Core Viewpoint - The establishment of a dedicated regulatory body for commercial aerospace by the National Space Administration of China marks a significant step towards promoting high-quality development in the commercial aerospace industry, which is expected to benefit the entire industry chain [1][2]. Group 1: Market Performance - The Southern General Aviation ETF (159283) rose by 2.26%, with a turnover of 5.72% and a transaction volume of 8.1561 million yuan [1]. - The CSI General Aviation Theme Index increased by 1.99%, with notable gains from constituent stocks such as Leike Defense (up 10.05%), Guangqi Technology (up 10.01%), and Huali Chuantong (up 4.73%) [1]. Group 2: Policy Developments - The National Space Administration has recently established a Commercial Aerospace Department, which will gradually develop related businesses, indicating a structured approach to the commercial aerospace sector [1]. - The action plan for promoting high-quality and safe development in commercial aerospace (2025-2027) has been released, aiming to integrate commercial aerospace into the national aerospace development framework and enhance overall aerospace development efficiency [2]. Group 3: Industry Trends - The acceleration of commercial aerospace construction is expected to facilitate the widespread adoption of applications such as satellite direct connection for mobile phones and Beidou messaging [2]. - The issuance of satellite internet licenses marks a critical step towards commercial operation in China's satellite internet sector, which is anticipated to drive the entire industry chain towards scaling up [2]. - The development of computing satellites as a new infrastructure is progressing globally, with domestic policies guiding the acceleration of satellite constellation launches [2].

2025年7月29日，Wind数据显示，A股三大指数今日集体上涨，深证成指与创业板指再创年内新高。截止收盘，沪指涨0.33%；深证成指涨0.64%；创业板指 涨1.86%。沪深两市成交额达到18032亿。 涨幅方面，创新药相关ETF集体领涨 | | | ETF涨幅 TOP10 | | | | --- | --- | --- | --- | --- | | 证券代码 | 证券名称 | 涨幅 | 基金管理人 | 投资 | | 520880 | 港股通创新药ETF | 5.06% | रू इं | 被动指 | | 517120 | 创新药ETF华泰柏瑞 | 4.95% | 华泰柏瑞基金 | 被动指线 | | 517380 | 创新药ETF天弘 | 4.56% | 天弘基金 | 被动指线 | | 520700 | 港股创新药ETF基金 | 4.55% | 万家基金 | 被动指 | | 159748 | 创新药ETF富国 | 4.53% | 富国産金 | 被动指 | | 159567 | 港股创新药ETF | 4.46% | 観末事業 | 被动指 | | 159217 | 港股通创新药ETF工银 | 4.45% | ...