新的万亿级增长极来了？空天产业迎来价值重估时刻

Core Viewpoint - The article emphasizes China's ambitious goals in the aerospace sector, particularly the upcoming launch of the Shenzhou 21 manned spacecraft and the long-term objective of landing on the moon by 2030, highlighting the strategic importance of aerospace in national development [2][7]. Industry Development - The aerospace industry in China has evolved significantly since the Wright brothers' first powered flight in 1903, with milestones including the successful flight of China's first self-made aircraft by Feng Ru in 1909 [3]. - The launch of Sputnik 1 in 1957 marked the beginning of the space age, with China achieving its first satellite launch in 1970 and significant advancements in manned spaceflight and deep space exploration in the 21st century [4][5]. Strategic Importance - The recent inclusion of "aerospace power" in the 14th Five-Year Plan indicates a strategic elevation of the aerospace industry, with a focus on developing advanced manufacturing and emerging industries such as aerospace and low-altitude economy [7][8]. - The government aims to foster a market worth trillions in the aerospace sector, with projections for the commercial satellite communication industry to grow significantly by 2030 [9][10]. Investment Opportunities - The upcoming Shenzhou 21 mission is expected to benefit companies involved in aerospace technology, with several listed companies participating in the mission's support [6]. - The Aerospace ETF (159227) focuses on leading companies in the aerospace sector, including those involved in military and civilian applications, and is positioned to capture growth opportunities in the industry [12][14]. Market Trends - The commercial aerospace sector is experiencing rapid growth, with over 600 companies and an annual growth rate exceeding 20%, indicating a pivotal moment for investment in this area [9][10]. - The article notes that the aerospace ETF has seen significant inflows, reflecting market confidence in the aerospace industry's potential [14].