Commercial aerospace enters a golden period of development as fund clients net buy 12 conceptual stocks.

Commercial aerospace, as a core component of the national aerospace power strategy, has become a key carrier for nurturing new productive forces. Currently, China's commercial aerospace industry has a solid foundation with strong policy support, rapid technological breakthroughs, large-scale production capacity, and fast constellation deployment. It is transitioning from a "follower" to a "contender" and is expected to enter a golden period of development. In the industry's view, with the comprehensive networking of low-orbit constellations, the widespread use of mobile direct satellite connections, and the formation of a satellite-ground integrated ecosystem, China has the potential to become the world's second pole in the commercial aerospace industry. According to Securities Times Data, based on publicly available information, more than 30 companies have entered the commercial aerospace industry supply chain this year, mainly in sectors such as electronics, defense and military industries, basic chemicals, automobiles, and power equipment. As of May 15th, the average decline of these companies this year is close to 2%, with 6 companies experiencing cumulative gains exceeding 10%, including Zhenjiang Holdings, Shenjian Holdings, Guobo Electronics, and Chuangyuan Technology. Furthermore, among these companies, 12 have seen an increase in funding from customers compared to the end of last year as of May 14, 2026, with Hong Ming Electronics being a new funding target for the year.