Xin Lang Cai Jing·2026-01-09 03:12Group 1 - The market showed strong performance with the Shanghai Composite Index surpassing 4100 points and the Shenzhen Component Index rising over 1% due to multiple favorable factors [1] - The Guangzhou government issued a plan to accelerate the construction of an advanced manufacturing stronghold, aiming to establish a globally influential commercial aerospace sector by 2035, focusing on reusable rocket technology and satellite constellation development [1] Group 2 - 2026 is projected to be a significant year for China's commercial aerospace industry, with over 100 launches expected, including key milestones for various rockets [2] - Domestic rocket recovery technology is anticipated to be mastered by 2026, potentially reducing launch costs by 70%-90%, with single launch costs dropping below 100 million yuan [2] Group 3 - China plans to deploy approximately 1300 satellites for the GW constellation and 648 satellites for the G60 constellation by the end of 2026, driving demand across the entire industry chain [3] Group 4 - The satellite ETF reached a record high of 9.426 billion yuan, with significant net inflows of 2.464 billion yuan over the past five days, indicating strong institutional investment in the sector [4]