基建板块盘中领涨，基建ETF（159619）上涨超1.5%，中西部基建景气与资金改善支撑需求

Group 1 - The infrastructure sector is leading the market, with the infrastructure ETF (159619) rising over 1.5%, supported by improved demand from the mid-western region and funding conditions [1] - Infrastructure investment is expected to show structural characteristics by 2025, with broad and narrow infrastructure growth rates projected at 8.69% and 4.03% respectively [1] - The issuance of special bonds has accelerated significantly, with 58% of the annual quota completed by May, and an additional 176 billion yuan issued in June [1] Group 2 - The mid-western region shows outstanding infrastructure activity, with special bond growth exceeding 100% in Sichuan and Shaanxi from January to April [1] - Coal chemical projects are expected to drive regional infrastructure demand, with total planned investments reaching 1,032.9 billion yuan and an average annual investment growth of 220.6% from 2025 to 2029 [1] - The water and electricity sectors remain highly active, with significant infrastructure needs arising from upcoming projects like the Tibet hydropower project [1] Group 3 - The funding environment has improved, with rapid progress in replacing hidden debts, and a narrowing decline in net financing of urban investment bonds expected to provide additional funding support for infrastructure [1]