商业航天持续火爆！航天宏图、航天电子等涨超8%，航空ETF基金(159257)爆量涨2%创新高，连续4日净流入，商业航天开启黄金发展窗口？

Core Viewpoint - The A-share market has seen a significant surge, with the Shanghai Composite Index returning to 4100 points for the first time in a decade, driven by the booming commercial aerospace theme [1] Group 1: Market Performance - The Aviation ETF Fund (159257) experienced a substantial increase, rising by 1.9% and reaching a peak of over 4.5% during the trading session, with trading volume hitting 40 million yuan [1] - The fund has seen a net inflow of over 30 million yuan over the past four days, indicating strong investor interest [1] Group 2: Component Stocks Performance - Most component stocks of the Aviation ETF Fund saw significant gains, with Aerospace Hongtu and Aerospace Electronics rising over 8%, and Aerospace Rainbow increasing over 6% [3] - Notable performers also included Hongdu Aviation and Huali Chuantong, both rising over 2% [3] Group 3: Policy and Industry Developments - The commercial aerospace sector received a boost from new policies, including Guangzhou's plan to accelerate the development of strategic industries such as artificial intelligence, semiconductors, and aerospace [4] - China submitted an application to the International Telecommunication Union (ITU) for an additional 203,000 satellites, indicating a strong push in satellite industry development [5] Group 4: Demand for Commercial Rockets - The construction of satellite internet is driving strong demand for commercial rockets, with projections indicating a need for approximately 150 rocket launches per year due to various satellite constellation plans [6][7] - The commercial rocket industry is entering a new phase of engineering and industrialization, supported by favorable policies and market conditions [7] Group 5: Investment Opportunities - The Aviation ETF Fund focuses on low-altitude economy, military industry, and commercial aerospace, with a significant portion of its components in the defense and military sector [8] - The fund's components are well-positioned to benefit from the anticipated growth in the low-altitude economy and commercial aerospace sectors, which are expected to see high-quality development in the coming years [12]