罕见盘前加仓!卫星产业ETF(159218)冲击十一连阳?可回收火箭密集催化
Sou Hu Cai Jing·2025-12-23 01:45

Group 1 - The satellite sector continues to experience a strong market performance, with the satellite industry ETF (159218) showing a rare pre-market net inflow and a 0.20% increase during the auction phase, marking a 10-day consecutive rise in its value [1][2] - Significant milestones in the industry include the successful launch of the "Zhuque-3" rocket by Blue Arrow Aerospace, which is China's first reusable liquid oxygen-methane rocket, and the upcoming maiden flight of the Long March 12 rocket, led by the "national team," scheduled for December 23 [2][3] - The market anticipates a concentrated period of maiden flights for reusable rockets from late 2025 to early 2026, as the industry collectively works on recovery technology to address the cost constraints of satellite internet deployment [2][3] Group 2 - The satellite industry's fundamentals are experiencing a systematic acceleration from policy support, technological breakthroughs, to practical applications, with the establishment of the "Commercial Space Administration" by the National Space Administration removing institutional barriers for development [3] - Satellite communication applications are expanding from specialized fields to mainstream consumer products, such as high-end smartphones, indicating a broader market adoption [3] - The sustained attention and strong performance of the satellite industry ETF (159218) reflect the market's positive feedback on the industry's trend entering a phase of certainty and realization [3]