爆买模式开启：卫星产业ETF(159218)盘中狂揽5300万！卫星导航产业长期确定性凸显

Group 1 - The satellite sector continues to show strong performance, with the satellite industry ETF (159218) increasing by 0.90% and experiencing a net inflow of over 53 million as of 11:09 AM on October 27, marking five consecutive days of net inflows totaling approximately 140 million [1][3] - The "14th Five-Year Plan" emphasizes technological self-reliance, and the recent Fourth Plenary Session of the 20th Central Committee has elevated the status of "a strong aerospace nation" to a strategic level, highlighting the need for high-level technological breakthroughs and industrial chain security [3] - The State-owned Assets Supervision and Administration Commission (SASAC) has called for central enterprises to optimize their layout, focusing on key areas such as aerospace and satellites, which injects long-term certainty into the satellite navigation industry and serves as a core source of market confidence [3] Group 2 - On October 23, China successfully launched the 20th communication technology test satellite, marking the sixth batch of such satellites this year, which contributes to data accumulation for the 6G integrated communication architecture [3] - There is an increasing expectation for the issuance of satellite internet licenses, which is accelerating the transition of the industry chain from the "construction phase" to the "application landing phase" [3] - The deep integration of commercial aerospace and satellite navigation is forming a collaborative ecosystem of "space-based networks + low-altitude economy + intelligent transportation," gradually establishing an industrial closed loop [3]