卫星产业链今日集体强势，盘中航卫星互联网、空间站、大飞机等板涨幅居前，截至发稿，卫星ETF （563230）盘中涨幅达9.93%，航空ETF（159392）盘中涨幅达4.06%，军工龙头ETF（512710）盘中涨 幅达3.23%。其中卫星ETF成分股臻雷科技20cm涨停，信科移动、中科星图、信维通信等多股涨超9%。 消息面，国务院新闻发布会21日表示，6G研发已完成第一阶段技术试验，近期已经启动第二阶段6G技 术试验，其核心方向"空天地海一体化"网络与卫星互联网建设高度契合。这有望推动卫星互联网从 "补 充覆盖" 转向 "全域智联底座"，为 2030 年前后商用与规模化部署夯实根基。 另外，中国航天科技集团有限公司近日在京召开2026年度工作会议。会议强调，2026年是"十五五"开局 之年，要统筹宇航重大工程实施与产业化转型，深入推进载人登月、深空探测等重大工程，全力突破重 复使用火箭技术，加速推动航天强国建设。 卫星ETF（563230）紧密跟踪卫星产业指数，指数覆盖集成电路设计、通信系统和终端设备、航天、通 用软件开发、电子元件与自动化器械等细分行业，网罗卫星全产业链，板块纯度足、投资效率高。 （文章来 ...

相关ETF中，卫星ETF（563230）低开高走，截至9点58分涨近3%。成分股来看，航天电子、电科 芯片、海兰信、西部超导等领涨；国科微等少数个股飘绿。 周四早盘，三大指数高开震荡，军工板块领涨，商业航天概念亦回暖。 资料显示，卫星ETF（563230）跟踪的中证卫星产业指数，选取不超过50只业务涉及卫星制造与发 射、卫星地面设备制造、卫星导航、卫星通信以及其它技术研发与应用环节的上市公司证券，以反映卫 星产业上市公司证券的整体表现。 每日经济新闻 （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，近日，星河动力、星际荣耀、天兵科技3家商业航天企业更新了上市辅导进展，叠加蓝 箭航天IPO申请获受理、中科宇航完成辅导备案，5家主营运载火箭的核心企业已悉数入局，向"商业航 天第一股"发起冲刺。 另据报道，在山东烟台海阳的东方航天港，工人在加班加点昼夜冲刺，计划在2月5日左右， ...

Group 1 - The market showed mixed performance on January 19, with major indices fluctuating, but overall sentiment improved. Sectors such as power grid equipment, precious metals, tourism and hotels, and wind power equipment led the gains, while the commercial aerospace concept also saw a slight increase [1] - The Satellite ETF (563230) opened lower but rebounded, closing with a gain of 1.59% and a trading volume of 535 million yuan. Key stocks within the ETF, including Parker New Materials, Aerospace Micro, Aerospace Electronics, Platel, and China Satellite, experienced significant increases [1] - Beijing Chuanxuer Commercial Space Technology Co., Ltd. announced the successful completion of the landing buffer system verification test for its self-developed manned spacecraft, Chuanxuer No. 1 (CYZ1), marking a significant milestone as it becomes the third commercial aerospace company globally to develop and validate landing buffer technology for manned spacecraft [1] Group 2 - The China Securities Regulatory Commission (CSRC) recently indicated that Zhongke Aerospace has completed its IPO guidance work, making it the fastest commercial aerospace company to progress after Blue Arrow Aerospace [1] - Current valuation sentiment in the commercial aerospace sector is considered high; however, ongoing supportive policies and industry trends, along with improving profitability, suggest potential for short-term upward movement despite possible fluctuations [1]

