CATEC(SH:600879) Xin Lang Cai Jing·2026-01-09 02:17Group 1 - The aerospace sector remains strong, with significant gains in stocks such as Aerospace Electronics and Aerospace Hongtu, and a notable increase in the General Aviation ETF Huabao (159231) which rose by 3.17% to reach a new high [1][6] - The General Aviation ETF has seen a net subscription of 10 million shares in real-time, following a total net inflow of 33.73 million yuan over the past five days [1][6] - The launch of the first domestic offshore reusable rocket recovery base, along with the introduction of the "Qiantang" rocket, serves as a catalyst for the commercial aerospace sector [8] Group 2 - Guangzhou has issued a plan to accelerate the construction of a strong advanced manufacturing city, focusing on reusable rocket technology and establishing a solid foundation for the development of medium and large liquid rockets [3][8] - The plan aims to attract talent, capital, and enterprises to Guangzhou, fostering a complete commercial aerospace industry ecosystem while enhancing the city's advantages in communication and navigation equipment manufacturing [3][8] - By 2035, the goal is to create a globally influential "Sky City" and a new hub for China's commercial aerospace industry, with a significant increase in the scale of the industry [3][8] Group 3 - CITIC Construction Investment highlights that the commercial aerospace industry is entering a new era supported by national policies and technological breakthroughs, with key areas including remote sensing applications and satellite control systems [4][9] - The General Aviation ETF Huabao and its associated funds cover a wide range of sectors, including military and civilian aerospace, with over 37% of its components in the aerospace industry, focusing on technological barriers and core commercial aspects [4][9]