快舟十一号遥八运载火箭发射成功！航空航天ETF天弘(159241)连续3日净流入，聪明资金已提前布局近8400万元

Core Viewpoint - The aerospace ETF Tianhong (159241) has seen significant trading activity and growth in assets, indicating strong investor interest in the aerospace sector, particularly in military and space applications [1][2]. Group 1: ETF Performance - As of December 15, 2025, the aerospace ETF Tianhong (159241) recorded a turnover of 4.55% with a transaction volume of 27.49 million yuan [1]. - The ETF's latest scale reached 604 million yuan, with a total of 494 million shares, both marking all-time highs since its inception [1]. - Over the past three days, the ETF has experienced continuous net inflows, with a peak single-day net inflow of 55.83 million yuan, totaling 83.82 million yuan [1]. Group 2: Industry Highlights - The aerospace ETF focuses on military aerospace capabilities, covering a full industry chain including fighter jets, transport aircraft, helicopters, engines, missiles, satellites, and radars, aligning with the "integrated aerospace" strategic direction [2]. - The successful launch of the Kuaizhou-11 Yao-8 rocket on December 13, 2025, successfully placed two satellites into orbit, marking the fourth flight of this rocket [3]. Group 3: Institutional Insights - According to Zhongtai Securities, China's commercial aerospace sector has transitioned from an exploratory phase to a growth phase, driven by policy support and technological advancements. The capacity for rocket launches and satellite production is expected to significantly increase during the 14th Five-Year Plan period [4]. - Breakthroughs in new rocket tests, such as the "Zhuque-3," and the initiation of space computing infrastructure construction are anticipated to accelerate the satellite internet constellation networking process, leading to a notable increase in industry demand [4].