Group 1 - The core viewpoint of the article highlights the significant surge in the A-share commercial aerospace sector, with over 40 stocks hitting the daily limit up, and the WenDe Commercial Aerospace Theme Index showing a cumulative increase of 33.38% as of January 12, 2026 [1] - Multiple commercial aerospace ETFs have also experienced remarkable performance, with one ETF from Yongying Fund surpassing 10 billion RMB in scale [3] - The satellite industry chain has shown strong performance since the end of 2025, with notable returns for investors in specific ETFs, achieving a cumulative return of approximately 31.60% for one investor [5] Group 2 - Several listed companies issued urgent announcements regarding their stock price fluctuations, indicating that their business plans in the commercial aerospace sector are still in the early stages, with limited revenue contributions [7][8][9][10][11][12][13][14][15] - Companies like Ligong Navigation and Zhongke Xingtong emphasized that their stock price increases are not supported by actual business performance in the commercial aerospace field, indicating a potential disconnect from fundamentals [7][8] - Other companies, such as Hanhai Longfeng and Guokexun, clarified that they do not engage in commercial aerospace activities, and their stock price increases may pose risks of correction [10][11]
商业航天ETF爆发,有人7天收益够交1个月房租,多家上市公司紧急公告
21世纪经济报道·2026-01-12 12:22