卫星ETF广发(512630)近7天获加仓近4亿元，开源策略首席韦冀星：卫星全产业链有望从“投入孵化期”提前步入“盈利兑现期”

Group 1 - The commercial aerospace sector is experiencing multiple favorable catalysts, including the IPO of Blue Arrow Aerospace, accelerated low-orbit satellite launches, and the rising interest in space computing, leading to increased market activity and institutional research focus [1] - By 2026, the domestic commercial aerospace industry is expected to witness a "triple resonance" of policy, technology, and capital, with several reusable medium to large launch vehicles planned for their maiden flights [1] - The Chinese government has been actively promoting satellite internet policies, integrating it into the communication network infrastructure, and aiming for over 10 million satellite communication users by 2030 [1] Group 2 - The satellite industry is viewed as a strong strategic investment opportunity due to its large market potential, robust policy support, accelerated technological advancements, and expanded application scenarios [2] - The urgency for satellite launches is heightened by the International Telecommunication Union's "first come, first served" rule, with plans for nearly 30,000 satellites by companies like China Star Network and G60 [2] - 2026 is anticipated to be a pivotal year for reusable commercial rockets, with state and private enterprises collaborating on recovery technologies, which are essential for reducing launch costs [2] Group 3 - As of January 7, 2026, the CSI Satellite Industry Index experienced a slight decline of 0.58%, while the satellite ETF from Guangfa saw active trading with a turnover of 3.39 billion yuan [3] - The Guangfa Satellite ETF reached a new high with a total scale of 1.08 billion yuan and 679 million shares, indicating strong market interest and net inflows of 3.85 billion yuan over the past week [3] - The CSI Satellite Industry Index focuses more on the upstream manufacturing segment of the satellite industry, with over 25% weight in aerospace equipment, providing a sharper and more concentrated exposure to industry acceleration [3][4]