETF (Product Code: 159230) tracked the National General Aviation Industry Index and declined by 5.96%, with a net subscription of 6.642 million [6]

格隆汇2月4日丨中国卫通(601698.SH)在互动平台表示，作为中国卫星互联网先行者，中国卫通是我国 拥有通信卫星资源且自主可控的卫星通信运营企业，已初步建成我国首张高轨卫星互联网，可为我国及 周边地区和水域、东亚、东南亚、南亚部分地区、太平洋和印度洋等部分区域的行业及个人用户提供高 速的卫星互联网接入服务。公司正依托高通量资源，把握卫星互联网重点应用场景，在海洋、航空、应 急、林草等多个应用领域布局卫星互联网相关技术和产品，提供具有更高性价比、更多样、自主可控的 服务，赋能客户价值提升。 ...

Group 1 - The merger between SpaceX and xAI is valued at $1.25 trillion, indicating a significant shift in the market dynamics of both the space and AI industries [1][3] - This merger represents the ultimate integration of "space transportation" and "artificial intelligence," elevating the role of space from traditional functions like communication and navigation to a core strategic infrastructure for next-generation AI supercomputing [3] - The integration of SpaceX's Starlink constellation and launch capabilities with xAI's advanced algorithms aims to create a distributed supercomputer in low Earth orbit, fundamentally reshaping the growth narrative and valuation logic of the satellite industry [3] Group 2 - The strong performance of the satellite industry ETF (159218), which rose by 4.47%, reflects the market's pricing of this significant narrative shift, encompassing satellite manufacturing, launching, and navigation communication applications [3] - Other companies in the sector also saw notable increases, with aerospace electronics rising by 6.10%, China Satellite Communications up by 5.01%, and Zhenray Technology increasing by 4.90% [1][3]

Group 1 - The aerospace equipment sector increased by 4.67% on February 3, with Aerospace Hanyu leading the gains [1] - The Shanghai Composite Index closed at 4067.74, up 1.29%, while the Shenzhen Component Index closed at 14127.1, up 2.19% [1] - Aerospace Hanyu's stock price rose by 9.26% to 64.89, with a trading volume of 132,000 shares and a transaction value of 825 million [1] Group 2 - The main capital inflow in the aerospace equipment sector was 1.207 billion, while retail investors experienced a net outflow of 1.019 billion [1] - The table shows that Aerospace Hanyu had a main capital net inflow of 75.72 million, but retail investors had a net outflow of 26.61 million [2] - Aerospace Electronics saw a main capital net inflow of 378 million, with retail investors experiencing a net outflow of 287 million [2]

Core Viewpoint - The commercial aerospace sector is experiencing significant activity, with the launch of the self-developed Gravitational No. 2 rocket by Dongfang Space, aimed at meeting the demand for medium to large satellite networks and commercial high-orbit launches, expected to complete its maiden flight by mid-2026 [1] Group 1: Industry Developments - The demand for rockets is surging, prompting attention to upstream materials, while the midstream equipment sector is expected to see significant changes in engine technology and 3D printing, which are characterized by scarcity and long-term inflationary logic [1] - The domestic market is anticipated to enter a new era of reusable rockets in 2026, driven by the synergy between commercial companies and state-owned enterprises [1] Group 2: Market Performance - As of February 3, 2026, the Zhongzheng Satellite Industry Index (931594) rose by 4.28%, with notable increases in constituent stocks such as Hailanxin (up 15.91%), XW Communication (up 11.58%), and Chip Origin (up 10.07%) [1] - The Penghua Satellite ETF (563790), which closely tracks the Zhongzheng Satellite Industry Index, increased by 3.61%, with a latest price of 1.23 yuan [1] Group 3: Index Composition - As of January 30, 2026, the top ten weighted stocks in the Zhongzheng Satellite Industry Index include Aerospace Electronics, China Satellite, Zhenlei Technology, and others, collectively accounting for 64.36% of the index [2]

Group 1 - The top 20 stocks with significant capital inflow as of February 3 include Huasheng Tiancheng (1.643 billion), Aerospace Development (1.256 billion), and Hailanxin (1.037 billion) [1] - Huasheng Tiancheng saw a price increase of 10.01%, while Hailanxin experienced a notable rise of 19.98% [2][3] - Other notable stocks with substantial capital inflow include Tongyu Communication (0.997 billion), Xinwei Communication (0.801 billion), and Yonding Co. (0.683 billion) [1][2] Group 2 - The sectors represented among the top inflow stocks include Internet Services, Communication Equipment, and Consumer Electronics [2] - Guizhou Moutai, a major player in the liquor industry, attracted 0.665 billion with a price increase of 2.1% [2] - Companies like Junda Co. and Longi Green Energy, both in the photovoltaic equipment sector, also saw significant capital inflow of 0.357 billion and 0.344 billion respectively [3]

