Commercial aerospace takes another key step, revealing the high potential stocks hidden by investors.

Before the May Day holiday, the commercial aerospace industry welcomed a major event. According to Enterprise Search, Shanghai Commercial Aerospace Sea Launch Technology Co., Ltd. has been officially established with a registered capital of 1.1 billion yuan. The establishment of the company is seen as a milestone in the industry. With the combination of capital, technology, and scenarios, China's sea-based aerospace launches will shift from being supplementary backup options to a normalized and scaled main launch method. Since April, although the overall performance of the commercial aerospace sector is not as good as other sectors such as semiconductors and lithium batteries, due to multiple factors such as internal and external favorable conditions and breakthroughs in infrastructure, the sector has quietly attracted funds, with clear signals of capital market layout. In terms of fund layout, five aerospace-themed ETFs received nearly 1.6 billion yuan in net purchases in April. Among them, the aviation aerospace ETF Huaxia received nearly 1 billion yuan in net active purchases, while the aerospace ETF Tianhong and the aerospace ETF Huaan received net active purchases of over 250 million yuan each. In terms of financing data, as of April 29th, the total financing balance of A-shares commercial aerospace concept stocks was close to 44.1 billion yuan, an increase of 2.54% from the end of March. Nearly half of the financing and margin trading subjects saw an increase in positions, with Boyun New Materials, Tianao Electronics, Guanglian Aviation, and Sirius New Materials all seeing increases of over 30% in positions added by financing clients. Further analysis shows that as of April 29th, among the commercial aerospace concept stocks that had increased positions compared to the end of March, only seven stocks had a net profit growth rate of over 20% in 2025, and institutional predictions show that the net profit growth rates for 2026 and 2027 for these stocks will also be over 20%.