中美太空竞速升级!首支收益翻倍卫星产业ETF(159218)单日大涨6.41%,正式纳入两融标的!
Jin Rong Jie·2026-01-12 01:46

Group 1 - The Shenzhen Stock Exchange officially announced the inclusion of the Satellite Industry ETF (159218) in the latest margin trading list, effective from January 12, 2026, leading to a significant increase of 6.41% on the announcement day and a cumulative rise of 115% since its listing, making it the first satellite-themed ETF to double its returns in the market [1] - The competition in the space sector between China and the U.S. is intensifying, with China recently applying for over 200,000 satellite frequency resources to the International Telecommunication Union, indicating a strategic national initiative [1] - SpaceX has received approval from U.S. regulators to deploy an additional 7,500 second-generation Starlink satellites, marking a systematic layout phase in the global low Earth orbit resource competition [1] Group 2 - Shanghai has proposed accelerating the scalable development of commercial rockets and other innovative products, while Hainan Commercial Launch announced the installation of the keel for its autonomous recovery ship, indicating progress in the rocket recovery industry [3] - Deep Blue Aerospace's "Star Cloud No. 1" reusable rocket is scheduled for its maiden flight around the Spring Festival, and Xinghe Power's "Vesta No. 1" is set to launch off the coast of Rizhao in mid-January [3] - The People's Daily highlighted the "South Sky Gate Plan" as an example of the realistic prospects for an integrated aerospace combat system, signifying a new phase in China's integration of aerospace technology and strategic layout [3] Group 3 - Analysts suggest that as frequency resources become a new arena for major power competition, the practical application of reusable rocket technology, and the gradual construction of an integrated aerospace system, commercial space has evolved from an industrial concept to a crucial component of national strategy [3] - The inclusion of the Satellite Industry ETF (159218) in the margin trading list will further broaden funding participation channels and enhance market liquidity, serving as an efficient tool for investors to engage in the "Space Economy 2.0 Era" [3] - With the interplay of technology, policy, capital, and international dynamics, China's commercial aerospace industry is expected to shape new competitive advantages in the global space landscape [3]