Commercial Space Sector Heats Up: Aerospace Hi-Tech Hits Limit-Up, Defense ETF (512810) Surges Over 1%

Deep News12-05

On December 5, the defense and aerospace sector remained active, with commercial space companies leading gains. Aerospace Hi-Tech Holding Group Co.,Ltd. (000901) surged by the daily limit-up, while BLT rose over 9%. The popular Defense Industry ETF (512810) saw its price climb 1.33%, breaking through the half-year moving average with intraday turnover exceeding 80 million yuan—far surpassing the previous day's total—signaling strong market sentiment.

The sector's momentum follows the successful December 3 launch of Zhuque-3 Yao-1, China's first reusable orbital-class rocket, from the Dongfeng Commercial Aerospace Innovation Test Zone. CITIC Securities notes this milestone makes China the third nation to achieve reusable orbital rocket capability (after SpaceX's Falcon and Blue Origin's New Glenn). With Zhuque-3's successful deployment, China gains a lower-cost option for satellite constellation deployment, marking an industry inflection point.

Looking ahead to 2025, China's commercial space sector is entering large-scale deployment phase. Following Zhuque-3's successful maiden flight, the industry is expected to transition into routine high-frequency launches starting 2026, presenting opportunities in LEO satellite internet and launch vehicle supply chains.

For investors seeking exposure to commercial space growth, the Defense Industry ETF (512810) offers diversified coverage across "commercial space + urban air mobility + nuclear fusion + commercial aircraft + deep-sea tech + military AI" themes. As a margin trading and Stock Connect eligible instrument, it provides efficient access to core defense assets.

Data source: SSE/SZSE

Risk Disclosure: The ETF tracks the CSI Defense Index (base date: 2004-12-31, published 2013-12-26). Constituent stock mentions are for illustrative purposes only, not as recommendations. Past performance doesn't guarantee future results. The fund carries R3 (moderate) risk rating, suitable for balanced (C3) or higher risk-profile investors. Investors should review fund documents and assess personal risk tolerance.

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Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

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