Xin Lang Cai Jing·2025-12-04 05:35Group 1 - The defense and aerospace sector rebounded, with commercial aerospace concepts leading the gains, highlighted by China Satellite hitting the daily limit, Aerospace Electronics rising over 8% to a 10-year high, and Aerospace Development increasing over 7% to a four-year high [1][6] - The popular defense and aerospace ETF (512810) saw its holdings in several leading commercial aerospace stocks, reaching an intraday high of 1.35% [1][6] - The Satellite Internet Industry Ecosystem Conference opened today, with seven innovative satellite internet entities in Shanghai being awarded, and the signing of the "Thousand Sails Constellation" global strategic cooperation agreement [3][8] Group 2 - The Zhuque-3 Yao-1 rocket successfully launched from the Dongfeng Commercial Aerospace Innovation Test Area, marking the first domestic application of a nine-engine parallel liquid oxygen-methane propulsion system [3][8] - Dongwu Securities reported that the era of reusable rockets in China has begun, with several new commercial rocket models expected to debut by the end of 2025, which could accelerate the deployment of low Earth orbit satellite constellations [3][8] - The defense and aerospace ETF (512810) covers various popular themes including commercial aerospace, low-altitude economy, controllable nuclear fusion, large aircraft, deep-sea technology, and military AI, serving as an efficient tool for investing in core defense and aerospace assets [3][8]