卫星产业链今日集体强势，盘中航卫星互联网、空间站、大飞机等板涨幅居前，截至发稿，卫星ETF （563230）盘中涨幅达9.93%，航空ETF（159392）盘中涨幅达4.06%，军工龙头ETF（512710）盘中涨 幅达3.23%。其中卫星ETF成分股臻雷科技20cm涨停，信科移动、中科星图、信维通信等多股涨超9%。 消息面，国务院新闻发布会21日表示，6G研发已完成第一阶段技术试验，近期已经启动第二阶段6G技 术试验，其核心方向"空天地海一体化"网络与卫星互联网建设高度契合。这有望推动卫星互联网从 "补 充覆盖" 转向 "全域智联底座"，为 2030 年前后商用与规模化部署夯实根基。 另外，中国航天科技集团有限公司近日在京召开2026年度工作会议。会议强调，2026年是"十五五"开局 之年，要统筹宇航重大工程实施与产业化转型，深入推进载人登月、深空探测等重大工程，全力突破重 复使用火箭技术，加速推动航天强国建设。 卫星ETF（563230）紧密跟踪卫星产业指数，指数覆盖集成电路设计、通信系统和终端设备、航天、通 用软件开发、电子元件与自动化器械等细分行业，网罗卫星全产业链，板块纯度足、投资效率高。 （文章来 ...

卫星产业链盘中继续领涨，其中航空航天、卫星互联网、空间站、商业航天等板涨幅居前，截至发 稿，卫星ETF（563230）盘中涨幅达9.93%，航空ETF（159392）盘中涨幅达5.73%，军工龙头ETF （512710）盘中涨幅达5.09%。其中卫星ETF成分股信科移动、国博电子、中国卫星、航天电子等多股 涨停。 消息面，国际电信联盟（ITU）官网显示，我国2025年12月向ITU申请了超20万颗卫星的频轨资 源。其中超19万颗卫星来自近期刚刚成立的无线电创新院。 机构分析指出，2024年及2025年，商业航天连续两年被写入《政府工作报告》，其作为战略性新兴 产业与新增长引擎的地位得到国家最高施政蓝图的确认。在政策与市场的双重驱动下，商业运载火箭和 商业卫星公司大量涌现，产业链条快速完善，中国商业航天行业已进入快速发展阶段，预计2030年中国 市场规模将达到8万亿元人民币。 卫星ETF（563230）紧密跟踪卫星产业指数，指数覆盖集成电路设计、通信系统和终端设备、国防 装备、航天、通用软件开发、电子元件与自动化器械等细分行业，网罗卫星全产业链，板块纯度足、投 资效率高。 每日经济新闻 （责任编辑：董萍萍 ） ...

消息面，国际电信联盟（ITU）官网显示，我国2025年12月向ITU申请了超20万颗卫星的频轨资 源。其中超19万颗卫星来自近期刚刚成立的无线电创新院。 【免责声明】本文仅代表作者本人观点，与和讯网无关。和讯网站对文中陈述、观点判断保持中立，不对所包含内容 的准确性、可靠性或完整性提供任何明示或暗示的保证。请读者仅作参考，并请自行承担全部责任。邮箱： news_center@staff.hexun.com 机构分析指出，2024年及2025年，商业航天连续两年被写入《政府工作报告》，其作为战略性新兴 产业与新增长引擎的地位得到国家最高施政蓝图的确认。在政策与市场的双重驱动下，商业运载火箭和 商业卫星公司大量涌现，产业链条快速完善，中国商业航天行业已进入快速发展阶段，预计2030年中国 市场规模将达到8万亿元人民币。 卫星产业链盘中继续领涨，其中航空航天、卫星互联网、空间站、商业航天等板涨幅居前，截至发 稿，卫星ETF（563230）盘中涨幅达5.19%，军工龙头ETF（512710）盘中涨幅达3.32%，航空ETF （159392）盘中涨幅达3.08%。其中卫星ETF成分股信科移动涨停，国博电子、海兰信涨超1 ...

