来源：上海证券报·中国证券网 上证报中国证券网讯 12月18日，ETF午间收盘涨跌不一，卫星ETF易方达(563530)涨5.48%，卫星ETF广 发(512630)涨5.45%，卫星ETF(563230)涨5.36%，深成长ETF大成(159906)跌2.77%，创业板成长 ETF(159967)跌2.51%，双创50ETF(588380)跌2.23%。 上证报中国证券网讯 12月18日，ETF午间收盘涨跌不一，卫星ETF易方达(563530)涨5.48%，卫星ETF广 发(512630)涨5.45%，卫星ETF(563230)涨5.36%，深成长ETF大成(159906)跌2.77%，创业板成长 ETF(159967)跌2.51%，双创50ETF(588380)跌2.23%。 来源：上海证券报·中国证券网 ...

（原标题：卫星ETF易方达、卫星ETF广发、卫星ETF、、卫星ETF产业上涨，马斯克确认，SpaceX明 年IPO） A股三大指数今日高开后震荡下行，截至收盘，沪指跌0.7%报3873点，深证成指跌1.27%，创业板指跌 1.41%，北证50指数逆市上涨3.84%。全市场成交额1.89万亿元，较前一交易日增量936亿元，超4300股 下跌。 盘面上，卫星板块上涨。 卫星ETF易方达、卫星ETF广发、卫星ETF、、卫星ETF产业涨超1%，近5日涨超7%。 卫星ETF跟踪中证卫星产业指数，选取 50 只业务涉及卫星制造、发射、应用等领域的上市公司证券作 为指数样本。该指数对产业链覆盖全面，且在应用层的暴露更充分，一方面应用相关环节盈利能力上限 更高，另一方面也更适应当前制造与应用共同推进的卫星产业发展背景。 消息面上，SpaceX的创始人马斯克北京时间12月11日在X上回应了"SpaceX计划明年通过首次公开募股 （IPO）筹集数百亿美元资金"的消息。 SpaceX整体估值约1.5万亿美元（约合人民币10.6万亿元），计划融资规模将"大幅超过300亿美元"，一 旦实现将超越2019年沙特阿美（294亿美元），成为 ...

CPO板块全线下挫，通信ETF、通信设备ETF和创业板人工智能ETF华宝分别跌3.92%、3.71%和 3.63%。房地产板块回吐昨日涨幅，房地产ETF基金跌3.55%。 今日A股高开低走，截至收盘，上证指数跌0.7%，深证成指跌1.27%，创业板指跌1.41%，北证50涨 3.84%。全市场成交额1.88万亿元，较上日成交额放量936亿元。 板块题材上，风电设备、可控核聚变 板块活跃，AI硬件板块午后跌幅扩大，通信设备、CPO领跌，零售、房地产板块调整。 摩尔线程涨超 28%，股价报941元。 ETF方面，卫星互联网板块全天领涨，卫星ETF易方达、卫星ETF广发和富国基金卫星ETF分别涨 1.48%、1.38%和1.38%。超长期限国债ETF反弹，鹏扬基金30年国债ETF、30年国债ETF博时分别涨 0.82%和0.68%。部分美股ETF上涨，汇添富基金纳指生物科技ETF、景顺长城基金标普消费ETF分别涨 0.8%和0.6%。 【免责声明】本文仅代表作者本人观点，与和讯网无关。和讯网站对文中陈述、观点判断保持中立，不 对所包含内容的准确性、可靠性或完整性提供任何明示或暗示的保证。请读者仅作参考，并请自行承担 ...

截至午盘，上证指数跌0.46%，深证成指跌0.18%，创业板指涨0.3%，北证50跌0.09%。全市场成交 额1.16万亿元，较上日成交额放量195亿元。 板块题材上，风电设备、商业航天板块活跃，次新股、超 导、核聚变、特高压、风电、CRO概念股走强；两岸融合、首发经济、免税店、AI应用、房地产板块 调整。 ETF方面，卫星互联网板块再度领涨，卫星ETF易方达、富国基金卫星ETF和卫星ETF广发涨 1.2%。风电板块表现活跃，申万菱信基金新能源龙头ETF和华夏基金新能源ETF基金分别涨0.89%和 0.88%。 房地产板块回调，房地产ETF基金、房地产ETF分别跌2.7%和2.6%。AI应用板块回调，科创AIETF 和科创人工智能ETF华宝均跌1.5%。 （责任编辑：张晓波 ） 【免责声明】本文仅代表作者本人观点，与和讯网无关。和讯网站对文中陈述、观点判断保持中立，不对所包含内容 的准确性、可靠性或完整性提供任何明示或暗示的保证。请读者仅作参考，并请自行承担全部责任。邮箱： news_center@staff.hexun.com ...

