国证商用卫星通信指数

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指数修订!更纯、更新的卫星ETF(159206)来了,关注“星”辰大海投资机遇!
Mei Ri Jing Ji Xin Wen· 2025-06-17 02:53
Group 1 - The core viewpoint of the news is that the recent revision of the National Index for Commercial Satellite Communication emphasizes satellite manufacturing as the core of China's satellite internet development, aiming to reduce manufacturing costs and accelerate the construction of low-orbit satellite networks [1][2] - The index revision involves two main changes: the sample space is adjusted to include companies involved in commercial satellite manufacturing, launching, operation, and related ground equipment and services; the weight settings are revised to ensure that the combined weight of commercial satellite manufacturing and launching is no less than 50%, with individual sample weights capped at 15% and 3% for other fields [1] - The adjustment is based on the latest developments in the industry chain, optimizing the stock pool by removing companies with insufficient business relevance and adjusting the weights of certain companies while adding new companies that focus on core satellite business [1] Group 2 - Satellite communication is seen as an inevitable development for 6G technology and serves as the technical foundation for future applications like the Internet of Vehicles and the Internet of Things, with significant policy support for China's satellite industry [2] - By 2025, the China Star Network and G60 constellation plan are expected to enter the mass satellite launch phase, with collaboration between state-owned and private enterprises to achieve low-cost satellite production [2] - The National Index for Commercial Satellite Communication focuses on the core satellite communication sector, contributing to the establishment of a secure communication foundation for China [2]