从“1”到“2”：首只收益翻倍卫星产业ETF背后的叙事

Group 1 - The satellite industry ETF (159218) has achieved a historic milestone by crossing the 2 yuan mark, marking a significant transition from the "1 yuan era" to the "2 yuan era" with a closing price of 2.028 yuan and a 5.19% increase on January 8 [1][3] - The ETF's trading volume reached 970 million yuan, with over 1 billion yuan flowing into the market within the first four trading days of the year, leading to a management scale of nearly 3 billion yuan [1][3] - This breakthrough is attributed to a fundamental shift in the global commercial space industry, moving from laboratory technology breakthroughs to comprehensive commercialization and large-scale operations [3] Group 2 - Key global events, such as SpaceX's intention to inspect Chinese supply chains and the construction of China's first offshore rocket recovery base, indicate deep integration of the global industrial chain and aim to reduce launch costs [3] - Major cities like Guangzhou are incorporating "aerospace economy" into their urban development strategies, reflecting a broader acceptance of the commercial space industry [3] - The satellite industry ETF's doubling in value signifies the capital market's confidence in China's significant role in the global commercial space competition, transitioning from vague expectations to a new phase driven by clear paths, substantial progress, and grand visions [3]