Long March 8 berhasil diluncurkan, mendorong percepatan industri antariksa komersial, saham ETF dirgantara dan antariksa Huaxia (159227) mencapai rekor tertinggi

8 April sore, the three major indices of A-shares continued to rise, and the commercial aerospace sector surged during the day. As of 14:03, the Huaxia Aerospace ETF (159227) increased by 4.93%, with a trading volume of 346 million yuan, maintaining the top position among peers. Holdings such as Guanglian Aerospace rose over 11%, Moxinlin, Guobo Electronics, Hailanxin, Hangyu Technology all gained over 9%, with Hangfa Power, Hangya Technology, Huqin Technology, and Triangle Defense also following the rise. The latest share of the Huaxia Aerospace ETF reached 3.1B shares, a new high since its establishment.

On the news front, on April 7, at the Hainan Commercial Space Launch Site, the Long March 8 carrier rocket launched “one rocket, eighteen stars” to deploy the seventh batch of network satellites for the Qianfan constellation, successfully reaching the planned orbit.

Recently, the commercial aerospace sector will experience intensive catalysis, with models such as Nebula One, Long March 346M, and Zhurui-3 being launched in succession. Additionally, the capital market’s IPO process is accelerating. It is reported that SpaceX plans to publicly release its initial public offering prospectus by the end of May. SpaceX plans to start its IPO roadshow in the week of June 8.

Ping An Securities stated that aerospace, as one of the country’s important new productive forces, has seen accelerated space launch missions in recent years supported by government policies, technological advances, and supply chain development. As China’s rocket launch costs continue to decline and recovery technology matures gradually, the rocket launch process is expected to further accelerate. Moreover, the global active layout of space computing power is shifting from the “sky-ground” model to the “sky-sky” model, and related industrial chains are expected to continue benefiting.

Aerospace ETF (159227): The largest in its category, closely tracking the China Securities Aerospace Index, its constituent stocks cover the entire industry chain including fighter jets, aircraft engines, rockets, missiles, satellites, and radars, perfectly aligning with the strategic direction of “air-space integration.” It encompasses emerging fields such as large aircraft, commercial aerospace, and low-altitude economy, with a commercial aerospace content of up to 68%.

Daily Economic News