Group 1 - A-shares indices collectively turned negative in the afternoon on August 14, with military and aerospace sectors experiencing a pullback [1] - The Tianhong Aerospace ETF (159241) fell by 2.2%, with only Hailanxin seeing an increase among its constituent stocks, while Changcheng Military and Construction Industrial led the declines [1] - Despite the drop, the Tianhong Aerospace ETF saw a net subscription of 30 million units during the trading session, indicating strong investor interest [1] Group 2 - The Tianhong Aerospace ETF has experienced net inflows for 4 out of the last 5 trading days, accumulating over 42 million yuan in total [1] - As of the close on August 13, the Tianhong Aerospace ETF had a total share count of 416 million, with a year-to-date increase rate of 118.79%, leading among similar products [1] - The successful launch of the satellite internet low-orbit 08 group satellites by China on August 13 is expected to positively impact the aerospace sector [1] Group 3 - Changcheng Securities highlighted that the satellite internet sector is entering a phase of intensive networking, with a positive outlook on commercial aerospace investment opportunities [2] - The acceleration of satellite internet deployment is expected to continue, with major satellite constellations set to enter the launch phase by 2025-2026 [2] - Huatai Securities anticipates significant breakthroughs in the rocket sector in the third and fourth quarters, suggesting that industry catalysts may boost market sentiment [2]
卫星互联网组网进程持续加速,航空航天ETF天弘(159241)盘中获净申购3000万份,机构持续看好商业航天板块投资机遇
2 1 Shi Ji Jing Ji Bao Dao·2025-08-14 06:29