The Tianzhou-10 launch was a complete success! The commercial spaceflight market continues to heat up.

Ask AI · How does the launch of Tianzhou-10 catalyze a new wave of commercial spaceflight investment?

As of 9:41 AM on May 11, the concept of commercial spaceflight continued its strong momentum from last week, with the Aerospace ETF (159267) rising 0.59%. According to data from the previous trading day, this fund has gained a total of 10.40% over the past 30 days, marking five consecutive days of gains with strong momentum. Regarding related stocks, CETC Blue Sky rose over 10%, reaching a new listing high, while AVIC Optoelectronics, Guanglian Aerospace, Aero-Engine Technology, and XcTest also saw gains.

On the news front, this morning, the Long March 7 Yao-11 launch vehicle carrying the Tianzhou-10 cargo spacecraft was ignited and launched at China’s Wenchang Spacecraft Launch Site, achieving a successful mission. This time, Tianzhou-10 will also carry flexible-packaged monocrystalline silicon solar cell samples into space to conduct in-orbit space environment experiments. This experimental project will provide technical support for China’s commercial space internet networking, space computing power, and future space photovoltaic industry development.

Guojin Securities stated that aerospace investment has entered its second phase, with overseas industrial chains achieving real order implementation. It is recommended to focus on global leading suppliers; meanwhile, domestic satellite launches are accelerating, and breakthroughs in reusable rocket technology are imminent. The focus should be on core domestic aerospace industry manufacturers. The current investment logic is shifting toward practical applications and technological breakthroughs in the industrial chain, with key investments in rockets, satellites, and T/S chain-related fields, seizing strategic opportunities in the aerospace industry.

CICC Securities indicated that the future development of the military industry will focus on two core directions: first, the breakthroughs brought by the “14th Five-Year” plan in areas such as commercial spaceflight, jet engines, and low-altitude economy; second, during the performance forecast disclosure period in the first quarter of 2026, well-established segment leaders with high performance certainty are expected to attract market attention. These companies have solid fundamentals and are expected to lead industry growth.

The Aerospace ETF (159267) closely tracks the Guozheng Aerospace Index, which has over 98% military industry content. It is one of the indices with the highest coverage of the first-level military industry in the entire market, and the index exposure to commercial space concepts also reaches nearly 70%. The index highly covers aerospace technology and civil-military integration. Notably, the Aerospace ETF (159267) has seen a share growth rate of over 182% this year, ranking first among the same index, with a clear trend of capital inflow. (Note: The above information is for reference only and does not constitute investment advice. The market carries risks; please invest cautiously.)

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