Ge Long Hui·2025-12-31 08:45Group 1 - The A-share market's commercial aerospace stocks continue to perform strongly, with China Satellite rising over 6% and Aerospace Electronics increasing over 4%, driving the satellite ETF E Fund (563530) up by 3.87%. The satellite sector has become a recent hot spot, with the satellite ETF E Fund (563530) gaining 47.93% over the last 28 trading days [1][2] - There has been a continuous net inflow of funds into the satellite ETF E Fund (563530), with a net inflow of 123 million yuan over the last 10 trading days. The recent rise in the satellite sector is supported by the successful launch of the Practice-29 satellite A and B using the Long March 7 rocket, marking the 623rd flight of the Long March series [2][3] - Industry experts indicate that the satellite industry is experiencing a turning point with increasing demand for satellite launches driven by frequency allocation and actual needs. The current bottleneck lies in rocket capacity, as rockets are the only means to transport satellites into space. The successful launch signifies an improvement in China's launch capabilities, with future developments focusing on rocket recovery and reuse [3] Group 2 - The satellite ETF E Fund (563530) tracks the CSI Satellite Industry Index, which includes listed companies involved in satellite manufacturing, launching, communication, navigation, remote sensing, and applications, benefiting from the industry's beta. The satellite industry is still in its early stages, and leading companies in the supply chain are expected to benefit first [3]