4月13日早盘，商业航天板块低开高走，截至10:40，中证卫星产业指数上涨1.3%。4月7日至11日，我国五天完成三次卫星发射。长征八号“一箭十八星”将千帆星座第7批组网卫星送入轨道，在轨数量升至126颗；长征六号改将星网一代系统最后一批组网星成功发射，168颗卫星全部就位；捷龙三号完成第11次飞行，将技术试验卫星送入轨道。4月下旬起，长征十号乙、朱雀三号等可回收火箭将密集验证，单位发射成本降低有望加速商业化。政策端，安徽力争2028年商业航天产业规模突破700亿元，工信部明确加快太空算力产业培育，我国正成为全球率先实现太空计算星座在轨组网运行的国家。卫星ETF易方达(563530)跟踪的中证卫星产业指数覆盖卫星制造、发射、通信、导航、遥感等环节，具有产业链覆盖广、龙头集中度高、应用端占比高等特点，可助力投资者布局卫星组网加速机遇。
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