Core Viewpoint - The general aviation and commercial space sectors in China are experiencing significant growth, driven by satellite internet projects and supportive government policies, leading to increased demand for commercial rocket launches and investments in related companies. Group 1: General Aviation Sector - The China General Aviation Theme Index (931855) has risen by 2.69%, with notable increases in constituent stocks such as Huaxin Technology (688281) up 13.20%, Aerospace Electronics (600879) up 8.93%, and others [1] - The General Aviation ETF (561660) has also seen a rise of 2.49%, with the latest price at 1.44 yuan [1] - The index reflects the performance of 50 listed companies involved in aviation materials, components, aircraft manufacturing, infrastructure, and operations, with the top ten stocks accounting for 43.4% of the index [3] Group 2: Commercial Space Sector - The commercial space sector is benefiting from the rapid development of satellite internet, with the GW constellation entering a mass launch phase and plans to deploy approximately 12,992 satellites by 2035 [2] - The demand for commercial rockets is expected to surge, with a projected need for 150 launches per year due to various satellite projects, including GW constellation and others, which collectively plan to launch 44,816 satellites [2] - Government policies are supporting the development of the commercial rocket industry, with several companies, including Blue Arrow Aerospace and others, initiating IPO processes [2]
通用航空ETF基金(561660)涨超2.4%,商业航天概念延续涨势
Xin Lang Cai Jing·2026-01-09 02:18