【中国银河】中证卫星产业ETF投资价值分析：空天竞逐强自主，产基贯通万亿途-250415（10页）.pdf

1、?分?ETF?2025?04?15?l?分?2020?12?22?A?分?51.32%?100?100-199?70%?l?1?2021?891.13?2023?1,520.93?2023?61.64%?2024-2026?受?19.40%?11.60%?19.92%?2026?2,430?2?2021?24.99?2023?57.7?2023?164.92%?2024?106.81%?84.83%?30.98%?2026?289?3?2020-2024?分?11.39?39.01?242%?2023?66%?33?2024?48%?24?l?2025?4?14?分?22.13%?8.06%?

2、300?8.15%?28.73%?15.05%?分?4?2.56%?1.31%?-6.62%?-9.74%?l?1?6?5.13?2024?模?分?2?3?6G?l?分?Mate 60 Pro?001 FR?纳?绪缺?5G NTN?+?分?分?l?分?ETF?分?ETF?分?模?分?50?51.26%?缺?22.13%?8.06%?分?分?ETF?159218.OF?l?组?(?010-8092-7696*?yangchao_?S0130522030004?2025-04-08?2025-04-08?2025-04-06?2025?2025-04-03?2025-04-03?2025?A?性?

3、2025-03-23?2025?2025-03-23?2025-03-20?3?3?分?2025-03-17?2025-03-10?2025-03-05?A?2025?2025-02-21?2025-02-20?DeepSeek?AI?2025-02-13?A?2025-02-08?“?”?“?”?2025-02-07?ETF?AI?分?2025-02-05?10%?A?A?“?”?1?Catalog?.?.?.?.?.?.?.?分?.?分?.?.?ETF?.?.?分?ETF.?.?2?分?CSI Satellite Industry Index?931594.CSI?2020?12?22?A

4、?分?2015?12?31?1000?模?分?50?1?分?全?(?)?(?)?1?914.03?26?152.09?2?841.92?27?143.15?3?599.75?28?142.96?4?510.67?29?141.64?5?443.09?30?140.64?6?412.03?31?133.21?7?346.80?32?128.88?8?316.90?33?121.88?9?309.69?34?117.43?10?307.62?35?98.02?11?289.02?36?97.11?12?273.73?37?96.96?13?270.77?38?92.13?14?259.37?39?

5、91.40?15?218.69?40?90.58?16?195.48?41?85.39?17?194.73?42?83.97?18?193.03?43?78.41?19?188.43?44?76.28?20?-U 182.90?45?71.45?21?180.31?46?71.09?22?172.56?47?67.84?23?169.94?48?66.38?24?165.97?49?57.08?25?154.25?50?45.46?Wind?2025?4?14?3?分?模?分?全?16?32%?8?16%?5?5?模?IT 纳?4?2?16?全?模?分?意?5?3?5?2?1?1?分?1?分?

6、2?分?Wind?Wind?分?51.32%?全?性?6%?8.08%?11-20?25.49%?76.81%?30?2%?0.19%?23.19%?点?分?全?3?分?4?分?Wind?Wind?168554222111111024681012141618?IT?165543322211111111024681012141618?IT?0%20%40%60%80%100%120%0%2%4%6%8%10%?分?分?32%38%10%8%4%4%0%0%2%2%0%0%5%10%15%20%25%30%35%40%=1000?4?100?32%?100-