商业航天已迈入规模化、商业化发展新阶段，高端装备ETF（159638）午后强势拉升，近半年吸金近5亿元

Core Viewpoint - The A-share market shows a mixed performance with the Shanghai Composite Index rising over 1%, reaching a new ten-year high, driven by strong gains in high-end equipment stocks, particularly in the aerospace sector [1]. Group 1: Market Performance - The Shanghai Composite Index has surpassed the previous high from November 14, 2025, marking a significant milestone [1]. - High-end equipment ETF (159638) has seen a price increase of approximately 3% after a strong start to 2026, reaching a new listing high [1]. - In the past six months, the high-end equipment ETF has attracted nearly 500 million yuan in net inflows, bringing its total size to over 2.1 billion yuan [1]. Group 2: Industry Developments - Blue Arrow Aerospace, which successfully launched the Zhuque-3 rocket, has had its IPO application accepted on the Sci-Tech Innovation Board [1]. - The frequency of commercial rocket launches in China is increasing, with large satellite constellations like Qianfan and GW accelerating their deployment [1]. - The commercial aerospace sector is entering a new phase of scaled and commercial development, supported by government reports highlighting it as an emerging industry [1]. Group 3: Investment Opportunities - Analysts suggest a positive long-term investment outlook for the commercial aerospace sector, particularly focusing on core suppliers and companies within the Blue Arrow Aerospace supply chain [1].