Recyclable verification + IPO boom, the commercial aerospace sector continues to heat up; Satellite ETF E Fund (563530) has continuously "attracted capital" for 5 days, exceeding 180 million

As of 10:25, the CSI Satellite Industry Index (931594.CSI) fell by 0.85%. Among the weighted stocks, Newray Energy rose by 2.2%, Guobo Electronics rose by 1.1%, and Four-Dimensional Map New rose by 0.11%. XD Northern Guide fell by 2.49%, Beidou Star Communication fell by 2.37%, and Aerospace Electronics fell by 2.26%. As of May 19, the satellite industry index has increased by 82.52% over the past year. As of the last trading day, the Satellite ETF E Fund (563530) has been favored by investors, with net inflows for five consecutive days, totaling over 180 million, and over 580 million in the past ten days. In terms of news, the launch of the Yao-2 rocket is imminent, with intensive verification of reusable rockets. From May 18 to 20, the Blue Arrow Zhuque-3 Yao-2 launch will challenge the vertical recovery of the first stage of private rockets. Along with the progress of SpaceX IPO, the acceleration of domestic launches, and the approaching verification point for commercial aerospace reusability, five rocket companies, including Blue Arrow, have submitted listing applications, accelerating the process of commercial aerospace, which reflects the sustained market theme hotspots, with satellite communication and satellite IoT recently continuing to heat up. Huayuan Securities stated that 2026 will be the "first year of commercial use of direct satellite connection for mobile phones in China." In April 2026, China Mobile will officially launch the "Tiantong + Beidou" dual-star collaborative communication service nationwide. In terms of constellation construction, all 168 satellites of the first generation of Xingwang have been launched; the second-generation system plan has begun network verification. In terms of technical standards, China is globally leading in the 5G NTN field. With the continuous advancement of the second-generation Xingwang construction and the ongoing prosperity of the terminal ecosystem, the domestic mobile phone direct satellite industry chain is at a critical turning point from technical verification to large-scale commercial use. The Satellite ETF E Fund (563530) tracks the CSI Satellite Industry Index, which comprehensively covers the aerospace industry chain, including satellite manufacturing and launching, ground equipment, satellite navigation, satellite communication, and remote sensing applications, helping investors seize investment opportunities in the commercial aerospace sector