2026年1月8日，A股主要指数早盘分化，沪指低开高走率先翻红，"马斯克概念"持续发酵，脑机接口、 商业航天板块再度爆发，成为硬科技赛道核心亮点。 截至2026年1月8日 13:24，相关ETF——航天ETF(159267)上涨4.51%，盘中换手13.72%，成交1.07亿 元，市场交投活跃。成分股新劲刚涨超14%，海兰信涨近13%，航天电子涨停，内蒙一机、航亚科技等 个股跟涨。截至1月7日，航天ETF(159267)近8个交易日合计"吸金"2.22亿元。 国内方面，政策持续加码，"十五五"规划明确支持商业航天发展，中国星网、千帆星座等重大组网工程 加速落地，我国2026年将迎来商业航天发射密集期，产业链需求有望持续释放。 两大赛道的强势表现，既源于马斯克旗下公司技术突破与量产计划带来的产业想象空间，也得益于国内 政策支持与新质生产力发展的时代背景，资金对前沿科技赛道的关注度与参与度持续攀升。 航天ETF(159267)紧密跟踪国证航天行业指数，国证航天由沪深北交易所航天行业的证券组成，以反映 该行业证券的整体走势。国证航天行业指数精选航天装备、军工电子、地面兵装、航天装备领域的优质 企业，是市场上纯度最高 ...

民生证券指出，近期国内商业航天行业利好频出，2025年11月25日，国家航天局印发《国家航天局推进 商业航天高质量安全发展行动计划（2025—2027年）》将商业航天纳入国家航天发展总体布局，力争 2027年基本实现商业航天高质量发展；11月29日，国家航天局设立商业航天司；12月26日，上交所公布 《商业火箭企业适用科创板第五套上市标准》，其中提出1）更好支持尚未形成一定收入规模的优质商 业火箭企业在科创板发行上市；2）"在申报时至少实现采用可重复使用技术的中大型运载火箭发射载荷 首次成功入轨的阶段性成果"，首次而非多次，入轨而非回收。上交所该标准推出有望加快商业航天相 关公司融资、上市进度，商业航天产业化进程与商业化落地进度有望提速。 航天ETF(159267)紧密跟踪国证航天航空行业指数，国证航天由沪深北交易所航空航天行业的证券组成, 以反映该行业证券的整体走势。国证航天航空行业指数精选航空装备、军工电子、地面兵装、航天装备 领域的优质企业，是市场上纯度最高的军工主题指数之一，其在商业航天含量高达64%！国防军工覆盖 度超98%，航天军工覆盖度超90%，航母概念覆盖度超53%，助力投资者一键重仓"海空协 ...

航天ETF(159267)，相关场外联接(A类：025732；C类：025733)。 数据来源：Wind。风险提示：基金管理公司不保证本基金一定盈利，也不保证最低收益，基金过往业 绩不能预示未来收益。我国基金运作时间较短，不能反映股市发展的所有阶段。市场有风险，投资需谨 慎，风险自担。投资人在投资基金前应认真阅读《基金合同》和《招募说明书》等基金法律文件，全面 认识基金产品的风险收益特征，在了解产品情况及听取销售机构适当性意见的基础上，根据自身的风险 承受能力、投资期限和投资目标，对基金投资作出独立决策，选择合适的基金产品。 据中国航空工业集团消息，我国自主研制的"祥云"AS700载人飞艇，成功取得由中国民用航空局颁发的 全国首张国产载人飞艇生产许可证（PC证），标志着我国首款按适航标准自主研制的载人飞艇正式迈 入批量生产阶段，为国产载人飞艇规模化交付和商业化运营奠定了坚实基础。作为研制到产业化的核心 环节，型号合格证（TC）与生产许可证（PC）共同构成从"设计批准"到"生产批准"的完整监管闭环体 系。此前，AS700载人飞艇已于2023年12月成功取得TC证。 行业政策方面，日前，深圳"十五五"规划建议全文 ...

