Xin Lang Cai Jing·2026-01-23 02:08Group 1 - The commercial space tourism sector is gaining momentum, with Beijing ChuanYueZhe Manned Space Technology Co., Ltd. showcasing its first commercial manned spacecraft, "ChuanYueZhe No. 1 (CYZ1)" [1] - The technical team of "ChuanYueZhe No. 1 (CYZ1)" announced that over three spacecraft seats have been booked, totaling more than 20 space tourists, with the first manned flight expected in 2028 [1] - Guojin Securities recommends focusing on listed companies related to state-owned platforms and high-value segments closely cooperating with leading private launch companies, such as 3D printing, storage tanks, servos, shell segments, fairings, and materials [1] Group 2 - The China Defense ETF closely tracks the China Defense Index, which includes listed companies under the top ten military industrial groups and those providing weaponry or equipment to the armed forces [2] - As of December 31, 2025, the top ten weighted stocks in the China Defense Index (399973) include Aerospace Electronics, Aero Engine Corporation, AVIC Shenyang Aircraft, AVIC Optoelectronics, and others, accounting for 42.34% of the total index weight [2]