With SpaceX's IPO imminent, domestic and international markets are resonating in tandem, driving the E Fund Satellite ETF (563530) up by 3.18%, with net inflows of RMB 635 million over the past 20 days.

Gelonghui, June 5 | The satellite sector rose, with Aerospace Electronics up over 7% and China Satcom up over 5%, driving the E Fund Satellite ETF (563530) to gain 3.18%. Net inflows into the ETF reached RMB 6.35 billion over the past 20 trading days. On the news front, SpaceX is poised for its IPO, generating momentum both domestically and overseas. Overseas, Elon Musk officially launched SpaceX’s IPO roadshow on June 4, with an implied valuation of approximately USD 1.77 trillion, and listing scheduled for June 12. Analysts believe that SpaceX’s roadshow and upcoming listing could boost investor interest in the commercial aerospace industry, potentially leading to a re-rating of domestic companies involved in the satellite sector.

Gelonghui FinanceJun 5 10:47

Express News | ST Zhenlei: Developing power management IC solutions for high-speed optical modules; currently supplying small-volume shipments.

BreakingsMay 25 19:31

Daiwa Institute of Research estimates SpaceX's (SPCX.US) total addressable market (TAM) as high as USD 28.5 trillion, with service revenue serving as the primary profit driver.

Daiwa published a report noting that SpaceX (SPCX.US) recently filed a prospectus. The firm believes this IPO filing emphasizes SpaceX’s AI business rather than its traditional aerospace and satellite operations, in order to justify a valuation range of USD 1.75–2 trillion. SpaceX positions itself as a fully integrated player in the orbital AI data center market, with businesses spanning chip manufacturing through its Terafab project, ownership of reusable rockets offering industry-leading low launch costs, strong connectivity via its Starlink satellite constellation, and AI offerings such as Grok.

AASTOCKSMay 22 13:24

ST Zhenlei (688270.SH): The company's ADC/DAC chips have been applied in small-scale production to low Earth orbit satellites.

Gelonghui, May 20 — ST Zhenlei (688270.SH) stated on an investor interaction platform that the company's ADC/DAC chips have been applied in small-scale batches to low Earth orbit (LEO) satellites. China’s LEO satellite internet has entered an accelerated phase of large-scale constellation deployment, and chip demand is gradually increasing alongside the rising number of LEO satellite launches. The company’s ADC/DAC chip products are expected to gain broader application scenarios and market opportunities.

Gelonghui FinanceMay 20 16:38

A significant rocket made its maiden flight, and SpaceX is scheduled to go public on June 12. The E Fund Satellite ETF (563530) rose by 2.96%, with a net inflow of 7.47 billion yuan over the past 20 days.

Gelonghui, May 18th | The satellite sector led the gains today, with the E Fund Satellite ETF (563530) rising by 2.96%. In terms of news, a significant rocket launch is imminent: 1) State-owned enterprises: The Long March 10-B (a recoverable rocket) is expected to be launched in May, testing sea-based recovery. This model represents the highest level of technological maturity among state-owned recoverable rockets, with a high probability of success; 2) Private enterprises: The Zhuque-2-E will carry satellites for its May launch, and the recoverable Zhuque-3 is also expected to launch in June (the Zhuque-3 experienced a failed launch last year, but the probability of success this time has significantly increased). Notable domestic and international company listings: 1) Overseas: According to reports, SpaceX will...

Gelonghui FinanceMay 18 10:45

Asian Growth Stocks With Insider Ownership Up To 27%

Yahoo FinanceMay 13 06:38