招商基金在接受上海证券报记者采访时表示，近期卫星板块的强势表现，是关键技术实现突破、国家战 略清晰指引、产业需求持续爆发、市场资金积极认可等多重因素共同作用的结果。2025年以来，工业和 信息化部支持"手机直连卫星"等新模式新业态规模应用，目标到2030年发展卫星通信用户超千万，向多 家运营商颁发卫星互联网牌照。卫星制造和发射方面均实现加速发展，低轨卫星进入密集发射期，中国 星网连续发射低轨卫星，发射间隔大幅缩短，为全球覆盖的通信网络奠定硬件基础。 "2025年6月，科创板第五套标准修订，明确将商业航天纳入适用范围，后续有望迎来火箭发射、卫星制 造等领域企业上市热潮。"招商基金称。 近期，卫星领域表现强劲，相关ETF持续"吸金"。与此同时，部分卫星相关上市公司也迎来基金公司密 集调研。站在当下时点，机构认为，在政策支持、技术突破与市场需求共振下，卫星产业有较大发展空 间，中长期投资价值显著。 截至1月7日，Choice数据显示：永赢卫星ETF和招商卫星产业ETF今年以来均获得10亿元以上资金净流 入；富国卫星ETF和易方达卫星ETF分别获得9.65亿元、3.85亿元资金净流入。拉长时间线来看，截至 2026年 ...

2026年开年以来，有色金属、商业航天等板块持续活跃，带动相关ETF产品规模显著攀升。近日，万家 工业有色ETF规模突破100亿元；永赢卫星ETF去年四季度以来"吸金"超过50亿元，最新规模达到82.4亿 元。 机构认为，当前市场环境下，有色金属板块受益于供需格局改善与全球"再工业化"趋势，商业航天板块 则在政策支持与产业突破的双重驱动下进入了加速发展期。 伴随规模持续上涨，万家工业有色ETF于近日加入了百亿规模"俱乐部"。Choice数据显示，截至1月7 日，万家工业有色ETF基金规模达到101.86亿元。南方有色金属ETF规模为245.84亿元，华夏有色金属 ETF和大成有色ETF规模分别为85.46亿元、59.4亿元。 国泰基金认为，近期有色板块表现较好，主要受地缘和供需因素影响。一方面，地缘冲突再起，增加了 资源品供给的不确定性；另一方面，铜、铝、镍等基本金属均面临供应矛盾，支撑价格上升。 万家工业有色ETF基金经理贺方舟对上证报记者表示，当下延续美国经济软着陆的预期，市场将会期待 流动性的宽松和财政的发力对需求和消费侧的拉动效果。铜铝的供给侧明年依然表现出很强的硬约束， 市场的交易逻辑将逐步从供给侧 ...

Group 1 - The A-share market has shown strong performance, with the Shanghai Composite Index reaching a nearly 10-year high of 3883.56 points on August 25, up 1.51% from the previous day [1] - The technology sector has been the main driver of this rally, with significant gains in telecommunications (76.56%), electronics (48.20%), defense and military (44.76%), computers (41.13%), and media (40.55%) [1] - The launch of the satellite ETF by the leading public fund company, FuGuo Fund, aims to help investors seize investment opportunities in the satellite industry [1] Group 2 - The satellite ETF closely tracks the CSI Satellite Industry Index, which focuses on the entire satellite industry chain and includes 50 listed companies involved in satellite manufacturing, launching, communication, navigation, and remote sensing [2] - As of August 25, the index's constituent stocks are primarily from high-tech sectors, with defense and military accounting for 53.45%, computers 15.01%, electronics 12.56%, and communication equipment 11.63% [2] Group 3 - The satellite industry index is dominated by small and mid-cap tech companies, with 46 stocks having a total market capitalization below 50 billion yuan, representing 88.15% of the index [3] - The overall R&D investment in the satellite industry index has significantly increased, with R&D expenses rising from 4.1 billion yuan in 2022 to 24 billion yuan in 2024, accounting for 13.39% of revenue [3] - The satellite industry index has shown a cumulative increase of 82.21% since September 19, 2024, outperforming the Shanghai Composite Index (42.92%) and the CSI 500 Index (55.77%) [3] Group 4 - The satellite industry represents a frontier technology development direction with clear strategic value and vast market potential, driven by policies and technology [4] - China's satellite launch demand is expected to exceed 1,000 satellites between 2025 and 2030, with the domestic market size projected to surpass 100 billion yuan and an annual compound growth rate of 26.8% [4] - FuGuo Fund continues to deepen its focus on the technology sector, expanding its product offerings in various tech themes, including the newly launched satellite ETF [4]