商业航天赛道催化不断，关注军工ETF（512660）

Core Viewpoint - The military industry sector is experiencing a strong market performance, with the military ETF (512660) rising by 4.51% on January 8 [1]. Group 1: Military Industry Performance - The military ETF (512660) opened strong and closed with a gain of 4.51% [1]. - The ETF's previous close was at 1.505, with an opening price of 1.440 and a highest price of 1.507 during the trading session [2]. - The trading volume reached 606.49 million, with a turnover rate of 7.99% [2]. Group 2: Commercial Aerospace Developments - The China Aerospace Science and Technology Corporation (CASC) is accelerating its pace in the reusable rocket sector, as indicated by the recent mobilization meeting for the Long March 10A sea-based network recovery test [3]. - Commercial aerospace is characterized by a stronger spirit of innovation and commercialization compared to traditional aerospace, with significant market attention following recent developments [3]. - By the end of February 2025, SpaceX is expected to have over 6,750 Starlink satellites in orbit, showcasing the global growth of commercial aerospace [3]. Group 3: Domestic Satellite Deployment Plans - Major satellite constellations under construction in China include the GW constellation, "Qianfan" constellation, and the Galaxy constellation, with plans to deploy over 21,000 satellites by the end of 2030 [4]. - The "Qianfan" constellation aims to complete the deployment of 1,300 satellites by 2030, while the Galaxy constellation plans to launch 5,000 satellites by the same year [4]. Group 4: Industry Outlook - The commercial aerospace sector is expected to have a large market space, with numerous projects advancing in both rocket and satellite segments by 2026 [6]. - Policy support is intensifying, and the Sci-Tech Innovation Board has established listing guidelines for commercial aerospace, indicating a favorable environment for investment [6].