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航空航天ETF天弘(159241)近一个月涨幅居同标的第一,北京亦庄加速打造商业航天产业集群,机构:重视商业航天投资机会
2 1 Shi Ji Jing Ji Bao Dao·2025-07-25 06:09

Group 1 - The aerospace ETF Tianhong (159241) has shown a significant increase of 12.52% over the past month, leading its peers [1] - As of July 24, the latest share count for the aerospace ETF Tianhong is 350 million shares, with a circulating scale of 406 million yuan, marking a new high since its listing [1] - The aerospace ETF closely tracks the Guozheng Aerospace Index, which has over 98% weight in the defense and military industry, focusing on key areas such as large aircraft manufacturing and commercial aerospace [1] Group 2 - Beijing Economic-Technological Development Area is becoming a major hub for commercial aerospace, with over 75% of domestic commercial rocket companies located there [2] - The area plans to achieve over 40 rocket launches and more than 130 satellites in orbit by 2025, supported by a complete "star-ground integration" industrial chain [2] - The commercial aerospace and low-altitude economy sectors are expected to show strong growth, with investors encouraged to focus on leading companies in these fields [2] Group 3 - The investment opportunity in commercial aerospace is emphasized, particularly with the maturation of private large-capacity liquid rockets and advancements in reusable technology [3] - The opening of low-orbit satellite internet projects to private rockets is anticipated to significantly reduce launch costs and accelerate satellite internet development [3] - Companies involved in rocket structure components, liquid rocket engine components, and 3D printing services for rockets are recommended for attention [3]