1月9日，A股市场多点爆发，沪指时隔10年重回4100点，商业航天主题依旧火爆！截至13:50，航空ETF基金(159257)爆量涨1.9%，一度涨超 4.5%，盘中价创上市以来新高，成交额进一步放量至4000万元。航空ETF基金(159257)盘中吸金超1600万元，加上今日已连续4日获资金净流 入，合计净流入超3000万元。 航空ETF基金(159257)标的指数成分股多数冲高，航天宏图、航天电子涨超8%，航天彩虹涨超6%，洪都航空、华力创通涨超2%，万丰奥威等 涨幅居前，中直股份、北斗星通等回调。 【航空ETF基金(159257)标的指数前十大成分股】 | 序号 | 代码 | 名称 | 申万一级行业 | 涨跌幅 | 估算权重 | | --- | --- | --- | --- | --- | --- | | 1 | 002085 | 万丰奥威 | 汽车 | 0.31% | 4.81% | | 2 | 002389 | 航天彩虹 | 国防军工 | 6.03% | 3.59% | | 3 | 600038 | 中直股份 | 国防军工 | -0.50% | 3.55% | | 4 | 600316 | 洪都航 ...

1月6日, A股市场延续开门红，逾4100股上涨，沪指收涨超1%喜提13连阳，再创阶段新高！商业题材概念飙涨，航空ETF基金(159257)高歌猛进，收涨 4.59%，再次刷新历史新高，喜提3连涨。资金将目光转向航空板块，航空ETF基金（159257）强势吸金超237万元！ 业内机构指出，2026年开年，A股春季行情持续演绎，商业航天板块凭借跨年上涨态势持续领涨。叠加商业火箭企业专项上市指引落地等利好政策的催化， 市场对该板块的关注度进一步提升。 从产业发展底层逻辑审视，商业航天板块的崛起并非市场情绪的短期宣泄，而是政策红利释放、核心技术突破与产业刚性需求三大核心要素共同驱动的必然 结果。 国金证券研报认为，全球航天产业处在SpaceX等为代表的商业航天企业崛起之际，正经历着类似大航海时代的结构性变革。中国商业航天开始到达从政策 孵化期向工业化爆发期过渡的关键节点。2026年将是中国商业航天产业的阿尔法元年，行业逻辑将从单纯的题材映射转向基于供应链业绩兑现的基本面投 资。 国防军工为第一大权重行业。航空ETF基金（159257）标的指数行业主要集中在国防军工（56.3%）、计算机（7.5%）、汽车（7.4%） ...

Core Viewpoint - The commercial aerospace sector in China is experiencing significant growth driven by policy support, technological breakthroughs, and rigid industry demand, marking 2026 as a pivotal year for the industry [2][3]. Group 1: Market Performance - As of January 6, 2026, the National General Aviation Industry Index (980076) rose by 2.87%, with key stocks such as Aerospace Huanyu (688523) increasing by 17.35% and Huashe Navigation (300627) by 14.27% [1]. - The Aviation ETF Fund (159257) increased by 2.98%, reaching a historical high, with a recent price of 1.21 yuan, and has seen a 12.00% increase over the past two weeks [1]. - The Aviation ETF Fund's trading volume was active, with a turnover rate of 23.98% and a transaction value of 17.28 million yuan [1]. Group 2: Fund Growth and Sector Focus - The Aviation ETF Fund has seen a significant increase of 850,000 shares over the past three months, indicating strong investor interest [2]. - The fund primarily focuses on the defense and military sector, which constitutes 56.3% of its holdings, along with significant allocations to low-altitude economy and commercial aerospace sectors [4][7]. - The commercial aerospace sector accounts for 24% of the fund's holdings, covering satellite navigation and satellite internet, which positions it well to capitalize on the trillion-dollar market opportunities [8]. Group 3: Industry Dynamics - The commercial aerospace sector is transitioning from a policy incubation phase to an industrial explosion phase, with 2026 expected to be a transformative year for the industry [2]. - Key drivers for this growth include the urgent need for high-frequency network deployment, breakthroughs in launch capacity, and a restructured valuation system for commercial aerospace [3]. - The competitive pressure from companies like SpaceX is accelerating domestic policy and capital investments towards core companies in the sector [3].

Core Viewpoint - The A-share market is experiencing a rebound, particularly in the aerospace sector, driven by strong performance in commercial space concepts, with over 4,400 stocks rising [1] Group 1: Aerospace ETF Fund Performance - The Aerospace ETF Fund (159257) saw an increase of 0.87%, briefly surpassing 1.5% during trading, indicating a strong upward trend [1] - Major component stocks of the Aerospace ETF Fund showed significant gains, with Guanglian Aviation rising over 9%, China Satellite up over 4%, and Western Superconducting increasing by over 3% [3] Group 2: Component Stock Insights - Guanglian Aviation has established a full-chain capability for key components of launch vehicles and satellites, currently executing commercial space orders [5] - The successful launch of the "Zhuque-3" rocket marks a significant milestone for China's commercial space sector, being the first reusable liquid oxygen-methane rocket to achieve orbit [5][7] Group 3: Commercial Space Development - 2025 is projected to be a milestone year for China's commercial space development, with increased launch frequencies and successful satellite deployments [6] - The global surge in satellite internet construction is leading to a projected deployment of approximately 57,000 low Earth orbit satellites by 2029, indicating a competitive landscape for satellite resources [8] Group 4: Market Potential and Growth - The satellite industry is expected to experience significant growth, with a market potential targeting trillions, driven by the competition for low Earth orbit resources [9][10] - The Aerospace ETF Fund's focus on low-altitude economy and military industry positions it well to benefit from the anticipated growth in these sectors [10][15]