2025年12月29日，市场全天震荡走势，三大指数涨跌不一，沪指走出九连阳。截至收盘，沪指涨 0.04%，深成指跌0.49%，创业板指跌0.66%。 题材方面，化纤行业、石油行业、多元金融等板块涨幅居前，能源金属、医药商业、电池等板块跌幅居 前。主力资金上，银行、石油行业、多元金融等行业概念流入居前。 ETF方面，或受相关消息刺激，航空航天、机器人、银行等相关ETF表现亮眼！ 消息面上，近日，国家创业投资引导基金正式启动。引导基金重点聚焦集成电路、人工智能、航空航 天、低空经济、生物制造、未来能源等领域的早期项目和种子企业。 相关ETF：机器人50ETF(159559)、机器人ETF易方达(159530)、机器人ETF鹏华(159278)、机器人ETF富 国(159272)、机器人ETF南方(159258) 【人民币业务资金参与银行名单扩至40家，机构：银行当前红利属性延续】 中金公司表示，展望2026年航空航天科技行业，2026年是"十五五"计划开篇之年，内外需求共振下航空 航天科技行业有望延续较高景气。商业航天方面，卫星互联网空间段建设进入常态化组网阶段，2026年 应用环节产业化进程有望加速，此外商业火 ...

据官方信息显示，自2025年6月科创板将商业航天纳入第五套上市标准适用范围后，已有蓝箭航天、中 科宇航、星河动力、天兵航天等6家企业完成IPO辅导备案。研究预测，2025年中国商业航天市场规模 将达2.8万亿元，现存企业超600家。 与此同时，政策层面持续加持，"十五五"规划明确支持航空航天产业集群发展。国家航天局11月25日发 布商业航天高质量发展行动计划，并于11月29日设立专门监管部门，推动行业制度化发展。业内指出， 民营航天企业登陆资本市场将重塑产业格局，加速技术自主与全球竞争力提升。 中银证券认为，商业航天主题正突破"升温"期。商业航天领域近期迎来顶层设计完善以及新政策支持， 为产业发展明确了发展蓝图，增强了市场对商业航天长期发展的信心。近期，我国卫星互联网低轨卫星 组网发射明显提速，未来国内商业航天进入常态化、高频次发射阶段后将对产业链上下游形成实质性利 好。 2025年12月25日，A股三大指数翻红走强，集体拉升！沪指冲击七连阳，商业航天概念继续暴涨，相关 个股再迎大面积涨停潮，广联航空20cm涨停，天奥电子、航发科技均涨停，航天电子、航天晨光等个 股跟涨。 相关ETF——航天ETF(15926 ...

Group 1 - The Aerospace ETF (159267) has risen by 2.83%, leading the market, with a turnover of 7.68% during the session [1] - The index it tracks, the National Aerospace and Aviation Industry Index, increased by 2.56%, with significant gains in constituent stocks such as Tianhe Defense rising over 12% and Changcheng Military Industry hitting the daily limit [1] - Over the past five trading days, the Aerospace ETF has seen net inflows on three days, totaling 22.86 million yuan, with a weekly net inflow rate of 6.90%, ranking first among similar index products [1] Group 2 - The establishment of the "Aerospace Power" as a national strategic priority indicates the importance of the aerospace industry in China's development [2] - The development of commercial aerospace is essential for achieving the "Aerospace Power" goal, transitioning from "task-driven" to "demand-driven" activities, which will accelerate industry growth [2] - The National Aerospace and Aviation Industry Index includes high-quality companies in aerospace equipment, military electronics, and ground weaponry, providing investors with a concentrated exposure to military themes [2]

Core Viewpoint - The launch of China's first electromagnetic catapult aircraft carrier, Fujian, marks a significant advancement in the country's naval capabilities, establishing China as one of only two nations with operational electromagnetic launch capabilities [2]. Group 1: ETF Performance - As of November 10, the Aerospace ETF (159267) reached a new high of 335 million yuan, with a recent increase of 14.5 million units in the past month [1]. - The ETF recorded a net inflow of 3.8938 million yuan recently, with a total of 32.3372 million yuan in net inflows over the last 10 trading days [1]. - The ETF's net flow rate over the past 20 days stands at 77.34%, leading among similar products [1]. Group 2: Fujian Aircraft Carrier - The Fujian aircraft carrier is equipped with an advanced electromagnetic launch system and new carrier-based aircraft, significantly enhancing operational efficiency and establishing a comprehensive maritime defense system [1][2]. - The entry of the Fujian carrier into service is expected to set new standards for future aircraft carriers and provide valuable experience in deploying fifth-generation carrier-based fighter jets [2]. - The carrier's commissioning reflects the advanced nature of China's military equipment and is anticipated to drive a new round of upgrades in military technology during the 14th Five-Year Plan [2]. Group 3: Industry Index - The Aerospace ETF closely tracks the National Aerospace and Aviation Industry Index, which consists of high-quality companies in aerospace, military electronics, and ground armaments, with a 98.2% representation in the defense and military industry [2]. - The index has a high coverage of aerospace and military sectors, with 90.35% in aerospace and over 53% in aircraft carrier concepts, making it one of the purest military-themed indices in the market [2].

