Aerospace

TradingKey Investment ResearchUpdated：2026-01-17

This strategy represents a clearly defined "new space economy" portfolio. Instead of investing in traditional defence contractors, it focuses on pioneering companies that are commercialising cutting-edge aerospace technologies and developing new markets. The portfolio bets on the high-growth prospects of an emerging industry, with returns closely tied to the penetration and commercialisation of the "new space" sector.

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