（文章来源：每日经济新闻） 后续专项政策加速落地：2024年11月，国家航天局印发《商业航天高质量安全发展行动计划（2025— 2027年）》，政策利好密集释放。2025年11月，商业航天局设立商业航天司专职监管；12月，上交所发 布商业火箭企业科创板上市标准，支持优质未盈利企业上市；月底，蓝箭航天科创板IPO申请获受理， 成为政策落地的重要实践。 卫星ETF（563230）紧密跟踪卫星产业指数，指数覆盖集成电路设计、通信系统和终端设备、国防装 备、航天、通用软件开发、电子元件与自动化器械等细分行业，网罗卫星全产业链，板块纯度足、投资 效率高。 卫星产业链从去年12月以来持续活跃，开年来热度再度攀升，今日盘中空间站、航母、商业航天、军工 等板涨幅居前，截至发稿，卫星ETF（563230）盘中涨幅达7.13%，军工龙头ETF（512710）盘中涨幅 达4.45%，航空ETF（159392）盘中涨幅达3.15%。其中卫星ETF成分股信科移动、国机精工、航天电子 等多股涨停。 近年来，商业航天政策持续加码，宏观战略指引明晰：2023年中央经济工作会议将其列为战略性新兴产 业；2024-2025年，推动产业集群发展连 ...

Core Viewpoint - The aerospace and military industry is experiencing strong performance, with significant gains in various ETFs related to large aircraft, commercial space, space stations, satellite internet, and aircraft carriers, indicating a shift from speculative to fundamental growth in the sector [1] Group 1: Market Performance - The Satellite ETF (563230) saw an intraday increase of 5.45% - The Military Industry Leader ETF (512710) experienced a 5.53% rise - The Aviation ETF (159392) recorded a 4.39% gain - Key stocks such as Aerospace Electric and Aerospace Electronics reached their daily limit up [1] Group 2: Upcoming Developments - Xinghe Power Aerospace is set to implement the "Vesta-1 Sea Launch Type (Remote 7)" commercial rocket launch task, code-named "Wanghai Tide" [1] - SpaceX, led by Elon Musk, plans to achieve an annual production capacity of up to 1,000 Starships [1] Group 3: Industry Outlook - 2026 is anticipated to be a pivotal year for China's commercial aerospace sector, marking the "industrial explosion year" [1] - The combination of the "14th Five-Year Plan" for aerospace strength and the maturation of the private rocket/satellite industry chain is expected to drive the sector's transition from speculation to fundamental realization [1] Group 4: ETF Composition - The Satellite ETF (563230) closely tracks the satellite industry index, which includes sectors such as integrated circuit design, communication systems and terminal equipment, defense equipment, aerospace, general software development, electronic components, and automation machinery [1] - The ETF encompasses the entire satellite industry chain, ensuring high purity and investment efficiency [1]

Group 1 - The satellite sector is experiencing significant gains, with the Satellite ETF (563230) rising by 6.23%, the military industry leader ETF (512710) up by 3.87%, and the aviation ETF (159392) increasing by 2.52% [1] - Key stocks within the Satellite ETF, such as Beidou Navigation, Aerospace Electric, and Beidou Star Communication, have reached their daily price limits [1] - Recent favorable developments in the commercial space sector include increased policy support, improved regulatory frameworks, and enhanced capital inflows, with the State-owned Assets Supervision and Administration Commission emphasizing aerospace as a key area for development [1] Group 2 - The Satellite ETF (563230) closely tracks the satellite industry index, covering various sub-sectors including integrated circuit design, communication systems, defense equipment, aerospace, general software development, and electronic components, ensuring high investment efficiency [2]

