Long March 8 launch successful, commercial spaceflight entering a period of intensive catalysis, Aerospace ETF Huaxia (159227) shares reaching a new high

On the afternoon of April 8, the three major A-share indexes continued to surge upward, and the commercial aerospace sector saw a sharp rise during the trading session. As of 14:03, the Huaxia Aerospace ETF (159227) was up 4.93%, with trading volume of 346 million yuan, steadily ranking first among funds in the same category. The holdings Guanglian Aerospace rose by more than 11%, and Moxinlin, Guobo Electronics, Hailanxin, and Hangyu Technology all rose by more than 9%. Hangfa Power, Hangya Technology, Huaqin Technology, and Triangle Defense also followed the upward trend. The latest shares of the Huaxia Aerospace ETF were 3.095 billion, setting a new high since its inception.

On the news front, on April 7, at the Hainan commercial space launch site, the Long March 8 launch vehicle adopted a “one rocket, eighteen satellites” approach, and launched the seventh batch of Qianfan constellation networking satellites into their planned orbits, achieving a complete success.

In the near term, the commercial aerospace sector will face a dense set of catalysts. Rockets such as Nebula-1, Long March 10乙, and Zhurui-3 are scheduled to be launched in succession. In addition, the IPO process in the capital market is accelerating; it is reported that SpaceX plans to publicly release its first IPO prospectus by the end of May. SpaceX plans to kick off its IPO roadshow during 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 mission schedules in recent years under the backdrop of government support, technological progress, and supply-chain development. With China’s rocket launch costs continuing to decline and recovery technology gradually becoming more mature, the pace of rocket launches is expected to further speed up. In addition, with the global active buildup of space computing power, the “sky-number-earth” model is gradually shifting to “sky-number-sky” computing, and the related industrial chains are expected to continue to benefit.

Aerospace ETF (159227): Its scale ranks first in its category. It closely tracks the Guozheng Aerospace Index. Constituent stocks cover leading companies across the entire industrial chain such as fighter jets, aircraft engines, rockets, missiles, satellites, and radar, perfectly aligning with the strategic direction of “space-air integration.” It covers emerging areas including large aircraft, commercial aerospace, and the low-altitude economy. The share of commercial aerospace is as high as 68%.

Daily Economic News