新华财经上海1月13日电 1月13日，A股市场迎来回调，其中沪指收盘下跌0.64%，结束了连阳走势。两市合计 成交额3.651亿元，再创历史新高。 从盘面看，近期人气最高的商业航天赛道出现大幅降温，卫星ETF（563230）放量下跌6.67%，航天电子、中国 卫通、北斗星通等多股跌停。商业航天概念股大面积回调也令持续火热的市场情绪趋于冷静，两市日内跌停或 跌幅超过10%的个股合计达114只，超过了涨停或涨幅超过10%的个股数量。 不过新华财经也注意到，午后电网设备方向出现逆市拉升，电网设备ETF（159326）收盘大涨2.83%，在全部成 交额超过10亿元的行业主题ETF中位列第一，该ETF第一大持仓股特变电工涨停。 多只商业航天概念股提示风险 商业航天方向大幅降温 新华财经数据显示，今日概念板块中，航天系以7.7%的跌幅位列跌幅榜第一，航天科技、航天长峰、航天机电 等多只航天系成分股跌停。 | | | | -4.36% | | --- | --- | --- | --- | | 柔性屏 | 通用航空 | 军工央企 | 大飞机 | | -4.44% | -4.54% | -4.56% | -4.57% | | ...

卫星产业链盘中继续领涨，其中航空航天、卫星互联网、空间站、商业航天等板涨幅居前，截至发 稿，卫星ETF（563230）盘中涨幅达9.93%，航空ETF（159392）盘中涨幅达5.73%，军工龙头ETF （512710）盘中涨幅达5.09%。其中卫星ETF成分股信科移动、国博电子、中国卫星、航天电子等多股 涨停。 消息面，国际电信联盟（ITU）官网显示，我国2025年12月向ITU申请了超20万颗卫星的频轨资 源。其中超19万颗卫星来自近期刚刚成立的无线电创新院。 机构分析指出，2024年及2025年，商业航天连续两年被写入《政府工作报告》，其作为战略性新兴 产业与新增长引擎的地位得到国家最高施政蓝图的确认。在政策与市场的双重驱动下，商业运载火箭和 商业卫星公司大量涌现，产业链条快速完善，中国商业航天行业已进入快速发展阶段，预计2030年中国 市场规模将达到8万亿元人民币。 卫星ETF（563230）紧密跟踪卫星产业指数，指数覆盖集成电路设计、通信系统和终端设备、国防 装备、航天、通用软件开发、电子元件与自动化器械等细分行业，网罗卫星全产业链，板块纯度足、投 资效率高。 每日经济新闻 （责任编辑：董萍萍 ） ...

Group 1 - The commercial aerospace concept continues to expand, leading to a collective surge in related ETFs, with satellite ETFs reaching their daily limit up [1] - The International Telecommunication Union (ITU) reported that China submitted multiple satellite constellation plans, totaling over 200,000 satellites, to the ITU for the last week of 2025 [2] - The application for satellite frequency orbits has expanded to include various operational entities, such as China Star Network, Shanghai Yuanxin, China Mobile, China Telecom, and several other companies and institutions [2]

消息面，国际电信联盟（ITU）官网显示，我国2025年12月向ITU申请了超20万颗卫星的频轨资 源。其中超19万颗卫星来自近期刚刚成立的无线电创新院。 【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 机构分析指出，2024年及2025年，商业航天连续两年被写入《政府工作报告》，其作为战略性新兴 产业与新增长引擎的地位得到国家最高施政蓝图的确认。在政策与市场的双重驱动下，商业运载火箭和 商业卫星公司大量涌现，产业链条快速完善，中国商业航天行业已进入快速发展阶段，预计2030年中国 市场规模将达到8万亿元人民币。 卫星产业链盘中继续领涨，其中航空航天、卫星互联网、空间站、商业航天等板涨幅居前，截至发 稿，卫星ETF（563230）盘中涨幅达5.19%，军工龙头ETF（512710）盘中涨幅达3.32%，航空ETF （159392）盘中涨幅达3.08%。其中卫星ETF成分股信科移动涨停，国博电子、海兰信涨超1 ...