Group 1 - The satellite industry is experiencing a strong start to the year, with significant gains in sectors such as Beidou navigation, space stations, aircraft carriers, and commercial aerospace, as evidenced by the satellite ETF (563230) rising by 4.2% [1] - The military industry ETF (512710) increased by 3.06%, while the aviation ETF (159392) saw a rise of 2.32%, indicating robust investor interest in these sectors [1] - Key stocks within the satellite ETF, including Haige Communication, China Satcom, and Beidou Star, reached their daily limit up [1] Group 2 - The implementation of the "Satellite Navigation Positioning Benchmark Station Management Measures" on January 1, 2026, will consolidate the national benchmark stations into a single network of 6,951, strengthening the commercial foundation for Beidou's time-space services [1] - Following the failure of Venezuela's satellite navigation system, Elon Musk announced that SpaceX's "Starlink" will provide free services, highlighting the strategic value of satellite internet and the necessity for domestic development of autonomous low-orbit constellations [1] - The satellite ETF (563230) closely tracks the satellite industry index, which encompasses sectors such as integrated circuit design, communication systems and terminal equipment, aerospace, general software development, and electronic components and automation machinery, indicating high investment efficiency and purity within the sector [1]

Group 1 - The satellite sector continues to lead the market with significant gains in commercial aerospace, large aircraft, satellite internet, military-civil integration, and BeiDou navigation concepts, with the Satellite ETF (563230) rising by 3.86% [1] - The National Development and Reform Commission has outlined the construction direction for the "14th Five-Year Plan," focusing on balancing current and long-term development, security, and the 2035 national strength goals, emphasizing key infrastructure to ensure national security and competitiveness [1] - China has completed 87 space launches (84 successful), with private commercial rocket companies executing 23 launch missions and placing 324 spacecraft into orbit [1] Group 2 - The Satellite ETF (563230) closely tracks the satellite industry index, covering sectors such as integrated circuit design, communication systems and terminal equipment, defense equipment, aerospace, general software development, and electronic components, ensuring high investment efficiency and purity in the satellite industry chain [2]

Core Viewpoint - The satellite sector is experiencing significant activity, driven by both policy and technological advancements, leading to notable gains in related ETFs and stocks [1] Group 1: Market Performance - The satellite ETF (563230) saw an intraday increase of 4.66%, while the military industry leader ETF (512710) rose by 2.73%, and the aviation ETF (159392) increased by 2.61% [1] - Notable stocks include Newray Energy reaching a daily limit up, XW Communication rising over 18%, and China Satellite hitting the daily limit [1] Group 2: Policy and Technological Developments - The State-owned Assets Supervision and Administration Commission (SASAC) announced on December 24 that during the 14th Five-Year Plan period, central enterprises will focus on the aerospace sector, enhancing support for related companies [1] - On December 23, the China Aerospace Science and Technology Corporation successfully launched the Long March 12A reusable rocket, marking a significant step for the "national team" in reusable rocket operations [1] Group 3: Industry Outlook - Analysts suggest that the collaboration between state-owned enterprises and private companies will drive China's aerospace sector towards "low-cost, high-frequency" operations, accelerating the deployment and commercialization of satellite internet [1] - The satellite ETF (563230) closely tracks the satellite industry index, which encompasses various sectors including integrated circuit design, communication systems, defense equipment, and aerospace, indicating a high investment efficiency and purity in the sector [1]

Group 1 - The aerospace and military integration sectors are experiencing significant stock gains, with the Aerospace ETF (159392) rising by 3.24% and the military industry leading ETF (512710) increasing by 3% [1][2] - Notable stocks include Aileda reaching a daily limit increase, and both Lijun Co. and Aerospace Electronics also hitting their daily limits [1] - Recent advancements in commercial aerospace networking have accelerated, with a record of "three launches in two days" achieved by StarNet, marking a new milestone for China's low-orbit satellite constellation [1] Group 2 - The Hainan provincial government has issued a three-year action plan (2025-2027) to accelerate the development of a modern industrial system, emphasizing the cultivation of a complete commercial aerospace industry chain [1] - The plan includes the establishment of the Wenchang International Aerospace City and the enhancement of core capabilities for commercial aerospace launch sites [1] - The Aerospace ETF (159392) tracks the Guozheng General Aviation Industry Index (980076), which includes 50 listed companies related to the general aviation industry across various sectors [1]