--- title: "The Satellite ETF GF (512630) surged over 4% on heavy volume, attracting over 460 million yuan in the past 60 days" type: "Topics" locale: "en" url: "https://longbridge.com/en/topics/40454668.md" description: "On the first trading day after the holiday, the market rallied across the board, with the commercial aerospace concept soaring. As of 10:12, the CSI Satellite Industry Index tracked by the GF Satellite ETF (512630) rose 4.01%. Recently, the commercial aerospace sector has received significant positive news. Shanghai Commercial Aerospace Sea Launch Technology Co., Ltd. has been officially established with registered capital as high as 11 billion yuan. The company is jointly held by five state-owned and central enterprises, and its shareholder lineup can be described as 'top-tier'. Its business scope precisely targets core areas such as rocket R&D, manufacturing, and launch services. Combined with Shanghai's previously released industrial support measures, it aims to achieve by 2027..." datetime: "2026-05-06T04:33:50.000Z" locales: - [en](https://longbridge.com/en/topics/40454668.md) - [zh-CN](https://longbridge.com/zh-CN/topics/40454668.md) - [zh-HK](https://longbridge.com/zh-HK/topics/40454668.md) author: "[同壁财经](https://longbridge.com/en/profiles/26505347.md)" --- # The Satellite ETF GF (512630) surged over 4% on heavy volume, attracting over 460 million yuan in the past 60 days On the first trading day after the holiday, the market rallied across the board, with the commercial aerospace concept soaring. As of 10:12, the CSI Satellite Industry Index tracked by the GF Satellite ETF (512630) rose 4.01%. Recently, the commercial aerospace sector has received significant positive news. Shanghai Commercial Aerospace Offshore Launch Technology Co., Ltd. was officially established with a registered capital of up to 11 billion yuan. The company is jointly held by five state-owned enterprises, boasting a "top-tier" shareholder lineup, and its business scope precisely targets core areas such as rocket R&D, manufacturing, and launch services. Combined with the industrial support measures previously released by Shanghai, it is clear that by 2027, the local commercial aerospace industry aims to reach a scale of around 1 trillion yuan, with a trillion-yuan blue ocean rapidly taking shape. Furthermore, the recent release of the "Commercial Aerospace Standard System (Version 1.0)" provides solid support for the high-quality and safe development of China's commercial aerospace industry. In the coming month, the industry will face a series of critical launch windows: the Long March 10B (CZ-10B) is expected to make its maiden flight in mid-May, focusing on verifying "offshore net recovery" technology; the Zhuque-3 (Yao-2 rocket) plans to conduct another recovery test between May and June, striving to achieve first-stage recovery; the Zhishenxing-1 is also expected to make its maiden flight at the end of May from a self-built launch pad in Jiuquan. Overseas, SpaceX is accelerating its IPO process, with market sources suggesting it could file as early as May, with a potential valuation exceeding $2 trillion. Additionally, cumulative investment in its Starship project has surpassed $15 billion, and an upgraded prototype is set to be launched soon, indicating a full-scale acceleration in global commercial aerospace competition. CITIC Securities pointed out that it firmly believes in the long-term development of the commercial aerospace industry and suggests that the investment focus should be more on core assets. Commercial aerospace benefits from "strong policy support + strong China-US resonance + strong industry trends." Breakthroughs in domestic reusable rockets are expected within the year, and industry development is likely to accelerate further. The firm remains optimistic about the industry's long-term prospects, believing that the investment focus should be on core assets, seeking opportunities in "inflationary segments" and "marginal new additions." As of 10:12, the GF Satellite ETF (512630) rose 4.02%, with a turnover exceeding 180 million yuan, far surpassing the level of the previous trading day during the same period. Among the constituent stocks, Aerospace Electronics rose 4.34%, China Satellite rose 4.32%, China Satcom rose 3.22%, ST Zhenlei rose 2.76%, China Geo-Equipment rose 7.48%, Guobo Electronics rose 2.43%, Huace Navigation rose 4.07%, BDStar Navigation rose 4.28%, North Navigation rose 4.29%, and NavInfo rose 3.54%. The GF Satellite ETF (512630) has been favored by capital, with nearly 90 million yuan in net inflows over the past 10 days, over 130 million yuan in net inflows over the past 20 days, and over 460 million yuan in net inflows over the past 60 days. The GF Satellite ETF (512630) closely tracks the CSI Satellite Industry Index (931594), offering one-click exposure to the entire satellite industry chain. The index has a weighting of over 30% in the upstream aerospace equipment sector, significantly leading its peers, allowing it to benefit earlier and more definitively from the industry's acceleration. Keep an eye on the GF Satellite ETF (512630) for one-click exposure to the entire satellite industry chain. ### Related Stocks - [600879.CN](https://longbridge.com/en/quote/600879.CN.md) - [600118.CN](https://longbridge.com/en/quote/600118.CN.md) - [300627.CN](https://longbridge.com/en/quote/300627.CN.md) - [002151.CN](https://longbridge.com/en/quote/002151.CN.md) - [600435.CN](https://longbridge.com/en/quote/600435.CN.md) - [601698.CN](https://longbridge.com/en/quote/601698.CN.md) - [688568.CN](https://longbridge.com/en/quote/688568.CN.md) - [002405.CN](https://longbridge.com/en/quote/002405.CN.md) - [06030.HK](https://longbridge.com/en/quote/06030.HK.md) - [F.US](https://longbridge.com/en/quote/F.US.md) - [600030.CN](https://longbridge.com/en/quote/600030.CN.md) - [512630.CN](https://longbridge.com/en/quote/512630.CN.md)