2 1 Shi Ji Jing Ji Bao Dao·2026-01-23 01:23Group 1 - The three major indices collectively rose, with the National Aerospace and Aviation Industry Index (CN5082.SZ) increasing by 3.6%. Notable stocks included Triangular Defense, Beimo High-Tech, and Aero Engine Corporation of China, which hit the daily limit, while Steel Research and Nano rose nearly 13%, Aerospace Technology over 9%, and Aerospace Technology over 8% [1] - The Tianhong Aerospace ETF (159241) had a trading volume of 159 million yuan yesterday, with a premium rate of 0.14%. From January 19 to 21, the ETF saw a net inflow of over 40 million yuan. As of January 21, the latest circulating share was 544 million, with a total market size of 812 million yuan [1] - The Tianhong Aerospace ETF closely tracks the National Aerospace and Aviation Industry Index, covering sectors such as aerospace equipment, military electronics, and emerging technologies like satellite internet and low-altitude economy. The defense and military sector accounts for 98.7% of the index's weight [1] Group 2 - Elon Musk is reportedly pushing for SpaceX's IPO to be completed by July this year, aiming to make it the first company to build a data center in space. The IPO is expected to provide significant funding necessary for such ambitious projects [2] - According to Guojin Securities, the aerospace industry is expected to reach a supply-demand inflection point by 2026, with demand for civil aviation passenger volume projected to grow by 4.7%-5.5% year-on-year, potentially leading to a supply gap of 1.4% and pushing seat occupancy rates above 2019 levels [2]