交运ETF（561320）收涨超1.2%，航空铁路复苏带来利好

Group 1 - The core viewpoint of the articles highlights the significant growth in the manufacturing value added of the railway, shipping, aerospace, and other transportation equipment industries, which increased by 13.7% year-on-year in July, surpassing the overall industrial growth rate [1] - Passenger travel demand remains strong, with 455.06 million railway passengers sent nationwide in July, reflecting a year-on-year increase of 6.6%. Cumulatively, 2.69 billion passengers were sent in the first seven months, up 6.7% year-on-year [1] - Railway freight is steadily recovering, with a freight volume of 451.62 million tons in July, marking a year-on-year growth of 4.5% [1] Group 2 - The rail transit industry is positioned as a direct focus of fiscal and infrastructure investment, benefiting from both incremental demand and stock updates. Fixed asset investment in railways grew by 5.51% year-on-year in the first half of the year, with high levels of procurement for high-speed trains and significant recovery in locomotive and freight car purchases [1] - The rail transit sector is characterized by its dividend attributes and domestic demand-driven nature, providing a stable industry landscape and making it a quality dividend-type defensive asset [1] - The transportation ETF (561320) tracks the mainland transportation index (000945), which selects listed companies involved in rail, road, shipping, and air transport to reflect the overall performance of transportation-related securities in the mainland market [1]