商业航天成最强主线！十大核心ETF·航空航天ETF(159227)开年四个交易日涨近10%

Market Performance - The Shanghai Composite Index experienced slight fluctuations, closing down 0.07%, while the Shenzhen Component Index and the ChiNext Index fell by 0.51% and 0.82% respectively, with total A-share trading volume at 2.83 trillion yuan [1] - The aerospace sector saw a significant surge, with stocks like Galaxy Electronics hitting the limit up for four consecutive days, and the Aerospace ETF (159227) rising by 5.26% today, marking a cumulative increase of 9.96% since the beginning of the year [1] Industry Developments - Star River Dynamics is set to implement the "Vesta I Sea Launch Type (Remote Seven)" commercial rocket launch task, code-named "Wanghai Tide" [2] - The first offshore reusable rocket recovery base in China has commenced construction in Hangzhou, with a total investment of 5.2 billion yuan, expected to achieve an annual production capacity of 25 rockets [2] - SpaceX aims to produce up to 10,000 Starship spacecraft annually, with a $250 million investment in a GigaBay factory to accelerate production [3] Policy and Technological Drivers - The commercial aerospace sector is experiencing a dual drive from policy and technology, with the Fourth Plenary Session in October emphasizing the importance of commercial aerospace as a "new growth engine" [4] - The Ministry of Industry and Information Technology (MIIT) has released 19 measures to promote the satellite communication industry, including easing market access and optimizing approval processes [4] - Key breakthroughs in reusable rocket technology are significantly reducing launch costs, facilitating the large-scale deployment of low-orbit satellite constellations [4] ETF Insights - The Aerospace ETF (159227) closely tracks the National Aerospace Index, boasting a high military industry purity of 98.66%, covering critical sectors such as aerospace equipment and satellite navigation, with a 70.19% weight in commercial aerospace concepts [5]