5月6日，创业板指大涨2%，卫星板块延续了五一节前的上升走势，卫星产业指数涨超1.7%，成分股国光电气涨超6%，西部超导涨超5%。
消息面上，近期相关政策催化不断，包含卫星基建及应用环节。七部门联合发布《终端设备直连卫星服务管理规定》，支持终端设备直连卫星技术研究，鼓励终端设备直连卫星应用推广和创新发展。农业农村部大数据发展中心与卫星产业指数成分股航天宏图签署合作协议，共建农业遥感卫星。
基本面上，卫星产业指数权重股移远通信、中科星图一季度业绩亮眼，北方导航营收大增。多方机构指出，随着下游需求的增长，产业链有望持续蓬勃发展。
卫星产业ETF（159218）正在发行中，该产品跟踪中证卫星产业指数，从沪深市场中选取50只业务涉及卫星制造与发射、卫星地面设备制造、卫星导航、卫星通信以及其它技术研发与应用环节的上市公司证券作为指数样本，以反映卫星产业上市公司证券的整体表现。卫星产业ETF（159218）是全市场为数不多的专门聚焦于卫星产业的ETF，为投资者提供了投资前沿硬核科技的机会。投资者可通过各大券商APP搜索代码进行认购。
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.