多重催化，卫星互联网迎爆发期，航空航天ETF（159227）全市场最大航空类ETF

Group 1 - On August 26, China successfully launched 10 low-orbit satellites for satellite internet using the Long March 8 rocket, marking a significant achievement in the commercial space sector [1] - The issuance of satellite internet licenses is expected soon, indicating the first step towards commercial operations in this field, although it may take 2-3 years to provide services comparable to Starlink [1] - China’s GW constellation launch frequency has significantly increased, with the interval between launches reducing from 1-2 months to 3-5 days, suggesting a rapid deployment phase for satellite internet [1] Group 2 - The Aviation and Aerospace ETF (159227) is the largest aerospace ETF in the market, closely tracking the National Aerospace Index, with a military industry composition of 97.86%, indicating a high purity in military exposure [2] - The ETF covers key industry chain segments including aerospace equipment, satellite navigation, and new materials, with a focus on leading companies in the military sector [2] - The commercial aerospace concept accounts for 25.14% of the ETF's weight, highlighting the growing importance of this sector within the broader aerospace industry [2]