Long March 8 successfully launched, commercial spaceflight enters a period of intensive catalysis, Aerospace ETF Huaxia (159227) shares hit a new high

On the afternoon of April 8, the three major A-share indexes continued to surge. The commercial aerospace sector saw a sharp gain during intraday trading. As of 14:03, the Huaxia Aerospace & Aviation ETF (159227) was up 4.93%, with trading volume reaching RMB 346 million, maintaining the No. 1 position among its peers. Holdings included Guanglian Airlines, which rose more than 11%; Mixinlin, Guobo Electronics, Hailan Marine, and Hangyu Technology all gained more than 9%; and China Aerospace Power, Aerospace & Aviation Technology, Huqin Technology, Triangle Defense, and others also moved up with the trend. The Huaxia Aerospace & Aviation ETF’s latest outstanding shares were 3.1B, hitting a new high since its inception.

In terms of news, on April 7, at Hainan’s commercial aerospace launch site, the Long March 8 carrier rocket, using an “18-satellite launch in one go” approach, sent the seventh batch of satellite constellation satellites of the Qianfan constellation into the planned orbit, and the launch was a complete success.

In the near term, the commercial aerospace sector is expected to see a dense wave of catalysts. Rockets such as Nebula One, Long March 10乙, and Suzaku 3 are scheduled to launch in quick succession. In addition, the capital market IPO process is accelerating. It is understood that SpaceX plans to publicly release its first public offering (IPO) registration statement at the end of May. SpaceX plans to begin IPO roadshows during the week of June 8.

Ping An Securities said that aerospace and aviation, as one of the country’s important new-quality productive forces, has seen a faster pace of space launch missions in recent years under the backdrop of government support, technological progress, and supply-chain development. With China’s rocket launch costs continuing to fall and recovery technology gradually becoming mature, the pace of rocket launches is expected to be further accelerated. In addition, as the global market actively lays out space computing and the “space data + ground computing” model gradually shifts to “space-based computing + sky computing,” related industry chains are expected to continue benefiting.

Aerospace & Aviation ETF (159227): The fund’s scale ranks No. 1 among its peers. It closely tracks the Guozheng Aerospace Index. Its constituent stocks cover leading companies across the entire industrial chain such as fighter jets, aircraft engines, rockets, missiles, satellites, and radar, perfectly aligning with the strategic direction of “integrated air and space.” It also covers emerging fields including large commercial aircraft, commercial aerospace, and the low-altitude economy, with commercial aerospace exposure as high as 68%.

Daily Economic News

(Editor: Zhang Xiaobo )

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