华南公募抢滩商业航天

经济参考网01-26

记者了解到，近期华南地区多只AI主题基金将目光投向商业航天赛道，特别是为商业卫星提供电池、光伏玻璃模组的供应商。Wind数据显示，截至1月25日，广发科技动力股票基金已将蓝思科技纳入前十大重仓。蓝思科技1月26日公告，其超薄光伏玻璃模组已实现商业航天领域批量供货，该产品具备抗辐射、耐高低温特性，技术壁垒高。深圳本土公募动作更快。招商基金旗下的招商优势企业混合基金，早在2025年三季度便重仓中国卫星...

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