一年成立20余只新基金 公募为何抢这条新赛道？

Core Insights - The commercial aerospace sector is experiencing heightened interest due to favorable policies, with the Guozheng Aerospace Index rising by 22.79% over the past year [1][2]. Group 1: Fund Establishment and Market Trends - As of October 29, 2023, a total of 23 aerospace-themed funds have been established, including 14 ETFs, 7 ETF-linked funds, and 2 ordinary index funds [2]. - The majority of the established funds are ETFs, with 14 dedicated to general aviation and aerospace, reflecting a growing interest in this sector [2]. - The total scale of the established aerospace-themed funds is nearly 6 billion yuan, with the largest single fund reaching 2.138 billion yuan [5]. Group 2: Investment Drivers and Market Outlook - The aerospace sector is expected to maintain high growth due to three main drivers: policy support, the scarcity of investment opportunities, and the need for precise allocation tools by investors [6]. - The upcoming plans for China's manned space program in 2026 are anticipated to attract significant market attention [6]. - Investment logic in the commercial aerospace sector is currently event-driven, with a shift expected towards fundamental performance in the future [7]. Group 3: ETF Selection and Investment Strategy - Investors are advised to focus on aerospace ETFs that cover both commercial and military aerospace sectors, particularly due to strong policy support and the potential for high-frequency catalysts [7]. - The commercial aerospace sector is driven by a combination of policy and technological advantages, suggesting a continued high level of market interest [7].