商业航天产业化进程或加速，航空航天ETF（563380）、通用航空ETF（563320）助力把握回调机遇

Core Insights - The commercial aerospace sector, which previously experienced high investment sentiment, is currently undergoing a market correction, but positive news is expected to accelerate the industrialization process [1][4] Group 1: Industry Developments - China Aerospace Science and Technology Corporation held its annual work meeting on January 15, 2026, emphasizing the importance of building a strong aerospace nation throughout the year [1][4] - SpaceX's CEO announced on January 15 that the company aims to launch its Starship more than once an hour within three years, with a long-term goal of producing 10,000 Starships annually [1][4] - In 2025, China achieved a record 92 launch missions, significantly increasing from 68 in 2024, indicating a mature development stage characterized by high frequency, normalization, and reliability in launch capabilities [1][4] Group 2: Investment Trends - The Aerospace ETF (563380) has seen significant capital inflow, accumulating 297 million yuan over nine trading days, with six days of increased investment since January 5, 2026 [1][4] - The average daily trading volume of the Aerospace ETF has risen to 138 million yuan in 2026, compared to 25 million yuan for the entire year of 2025 [1][4] - The total fund size of the Aerospace ETF reached 465 million yuan, marking a 173% increase from the end of 2025 [1][4] Group 3: Fund Performance - The General Aviation ETF (563320) has also become more active, with daily trading volumes approaching 100 million yuan on two occasions during the week of January 12-15, 2026 [1][4] - The net inflow for the General Aviation ETF in 2026 has improved compared to a net outflow of 709 million yuan in 2025 [1][4] - The Huatai-PineBridge CSI 300 ETF, managed by Huatai-PineBridge, has a current scale of 410.379 billion yuan and is the only underlying asset for the Shanghai Stock Exchange's CSI 300 ETF options [1][4]