格隆汇11月24日｜今日卫星互联网板块高开高走，规模最大的航空航天ETF涨2.28%，通用航空ETF基 金涨1.98%。 消息面上： ①工信部启动卫星物联网业务商用试验，实现 "空天地海" 无缝连接，直接利好低轨卫星制造商、火箭 发射服务商，以及卫星通信模组。 聚焦低空经济：通用航空ETF基金(159230)，+1.98%，低空经济含量超80%，包含万丰奥威（维权） （通用航空飞行器的研发）、洪都航空（通用航空教练机和民用无人机）、航天彩虹（无人机的研 发）、中直股份（直升机研发）等。 中泰证券指出，"航天强国"明确纳入"十五五"规划建设目标，商业航天产业正进入新一轮高速发展期， GW星座组网发射明显提速，可回收火箭技术即将进入关键验证阶段，太空算力建设是大势所驱，商业 航天产业拐点已现。 相关产品，及截至发稿涨跌幅： 打包空天军工核心力量：航空航天ETF(159227)，+2.28%，近20日净流入超5亿元，申万一级军工行业 占比高达98.2%，是全市场军工含量最高的指数，成份股包含光启技术（超材料隐身技术）、中航沈飞 （歼击机整机制造）、航发动力（航空发动机）、中航成飞（无人机系统制造）、长城军工（兵装集 ...

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]