核电投资加速或提振基建景气度，基建ETF（159619）盘中涨超1%

Group 1 - The core viewpoint of the article highlights the significant improvement in the nuclear power industry, with the State Council approving five nuclear power projects and ten units in 2025, marking the fourth consecutive year of approving ten or more units annually [1] - From January to April 2025, the completed investment in nuclear power reached 36.256 billion yuan, a year-on-year increase of 36.64%, significantly outpacing the 1.6% growth in power source investment, indicating a new boom cycle in nuclear power construction [1] - The third-generation nuclear power units are expected to enter a peak construction phase, with modular construction technology showing promising prospects for shortening construction periods and improving efficiency [1] Group 2 - In the construction and decoration sector, the cement shipment rate has continuously rebounded to 47.8%, reflecting an acceleration in physical construction work [1] - The article suggests focusing on investment opportunities in key industries such as infrastructure in central and western regions, nuclear power, and coal chemical industries, while also monitoring improvements in orders from central state-owned enterprises and the subsequent realization of physical work [1] - The Infrastructure ETF (code: 159619) tracks the CSI Infrastructure Index (code: 930608), which selects listed companies involved in infrastructure construction from the A-share market, covering industries such as construction, building materials, and engineering machinery [1]