星舰发射在即+德国自建“星链”，两融标的卫星产业ETF(159218)连续9周净流入

Core Insights - The satellite sector is experiencing significant market activity, with the satellite industry ETF (159218) achieving a cumulative trading volume of 19.567 billion yuan within just 17 trading days in 2026, indicating strong investor interest [1] - The ETF has seen a continuous net inflow of funds for 9 weeks, with a total net inflow exceeding 2.36 billion yuan this year, suggesting a systematic and sustained long-term investment approach rather than short-term speculation [1] Industry Analysis - The strong capital inflow is attributed to fundamental changes in the industry, particularly in technology and demand [2] - Technologically, Elon Musk's announcement of the Starship V3 launch in 6 weeks aims to deploy a new generation of Starlink satellites, which could significantly reduce space transportation costs and facilitate large-scale satellite constellation development [2] - On the demand side, there is a global surge in interest, evidenced by SpaceX's Starlink terminal orders reaching a historical high in January, indicating robust commercial demand for satellite internet [2] - Additionally, a German defense giant's announcement to create a domestic version of "Starlink" for the German military highlights that major countries are recognizing low Earth orbit constellations as critical strategic infrastructure, signaling an impending wave of military orders [2] - The convergence of technological breakthroughs and global demand is propelling the satellite industry from a conceptual phase into a "golden age" of large-scale deployment, which is the fundamental logic attracting sustained long-term capital inflow [2]