消息面上，"星聚生态·链启未来——2025卫星互联网产业生态大会"定于12月4日至5日在上海举办。本次大会作为 上海展示产业政策、促进生态合作、深化国际交流的重要平台，将采用"1+3+2"活动架构，即一场主论坛、三场 专题分论坛及两场产投对接活动，集中呈现上海卫星互联网产业的最新进展与系统布局。 我国自主研制的可重复使用运载火箭朱雀三号首飞成功将二级送入预定轨道，虽然火箭一级回收失败，但仍标志 着中国商业航天取得新的里程碑进展。2025中国商业航天论坛预测，到2030年我国商业航天产业规模可达到7-10 万亿元。未来我国将具备飞行器在轨维修、建造等能力，太空4S店、太空旅馆、低成本空间旅游将不再是梦想。 商业航天概念持续活跃，中国卫星涨停，卫星产业ETF、卫星ETF、卫星ETF易方达、卫星ETF广发涨超2%。 | 代码 | 名称 | 涨跌幅 ▼ | 5日涨跌幅 | 估算规模 管理公司 | | | --- | --- | --- | --- | --- | --- | | 159218 | 卫星产业ETF | 2.63% | 4.69% | 6.54亿 招商基金 | | | 563230 | 卫星ETF | 2 ...

| 代码 | 名称 | 涨跌幅 | 5日涨跌幅 | 估算规模 | 管理公司 | | --- | --- | --- | --- | --- | --- | | 563530 | 卫星ETF易方达 | -0.10% | 1.71% | 3.66亿 | 易方达基金 | | 563230 | 卫星ETF | -0.20% | 2.01% | 2.79亿 | 富国语会 | | 159218 | 卫星产业ETF | -0.40% | 1.98% | 6.87亿 | | | 512630 | 卫星ETF广发 | -0.49% | 1.90% | 9.22亿 广发基金 | | 华西证券表示，国家加速推动商业航天建设，有望助力包括手机直连卫星、北斗短信等应用加速普及。卫星网 络作为6G网络建设基础，当前时点符合6G标准及建设时间。自8月以来相关部门表示会发放卫星互联网牌照，我国 卫星互联网商业运营迈出关键的第一步，牌照的发放有望推动全产业链向规模化加速迈进。当前卫星互联网发展势 头迅猛，星座常态化发射，实现通信容量增大，时延降低，同时有望看到手机宽带直连卫星与低轨卫星网联智能驾 驶系统的相关应用快速落地。 A股三大指数今日集 ...

Market Overview - The A-share market saw all three major indices rise in early trading, with the Shanghai Composite Index increasing by 0.42%, reaching a new high of 3946.16 points, while the Shenzhen Component Index rose by 1.3% to 13195 points, and the ChiNext Index had the largest gain of 2.09% [1] - Over 2900 stocks in the Shanghai, Shenzhen, and Beijing markets were in the green, with a total trading volume of 1.24 trillion yuan in the morning session [1] Satellite Industry Insights - Satellite-related stocks, including Aerospace Intelligent Equipment and China Satellite, saw significant gains, with the Satellite ETF Guangfa rising by 3.81%, the Satellite ETF by 3.71%, and the Satellite Industry ETF by 3.39% [2] - The recent important meeting emphasized the goal of building a "space power," further elevating the status of the commercial aerospace sector, which is expected to accelerate development, particularly in satellite internet [2][3] Commercial Space Development - The commercial aerospace industry is anticipated to transition from traditional defense to a more public-oriented sector, with multiple commercial satellite constellations launching intensively [3] - Recent successful launches include the 20th communication technology experimental satellite and a series of satellite deployments by various companies, indicating a rapid acceleration in the industry [3][4] - The "Qianfan Constellation" aims to significantly increase its satellite count from approximately 90 currently to 1296 by 2027, with a long-term goal of 15,000 satellites post-2030 [4] Investment Opportunities - The satellite industry is nearing a critical turning point, with its technological growth and self-sufficiency becoming more prominent, presenting investment opportunities through index investments [4]

