卫星产业ETF（159218）涨超2%，机构：商业航天进入高速成长期

Group 1 - The satellite industry is experiencing strong growth driven by multiple favorable catalysts, with the satellite industry ETF (159218) rising by 2.02% on December 12, and key stocks like Sichuan Jiuzhou hitting the daily limit [1] - China's commercial space policy is continuously strengthening, and significant advancements in reusable rocket technology are creating historic development opportunities for the satellite industry chain, with expectations of entering a high-speed growth phase [3] - The "first come, first served" rule for orbital and frequency resources is pushing China to accelerate the deployment of low-orbit satellites, with large-scale plans like "Thousand Sails Constellation" and "National Network Constellation" already in place [3] Group 2 - The successful launch of the Zhuque-3 rocket on December 3 marks a significant step in China's reusable rocket technology, aiming to reduce launch costs to approximately 20,000 RMB per kilogram, a substantial improvement compared to current domestic prices [4] - Following the path of SpaceX, the Falcon 9 has managed to reduce costs to about 21,000 RMB per kilogram through reuse, achieving 22 reuses of a single rocket [5] - The breakthrough in reusable rocket technology is expected to significantly accelerate the launch speed of low-orbit satellites in China [6] Group 3 - The demand for AI computing power is driving the expansion of commercial applications in space, with companies like NVIDIA and Google planning to deploy satellites equipped with advanced computing capabilities [6] - The construction of space computing centers is becoming a trend, leveraging solar energy and radiation cooling advantages, which will open up the commercial space application market significantly [6] - The satellite industry ETF (159218) focuses on the entire satellite industry chain, covering leading companies in satellite manufacturing, launch services, and application operations, aligning well with the main themes of satellites, rockets, and space computing [7] Group 4 - The satellite industry ETF (159218) has seen a remarkable increase of approximately 438.88% in shares this year, reaching a historical high of nearly 800 million RMB in scale [8]