来源：新浪基金∞工作室 电信ETF汇添富（560300）业绩比较基准为中证电信主题指数收益率，管理人为汇添富基金管理股份有 限公司，基金经理为何丽竹，成立（2023-12-05）以来回报为105.17%，近一个月回报为0.12%。 2月3日，电信ETF汇添富（560300）开盘跌0.15%，报2.045元。电信ETF汇添富（560300）重仓股方 面，中国移动开盘涨0.00%，中国联通涨0.62%，中国电信涨0.00%，中国卫通涨1.97%，中际旭创涨 2.71%，银之杰涨0.73%，新易盛涨4.10%，中兴通讯涨1.08%，天孚通信涨5.66%，中天科技涨1.77%。 声明：市场有风险，投资需谨慎。本文基于第三方数据库自动发布，不代表新浪财经观点，任何在本文 出现的信息均只作为参考，不构成个人投资建议。如有出入请以实际公告为准。如有疑问，请联系 biz@staff.sina.com.cn。 ...

截至9月30日，中国卫通股东户数16.72万，较上期增加25.75%；人均流通股25271股，较上期减少 20.48%。2025年1月-9月，中国卫通实现营业收入18.52亿元，同比增长5.35%；归母净利润2.86亿元，同 比减少40.58%。 分红方面，中国卫通A股上市后累计派现7.33亿元。近三年，累计派现4.25亿元。 机构持仓方面，截止2025年9月30日，中国卫通十大流通股东中，华泰柏瑞沪深300ETF（510300）位居 第五大流通股东，持股1450.72万股，相比上期减少17.45万股。易方达沪深300ETF（510310）位居第六 大流通股东，持股1039.66万股，相比上期减少35.71万股。国泰中证军工ETF（512660）位居第七大流 通股东，持股820.64万股，相比上期减少160.61万股。华夏沪深300ETF（510330）位居第八大流通股 东，持股775.93万股，相比上期减少11.58万股。嘉实沪深300ETF（159919）位居第九大流通股东，持 股669.48万股，为新进股东。香港中央结算有限公司退出十大流通股东之列。 声明：市场有风险，投资需谨慎。本文基于第三方数据库自 ...

Group 1 - The aerospace equipment sector increased by 0.23% on February 2, with China Satellite leading the gains [1] - The Shanghai Composite Index closed at 4015.75, down 2.48%, while the Shenzhen Component Index closed at 13824.35, down 2.69% [1] - Key stocks in the aerospace equipment sector showed mixed performance, with China Telecom rising by 1.29% and StarNet falling by 4.35% [1] Group 2 - The net capital outflow from the aerospace equipment sector was 140 million yuan, while retail investors saw a net outflow of 216 million yuan [1] - The net inflow from speculative funds was 356 million yuan, indicating a shift in investor sentiment [1] - Detailed capital flow data shows that China Satellite had a net inflow of 41.55 million yuan from speculative funds, while StarNet experienced a net outflow of 6.64 million yuan [2]

来源：新浪基金∞工作室 电信ETF汇添富（560300）业绩比较基准为中证电信主题指数收益率，管理人为汇添富基金管理股份有 限公司，基金经理为何丽竹，成立（2023-12-05）以来回报为110.98%，近一个月回报为3.69%。 声明：市场有风险，投资需谨慎。本文基于第三方数据库自动发布，不代表新浪财经观点，任何在本文 出现的信息均只作为参考，不构成个人投资建议。如有出入请以实际公告为准。如有疑问，请联系 biz@staff.sina.com.cn。 2月2日，电信ETF汇添富（560300）开盘跌0.47%，报2.100元。电信ETF汇添富（560300）重仓股方 面，中国移动开盘跌3.40%，中国联通跌2.35%，中国电信跌3.33%，中国卫通涨0.79%，中际旭创跌 2.16%，银之杰跌0.70%，新易盛涨9.00%，中兴通讯跌0.73%，天孚通信涨0.54%，中天科技涨0.67%。 ...