Group 1 - The Aerospace ETF (159267) has seen a trading volume turnover of 7.96% with a transaction value of 22.87 million yuan as of October 27, 2025 [1] - Key stocks in the index include HaiTe GaoXin (002023) up 3.84%, TianAo Electronics (002935) up 2.56%, Hangxin Technology (300424) up 2.20%, Zhenxin Technology (300101) up 2.09%, and Mengsheng Electronics (688311) up 1.99% [1] - The Aerospace ETF has experienced continuous net inflows totaling 47.79 million yuan over the past six days, with net inflow rates of 16.99% and 45.25% over the past week and two weeks, respectively, leading among similar products [1] Group 2 - From January to September, profits in the high-tech manufacturing sector increased by 8.7% year-on-year, accelerating by 2.7 percentage points compared to January to August, contributing to a 1.6 percentage point increase in profits for all industrial enterprises [1] - In September, profits in the high-tech manufacturing sector grew at a double-digit rate of 26.8%, contributing to a 6.1 percentage point increase in profits for all industrial enterprises, highlighting its role in high-quality industrial development [1] - The aerospace and aviation industry saw a profit increase of 11.3% from January to September, driven by rapid development in the sector [1] Group 3 - The 20th Central Committee's Fourth Plenary Session emphasized the importance of becoming an aerospace power and enhancing national defense capabilities, with technology being a major focus area [2] - The session highlighted several technological sectors, including low-altitude economy, quantum technology, nuclear fusion energy, brain-computer interfaces, and embodied intelligence, indicating a strong policy focus on technology [2] - The Aerospace ETF closely tracks the National Aerospace and Aviation Industry Index, which consists of high-quality companies in aerospace equipment, military electronics, ground weaponry, and aerospace equipment, with a high concentration in the national defense and military industry [2]

Group 1 - The A-share market showed strong performance on the last trading day before the holiday, with the aerospace and military industry sector performing particularly well, highlighted by stocks such as AVIC Shenfei hitting the daily limit [1] - The Aerospace ETF (159267) rose by 3.78%, marking its third consecutive increase, with a trading volume of 30.1361 million yuan, indicating active market participation [1] - Shenzhen's transportation authority issued measures to support the high-quality development of the low-altitude economy, including financial incentives for companies involved in the development and manufacturing of manned eVTOL and unmanned aerial vehicles [1] Group 2 - The industrialization of the low-altitude economy is accelerating, with infrastructure development and application scenarios progressing simultaneously, as various regions like Shanghai, Jilin, and Sichuan establish support institutions [2] - Leading companies in the sector, such as EHang, WoFly, and Zero Gravity, are receiving bulk orders, indicating a gradual release of market demand [2] - The Aerospace ETF closely tracks the National Aerospace and Aviation Industry Index, which consists of high-quality companies in aerospace equipment, military electronics, and ground weaponry, with a high concentration in the national defense and military industry [2]

Group 1 - The A-share market showed mixed performance on September 19, 2025, with the military industry sector experiencing a significant surge, particularly in aerospace and aviation concepts, leading to notable gains in related stocks such as Ruike Technology, which hit the daily limit, and others like AVIC Shenyang Aircraft and AVIC Chengfei, which rose over 7% [1] - The Aerospace ETF (159267) saw a strong opening, rising over 2.5%, with active market trading and a rapid increase in transaction volume. As of September 18, the Aerospace ETF had attracted a total of 80.68 million yuan in the last 14 trading days [1] - Hefei Xinghuo Space Technology Co., Ltd. announced on September 16 that it had completed 55 million yuan in angel round financing, bringing its total financing to nearly 100 million yuan, with its "Evolution No. 1" electric cycle liquid rocket being the first of its kind in China and the largest globally in terms of payload capacity [1] Group 2 - China Galaxy Securities highlighted the military industry as having significant potential, with short-term stabilization expected in the military sector following the "September 3rd" fund adjustments. The upcoming "14th Five-Year" equipment procurement orders are anticipated to increase, leading to a rise in upstream orders [2] - The mid-term outlook is positive, with expectations for the "15th Five-Year" equipment procurement plan to drive order growth in Q4. Additionally, NATO countries are significantly increasing military spending, indicating substantial room for growth in China's military expenditure [2] - The long-term perspective suggests that regional conflicts are enhancing China's military profile, with domestic demand and military trade creating new opportunities. The goal of achieving a strong military by 2027 is expected to sustain high growth in the sector for the next three years [2]