ETF日报：2026年无论是火箭还是卫星，均有众多的项目推进，关注军工ETF

Market Overview - The market experienced narrow fluctuations today, with a total transaction volume of 2.8 trillion yuan, a decrease of 53.8 billion yuan compared to the previous trading day [1][17] - The Shanghai Composite Index fell by 0.07%, the Shenzhen Component Index dropped by 0.51%, and the ChiNext Index decreased by 0.82% [1][17] Commercial Aerospace Sector - The commercial aerospace sector saw a significant rebound, with the military industry sector performing strongly. The military ETF (512660) surged by 4.51% after opening [2][18] - The focus on commercial aerospace has intensified, particularly following the recent mobilization meeting for the Long March 10 A sea-based recovery test, indicating accelerated progress in reusable rocket technology [18][20] Industry Development - Commercial aerospace is characterized by a stronger spirit of innovation and commercial viability compared to traditional aerospace. Globally, SpaceX has emerged as a powerful market player, with over 6,750 Starlink satellites in orbit as of February 2025 [4][20] - The year 2026 is seen as a pivotal year for China's commercial aerospace sector, transitioning from a "technology validation phase" to "engineering and scaling," with expectations for simultaneous advancements in rocket capacity, satellite networking, and manned space missions [4][20] Satellite Deployment Plans - China has initiated several large satellite constellations, including the GW constellation, "Qianfan" constellation, and "Galaxy" constellation, with plans to deploy over 21,000 satellites by the end of 2030 and an additional demand of approximately 15,000 satellites from 2030 to 2035 [5][21] - The operational capabilities of rockets and satellites are critical, with reusable technology being essential for cost optimization and high-frequency launches [22][23] Future Outlook - The commercial aerospace sector is expected to have a large market space, with numerous projects advancing in both rockets and satellites by 2026. There is also significant policy support and established listing guidelines for commercial aerospace on the Sci-Tech Innovation Board [23] - The communication ETF remains stable without showing an upward trend, indicating a cautious market sentiment [23]