海上回收复用火箭基地开工，银河电子5连板，航天ETF（159267）大涨超4%

Group 1 - Commercial aerospace concept stocks are performing strongly, with Galaxy Electronics achieving five consecutive trading limits, and Jiangshun Technology, Luxin Venture Capital, and Goldwind Technology reaching four consecutive trading limits [1] - The Aerospace ETF (159267) has a turnover rate exceeding 32%, with an intraday increase of 4.05%, and a nearly 27% increase over the past 20 days [1] - Beijing Arrow Yuan Technology Co., Ltd. has launched a project for a medium and large liquid launch vehicle assembly, testing, and recovery reuse base in Hangzhou, with a total investment of 5.2 billion yuan, aiming for an annual production capacity of 25 rockets [1] Group 2 - The domestic commercial aerospace industry is expected to receive policy support, technological breakthroughs, and capital investment by 2026, driving comprehensive development of the industry chain [2] - The rocket manufacturing sector will benefit from technological upgrades and capacity expansion, while the satellite industry and space computing sectors are anticipated to experience rapid growth due to increasing data demand [2]