Group 1 - The aerospace and satellite navigation sectors experienced a significant pullback after a period of rapid growth, with stocks like Guolian Aviation, Aerospace Hanyu, Aerospace Hongtu, and Huace Navigation dropping over 10% [1] - Despite the market adjustment, the Huabao General Aviation ETF (159231) saw a net subscription of 4 million shares, indicating continued investor interest, with over 70 million yuan net inflow in the previous five days [1] - The ETF covers 50 aerospace stocks, with over 88% exposure to the low-altitude economy, over 65% to commercial aerospace, and over 47% to satellite navigation, making it a comprehensive tool for investing in China's aerospace industry [3] Group 2 - According to CITIC Securities' latest report, China successfully completed the maiden flights of two reusable rockets, Zhuque-3 and Long March 12A, in 2025, with further technological iterations needed for stage recovery [2] - Looking ahead to 2026, approximately 10 reusable rockets are expected to be ready for their first or second flights, with some models anticipated to achieve successful recovery [2] - The gradual construction and utilization of domestic commercial rocket launch sites, along with improved supporting infrastructure, are expected to shorten rocket test flight cycles, potentially increasing the total launch count from 92 in 2025 to over 100 in 2026 [2]
ETF盘中资讯|屡创新高后首回调!一键打包航空航天龙头的通用航空ETF(159231)暴跌逾6%,机构:2026年可回收火箭有望迎来密集试飞
Sou Hu Cai Jing·2026-01-13 02:52