Aerospace and Aviation Set as Emerging Pillar Industry, May Usher in Key Development Period! Leverage Aerospace and Aviation ETF (563380) to Capitalize on Space and Aerospace Superpower Opportunities

The 2026 Government Work Report explicitly listed aerospace as a new pillar industry for the country for the first time and specifically proposed to “accelerate the development of satellite internet.” This, combined with recent policies and industry developments such as the establishment of commercial space agencies, accelerated constellation construction, and increased rocket launch frequency, highlights the sector’s rapid progress. As a key part of this, the strategic importance of commercial space is expected to shift from a focus on specific points to supporting the overall economic structure. Favorable policies are quickly translating into capital market benefits, with increased interest in related ETFs.

Wind data shows that the only ETF tracking the CSI All Share Aerospace Index—the Aerospace ETF (563380)—has experienced net capital inflows for two consecutive trading days (March 11–12, 2026), accumulating 68 million yuan, pushing its latest size to 907 million yuan, a new high since its inception.

Aijian Securities points out that global commercial space is moving from the technology validation stage to large-scale industrialization. On one hand, the expected IPO of SpaceX continues to heat up, potentially establishing valuation benchmarks for the commercial space sector and clarifying the market’s long-term growth expectations for space infrastructure. On the other hand, as reusable rocket technology matures and low Earth orbit satellite constellations like Starlink enter large-scale deployment, demand for rocket launches and satellite manufacturing is accelerating. Upstream high-end materials and core components are likely to benefit first, with the industry chain showing signs of sustained growth.

Therefore, despite short-term fluctuations in the commercial space sector, policy-driven technological breakthroughs and commercialization are still accelerating. Investing through aerospace ETFs (563380) may help seize opportunities to develop China’s aerospace strength. The index tracked by this ETF focuses heavily on the aerospace segment within the military industry, with 96.8% of its holdings in defense and military sectors. The top five holdings—Aviation Power, Aerospace Electronics, China Satellite, AVIC Shenyang Aircraft, and AVIC Optoelectronics—are key industry players, offering opportunities for investors to participate in large-scale commercial launches and space computing.

Huatai-PineBridge Fund, the manager of Aerospace ETF (563380), is one of the first domestic ETF managers and has long been committed to providing transparent, convenient, and low-cost index products. Its two major ETFs—CSI 300 ETF Huatai-PineBridge (510300) and A500 ETF Huatai-PineBridge (563360)—are popular in the market, currently ranking first among similar ETFs in size. They have management fees of 0.15% per year and custody fees of 0.05% per year, among the lowest fee levels for equity index funds in the market.

MACD golden cross signals have formed, and these stocks are showing good upward momentum!