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On December 24, the commercial space sector rebounded strongly. According to the data, as of midday trading, satellite industry ETFs rose more than 4.69%, leading the way for theme-type ETFs. The constituent stock, Xinleineng, stopped at 20%, and Xinwei Communications, and China Satellite had the highest gains. Trading continued to heat up, and the turnover exceeded 250 million. According to the CICC research report, commercial space has become the new focus of major countries' scientific and technological competition. Judging from the three dimensions of policy, industry, and capital, the satellite industry is entering a critical inflection point. Next year, commercial space will transition from the introduction period to the beginning of growth. It is still in the channel of accelerated development, and the number of satellite tenders and launches will at least double. Next year, there will still be networking of key constellations such as Starnet second-generation system projects and tenders, which is expected to raise the industry's ceiling. The satellite industry ETF tracks the China Securities Satellite Industry Index, covering satellite manufacturing and launch, satellite ground equipment manufacturing, satellite navigation, satellite communications, and other technology research and application. The content of space equipment is the highest in the same index, with the weight of space equipment reaching 25.59%, and also covering commercial aerospace support fields such as electronics, communications, and IT services.

Zhitongcaijing·12/24/2025 06:09:02
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On December 24, the commercial space sector rebounded strongly. According to the data, as of midday trading, satellite industry ETFs rose more than 4.69%, leading the way for theme-type ETFs. The constituent stock, Xinleineng, stopped at 20%, and Xinwei Communications, and China Satellite had the highest gains. Trading continued to heat up, and the turnover exceeded 250 million. According to the CICC research report, commercial space has become the new focus of major countries' scientific and technological competition. Judging from the three dimensions of policy, industry, and capital, the satellite industry is entering a critical inflection point. Next year, commercial space will transition from the introduction period to the beginning of growth. It is still in the channel of accelerated development, and the number of satellite tenders and launches will at least double. Next year, there will still be networking of key constellations such as Starnet second-generation system projects and tenders, which is expected to raise the industry's ceiling. The satellite industry ETF tracks the China Securities Satellite Industry Index, covering satellite manufacturing and launch, satellite ground equipment manufacturing, satellite navigation, satellite communications, and other technology research and application. The content of space equipment is the highest in the same index, with the weight of space equipment reaching 25.59%, and also covering commercial aerospace support fields such as electronics, communications, and IT services.