Sou Hu Cai Jing·2026-01-06 07:18Core Insights - The general aviation ETF (159378) has seen a significant increase of 3.42% as of January 6, 2026, with notable gains in several related stocks, indicating a positive market sentiment towards the sector [1] - The newly revised Civil Aviation Law will take effect on July 1, 2026, promoting the development of general aviation and optimizing low-altitude airspace resources [3] - The low-altitude economy sector in China has surpassed a total market capitalization of 800 billion, with a core index increase of 28.6% by the end of 2025, highlighting strong growth potential [3] Stock Performance - Aerospace Universe (688523) rose by 17.38% with a transaction volume of 1.825 billion [2] - Huace Navigation (300627) increased by 12.84%, with a trading volume of 2.481 billion [2] - Aerospace Electronics (600879) and Beidou Star (002151) both reached their daily limit, reflecting strong investor interest [1][2] Policy Developments - The government is enhancing the low-altitude civil aviation policy framework and accelerating the construction of low-altitude flight service stations [2][3] - By December 30, 2025, 1,081 companies had registered civil unmanned aerial vehicles, with over 5.29 million units, indicating a robust growth in the sector [3] - The eVTOL (electric Vertical Take-Off and Landing) market is expected to see a commercial acceleration, with total orders exceeding 30 billion by 2025 [3] Investment Opportunities - The general aviation ETF (159378) focuses on the low-altitude economy and drones, benefiting from the rapid development of integrated airspace systems [4] - The industry is transitioning from a "policy incubation period" to an "industrialization initiation period," suggesting a critical turning point for market dynamics [3] - As the industry matures, investment in eVTOL manufacturing, air traffic management systems, and supporting infrastructure is anticipated to accelerate [3]