SpaceX files an IPO application, and its valuation may be poised to break the global IPO record; a pullback in the Huaxia General Aviation ETF (159230) could present a good opportunity for positioning.

robot
Abstract generation in progress

On April 2nd, the A-shares General Aviation sector experienced a brief surge followed by a rapid decline. As of 10:50, the China Universal Aviation ETF (159230) fell by 1.17%. The only holdings that rose were AVIC Power (AVIC Power), which increased by over 3%, and five other stocks including Tianyin Mechanical and Electrical (Tianyin Mechanical and Electrical), Tianhe Defense (Tianhe Defense), which posted gains. Meanwhile, stocks such as Aerospace Hongtu (Aerospace Hongtu), Sujiao Technology (Sujiao Technology), Aerospace Huanyu (Aerospace Huanyu), and Raytron Micro-Nano (Raytron Micro-Nano) plummeted.

In terms of news, SpaceX submitted a confidential IPO application to the U.S. SEC, aiming to raise approximately $75 billion (about 515.45 billion RMB), with a valuation of $1.75 trillion, potentially setting a new global IPO record. The funds are primarily intended for Starlink constellation expansion, Starship development, and space AI data center construction. Starlink accounts for 67% of its revenue and nearly 80% of EBITDA, with over 10 million users and more than 10,000 satellites in orbit, representing 66% of active satellites worldwide.

CITIC Securities believes that the most sharply focused investment areas currently are reusable rockets, SpaceX chain, and space computing power, while low-orbit communication satellite constellations are the most supported by fundamental logic and order backing.

The China Universal Aviation ETF (159230), tracking the National Securities General Aviation Industry Index, centers on the low-altitude economy, covering industries such as aerospace materials and infrastructure, aircraft manufacturing, operation services, and scenario applications. It helps investors grasp the commercial spaceflight market. The low-altitude economy component is 87.69%, drone component is 90.03%, and commercial space component is 65.22%. Off-exchange connect A-shares: 024912; connect C-shares: 024913.

Daily Economic News

View Original
This page may contain third-party content, which is provided for information purposes only (not representations/warranties) and should not be considered as an endorsement of its views by Gate, nor as financial or professional advice. See Disclaimer for details.
  • Reward
  • Comment
  • Repost
  • Share
Comment
Add a comment
Add a comment
No comments
  • Pin