中国航天科技集团发布商业航天升级规划！航空航天ETF天弘（159241）近20日净流入近3亿元

Core Viewpoint - The aerospace sector is experiencing slight declines, with the Tianhong Aerospace ETF (159241) showing a decrease of 0.31% in its index, while also attracting significant capital inflow over recent trading days [1]. Group 1: Market Performance - The Tianhong Aerospace ETF (159241) recorded a trading volume of 83.2855 million yuan, with a net capital inflow of 285 million yuan over the last 20 trading days [1]. - As of January 28, 2026, the total size of the Tianhong Aerospace ETF reached 948 million yuan [1]. Group 2: Investment Opportunities - The Tianhong Aerospace ETF focuses on commercial aerospace investment opportunities, covering sectors such as aerospace equipment and satellite internet, which are expected to benefit from both policy and market support [1]. - The ETF includes stocks related to cutting-edge technologies like satellite internet, space photovoltaics, large aircraft, and low-altitude economy [1]. Group 3: Industry Developments - China Aerospace Science and Technology Corporation announced plans to accelerate the development of reusable rockets and satellite constellation capabilities, expanding into low-orbit internet and vehicle networking applications [1]. - Northeast Securities highlighted that commercial aerospace has been prioritized in national policy, predicting that by mid-2025, over 70% of global commercial launches will occur, with domestic launch volumes expected to grow by 40% year-on-year [1].