（文章来源：每日经济新闻） 后续专项政策加速落地：2024年11月，国家航天局印发《商业航天高质量安全发展行动计划（2025— 2027年）》，政策利好密集释放。2025年11月，商业航天局设立商业航天司专职监管；12月，上交所发 布商业火箭企业科创板上市标准，支持优质未盈利企业上市；月底，蓝箭航天科创板IPO申请获受理， 成为政策落地的重要实践。 卫星ETF（563230）紧密跟踪卫星产业指数，指数覆盖集成电路设计、通信系统和终端设备、国防装 备、航天、通用软件开发、电子元件与自动化器械等细分行业，网罗卫星全产业链，板块纯度足、投资 效率高。 卫星产业链从去年12月以来持续活跃，开年来热度再度攀升，今日盘中空间站、航母、商业航天、军工 等板涨幅居前，截至发稿，卫星ETF（563230）盘中涨幅达7.13%，军工龙头ETF（512710）盘中涨幅 达4.45%，航空ETF（159392）盘中涨幅达3.15%。其中卫星ETF成分股信科移动、国机精工、航天电子 等多股涨停。 近年来，商业航天政策持续加码，宏观战略指引明晰：2023年中央经济工作会议将其列为战略性新兴产 业；2024-2025年，推动产业集群发展连 ...

Core Viewpoint - The aerospace and military industry is experiencing strong performance, with significant gains in various ETFs related to large aircraft, commercial space, space stations, satellite internet, and aircraft carriers, indicating a shift from speculative to fundamental growth in the sector [1] Group 1: Market Performance - The Satellite ETF (563230) saw an intraday increase of 5.45% - The Military Industry Leader ETF (512710) experienced a 5.53% rise - The Aviation ETF (159392) recorded a 4.39% gain - Key stocks such as Aerospace Electric and Aerospace Electronics reached their daily limit up [1] Group 2: Upcoming Developments - Xinghe Power Aerospace is set to implement the "Vesta-1 Sea Launch Type (Remote 7)" commercial rocket launch task, code-named "Wanghai Tide" [1] - SpaceX, led by Elon Musk, plans to achieve an annual production capacity of up to 1,000 Starships [1] Group 3: Industry Outlook - 2026 is anticipated to be a pivotal year for China's commercial aerospace sector, marking the "industrial explosion year" [1] - The combination of the "14th Five-Year Plan" for aerospace strength and the maturation of the private rocket/satellite industry chain is expected to drive the sector's transition from speculation to fundamental realization [1] Group 4: ETF Composition - The Satellite ETF (563230) closely tracks the satellite industry index, which includes sectors such as integrated circuit design, communication systems and terminal equipment, defense equipment, aerospace, general software development, electronic components, and automation machinery [1] - The ETF encompasses the entire satellite industry chain, ensuring high purity and investment efficiency [1]

Core Viewpoint - The satellite sector experienced a significant rebound today, with notable gains in stocks related to BeiDou navigation and aircraft carriers, indicating a positive market sentiment towards the commercial aerospace industry [1] Group 1: Market Performance - The Satellite ETF (563230) saw an intraday increase of 3.55%, while the military industry leader ETF (512710) rose by 1.75% [1] - Key stocks within the Satellite ETF, including BeiDou Navigation, Aerospace Electronics, and BeiDou Star, reached their daily limit up [1] Group 2: Company Developments - Blue Arrow Aerospace, which successfully launched the Zhuque-3 rocket, has had its IPO application accepted on the Sci-Tech Innovation Board [1] - The company plans to issue no less than 40 million shares, aiming to raise 7.5 billion yuan, with an expected valuation of 75 billion yuan [1] Group 3: Industry Outlook - Analysts highlight that the government work report has mentioned commercial aerospace for two consecutive years, positioning it as an emerging industry [1] - Continuous technological breakthroughs in the industry and upcoming IPOs from companies like Blue Arrow Aerospace are expected to drive long-term investment opportunities [1] - There is a recommendation to focus on core suppliers within the commercial aerospace sector and companies within the Blue Arrow Aerospace supply chain [1] Group 4: Investment Efficiency - The Satellite ETF (563230) closely tracks the satellite industry index, which encompasses various sub-sectors including integrated circuit design, communication systems, defense equipment, aerospace, general software development, and electronic components [1] - The ETF is noted for its high purity and investment efficiency, covering the entire satellite industry chain [1]