商业航天板块仍是关注焦点，通用航空ETF（563320）、航空航天ETF（563380）助力布局空天领域长期机遇

Group 1 - The commercial aerospace sector has maintained high market enthusiasm since 2026, driven by clear top-level design, increased frequency resource applications, decreasing launch costs, and sustained capital interest [1][4][5] - The Aerospace ETF (563380) has seen significant inflows, accumulating 373 million yuan over five consecutive trading days, with fund shares and scale reaching new highs of 437 million shares and 572 million yuan, representing increases of approximately 199% and 236% compared to the end of 2025 [1][5] - The General Aviation ETF (563320) also showed active trading, with a single-day transaction volume of 96 million yuan, marking a new high for the past ten trading days, and a notable improvement in net inflows compared to the entire year of 2025 [1][6] Group 2 - On January 10, 2026, China submitted an application to the ITU for frequency and orbital resources for an additional 203,000 satellites, covering 14 satellite constellations, marking a significant increase from the previous application of 28,000 satellites, indicating a strategic shift towards large-scale investment in low-orbit satellite internet [1][6] - According to GF Securities, the new satellite applications are expected to create a trillion-yuan market space for commercial aerospace, benefiting the satellite manufacturing and rocket capacity segments if the launch plans are successfully executed [2][6] - The management company of the Aerospace ETF and General Aviation ETF, Huatai-PB Fund, is one of the first ETF managers in China, with its flagship product, the Huatai-PB CSI 300 ETF, reaching a scale of 434.213 billion yuan and announcing a cash dividend of 1.23 yuan per 10 fund shares, potentially setting a record for single dividend payouts in domestic ETFs [2][6]