基建ETF（159619）盘中涨超1.6%，行业景气度有望企稳回升

Group 1 - The world's largest span cable-stayed bridge completed key tests before opening on August 6, 2025, marking a significant milestone in major bridge engineering [1] - The construction and building materials industry is currently at the bottom of the economic cycle, but with the implementation of positive policies, the industry is expected to stabilize and recover [1] - The Central Committee of the Communist Party of China proposed to promote high-quality "two重" construction, stimulate private investment, and expand effective investment, indicating that macro policies will continue to be supportive [1] Group 2 - The current valuation of the construction sector is at a historical low, with a price-to-earnings ratio of only 8.72 times, while the building materials sector stands at 19.67 times [1] - As policy effects are released, the supply and demand situation in the industry is expected to gradually improve [1] - The Infrastructure ETF (159619) tracks the CSI Infrastructure Index (930608), which selects listed companies related to infrastructure construction from the Shanghai and Shenzhen markets [1]