Sou Hu Cai Jing·2025-09-18 06:24Core Viewpoint - The aerospace ETF Tianhong (159241) has shown significant growth in both scale and share, indicating strong investor interest in the aerospace sector, particularly in companies involved in advanced technologies and military applications [3][4]. Group 1: ETF Performance - As of September 18, 2025, the aerospace ETF Tianhong (159241) increased by 1.23%, with a turnover of 8.78% and a transaction volume of 39.2827 million yuan [3]. - The ETF has seen a weekly scale growth of 2.4731 million yuan, ranking first among comparable funds, and a share increase of 5 million units [3]. - In the last three days, the ETF attracted a net inflow of 11.2857 million yuan [3]. Group 2: Sector Highlights - The aerospace ETF Tianhong (159241) closely tracks the National Aerospace and Aviation Industry Index, which includes sectors such as aerospace equipment, military electronics, and satellite internet, highlighting the high-tech barriers and strong R&D attributes of these industries [4]. - Hefei Xinghuo Space Technology Co., Ltd. recently completed a 55 million yuan angel round financing, with total financing nearing 100 million yuan, focusing on the development of China's first electric cycle liquid launch vehicle [5]. - The Chinese low-altitude economy market is projected to reach 1.5 trillion yuan by 2025 and 3.5 trillion yuan by 2035, with financial institutions actively investing in this emerging sector [5]. Group 3: Institutional Insights - Zhonghang Securities emphasizes that satellite internet can extend traditional internet services to broader areas, facilitating information integration and breaking down service barriers, thus creating new opportunities for industry development [6]. - The integration of satellite internet with low-altitude economy, vehicle networking, and other new fields can enhance communication and operational capabilities [6].