3家商业航天企业IPO有新进展，航空航天ETF天弘（159241）换手率14.27%居同标的第一，近10日累计“吸金”超2.3亿元

Group 1 - The A-share market showed strong performance on January 22, with all three major indices rising, and the commercial aerospace concept experienced a resurgence, with the National Aerospace and Aviation Industry Index increasing by nearly 3% [1] - The Tianhong Aerospace ETF (159241) recorded a trading volume of 119 million yuan and a turnover rate of 14.27%, the highest among its peers [1] - Over the past 10 trading days, the Tianhong Aerospace ETF has seen a net inflow of over 230 million yuan [2] Group 2 - The Tianhong Aerospace ETF closely tracks the National Aerospace and Aviation Industry Index, which covers sectors such as aerospace equipment, space technology, and military electronics, involving cutting-edge technology areas like satellite internet and low-altitude economy [2] - The National Defense and Military Industry sector accounts for 98.7% of the index's weight in the Shenwan first-level industry classification [2] - Recent updates on IPO guidance from three commercial aerospace companies indicate ongoing developments in the sector, with institutions like Huatai United Securities and CITIC Securities involved [2] Group 3 - Zhongyin Securities believes that the commercial aerospace theme is entering a "warming" phase, supported by improved top-level design and new policies that clarify the development blueprint for the industry [3] - The acceleration of low-orbit satellite network launches in China is expected to lead to a normalized and high-frequency launch phase, benefiting the upstream and downstream of the industry chain [3] - Dongxing Securities highlights that during the 14th Five-Year Plan period, commercial aerospace will be a key driver for new productive forces and high-quality technological development in China, with an expected increase in satellite launches by 2026 [3]