卫星板块强势反弹，卫星ETF（563230）盘中涨幅达4.66%

Core Viewpoint - The satellite sector is experiencing significant activity, driven by both policy and technological advancements, leading to notable gains in related ETFs and stocks [1] Group 1: Market Performance - The satellite ETF (563230) saw an intraday increase of 4.66%, while the military industry leader ETF (512710) rose by 2.73%, and the aviation ETF (159392) increased by 2.61% [1] - Notable stocks include Newray Energy reaching a daily limit up, XW Communication rising over 18%, and China Satellite hitting the daily limit [1] Group 2: Policy and Technological Developments - The State-owned Assets Supervision and Administration Commission (SASAC) announced on December 24 that during the 14th Five-Year Plan period, central enterprises will focus on the aerospace sector, enhancing support for related companies [1] - On December 23, the China Aerospace Science and Technology Corporation successfully launched the Long March 12A reusable rocket, marking a significant step for the "national team" in reusable rocket operations [1] Group 3: Industry Outlook - Analysts suggest that the collaboration between state-owned enterprises and private companies will drive China's aerospace sector towards "low-cost, high-frequency" operations, accelerating the deployment and commercialization of satellite internet [1] - The satellite ETF (563230) closely tracks the satellite industry index, which encompasses various sectors including integrated circuit design, communication systems, defense equipment, and aerospace, indicating a high investment efficiency and purity in the sector [1]