--- title: "The breakthrough window for reusable rockets is approaching! Satellite ETF (159218) is aiming for three consecutive gains" type: "News" locale: "en" url: "https://longbridge.com/en/news/282612801.md" description: "The Satellite ETF (159218) opened with an increase of over 0.76%, with constituent stocks generally rising, as institutions are optimistic about the commercial aerospace sector in the second quarter. Global competition in commercial aerospace is intensifying, with SpaceX planning to raise $75 billion for an IPO, which is expected to reshape the valuation of the satellite industry chain. Domestic rocket recovery technology is expected to break through by 2026, with recent technological advancements providing support for industry development. Various factors such as policy, technology, and capital are driving the accelerated development of commercial aerospace" datetime: "2026-04-14T01:44:13.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/282612801.md) - [en](https://longbridge.com/en/news/282612801.md) - [zh-HK](https://longbridge.com/zh-HK/news/282612801.md) --- # The breakthrough window for reusable rockets is approaching! Satellite ETF (159218) is aiming for three consecutive gains The China Merchants CSI Satellite Industry ETF (159218) opened with a rise of over 0.76%, aiming for a third consecutive increase! Component stocks such as China National Machinery Industry Corporation and Chengdu Huawi rose over 3%, with Guoke Microelectronics, Guobo Electronics, and Xinle Energy also following suit. Institutions pointed out that the commercial aerospace sector is expected to welcome multiple catalysts in the second quarter, which is relatively optimistic. Positive signals are being released intensively at the industrial level. Globally, Starlink plans to acquire Echostar for $17 billion, and Amazon plans to acquire Globalstar for $9 billion, accelerating the integration of global low and high orbit satellite internet businesses and reshaping the competitive landscape of commercial aerospace. Domestically, the satellite internet project is advancing rapidly, with Xingwang Group completing the networking of 168 satellites in the first-generation system on April 9, the second-generation system's 03 experimental satellites launched on April 11, and Shanghai Yuanxin's seventh group of 18 satellites launched into orbit on April 8. On the same day at 19:32, China successfully launched a satellite internet technology experimental satellite using the Kuaizhou-3 rocket from the Taiyuan Satellite Launch Center, marking the 11th flight of the Kuaizhou-3 rocket and further validating the regular launch capability of commercial rockets. Catalysts at the capital level are also noteworthy. SpaceX secretly submitted IPO materials to the U.S. SEC on April 2, planning to raise $75 billion, with an IPO roadshow expected to start in early June, which will be the largest IPO project globally. This milestone event not only validates the feasibility of the commercial aerospace business model but will also drive a systematic re-evaluation of the global satellite industry chain's valuation. Domestically, leading commercial rocket and satellite companies are rapidly advancing their IPOs, with significant progress expected in the second quarter, and the linkage effect between the primary and secondary markets becoming increasingly significant. Breakthroughs at the technical level provide solid support for the accelerated development of the industry. The market generally expects that by 2026, domestic rocket recovery technology will break through, with late April or May being the most likely time window. On April 11, the China Aerospace Science and Technology Corporation's First Academy announced that the 5-meter diameter composite material power cabin product developed by the academy has officially been shelved, marking the largest composite material overall cabin section for reusable launch vehicles in the domestic aerospace field, laying a key foundation for the engineering application of reusable launch vehicles. From the perspectives of policy, technology, and capital, the current domestic and international commercial aerospace sectors are still in a trend of intense competition and accelerated development, with the commercial aerospace sector expected to continue catalyzing in the second quarter. The military industry team at CICC pointed out that at the industrial level, global low and high orbit satellite internet businesses are accelerating integration, and domestic satellite internet projects are advancing rapidly; at the capital level, the SpaceX IPO process and the expectations for domestic companies to go public form a dual catalyst; at the technical level, breakthroughs in rocket recovery technology are imminent, with significant progress in key technologies such as composite materials. Under the resonance of multiple factors, the allocation value of the commercial aerospace sector is highlighted. The China Merchants CSI Satellite Industry ETF (159218) closely tracks the CSI Satellite Industry Index, selecting no more than 50 listed company securities involved in satellite manufacturing and launching, satellite ground equipment manufacturing, satellite navigation, satellite communication, and other technology research and application links, to reflect the overall performance of listed company securities in the satellite industry "The combined weight of satellite manufacturing and launch infrastructure should not be less than 50%," which aligns with the current stage of industry development against the backdrop of continuous positive news in rocket launches and satellite manufacturing. 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