Market Performance - The A-share market indices collectively rose, with the Shanghai Composite Index surpassing 4100 points, marking a 16-day consecutive increase, closing up 0.92% at 4120 points [1] - The total trading volume reached 3.15 trillion yuan, breaking the 3 trillion yuan mark for the fifth time in history [1] - Over 3900 stocks increased in value, with more than 100 stocks hitting the daily limit [1] Sector Highlights - The AI application sector saw significant gains, with Kimi and Sora concepts leading the charge, and several stocks like Yidian Tianxia and Zhejiang Wenlian hitting the daily limit [1] - The commercial aerospace and satellite internet sectors continued to rise, with stocks such as Qian Zhao Guang Dian and China Satellite Communications also reaching the daily limit [1] - The small metals sector was active, with companies like Xiamen Tungsten also hitting the daily limit [1] - Other sectors with notable gains included cultural media, Xiaohongshu concept, online gaming, and online education [1] ETF Performance - Satellite ETFs, including E Fund and GF, surged over 22% this week, while other ETFs in general aviation and semiconductor equipment also saw increases exceeding 15% [2] - Specific ETFs such as the Satellite ETF E Fund and Satellite ETF GF reported year-to-date gains of 22.46% and 22.42%, respectively [3] Economic Outlook - The A-share market is experiencing a "New Year opening red" trend, attributed to proactive measures in the "two new" sectors by the National Development and Reform Commission, and an unexpected improvement in the December PMI [2] - The Shanghai Composite Index has broken through the mid-November 2025 high, indicating a potential recovery in the upward trend from the second half of 2025 [2] Investment Strategy - The market is entering its third year of a bull market, supported by a low interest rate environment, favorable global market conditions, domestic policy support, and improved US-China relations [4] - The focus for 2026 should be on structural opportunities, particularly in AI, renewable energy, chemicals, and cyclical consumer leaders [4] - Key themes for investment include commercial aerospace and robotics, with an emphasis on sectors that have been undervalued since 2024 [4]

近期，商业航天与卫星产业板块持续受到市场热捧，成为二级市场一道亮眼的风景线。政策、技术与资 本的多重共振，正推动这一"科技登高"领域进入快速发展轨道，相关指数与ETF产品近期表现较好。截 至1月9日，Wind数据显示，中证卫星产业指数年内涨幅已达22%，国证商用卫星通信产业指数涨幅也 超过18%，均实现连续多日阳线。 | 数据来源：Wind 截止 | | --- | 至20250108 除此之外，ETF涨幅榜前列几乎被卫星、通用航空主题产品包揽，其中富国基金旗下的卫星ETF （563230.SH）今年以来回报达15.99%，近3月回报达61.42%；招商基金旗下的卫星产业ETF （159218.SZ）紧随其后，今年以来回报达15.95%，近3月回报高达61.59%。此外，广发、易方达、鹏 华等多家公募的卫星相关ETF今年以来的回报均超过15%。 值得注意的是，在市场情绪高涨的背景下，也伴随出现不实信息传播。1月9日午盘期间，市场传闻"卫 星ETF下周暂停申购"，引发投资者关注。针对该传闻，多家相关基金公司迅速回应，明确表示"确定没 有，未接到相关通知"，澄清了这一不实信息，也从侧面反映出市场对该板块的关注度与 ...

（原标题：最强主线彻底爆发！卫星ETF、航天航空ETF、通用航空ETF涨5超%） 卫星产业链、商业航天彻底爆发，成为近期市场最强主线，卫星ETF、航天航空ETF、通用航空ETF、 卫星ETF广发、军工龙头ETF、通用航空ETF基金、航空航天ETF、航天ETF、卫星ETF易方达、通用航 空ETF南方、卫星产业ETF、航空航天ETF、航空航天ETF天弘、航空ETF、国防ETF、卫星ETF鹏华涨 超%。 永赢卫星ETF跟踪国证商用卫星通信产业指数，聚焦卫星制造、火箭发射等商业航天核心环节，成分股 包含航天电子、中国卫星等龙头企业，主题聚焦度高。 消息面上，行业迎来多重催化： 马斯克提出了航天业有史以来最雄心勃勃的制造目标之一:每年生产1万艘星舰飞船。当地时间周日，美 国新闻网站SMX在X上的官方账号发帖称，SpaceX将像生产飞机一样生产星舰飞船。该公司斥资2.5亿 美元在星舰基地(Starbase)建造了一座GigaBay工厂，旨在加速星舰生产。这座占地70万平方英尺的工厂 设计用于每年生产至多1000枚火箭。马斯克在回复中确认了这一消息，并且称:"数量巨大，可能每年多 达1万艘。" 富国卫星ETF、卫星ETF广 ...

