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卫星产业ETF(159218)盘中第5日揽金!卫星互联网进入高密度发射期
Sou Hu Cai Jing·2025-08-14 03:16

Group 1 - The satellite industry ETF (159218) experienced a decline of 1.92% as of 10:49 AM on August 14, with trading volume exceeding 13 million, indicating a clear intention for capital to enter at lower prices, as evidenced by five consecutive days of net inflow [1] - According to CITIC Securities, China's satellite internet is entering a high-density launch period, with the launch frequency of GW constellations significantly increasing from one to two months for the first five groups of satellites to three to five days for groups five to seven, indicating a rapid network construction phase [1] - The company Yuanshin Satellite has initiated a tender for launch services for 2025, suggesting that construction will gradually accelerate, while Hainan Commercial Launch's first and second launch pads have begun regular launch operations, with plans to add third and fourth pads to meet the demand for "high frequency, large capacity, and low-cost" launches [1] Group 2 - By the second half of 2025, several large-capacity private liquid rockets, such as Zhuque-3 and Tianlong-3, are expected to make their maiden flights, with reusable experiments progressing steadily [1] - The private rocket company Blue Arrow Aerospace has initiated IPO counseling, indicating that China's commercial space industry is entering a rapid development phase, and the construction of satellite internet is expected to accelerate [1]