CHINA SATCOM(SH:601698) Sou Hu Cai Jing·2025-12-22 06:08Group 1 - The overall situation of China's air cargo market has been improving steadily in the first 11 months of this year, with international route transportation becoming the core growth engine, providing strong support for foreign trade and the stability of the industrial supply chain [1] - Looking ahead to 2026, domestic market capacity growth will remain slow, but demand is expected to continue a mild recovery, driving passenger load factors to new highs and ticket prices to trend upwards [1] - The international market is anticipated to benefit from visa-free policies and the positive effects of companies going abroad, leading to optimistic demand growth that may exceed expectations, thus enhancing volume and price performance [1] Group 2 - As of November 28, 2025, the Zhongzheng General Aviation Theme Index (931855) has seen its top ten weighted stocks, which include Aerospace Electronics (600879), Haige Communication (002465), and China Satellite Communications (601698), accounting for a total of 40.68% of the index [2] - The General Aviation ETF Fund has shown active trading with a turnover rate of 20.11% and a transaction volume of 13.368 million yuan, indicating a vibrant market [2] - The General Aviation ETF Fund has increased in scale by 2.8323 million yuan over the past week, closely tracking the Zhongzheng General Aviation Theme Index, which reflects the overall performance of listed companies in the general aviation sector [2]