Group 1 - The recent "20th Central Committee Fourth Plenary Session" emphasized the importance of security, mentioning it 15 times, and highlighted the need for high-level technological self-reliance and seizing opportunities in the new round of technological revolution and industrial transformation [1] - The "14th Five-Year Plan" is expected to prioritize technology and industry, with a focus on self-sufficiency and domestic substitution as key policy areas [1] - The successful launch of the communication technology test satellite No. 20 on October 23, 2023, marks a significant step in accumulating data for the integration of space and terrestrial communication architecture for 6G [1] Group 2 - The satellite navigation sector has seen a positive market response, with the satellite ETF Guangfa (512630) rising over 4.5%, and several component stocks reaching their daily limit [2] - The domestic satellite industry is approaching a critical turning point, with a focus on technological growth and self-reliance, and upcoming events like the first flight of reusable rockets are expected to catalyze investment opportunities [2] - The Guangfa satellite ETF closely tracks the CSI Satellite Industry Index, which includes 50 companies across satellite manufacturing, launching, communication, navigation, and remote sensing, reflecting the core competitiveness and overall development of China's satellite industry [2]

Market Performance - The A-share market saw a collective rise in the three major indices, with the Shanghai Composite Index recovering above the 3900-point mark, closing up 1.36% [1] - The Shenzhen Component Index increased by 2.06%, while the ChiNext Index rose by 3.02% [1] - The total trading volume in the Shanghai and Shenzhen markets reached 1.8739 trillion yuan [1] ETF Performance - The Communication ETF (515880) led the gains with an increase of 6.76%, followed by the 5G ETF (159994) at 6.40% and the 5G Communication ETF (515050) at 6.20% [2][3] - Several AI-related ETFs also performed well, with increases exceeding 5% [3] Market Drivers - The anticipation of demand for 1.6T optical modules has gained market recognition, contributing to positive sentiment [3] - TSMC's Q3 2025 financial report has bolstered market confidence, with expectations of a better-than-40% CAGR in capital expenditures compared to previous forecasts [3] - The demand for 800G optical modules is expected to continue its rapid growth, with leading manufacturers likely to maintain high year-on-year growth [3][4] Investment Themes - The optical module market is experiencing rapid growth driven by AI computing demand and technological iterations [4] - The fluctuation in optical module prices reflects the industry's healthy development, influenced by technological advancements, cost control, and product optimization [4] ETF Trading Activity - The Short-term Bond ETF (511360) had the highest trading volume, reaching 38.419 billion yuan, followed by the Silver Hua Daily ETF (511880) and Hong Kong Securities ETF (513090) [7] - The 5-Year Local Bond ETF (511060) recorded the highest turnover rate at 206% [8] Upcoming ETF Listings - Three new ETFs are set to launch, including the Qianhai Kaiyuan Private Enterprise 300 ETF (159106), Satellite ETF Guangfa (512630), and Shanghai Stock Exchange 580 ETF (530100), each targeting different sectors and investor profiles [9]

Group 1 - The Guangfa Satellite Industry ETF (code: 512630) will be listed on the Shanghai Stock Exchange on October 22, with an initial scale of 1.171 billion yuan [1] - The ETF closely tracks the China Securities Satellite Industry Index, investing at least 90% of its net asset value in index constituent stocks and at least 80% in non-cash assets [1] - The index includes 50 listed companies in satellite manufacturing, launching, communication, navigation, and remote sensing, featuring industry leaders like Aerospace Electronics and China Satellite [1] Group 2 - The national "14th Five-Year Plan" emphasizes building an integrated information infrastructure and accelerating the development of satellite internet, providing a new growth engine for the industry [2] - The rapid development of satellite technology in China is driven by policy support and improved technological maturity, positioning the country as a significant player in the global satellite industry [2] - The satellite technology sector is seen as a key component of modern communication, addressing coverage gaps in remote areas and supporting various commercial applications [1][2]