中国进入“组网前夜”，卫星“流水线生产”转型在即，聚焦航空航天 ETF（159227）布局机会

Group 1 - The Aerospace ETF (159227) rose by 0.34% with a trading volume of 1.34 billion yuan, leading its category. Key stocks such as China Satellite, Huaqin Technology, Shanghai Hanxun, Guangqi Technology, and Aerospace Technology showed significant gains [1] - The launch of China's first energy engineering satellite, the Electric Power Construction No. 1 satellite, marks a shift in monitoring major energy projects from ground-based methods to satellite technology, providing millimeter-level precision [1] - The successful launch of the first optical remote sensing satellite for the power industry, "Electric Power Engineering No. 1," aims to meet the full-chain needs of power grid construction and operation [1] Group 2 - The Aerospace ETF closely tracks the National Securities Aerospace Index, covering key industry chain segments such as aerospace equipment, satellite navigation, and new materials, with a high weight of 5% in commercial aerospace concepts [2] - The satellite manufacturing industry in China is transitioning from custom laboratory production to assembly line production, similar to SpaceX's development from 2018 to 2020, indicating a growing market for satellite core units and payloads [1]