通用航空ETF基金紧密跟踪国证通用航空产业指数，截至2025年12月31日，指数前十大权重股分别为万丰奥威、航天彩虹、中直股份、华力创通、中国卫 星、洪都航空、航天电子、中无人机、天银机电、北斗星通，前十大权重股合计占比33.92%。 截至2026年1月9日，国证通用航空产业指数(980076)强势上涨2.09%，截至13:48，通用航空ETF基金(159230)涨幅收窄至2.10%，其持仓股航天电子打开涨 停，涨9.09%，西部超导涨9.07%，中科星图(、航天宏图、中无人机等股纷纷回落，通用航空ETF基金盘中换手31.08%，成交1.00亿元，市场交投活跃。 统计显示，通用航空ETF基金(159230)近8天获得连续资金净流入，合计"吸金"2.37亿元。截至2026年1月8日，最新份额达2.26亿份，最新规模达3.13亿元， 创成立以来新高。 消息面上，国家发改委新闻发布会提及以更大力度稳投资，近日已组织下达2026 年提前批"两重"建设项目清单和中央预算内投资计划。因地制宜有序拓展 低空经济应用场景。国家发改委新闻发布会提及以更大力度稳投资，近日已组织下达2026 年提前批"两重"建设项目清单和中央预算 ...

统计显示，通用航空ETF基金近7天获得连续资金净流入，合计"吸金"1.39亿元。截至1月7日，最新份额达1.53亿份，最新规模达2.04亿元，均创近半年新 高。 西南证券研报认为，国家战略聚焦低空经济新赛道，各地相继出台低空经济发展纲领性政策，国资央企密集成立低空经济公司。从应用场景来看，低空物 流、低空文旅等应用场景先行。头部eVTOL主机厂订单陆续落地，海外拓展迅速，低空经济产业链规模化发展态势清晰。 截至2026年1月8日 ，国证通用航空产业指数(980076)强势上涨，其成分股航天南湖涨18.27%，航天电子涨停，光威复材涨9.64%，中航机载、国睿科技等个 股跟涨，截至13:12，通用航空ETF基金(159230)上涨3.84%。 | 股票代码 | 股票简称 | 涨跌幅 | 权重 | | --- | --- | --- | --- | | 002085 | 万丰奥威 | 1.80% | 6.38% | | 600316 | 洪都航空 | 8.44% | 3.88% | | 002389 | 航天彩虹 | 3.89% | 3.85% | | 600038 | 中直股份 | 2.99% | 3.71% ...

| 股票代码 | 股票简称 | 涨跌幅 | 权重 | | --- | --- | --- | --- | | 002085 | 万丰奥威 | -0.79% | 6.38% | | 600316 | 洪都航空 | -2.99% | 3.88% | | 002389 | 航天彩虹 | -1.40% | 3.85% | | 600038 | 中直股份 | -0.76% | 3.71% | | 688772 | 珠海冠宇 | -0.86% | 3.06% | | 300045 | 华力创通 | -3.68% | 2.94% | | 603308 | 应流股份 | 2.03% | 2.65% | | 688248 | 南网科技 | 1.67% | 2.60% | | 688002 | 睿创微纳 | 1.10% | 2.47% | | 600118 | 中国卫星 | -4.92% | 2.38% | （以上所列股票仅为指数成份股，无特定推荐之意） 开源证券分析指出，中国商业航天正迈入技术迭代与产业落地双轮驱动的新发展阶段，行业增长动能显著增强。 通用航空ETF基金紧密跟踪国证通用航空产业指数，截至2025年12月31日， ...

华源证券指出，以力箭二号为代表的民营火箭理论成本迫近国际顶尖水平，但中国行业平均成本（2024 年约7.5万元/千克）与SpaceX（约2万元/千克）相比仍有显著差距，这本质上是"一次性火箭"与"可复用 火箭"的商业模式代差。实现2029年成本降至4.5万元/千克的目标，高度依赖于可回收技术取得决定性突 破并成功商用。 通用航空ETF基金（159230）跟踪国证通用航空产业指数，以低空经济为核心，覆盖航材及基础设施、 飞行器制造、运营服务及场景应用等行业，助力投资人把握低空经济行情，低空经济含量83.7%，商业 航天含量60.89%。 相关产品： 每日经济新闻 12月30日，三大指数集体走强，大飞机、商业航天概念盘中回调，截至14点10分，航空航天ETF （159227）盘中转跌0.97%，持仓股表现分化，航宇科技、盟升电子、航发科技等股领跌，振芯科技、 迈信林、中航重机等股领涨，通用航空ETF基金（159230）跌0.48%。 航空航天ETF（159227）紧密跟踪国证航天指数，覆盖航空装备、航天装备、卫星导航、新材料等关键 产业链环节，成分股精选领域头部企业，涵盖大飞机研制、低空经济、商业航天等新兴领域， ...

