民营商业航天独角兽冲刺科创板，科创板50ETF（588080）等助力布局硬科技企业

Market Performance - The Shanghai Stock Exchange Sci-Tech Innovation Board 50 Index, Sci-Tech Comprehensive Index, and Sci-Tech 100 Index all experienced declines of 1.1%, 1.1%, and 1.2% respectively, while the Sci-Tech Growth Index fell by 1.3% [1]. Company Developments - Blue Arrow Aerospace Technology Co., Ltd. has completed the filing for guidance and plans to conduct an initial public offering (IPO) on the Sci-Tech Innovation Board [1]. Investment Insights - Dongwu Securities indicates that the long-term investment themes should focus on the AI industry chain, humanoid robots, military industry, and innovative pharmaceuticals. Additionally, thematic investments may be considered in areas such as brain-computer interfaces, commercial aerospace, controllable nuclear fusion, and 3D printing [1]. Index Composition - The Sci-Tech Innovation Board 50 Index consists of 50 stocks characterized by high market capitalization and liquidity, with over 60% of its composition in the semiconductor sector. The combined share of medical devices, software development, and photovoltaic equipment industries exceeds 75% [3]. Valuation Metrics - The rolling price-to-earnings (P/E) ratio for the Sci-Tech Innovation Board 50 Index is reported at 147.9 times, while the Sci-Tech 100 Index has a rolling P/E ratio of 247.6 times [3][4]. The Sci-Tech Growth Index has a rolling P/E ratio of 239.0 times [6].