持续上涨！卫星ETF(159206)盘中再获上亿资金加仓，商业航天迎政策+技术+业绩三重拐点！

Core Viewpoint - The A-share commercial aerospace concept stocks experienced a significant surge, with the satellite ETF (159206) rising over 4%, and several constituent stocks hitting the daily limit up [3]. Group 1: Stock Performance - Chaojie Co., Ltd. (301005) increased by 20.00% with a transaction volume of 3.101 billion [4] - XW Communication (300136) rose by 19.99% with a transaction volume of 5.599 billion [4] - Tianyin Electromechanical (300342) saw a rise of 13.59% with a transaction volume of 3.378 billion [4] - China Satellite (600118) increased by 10.00% with a transaction volume of 9.576 billion [4] - The satellite ETF reached a new high in scale at 3.781 billion [4]. Group 2: Fund Inflows - The satellite ETF achieved a record high of 2.759 billion shares [5] - Over the past 8 days, the satellite ETF experienced continuous net inflows, with a peak single-day net inflow of 0.353 billion, totaling 1.231 billion in net inflows [5]. Group 3: Demand and Supply Dynamics - The average annual satellite launch demand in China has exceeded 1,000 satellites, while the current national team's rocket capacity can only meet a demand of around 100, creating a significant market space for private rocket companies [7]. - The "Qianfan Constellation" is in an intensive launch phase, planning to deploy 648 satellites by the end of 2025, marking a rapid advancement in China's satellite internet [7]. - The period from late 2025 to 2026 is expected to be critical for liquid reusable rockets, potentially alleviating the capacity shortage that has constrained satellite deployment [7]. Group 4: Policy Support - The establishment of the Commercial Aerospace Department by the National Defense Science and Technology Industry Bureau in October 2025 aims to coordinate key commercial aerospace policies and project management [8]. - The Ministry of Industry and Information Technology has issued satellite mobile communication business licenses to major operators, creating a clear monetization path for satellite direct-to-mobile services [8]. - Analysts believe that China's commercial aerospace industry is entering a new phase of rapid development, with trends towards high capacity and low costs leading to a significant market opportunity [8].