政策+资本双轮驱动，卫星产业ETF(159218)盘中连续第四日揽金！海能达、利元亨、国机精工逆市飘红

Industry Overview - The satellite sector is currently experiencing a weak consolidation, with the satellite industry ETF (159218) down by 1.30% as of 11:09 AM, although there has been a net inflow of nearly 5 million, marking four consecutive days of inflows [1] - Domestic commercial space companies have made significant progress in reusable launch vehicle technology, with Deep Blue Aerospace's "Star Cloud No. 1" and Star River Power's "Wisdom Star No. 1" both completing their engine tests and entering the countdown to their maiden flights, indicating a potential reduction in satellite launch costs [3] - The Long March 7 rocket successfully launched the Remote Sensing Satellite 46 into its designated orbit, which will be used for disaster prevention and resource exploration [3] Company Developments - China Aerospace Science and Technology Corporation is set to launch the "China Space Tour" project, marking a substantial step forward in commercial space tourism [3] - SpaceX has introduced a more affordable Starlink home package in the U.S., reducing the monthly fee to $40, which is expected to enhance user penetration in satellite internet services [3] - Recent financing activities in the commercial space sector, including companies like "Infinite Aerospace" and "Starry Space," indicate continued capital optimism for the industry chain [3] Policy Support - The Ministry of Industry and Information Technology (MIIT) has set clear goals in its guidance issued in August 2025, aiming to develop over 10 million satellite communication users by 2030, providing solid policy support for the long-term development of the industry [3]