卫星ETF鹏华、卫星ETF易方达涨超8%；卫星ETF广发、卫星ETF、卫星产业ETF涨超7%；通用航空 ETF基金、通用航空ETF涨超6%。 卫星产业ETF跟踪中证卫星产业指数，覆盖卫星制造与发射、地面设备、通信导航、遥感应用等全产业 链，商业航天含量为43.22%，航天航空装备合计权重为36.2%，均处卫星主题指数第一；前十大权重股 囊括卫星产业链上游的航天电子、中国卫星、中游的中国卫通，以及下游的华测导航、北斗星通等，合 计权重超60%，既兼顾了当前受益于星座建设的上游硬件企业，也布局了未来拥有广阔应用前景的下游 服务公司，能够较好地捕捉卫星产业从建设到应用的全周期发展红利。 （原标题：卫星产业彻底爆发！卫星ETF鹏华、卫星ETF易方达涨超8%，卫星ETF广发、卫星ETF、卫 星产业ETF涨超7%） 1月6日，A股三大指数今日延续强势表现，沪指日线13连阳，创2015年7月以来的逾十年新高。 卫星产业彻底爆发！航天电子、中国卫通、北方导航涨停。 消息面上，星河动力航天将于近期择机实施"谷神星一号海射型(遥七)"商业运载火箭发射任务，任务代 号为"望海潮"。 开源证券表示， 2026年，国内商业航天有望迎来 ...

截至2026年1月6日 14:27，同类规模最大的通用航空ETF（159378）上涨3.42%。航天环宇(688523)涨超17%，华测导航 (300627)涨超12%，航天电子(600879)、北斗星通(002151)、海格通信(002465)均涨停。 消息面上，今年，民航将健全完善低空民用航空政策体系，加快低空飞行服务站体系建设，推进建设低空飞行服务调度平 台；优化调整无人驾驶航空试验区（试验基地），因地制宜拓展低空应用场景。 注：通用航空ETF（159378）成立日期为2025/1/2，早于同类产品，通用航空ETF同类指追踪国证通用航空产业指数的所有 ETF基金。市场过往表现不预示未来，不构成对基金业绩的保证。 机构认为，国家战略层面对低空经济的定位持续提升，叠加地方政策密集跟进，行业已进入从顶层规划到实际落地的关键阶 段。随着空域改革试点深化和技术成熟度提高，eVTOL整机制造、空管系统建设及配套基础设施投资有望迎来加速期。 政策方面，新修订的《民用航空法》正式发布，自 2026年7月1日起施行。国家鼓励发展通用航空，优化低空空域资源配 置，划分空域兼顾低空经济发展需要，培育通用航空市场，促进低空经济 ...

Group 1 - The A-share market closed for 2025 with the Shanghai Composite Index rising by 0.09%, marking an 11-day winning streak and an annual increase of 18.41%, the highest in 10 years [1] - The Shenzhen Component Index fell by 0.58% but recorded an annual gain of 29.87%, while the ChiNext Index decreased by 1.23% with an impressive annual rise of 49.57% [1] - The STAR 50 Index saw an annual increase of 35.92%, and the North Exchange 50 Index rose by 38.8% for the year [1] Group 2 - Various sectors such as computing hardware, non-ferrous metals, banking, battery supply chain, innovative pharmaceuticals, commercial aerospace, and robotics contributed to the Shanghai Composite Index reaching above 4000 points during the year [1] - The CPO Index had the largest gain among concept indices, increasing over 180% cumulatively [1] - In the ETF market, the commercial aerospace sector continued its upward trend, with multiple satellite ETFs rising over 7%, while the low-altitude economy sector also performed well with gains of 4.6% [1] Group 3 - In terms of annual performance, AI hardware and non-ferrous themed ETFs showed remarkable results, with the Guotai Fund Communication ETF, the Fortune Fund Communication Equipment ETF, and the Guotai Fund Mining ETF rising by 125.81%, 121.37%, and 106.11% respectively [2] - The AI hardware sector experienced a pullback, with the Growth ETF and the Double Innovation ETF both declining by 2% [2] - The energy storage battery sector also faced a downturn, with the energy storage battery ETF dropping by 1.97% [2]

