Aerospace ETF Huaxia has experienced net inflows for six consecutive days, and the Tianzhou-9 cargo spacecraft has been controlled to re-enter the atmosphere.

Ask AI · What industry changes will increased commercial space policy bring?

As of 13:09 on May 7, 2026, the Guozheng Aerospace and Aviation Industry Index (CN5082) rose 0.02%. Constituent stocks included Guangqi Technology up 4.42%, Changyingtong up 3.25%, Zhenxin Technology up 2.36%, and Xinjinggang up 1.24%. The Huaxia Aerospace ETF (159227) is stuck in a tight battle between long and short positions, with the latest price at 1.32 yuan.

In terms of net capital inflow, the Huaxia Aerospace ETF has seen continuous net inflows for the past 6 days. It recorded a maximum single-day net inflow of 146 million yuan, for a total “cash attraction” of 286 million yuan, with an average daily net inflow of RMB 475.9000 million yuan.

On the news front, according to the China Manned Space Engineering Office, the Tianzhou-9 cargo spacecraft re-entered the atmosphere under controlled conditions at 7:49 Beijing time on May 7, 2026, and a small amount of debris from the spacecraft fell into a designated safe sea area. The Tianzhou-9 cargo spacecraft was launched into orbit from the Wenchang Space Launch Site on July 15, 2025, delivering supplies for the space station’s in-orbit resident crew, such as on-orbit consumables, propellants, and application (test) equipment.

Huafu Securities noted that China’s liquid rockets are rapidly iterating toward higher payload capacity. Given the current shortfall in capacity, large-scale manufacturing and launches have become the necessary path to catch up with international advanced levels. From May to June, a period of dense rocket launches is expected. The Long March 10-Y2 may make its first flight in mid-to-late May, and Zhuque-3 plans to conduct recovery tests in the second quarter. With policy support continuing to strengthen, the National Space Administration has clearly proposed forward-looking plans for new business formats such as space computing power and space manufacturing, and has promoted the integrated and coordinated development of the “arrow-star field-frequency network.” This marks a new stage in which commercial space is moving from infrastructure construction to deep integration of industrialization, standardization, and commercialization.

Huaxia Aerospace ETF (159227): with its scale ranking first among peers, it closely tracks the Guozheng Aerospace Index. Its constituent stocks cover leading companies across the entire industrial chain, including fighter jets, aero engines, rockets, missiles, satellites, and radar. It perfectly aligns with the strategic direction of “aeronautics and astronautics integration,” covering emerging fields such as large aircraft, commercial space, and the low-altitude economy. Commercial space content reaches as high as 70%.