航空航天ETF天弘（159241）盘中净申购同标的第一，商业航天企业或将在今明两年密集挂牌上市

Group 1 - The stock market showed a mixed performance with Shanghai outperforming Shenzhen, particularly in the aerospace sector, where the Tianhong Aerospace ETF (159241) rose by 2.20% with a trading volume of 69.5688 million yuan [1] - The Tianhong Aerospace ETF (159241) has seen a net inflow of 386 million yuan over the last 20 trading days, with a net subscription of 7 million units, reaching a new high of 970 million yuan in total assets as of February 3, 2026 [1] - The ETF is well-positioned to capture investment opportunities in themes such as low-altitude economy, large aircraft, satellite internet, and space photovoltaic, benefiting from both policy and market support [1] Group 2 - The political bureau's collective study emphasizes the strategic layout for future industries, marking a new height in the political positioning of commercial aerospace, with ongoing policy support for the construction of a strong aerospace nation [2] - Key support is directed towards low-altitude economy and satellite internet sectors, indicating a favorable environment for growth in these areas [2]