北斗基准站建设与全球航天潮共振!卫星产业ETF(159218)盘前获超千万增仓
Jin Rong Jie·2026-01-07 02:01

Core Viewpoint - The satellite industry continues to show strong performance, with significant capital inflows and high trading volumes in the satellite industry ETF (159218) [1][3]. Group 1: Market Performance - On January 7, the satellite industry ETF (159218) saw a pre-market increase of over 10 million, with a net capital inflow of nearly 800 million in the last five trading days [1]. - The ETF has demonstrated a "volume and price rise" pattern, indicating robust market interest [1]. - The ETF covers the entire industry chain, including rocket launches, satellite manufacturing, ground equipment, and operational services, making it a key tool for systematic investment in the "aerospace economy" [3]. Group 2: Policy and Development - The Ministry of Natural Resources announced significant advancements in China's surveying and mapping industry during a press conference on December 30, highlighting the establishment of a nationwide satellite navigation positioning reference station network [1]. - This initiative aims to enhance the Beidou navigation service, with the reference stations playing a crucial role in high-precision navigation [1]. - The Ministry has implemented management measures to integrate data from 7,000 reference stations, facilitating a national and provincial Beidou application and service center network [1]. Group 3: Global Trends - The global aerospace sector is entering a rapid development phase, with an average of over 26 launches per month as of November, and an expected total of over 320 launches for the year, setting a historical record [1].