Sou Hu Cai Jing·2025-12-01 01:24Core Insights - The Aerospace ETF Tianhong (159241) has shown strong market activity with a turnover of 13.94% and a transaction volume of 73.73 million yuan as of November 28, 2025, outperforming its peers [1] - The CN5082 index tracking the aerospace industry has increased by 1.42%, with notable gains from constituent stocks such as Yaguang Technology (300123) up 13.48%, Aerospace Development (000547) up 10.02%, and Guanglian Aviation (300900) up 6.23% [1] - Over the past 22 trading days, the Aerospace ETF Tianhong has attracted a total of 81.1455 million yuan [1] Product Highlights - The Aerospace ETF Tianhong (159241) effectively captures thematic investment opportunities, aligning with popular themes such as low-altitude economy, large aircraft, and satellite internet, benefiting from both policy and market support [2] Hot Events 1. Beijing is accelerating the development of a space data center, with plans to build a large-scale data center system in the 700-800 km dawn-dusk orbit, aiming to transfer massive AI computing power to space [2] 2. The 2025 Asian General Aviation Exhibition concluded successfully in Zhuhai, showcasing over 170 aircraft and attracting participation from more than 380 companies across 22 countries and regions, with significant growth in exhibition scale compared to previous years [3] 3. China Aviation Engine Group signed cooperation agreements or intent procurement contracts for various general aviation engines totaling over 1 billion yuan during the exhibition [3] Institutional Views - Open Source Securities highlights the introduction of a three-year action plan for commercial aerospace, aiming for high-quality development by 2027, with the upcoming maiden flight of the Blue Arrow Aerospace Zhuque-3 reusable rocket and accelerated satellite internet constellation construction [3]