火力全开！卫星产业ETF(159218)涨近5%，盘中成交破4亿！复旦微电、臻镭科技、成都华微等涨超10CM

Core Insights - The commercial aerospace sector is experiencing significant growth, with the satellite industry ETF (159218) rising by 4.91% and reaching a new high for the 29th time this year as of December 25 [1][3]. Industry Structure - The commercial aerospace industry is evolving from a singular focus on launch manufacturing to a comprehensive ecosystem characterized by "Earth-Space Integration and Deep Space Expansion," forming a three-tier industrial structure: "Foundation Layer," "Network Layer," and "Frontier Layer" [3]. - The "Foundation Layer" is essential for entering space, centered on launch vehicle manufacturing, and aims to reduce entry costs through breakthroughs in reusable technology, with the U.S. and China currently leading the competition [3]. - The "Network Layer" is crucial for commercial monetization, relying on satellite internet to create a new type of information infrastructure through low Earth orbit satellite constellations, enabling wide coverage and low latency [3]. - The "Frontier Layer" focuses on the future of value expansion, emphasizing deep space economy and transitioning space activities from exploration to resource utilization, which is expected to generate trillion-level market increments and new productive forces in the future [3].