In early trading on January 12th, the aerospace and satellite navigation sectors continued their strong performance, with China Satellite (600118) hitting the daily limit-up, and Tianyin Electromechanical and Zhongke Xingtu both surging over 10%. The Huabao General Aviation ETF (159231), which provides one-click exposure to commercial aerospace, satellite navigation, the low-altitude economy, and large aircraft, saw its on-market price rise over 4% at the open and is currently up 3.62%, once again refreshing its listing high! Capital is accelerating its inflow, with a real-time net subscription of 14 million shares! This follows five consecutive days of net capital inflows totaling 47.98 million yuan.
On the news front, in December 2025, China submitted plans to the ITU for a massive satellite constellation deployment totaling over 200,000 satellites, setting a new record for the number of satellite constellation applications filed by the country. Experts noted that multiple commercial entities, including China Mobile and Yuanxin Satellite, have also planned constellations ranging from thousands to tens of thousands of satellites in this application, indicating that the application for satellite frequency and orbital resources has risen to the level of national strategy.
CSC Financial pointed out that with the combined support of national policies and breakthroughs in industrial technology, the commercial aerospace industry is expected to enter a new era. The main segments of the commercial aerospace industry involving informatization include (1) remote sensing and its applications; (2) satellite measurement, control, and operation systems; (3) CAE simulation/satellite testing; and (4) inter-satellite transmission processing modules, communication modules, data processing platforms, etc.; regarding the expansion of new scenarios, attention should be paid to space computing power. Furthermore, they believe the current development of commercial aerospace represents a cycle of resonance between state-owned and private enterprises.
According to the newly released "China Commercial Aerospace Industry Development Report (2025)", the scale of China's commercial aerospace industry has reached 2.5 to 2.8 trillion yuan, with an average annual compound growth rate exceeding 20%, and the number of commercial aerospace enterprises has surpassed 600. Zhongyou Securities indicated that driven by both policy and market forces, a large number of commercial launch vehicle and commercial satellite companies have emerged, the industrial chain is rapidly maturing, and China's commercial aerospace industry has entered a stage of rapid development, with the market size projected to reach 8 trillion yuan by 2030.
The wings of a great nation, charting a grand course! The underlying index of the Huabao General Aviation ETF (159231) and its feeder fund (Class A: 024766; Class C: 024767) comprehensively covers 50 constituent stocks in the aerospace sector, encompassing hot areas such as the low-altitude economy, commercial aerospace, satellite navigation, large aircraft, UAVs, and military aircraft. Notably, its exposure to the low-altitude economy concept exceeds 88%, commercial aerospace exceeds 65%, and satellite navigation concept exceeds 47%, making it a powerful tool for one-click allocation to China's aerospace industry chain. (Data as of January 8, 2026)
Data Source: Shanghai and Shenzhen Stock Exchanges
Risk Disclaimer: The Huabao General Aviation ETF passively tracks the CNI General Aviation Industry Index. The base date of this index is June 29, 2012, and its release date is December 28, 2012. The index constituents are adjusted according to its compilation rules, and its backtested historical performance is not indicative of its future performance. The index constituents mentioned herein are for display purposes only; descriptions of individual stocks do not constitute investment advice in any form, nor do they represent the holdings or trading动向 of any fund managed by the management company. The fund manager has assessed this fund's risk rating as R3-Medium Risk, suitable for investors with a Balanced (C3) or higher risk profile. The appropriateness matching opinion is subject to the selling institution. Any information appearing in this article (including but not limited to individual stocks, comments, forecasts, charts, indicators, theories, and any form of expression) is for reference only, and investors are responsible for any independent investment decisions. Furthermore, any views, analyses, or forecasts herein do not constitute investment advice of any kind to the reader, and no liability is accepted for any direct or indirect losses arising from the use of this content. Fund investment carries risks; the past performance of a fund is not indicative of its future performance. The performance of other funds managed by the fund manager does not guarantee the performance of this fund. Invest in funds with caution.
A MACD golden cross signal has formed, and these stocks are performing well!
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