工业母机ETF（159667）涨超1.0%，制造业景气回升预期带动需求改善

Group 1 - The manufacturing production index in China is in the expansion zone, and the business activity expectation index has rebounded month-on-month, indicating a positive outlook for the second half of the year [1] - In July, total excavator sales increased by 25.2% year-on-year, with domestic sales up by 17.2% and export volume up by 31.9%, reaching a historical high for the same period [1] - Global semiconductor sales in June grew by 19.6% year-on-year, with Japan's semiconductor manufacturing equipment shipments increasing by 17.6%, reflecting strong downstream demand [1] Group 2 - The Industrial Mother Machine ETF (159667) tracks the China Securities Machine Tool Index (931866), which includes 50 listed companies involved in machine tool manufacturing and services, reflecting the overall performance of the machine tool industry [1] - The index components are primarily concentrated in the industrial, materials, and information technology sectors, showcasing trends in manufacturing upgrades and technological innovation [1] - Investors without stock accounts can consider the Guotai China Securities Machine Tool ETF Initiated Link A (017471) and Link C (017472) [1]