Group 1 - General aviation concept stocks have strengthened, with Aerospace Electronics rising over 8%, China Satellite Communications up over 4%, Hongdu Aviation increasing over 3%, and Huace Navigation and Zhongke Star Map both rising over 2% [1] - The general aviation-related ETFs have increased nearly 3% [1] Group 2 - Several brokerages indicate that the low-altitude economy is a strategic emerging industry included in the government work report and is an important component of China's transportation network planning, with various levels of government issuing numerous supportive policies [2] - The market space for the low-altitude economy is accelerating, with the drone low-altitude market expected to exceed 3.1 trillion yuan by 2035, and the manned eVTOL market projected to exceed 500 billion yuan [2]

Group 1 - The core viewpoint of the article highlights the active trading and significant gains of various ETFs on December 29, with a particular focus on sectors such as technology, securities, and non-ferrous metals [1] - The trading volume for cross-border ETFs, specifically the Hong Kong securities ETF, reached 5.238 billion yuan, indicating substantial market activity [1] - The non-ferrous metals ETF (159980) experienced a half-day increase of 2.91%, leading the gains among ETFs [1] - The AI-related ETFs, such as the Fortune (589380) technology innovation AI ETF, also saw a notable half-day increase of approximately 2% [1] - The commercial aerospace sector continued its upward trend, with multiple general aviation and satellite ETFs showing half-day gains exceeding 1.5% [1]

通用航空ETF（159378）成立日期2025年1月2日，最新规模12.09亿。成立以来收益26.39%。 通用航空ETF（159378）基金经理为张璐、刘庭宇。 12月25日，利君股份涨5.04%，截至发稿，报11.89元/股，成交2.53亿元，换手率3.84%，总市值122.88 亿元。 资料显示，成都利君实业股份有限公司位于四川省成都市武侯区武科东二路5号，成立日期1999年11月 23日，上市日期2012年1月6日，公司主营业务涉及辊压机(高压辊磨机)及其配套设备业务和航空零件及 工装设计制造业务。主营业务收入构成为：航空航天零部件制造41.33%，辊系(子)30.82%，辊压机及配 套11.35%，高压辊磨机及配套8.26%，其他(补充)8.24%。 从利君股份十大流通股东角度 数据显示，永赢基金旗下1只基金位居利君股份十大流通股东。通用航空ETF（159378）三季度新进十 大流通股东，持有股数98.99万股，占流通股的比例为0.18%。根据测算，今日浮盈赚取约56.42万元。 截至发稿，张璐累计任职时间6年148天，现任基金资产总规模229.21亿元，任职期间最佳基金回报 113.52%， 任职 ...

| 字号 | 代码 | 类型 名称 | 现价 | 涨跌 | 涨跌幅 ▼ | | --- | --- | --- | --- | --- | --- | | I | 159712 | 跨 港股通50ETF T+0 | 1.410 | 0.114 | 8.80% | | 2 | 159312 | 跨 恒生ETF港股通 T+0 | 1.327 | 0.074 | 5.91% | | 3 | 159788 | 跨 港股通100ETF T+0 | 1.434 | 0.078 | 5.75% | | 4 | 159218 | 主 卫星产业ETF | 1.472 | 0.066 | 4.69% | | 5 | 512630 | 主 卫星ETF广发 | 1.210 | 0.054 | 4.67% | | 6 | 159206 | 主 卫星ETF | 1.432 | 0.061 | 4.45% | | 7 | 563230 | 主 卫星ETF | 1.208 | 0.050 | 4.32% | | 8 | 563530 | 主 卫星ETF易方达 | 1.202 | 0.047 | 4.07% | | 9 | 159318 | ...