Group 1 - The A-share market experienced fluctuations with near-term new stocks and superconducting concepts leading gains, while cross-strait integration and primary real estate indices fell [1] - The General Aviation ETF (159230) rose by 0.52%, driven by strong performances from holdings like Western Superconducting, China Satellite, Tianyin Machinery, and Haige Communication [1] - The Aerospace ETF (159227) increased by 0.51%, with leading stocks including Aerospace Changfeng, Aero Engine Corporation of China, and Guangqi Technology [1] Group 2 - The Central Air Traffic Control Office released guidelines to enhance the construction of low-altitude management systems, promoting the development of low-altitude tourism, aviation sports, and consumer drones under safe conditions [1] - Southwest Securities highlighted the national 14th Five-Year Plan's focus on accelerating the development of the aerospace and low-altitude economy, with various local policies being implemented [2] - The General Aviation ETF focuses on low-altitude economy sectors, covering aircraft manufacturing, operational services, and application scenarios, with a low-altitude economic content of 86.06% [3]

Group 1 - The commercial aerospace sector has shown significant activity, with the aerospace ETF rising by 2.13% following a surge in the previous week [1] - The National Space Administration of China announced the "Action Plan for Promoting High-Quality and Safe Development of Commercial Aerospace (2025-2027)", aiming for high-quality development by 2027 [1] - A dedicated Commercial Aerospace Department has been established by the National Space Administration, indicating a move towards specialized regulatory oversight, which is expected to benefit the entire industry chain [1] Group 2 - The aerospace ETF (159227) has seen a net inflow of over 370 million yuan in the past 20 days, with over 50% of its index weight attributed to commercial aerospace concepts [2] - Key components of the aerospace ETF include companies such as Guangqi Technology (metamaterials stealth technology), AVIC Shenyang Aircraft Corporation (fighter jet manufacturing), and Aero Engine Corporation of China (aerospace engines) [2] - The General Aviation ETF (159230) has also increased by 0.73%, focusing on low-altitude economy with key stocks including Wanfu Ovi (general aviation aircraft development) and Hongdu Aviation (general aviation trainer and civil drones) [2]

Core Viewpoint - The satellite internet sector is experiencing significant growth, driven by favorable government initiatives and advancements in technology, particularly in the commercial aerospace industry [2]. Group 1: Industry Developments - The Ministry of Industry and Information Technology has initiated commercial trials for satellite IoT services, enabling seamless connectivity across air, land, sea, and space, which directly benefits low-orbit satellite manufacturers, rocket launch service providers, and satellite communication module developers [2]. - The first flight of China's reusable rocket "Zhuque-3" is scheduled for mid to late November, and if successful, it will significantly reduce launch costs, accelerating the domestic satellite internet constellation deployment [2]. - The commercial aerospace sector is entering a new phase of rapid development, with the GW constellation launch accelerating and reusable rocket technology approaching critical validation stages [2]. Group 2: Market Performance - The Aerospace ETF (159227) rose by 2.28%, with over 500 million yuan net inflow in the past 20 days, indicating strong investor interest in the aerospace sector [3]. - The General Aviation ETF (159230) increased by 1.98%, with over 80% exposure to the low-altitude economy, reflecting a growing focus on this segment [3]. - Key components of the Aerospace ETF include companies involved in advanced materials, fighter jet manufacturing, aviation engines, drone systems, and smart weapon systems, highlighting the ETF's high military content [3].

Group 1 - The A-share market indices have all turned positive, with the military industry sector leading the gains, particularly Changcheng Military Industry, which has seen a rise for four consecutive days [1] - The military sector has experienced a three-month consecutive increase, the first since August 2022, driven by the upcoming commissioning of the Fujian ship and the sentiment surrounding the "September 3rd" military parade [1] - Shenwan Hongyuan believes that the 14th Five-Year Plan expectations are opening up the upper limit for military industry space, with continuous military trade expectations catalyzing an upward trend in the military sector's fundamentals [1] Group 2 - The Aerospace and Defense ETF (159227) has increased by 2.10%, with a high defense and military weight of 99%, making it the purest military ETF in the market, including stocks like Guangqi Technology and AVIC Shenyang Aircraft [2] - The General Aviation ETF (159230) has risen by 0.96%, with over 84% exposure to the low-altitude economy, featuring companies such as Wan Feng Aowei and Hongdu Aviation [2]