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回调抢筹!中国卫星大跌7%,重仓低空经济的通用航空ETF(159231)跌逾1.5%,资金持续加仓!

Group 1 - The low-altitude economy and military aviation sectors experienced a downturn, with companies like China Satellite dropping over 7% and others like Nanwang Technology and Aerospace Hongtu falling more than 5% [1] - The General Aviation ETF Huabao (159231) saw a net inflow of 73.38 million yuan over the last 10 trading days, indicating strong investor interest despite recent declines [3] - China's low-altitude equipment product count exceeds 4 million units, with rapid development in unmanned, electric, and intelligent low-altitude equipment [3] Group 2 - The General Aviation ETF Huabao covers 50 constituent stocks related to military and civilian aviation, with over 46% of its holdings in state-owned enterprises and more than 20% in major military groups [4] - The Chinese Civil Aviation Administration predicts that the market size of the low-altitude economy will reach 1.5 trillion yuan by 2025, 2 trillion yuan by 2030, and 3.5 trillion yuan by 2035, highlighting its potential as a significant economic growth driver [3]