在政策、产能、应用形成共振的背景下，卫星产业链从上游制造到下游服务均迎来历史性机遇，资金正 借道卫星产业ETF(159218)进行全方位布局。 风险提示：基金有风险，投资需谨慎。 资讯所属栏目还有更多独家策划、专家专栏，免费查阅>> 商业航天产业迎来系统性提速，推动卫星产业ETF(159218)交投持续活跃，已连续10个交易日成交额破 亿。 分析指出，三重核心催化驱动市场热情：1.制度破局：国家航天局设立商业航天司，实现"专司专管"， 为产业发展扫清制度障碍。2.产能破壁：蓝箭、天兵、中科宇航等多款民营火箭即将密集首飞，有望突 破运力瓶颈，降低发射成本。3.应用破圈：星网、千帆两大星座组网提速，同时工信部定下"千万用 户"目标，华为手机已支持双卫星通信，标志应用走向普及。 ...

Group 1: Commercial Aerospace in Beijing - Beijing leads the nation in commercial aerospace investment, with 160 companies receiving funding and 5 unicorns emerging, according to the "2025 China Commercial Aerospace Innovation Ecosystem Report" by Ruishou Analysis [2] - Starry Sky Dynamics, a prominent private rocket company in Beijing, has successfully launched 18 times, placing 77 satellites into orbit, and has secured launch orders until the end of 2026 [2] Group 2: Large Events and Safety Management - Beijing has hosted 142 large events this year, with an upgraded safety management model for large events now in its 2.0 version, focusing on a "color-coded entry" system for enhanced audience safety [4] - The 27th China Beijing International Science and Technology Industry Expo concluded with over 80,000 attendees and 43 projects signed, totaling over 5.8 billion yuan [6] Group 3: Cultural and Artistic Events - The Beijing Activity Week for the Osaka World Expo showcased over 10 events with more than 20,000 participants, promoting Beijing's inclusive narrative and fostering international cooperation [9] - The 9th International Rose Conference was held in Beijing, featuring over a thousand rose varieties and a 20.9-kilometer rose-themed scenic avenue [11] Group 4: Educational and Cultural Integration - The first event of the "Yizhuang Academy" in Beijing focused on the integration of technology and culture, exploring innovative paths for deep collaboration between the two sectors [13]