“国家队”与民营航天并进，资金做多热情持续飙涨，卫星产业ETF（159218）早盘溢价涨近3%！

Group 1 - The core viewpoint of the articles highlights the increasing enthusiasm for the satellite industry driven by the successful launch of the Long March 12A rocket, leading to significant investment in satellite-related ETFs and stocks [1][2] - The satellite industry ETF (159218) saw a nearly 3% increase in early trading, with a transaction volume exceeding 220 million yuan and a net inflow of over 90 million yuan [1] - Key stocks in the sector, such as Changjiang Communication and Zhenlei Technology, experienced substantial gains, with Changjiang Communication hitting the daily limit and Zhenlei Technology rising over 14% [1] Group 2 - The domestic "national team" and leading companies have made rapid breakthroughs in core technologies like vertical rocket recovery, which is expected to drive over 900 rocket launches in the next five years, creating a market space worth hundreds of billions [2] - The satellite industry ETF tracks the CSI Satellite Industry Index, covering various segments including satellite manufacturing, launch, ground equipment, navigation, and communication, with a focus on foundational areas like satellite platforms and payload manufacturing [2] - The industry is anticipated to benefit from a "Davis Double Play" effect, driven by increased demand and technological cost reductions in the commercial rocket and satellite manufacturing sectors [2]