商业航天继续活跃！政策+资本+技术多端共振，卫星ETF(159206)走强！

Core Insights - The satellite ETF has reached a new high in both scale and shares, indicating strong investor interest and confidence in the commercial space industry [2][3] - Recent government initiatives and funding activities are expected to catalyze growth in the commercial space sector, particularly in satellite communication [3][4] - The satellite ETF focuses on commercial aerospace and satellite communication, positioning itself to benefit from the anticipated growth in the industry [4] Fund Performance - The satellite ETF's latest scale has reached 1.514 billion yuan, marking a record high since its inception [2] - The ETF's shares have also reached 1.307 billion, setting a new record [3] - Recent net inflows into the ETF amount to 58.2188 million yuan, with a total of 81.6237 million yuan over the past five trading days, averaging 16.3247 million yuan per day [3] Industry Developments - The National Space Administration has issued a plan to promote high-quality and safe development in the commercial space sector from 2025 to 2027, focusing on advanced technologies and cost-effective production [3] - Several companies, including Zhongke Aerospace, have completed IPO counseling, and funding rounds are ongoing, indicating robust capital support for the industry [3] - The upcoming launch of Beijing Blue Arrow Aerospace's Zhuque-3 rocket is a significant milestone, with preparations nearing completion for the scheduled flight on November 29 [3] Market Outlook - The policy incentives are expected to drive upgrades across the entire satellite communication industry chain, with market size projected to exceed 100 billion yuan during the commercial trial period over the next two years [3]