核心技术攻坚驱动商业化进程提速！航空航天ETF、通用航空ETF有望助力把握航天产业关键阶段

Group 1 - The commercial aerospace sector is experiencing multiple favorable catalysts both domestically and internationally, which is expected to inject new growth expectations into the industry [1][5] - SpaceX has applied to deploy a constellation of up to 1 million satellites to create a powerful on-orbit computing center to support advanced AI development, reflecting a global acceleration in the strategic layout of space information infrastructure [1][5] - China's main commercial rocket institutions have identified "winning the primary rocket's maiden flight and recovery battle" as a core task for 2026, indicating a formal push towards reusable technology, which is crucial for global competitiveness [1][5] Group 2 - The reusable launch vehicle is currently the core technological path for reducing launch costs and increasing launch frequency in the global aerospace industry [1][5] - Although Chinese commercial aerospace companies have achieved multiple successful launches, they are still in the stage of catching up and breaking through in the reliable recovery and rapid reuse of first-stage rockets [1][5] - The designation of the "recovery battle" as a core task signifies that state-backed commercial rocket companies are officially launching an offensive in this high-tech barrier area, which may directly impact China's long-term competitiveness in the global commercial rocket market [1][5] Group 3 - The aerospace ETF (563380) has seen net inflows in 15 out of the last 20 trading days this year, accumulating 734 million yuan, with an average daily trading volume rising to 181 million yuan, significantly widening compared to 2025 [2][6] - The fund's scale and shares have both reached new highs since its inception, at 879 million yuan and 713 million shares respectively [2][6] - The aerospace ETF focuses on the aerospace sector, with significant allocations in aerospace equipment (61.4%), space equipment (17.8%), and military electronics (17.4%), providing comprehensive coverage of the aerospace industry chain [2][6] Group 4 - The fund manager of the aerospace ETF (563380) and the general aviation ETF (563320) is Huatai-PB Fund, one of the first ETF managers in China, with extensive ETF management experience [3][7] - Both flagship products, the Huatai-PB CSI 300 ETF (510300) and the Huatai-PB A500 ETF (563360), are among the largest in their category, utilizing the lowest fee structure in the market (management fee of 0.15% per year, custody fee of 0.05% per year) to assist investors in low-cost allocations [3][7]